What's New in Version 4 of
E-mail support. Now works with almost any internet based e-mail (smtp) server
(Outlook, Notes, etc.)
document control support for work orders and purchase documents.
PDF export option for many of the built-in reports. Depending on the report,
export options now include: RTF, Word, PDF, Excel, HTML, Text and others.
Outlook style shortcut interface installed wherever applicable.
XP like icons added to the common toolbar used throughout.
support for higher resolution displays (larger screens and auto resizing).
support for international dates and currency.
improved lookup screens where information can be entered as needed (parts,
quick find routines installed throughout to help streamline item lookups.
company information and icon on work order documents
‘PM Planner’ scheduler where you can create new tasks and reschedule
the ability to record meter reading directly on the work order.
‘PM Calendar’ scheduler where you can schedule tasks in day or week
views, plus print day, week, month schedules and more.
charts and graphs types of reports
‘Master Task’ completion screen which streamlines the closing of work
orders and saving information to history logs.
user defined fields added that can also be printed on work order documents.
These can be used to specify whatever your company wants to use them for.
optional printing of Buildings and Room numbers on Work orders and PMs.
feature added that’s compatible with the PM Coordinator application.
work schedule shows up on lookup screen, this way you can see if they are
available to perform the task.
the ability to prevent the generation of automatic work orders for equipment
the ability to change the comments section title to anything you want.
Projected and Actual Man Hours reports.
re-useable comments field database similar to the re-useable PM task
- Added the "XX Days M-F" recurring frequency.
- Added the "Record Steps" And "Steps Taken to Complete Work
Order" sections to work order documents.
support for Aging documents with new Aging screen.
support for Blanket Purchasing Orders where child documents can be added to
a master document. Auto tracking of blanket balance and more.
document lookup screen.
e-mail composer for writing e-mails to vendors or anyone else for that
support for e-mailing quotation requests to suppliers where purchase items
are automatically added to the e-mail body.
support for automatically attaching the current purchase document to an
e-mail (PDF file).
random order of purchase items to remember order they were entered.
Date Promised, Confirmation Number and Vendor’s Reference to Purchase
optional approval line on the bottom of Purchase Orders.
Classifications tree view option as found in many of the other modules.
- New Receiving Report and expanded part movement history tracking from 5
items to 50, per part.
- Added Unit Type fields to Purchasing documents.
Other Module Level
Reports and Graphics module now has the ability to open and save report
setups. No more need to recreate reports from scratch.
a full feature Word Processor to the Reports and Graphics module.
Accident, Injured and Witness reports for a cleaner interface, and better
form resizing support in the Safety Management module.
under stock sort in Inventory module.
redesigned scheduler in the Personal Module where you can now add notes to
down time tracking in the Work Orders module.
meter reading tracking to Work Orders module.
report wizard in Work Orders module.
can now calculate asset depreciation using either the straight-line or
double-declining balance methods in the Equipment module.
meter types to Equipment module (hours, mileage, etc).
a room field to the Equipment module. You can specify a property, building,
and a room within that building.
- Added Account and User information to part checkouts, and created an
enhanced Part Checkout report.
- Added the "Work Order Part Usage" report to the Parts and
Click here to see what was added to Version 3 of