Merge Contacts: You can now merge contacts on the Contacts tab of the Customer form. If you have two of more contacts that refer to the same person with the name entered differently, merge them together with this feature.

Upload to FTP Site: This item located in the File menu will upload a copy of your database directly to our FTP site. This is used when your actual data is needed to resolve any issues.

Multiple Lines for all Grids: Right-Click on any list and select "Allow Row Height to be adjusted" and click OK. There will be a gray column on the left edge where you can click in-between the rows to adjust the row height. This will cause any text that is wider than the column width to word wrap to the next line.

Check Box Columns When Printing: Check box will now display an X for boxes checked when the list is printed. Previously, checked boxes displayed a -1 and unchecked displayed a 0.

Propagate - Selected Days: You can now select the days of the week to include/exclude by clicking the "More Days" button located to the right of "Include: Sat/Sun". If you normally propagate across selected days of the week or always include Sat or Sun, click the "Set These Days as Default" button to save your selection for next time.

Propagate - Shorten Date Range: Instead of using the "Deleting Bars After" feature to shorten a scheduled date range, you can now use the propagate form to shorten the date range. Right click and open the pop-up menu from the Spreadsheet or Chart and select an earlier "To" date. Click OK and you will be prompted to shorten the resource's date range by so many days

Comments & Notes - Printing: You can print the customer, employee or equipment comment's box by clicking the print button located below the box.

Date Stamp: There is a "Data Stamp" button in the lower left hand corner of all the comment boxes that will put the current date followed by a colon at the top of the box. If there is existing text, it will shift it down a line and insert the date with the cursor in position ready for your next comment.

Integration

MS Word® Integration: We have expanded into integrating directly with Word, Excel and Acrobat Reader. Populate your own lease agreements, inspection forms and preprinted tickets with a direct connection to Visual Dispatch. Contact us for more details.

MapPoint® Integration: A MapPoint tab has been added to the Rental form that will plot the job site on a map as long as there is an address or a intersection entered for the Job address. This application from Microsoft needs to be installed on your computer in order to pull up maps in Visual Dispatch. You can now export all the jobs scheduled on any given day and import them into Microsoft MapPoint®. Select "Export > Jobs for MapPoint®" from the file menu and follow the on-screen instructions. This integration will have many more functions added to it as new updates are released.

MapQuest® / Google Links: If you do not have MapPoint installed, two links above every address field for MapQuest and Google has been added. As long as you are connected to the Internet, you can plot any address directly on the Google Maps, Yahoo Maps or MapQuest.

WebView Feature: View real-time schedules on the Internet generated directly from Visual Dispatch. While using the program, schedule changes are instantly sent to a secure off-site server that can be viewed from Internet browser. Contact us for more details.

QuickBooks® Users : When new customers are added to Visual Dispatch, they are automatically added to QuickBooks when transaction data is imported.

DayView Spreadsheet

Calendar: Double-clicking the date of the schedule will open the calendar for selecting a new date.

Sorting With Support Resources: When sorting the DayView Spreadsheet, support resources will now be displayed. To return back to the same sort order as the equipment chart, select the "Equipment Chart Sort Order" check box located in the upper right hand corner.

Displaying Stand Alone Support in Bold: When a resource is scheduled on a day that its primary resource is not, it will now be in bold text so it is not mistaken for other support equipment.

Multiple Resource Propagation: Propagate multiple resources from the DayView Spreadsheet by holding your Shift or Ctrl Key and selecting the resources that need to have a different end date. This feature will make all the selected resources end on the date selected off the propagate form. This will also shorten the date range if the date selected is earlier than the end date of the resource's date range.

Print Multiple Job Tickets: You can hold your Shift or Ctrl key to select multiple resources that you want to print a ticket for. Right-click on one of the highlighted rows and select "Ticket > Print Ticket" and a ticket will be printed for the selected resources.

Solid Select Bar: A setting has been added to the Spreadsheet options to have a solid select bar instead of a hollow dotted bar. However, when using the solid select bar, status colors will not be displayed on the selected row.

Redundant Displayed Data: Display or don't display redundant data. There is an option in "Tools>Options>Spreadsheets" called "Display Redundant Data...". When checked, the DayView Spreadsheet displays the same customer name for all the support resources of a rental. Any other main rental information like, Customer Phone, Contact, Job Name, Address, etc... is also displayed redundantly for all the support resources. By Un-Selecting this check box, all the support resources will not display the duplicated information related to the rental, instead, the cells will be blank. This will make it easier to view the block of resources for each job.

Misc1,2,3,4: These four fields can now be printed on the operator's ticket. These fields are located on the Rental Form directly under the Quoted Price.

Ticket

Sign By - Start/End of Job: A "Sign By Line" at Start & End of Job with a separate Disclaimer can now be printed on the ticket. If the option to have the Disclaimer and Sign by at the Start is selected, it will print directly below the "Depart, Start, Duration, Date Range" section of the ticket. If the Sign By at the End is selected, it will print at the bottom of the ticket. The Disclaimer for each will be printed directly above the Sign line.

Resource Blank Line: An option to have a "Resource Blank Line" printed on the ticket at the end of each resource line has been added.

Resource Serial No.: An option to have the "Resource's Serial No." printed on the ticket at the end of resource information line has been added.

Job Count: An option to have the "Job Count" printed on the ticket has been added. If unchecked, the "Job # _ of _" will not be printed on the ticket.

Lift Comments: An option to have the "Lift Comments" printed on the ticket directly below the building image has been added..

Company Logo: An option to have your "Logo" printed on ticket and company info displayed above the gray header of the ticket has been added. All the position settings for the logo and company info are modified on the Printed Items tab of the Invoice Option form. Click the blue hyper link next to the ticket option to adjust the settings.

Header: You can now have your company name displayed in the gray header of the ticket. This is set up on the Header tab of the Ticket Options. If no items are selected to be displayed in the gray header, it will not be printed on the ticket.

Blank Ticket: When right clicking on a bar or row, there is a new item in the pop-up for printing a blank ticket. All the fields that are normally filled in will be blank lines for manual entering.

Print Settings: An option to "Print For Faxing" has been added so the ticket can be printed with no gray shaded areas.

Preview: You can now preview a ticket from the right-click pop-up menu. The preview will show how the ticket will look once it is printed.

Non-Rental: Tickets for Non-Rentals can be made from the Charts or DayView Spreadsheet.

Invoice

Bill To: The address position has been moved to the right so it lines up with a standard window envelopes.

Customer Account #: An option has been added to have the customer account # placed under the address in the bill to box.

Bill To Box: An option has been added to have the Bill To box printed or not.

Bill To Address: An option has been added to have the Bill To address displayed in all caps following the postal standards also eliminating any punctuation marks.

Append Description: There is a new option on the the Line Items tab of the Invoice options form. The rental description can be appended to the list of line items and if the description is wider than the column width, it will add extra line items to display the entire description. There is a choice for which column the description will be placed in, the Description, Equipment or Job Task column. With this option set, it will be its own line item with no other data for the other columns and will follow a blank line item after the list of line items.

Chart

Columns: Stored Location has been added as a column that can be displayed on the Equipment Chart.

Bar Text Display: The following new bar text displays have been added: [Rented Size, Employee] [Rented Size, Equipment] [Rented Size, Bar Text] [Support Info] [Support Info-ID] [Forman, Phone] [Customer Name, Job Task] [Rented Size, Address, City] [Rented Size, Address, City, Estimated Length]

Bar Text Display - Customize: The first item on the list is "-- Customize --". When this is selected, a Bar Text list will appear for you to pick and choose which items you want to have listed on the "Bar Text Display" drop down list. This list is the middle drop down list located in the Tool Bar when any Chart is displayed.

Functions: Double-click an idle bar will now open the rental.

Functions: Double-click on any bar in the Week, Month and Year view will open the rental.

Functions: Add rentals by double-clicking on a empty cell while in Week, Month or Year view. A default bar is added and the propagate form will open.

Functions: Hold the Shift key down while clicking on a Bar or Idle Bar and a small text box will appear with pertinent information about the rental and resource. This text box will stay open until you click something else.

Row Height: Adjust the Row Height of the chart to make the bars taller. Right-click on the chart and select "Row Height" from the pop-up menu. You can select one of the presets, Small, Medium, Large or select "Custom Size" to get the precise height your looking for.

Font Size: Adjust the Font Size of the bar text by right-clicking on the chart and select "Font Size" from the pop-up menu. You can select one of the presets, Small, Medium, Large or select "Custom Size" to get the precise size your looking for.

Bar Text Alignment: Adjust the Bar Text alignment by right clicking on the chart and select "Align Bar Text" from the pop-up menu. Bar text can be left justified or centered on the bar.

Time Scale: Change the Time Scale for the DayView chart. Right-click on the chart and select "Time Scale Intervals" from the pop-up menu. There are four intervals to select from: 15 Minute, 30 Minute, 45 Minute and 60 Minute. The default is 60 minutes which shows 1 hour for each time square. The interval you select will set the time cell accordingly. The smaller the setting, the more time cells per day. A smaller time interval will display a wider bar for the time range of the bar.

Rental List & Report

Report Date Range: Last 30, 60 and 90 day "Preset Dates" have been added to the Dates drop down list.

Rental List - Multiple Selection: You can now copy, move or delete multiple rentals. By holding down the Ctrl or Shift key and clicking or pressing your arrow keys will highlight multiple rentals.

Rental List - Memo Columns: There are 3 memo fields related to the rentals that allow unlimited text. The "In-house Comments", "Description" and "Route" can now be displayed on the Rental List. Since these fields usually contain lots of data, you can right-click and change the properties to display multiple lines. When this property is selected, there will be a gray column on the left edge of the grid where you can adjust the row height. Add these columns by right-clicking on any column heading and select them from the "Insert Column" list.

Rental Form

Rental Form - Foreman & Phone: A Foreman and Foreman Phone field has been added to the Job tab of the Rental Form. There is a option setting in the Rental options that will control how these fields are populated when a job site is selected. These fields can be displayed on the DayView Spreadsheet, Rental List and Ticket. They can also be displayed as a Bar Text selection for the main charts.

Rental Form - Resource Chart: The resource form can now be opened by double-clicking on the resource name in the leftmost gray column. Other options are accessible by right-clicking on the resource name, row or bar.

Rental Form: A button has been added to open the Lift Comments text box to the actual width that will be printed on the ticket. The Lift Comments text box is located on the Job Tab of the Rental form directly below the Check Lift button. The button to the right of the Lift Comments text box will enlarge the text box when clicked and will restore back to its original size when clicked again.

Default Printer Selection: The default printer can be selected from the Page Setup for various print jobs. For example, if you print the Equipment Chart to a special printer other than your system default printer, you can set the Page Setup to always have the chart print to a specific printer. Select Page Setup from the File Menu. The ticket and invoice is setup in the options form.

Rental Form - Resource Chart - New Resource: There are two new ways to add a new resource to the Resource Chart tab of the Rental form. You can double-click in the white grid area below the last resource or right-click any where on the chart and select New Resource from the pop-up menu

Rental Form - Resource Chart - Edit Resource: There are two new ways to open an existing resource for editing. Double-click the equipment number or employee name in the gray Resource column or right-click on a resource row and select Edit Resource from the pop-up menu

Fixes

Fix: If the customer hyper-link on the rental form was clicked and a change was made to the customer, the rental form would refill as if the customer was selected for the first time.

Fix: When printing the MapPoint tab, only one copy would be printed

Fix: If the program was minimized when the exit confirmation message appeared, the Yes or No button could not be clicked.

Fix: The New button on the employee's cards tab would not become active after adding a new card with the Master List button.

Fix: Changing the primary phone for an employee after deleting others caused an error.

Fix: Sometimes a system file would become unregistered causing the program to have an error during startup. If this happens, the program will reregister the file in the background and startup normally with no errors.

Fix: Selecting New Resource from the right-click pop-up menu on the Resource Chart tab of the Rental form caused an error. This was only in the white area below the last resource.

Fix: When idle bars were set not to be displayed, they were still displaying on the chart in week view mode.

Fix: If a database file is set to Read Only attributes, the program will change it for normal operation with uninterrupted activity.

Fix: Selecting "Default Layout" from the Columns form and clicking OK would produce an error on some lists.

Fix: DayView Spreadsheet would occasionally close due to an internal record being deleted.

Fix: Resources that had a time bar starting on one day and ending on the next were showing up on the DayView Spreadsheet twice.

Fix: Auto delete setting on the Rental Options form was not changing correctly with the up/down buttons.

Fix: Rental History button was not disabling when the grid was in edit or new mode. Clicking it during these modes would cause an error.

Fix: When printing all jobs on one ticket, jobs that ended at midnight from the previous day were being included on the ticket.

Fix: Using the Fin status with multiple resources that were not scrolled into view on the chart caused an occasional error.

Fix: When opening a resource form from a chart while both the employee and equipment chart are opened and adding a new piece equipment would cause the two charts to toggle back and forth after the resource form was closed. Doing a Ctrl-Alt-Del was the only way to stop this action.

Fix: If a resource ticket was opened from within the rental form and the rental form was closed before the ticket form, errors could occur.

Fix: When an invoice was printed with the word "discount" in the Equipment column, an asterisk was printed with a zero percent value.

Fix: Printing a ticket from the Stored Rental list where the rental did not have any resources assigned to it, caused an error.

Fix: The "Match Primary Resource" item was not displaying in the pop-up menu if only an employee was assigned to the resource.

Fix: Printing the Status List caused an error.

Fix: When printing the chart, extra resource columns would appear occasionally.

 

Update 2.89  

Rental Form - Resource Chart: If you are viewing the first day of the primary resource's date range and add a new resource, the new resource will automatically generate a bar matching the primary.

Equipment/Employee Chart: Two new items have been added to the popup menu when right-clicking on the primary resource.

1.) "Match Support to Primary Resource" - This will make all the support resources match the primary resource's time bars for the entire date range. This includes travel time, status codes and bar text.

2.) "Match Support for 5/16 Only" - This is the same except it will only apply to the date being viewed. 5/16 will be replaced with the date you are viewing when you right-click on the primary resource.

Equipment/Employee Chart: When the chart is sorted by time, there is a yellow heading that is displayed under the column headings for your reference. You can double click the column heading or the yellow label to switch back to the Default sort. To return back to your previous time sort, double click a column heading.

Status Rules: Four new rules have been added to the Status form for taking further action when a Status is applied to a resource. To add these rules, select Status from the Lists menu and select the desired status to edit. For more detailed information about these new rules, click the blue question mark (?) located next to the option.

- Apply to All: All the resources within the same rental will get the same status applied when the status is assigned to the primary resource. Only the resources that have the same bar times and same status will get the new status applied.

- Full Range: When assigned, every bar for the entire resource date range will have the status applied.

- Allow Change: When assigned, the status will be changed by other status that have one of the above two rules applied.

- Non-Rental: The rental will change to a non-rental when the status is assigned to a rental bar.

- Append to Ticket: The "Bar Text" contents will be appended to the "Description" when the ticket is printed.

Printing / Page Setup: There is an option on the page setup form for selecting the paper size. If you print to a different size paper than the default setting of your printer, you will no longer have to select the size from the printer preferences each time you print. Each item that has a "Page Setup" in the file menu will allow you to select the paper size as the default when the item is printed.

Rental Form: The "Account #" field has been added to the Customer drop down list on the rental form.

Rental Report: The rental report displays the rental list within a specific date range.

Date & Time Format: The program will now run correctly with any Regional Settings including 24-hour time format.

Employee Cards: A "Master List" button has been added to the "Cards" tab of the "Employee Form". If you are assigning cards to an employee and you need to add a new card to the main card list, just click this button to bring up the master list where cards can be added and modified.

User Access: To restrict access to features, such as printing lists, viewing reports or editing rentals, select "User Access" from the "Tools>Options>User Access" menu. When a feature is set to No-Access, a password will be required to use the feature. No-Access can be set for just a particular computer or for the entire system.

Error Report: A new interactive error form will appear when certain errors are encountered. A text box is provided on the form for you to enter your last steps before the error occurred. Entering this information before sending the error will be very helpful in trouble-shooting the error. To send the error click the "Print & Fax" button to print the report and then fax it to the number provided on the report. Or if you are connected to the Internet, click the email button and then send it.

Merge - Equipment: Equipment has been added to the Merge feature. If you have more than one piece of equipment with different equipment numbers that are the same piece of equipment, you can now merge them together.

Fix: The Bar Display "Job, EmpID, Cust, Sales", was not displaying in week, month or year view on the Equipment Chart.

Fix: Due to a past update, the version of your program may have switched back to single user. Please check your version and make sure the program is set correctly. The version of your program will be displayed on the left hand side of the main title bar. If you have purchased the Multi-Pro version and it is showing Single, contact us to re-register the correct version.

Fix: Pressing the "Enter" key while entering a route would bring up the route for the job when the yellow "Fill" button was displayed.

Fix: Red overlap bars were not being displayed on the chart when viewed in Week, Month, or Year view mode.

Fix: Importing a customer list from QuickBooks that contained jobs caused customer names to be imported with the job name appended.

Fix: The cards expiration date on the employee form can now be entered manually without having to use the popup calendar.

Fix: When a popup reminder appeared over the trial run screen, the program would lock unless the Trial Run button was clicked.

Fix: Deleting a primary contact from the customer form would sometimes cause the customer name to not appear in the customer list.

Fix: The sorting symbol in the column heading was not always displaying.

Fix: The row height on the Invoice line items grid would become corrupt intermittently.

Fix: If the lift stats on the Job tab of the Rental form were greater than 32,767, an error would occur

Fix: When sorting the "Equipment" column on the "Equipment Profile Results For All" grid, an error would occur if any of the equipment numbers contained alpha characters.

Fix: When "All" was selected for the dates of the Rental Report, non-Rentals where being displayed in the results.

Fix: Clicking in a blank "From" or "To" date of the Rental Report caused an error.

Fix: Printing the Equipment or Employee chart will now fill more of the page regardless the screen resolution, form size or paper size.

Fix: The units was not displaying in the Size column on the Resource Chart grid of the Rental form.

 

Update 2.82  

Company Income Report: A new menu has been added to the menu bar called Reports. Select "Company Income" to see the total Income, Tax, Discount, Rentals and Invoices for a preset date range or a specified range.

Bar Text Display: A new bar text named "Support Resource Info" has been added to the bar text list for the Equipment & Employee chart. When selected, support bars will display information about the primary resource along with the customer name. Example: "John D Oiler for 14 Mike M - Ameritech" where "John D" is the support employee and "Oiler" is the support employee title. "14" is the primary equipment number and "Mike M" is the primary employee. Primary bars will display the word (Prim) with the primary equipment number, employee and customer. Example: "(Prim) 14, Mike M - Ameritech"

Equipment Profile Header: The printed profile header can now be customized to display the "class, size, type, make, model" in any order. The label of the header can also be changed along with the header font. Clicking the "Options" button on the "Results" tab of the Equipment Profile form will open a form where these adjustments can be made.

Ticket Header Font: A new Ticket option has been added for adjusting the Ticket Header font. To adjust the Font name, size, bold or italic settings, click the "Header Font…" button. (Tools>Options>Ticket - "Header" tab - "Header Font" button)

Unlock Posted Invoices: When a posted invoice is locked, you can now unlock it by clicking the black key icon button located next to the posted date on the invoice window. The feature requires the same password used for setting up the User Access options.

Default Number of Copies: There is an option setting for the tickets and invoice to set the default number of copies that will be printed when the print button is clicked. (Tools>Options>Tickets/Invoice - "Print Settings" tab)

Invoice Footer: You now can have the Sub Total, Sales Tax and Discount printed along with the Total at the bottom right corner of the invoice. The label can also be changed to your desired terminology. These settings are found on the "More Items" tab of the Invoice Options. (Tools>Options>Invoice - "More Items" tab)

Invoice Default Remarks: A default Remark can be stored in the Invoice options on the Print Setting tab to always come up on new invoices. For example, "Have a Merry Christmas!!". When you don't want the message to come up anymore, just delete it from the Invoice options.

Invoice Line Items Column Headings: When a column name is changed it will also be changed on the printed invoice. Select "Rename" from the popup menu by right clicking on the desired column heading of the line item's grid.

Invoice Line Items - Description Column: A new column named Description" has been added to the line items grid. This field is directly connected to the Description field located on the Job Tab of the Rental form. All the text up to the first Return Character will be automatically placed in this field when the invoice is generated for the first time. This field can be displayed by right clicking on any column heading and select "Columns…" from the popup menu.

Invoice Logo Option: On the printing tab of the Invoice Option's form, there is a section that allows you to add your own logo image file to the invoice along with other company information if desired. You can now have the phone, fax, email and/or web site information displayed with or without a logo. A preview button has been added to this section for previewing your adjustments from within the options form.

Invoice Particulars: The invoice particulars can be setup to be display or not displayed on the form and also printed or not printed. These options are located on the "More Items" tab of the invoice options. A user-defined field and label has also been added for a custom particular if needed on your invoice.

Custom Field Naming: Two items have been added to column heading's popup menu for the majority of the lists. "Rename Column" allows you to change the field name and the "Default" item will change it back to the default name. These items can be selected by right clicking on the column heading of any list.

Employee Filter: A new parameter was added to the employee filter allowing you to show employees by work date. The employee list can be filtered to show employees that are, or not scheduled for today. It can also be filtered to show employees that are or not scheduled for tomorrow. You can also show employees that are, or not scheduled for a specific date range. For quick access to a filter that shows employees not scheduled for tomorrow, do the following: Open the employee list from the Lists menu and click the filter button. Select the "By Work Date" checkbox and then select the option for "Not Scheduled Tomorrow". Set the rest of the filter as desired and then click the "Save As" button and give this filter a meaningful name, like "Not Working Tomorrow". Then click the OK button. Now you can quickly select this preset filter from the right drop down list located in the tool bar above the employee list. Select "Default Filter" from the list to show all the employees. You could also set up a grid layout to show the "Employee Name" and "Phone Number" columns if a phone list is desired when the "Not Working Tomorrow" filter is applied.

Fix: A more intuitive message is displayed when attempting to add a duplicate customer to the list.

Fix: The calculator item in the Tools Menu was not executing in Windows XP.

Fix: Merging Discounts or Tax Items was bringing up an error when they were associated with an invoice.

Fix: Invoices with many line items had an occasional conflict with the line item order.

Fix: Adjusted the button placement to accommodate Windows XP button style.

Fix: If the "PO Number" field name was changed for the list view, it was not getting changed on the Rental and Customer form.

Fix: Pressing Alt-N when on the Customer or Job tab of the rental form caused an error.

Fix: Corrupt filters are removed automatically so they can be recreated.

Fix: Importing a blank Pay Term, Trade or Market Source caused an error.

 

Update 2.74  

Multiple Day Resources: Changing a specific on the Resource form of a multiple day resource is now automated. For example, if the employee name is changed on the fifth day of a ten-day rental, the new resource for that day with the new employee is added automatically. This also applies to the equipment number, size, class and title.

Statistics Printed on Day View Spreadsheet: There is an option to have the Total Equipment hours, Total Employee hours and total rentals printed on the Day View Spreadsheet. Select "Spreadsheets…" from the "Tools > Options" menu and select your desired options.

File Association: Double-clicking on your database file will automatically run Visual Dispatch. The database files associated with Visual Dispatch use the file extension ".vdd".

Recent File List: The file menu now displays a list of the last four database files that were viewed previously.

Preset Filters and Grid Layouts: The first item in both drop-down lists is "-- Customize --". When selected, the setup form will appear for you to create a new preset or modify an existing one.

Employee Filter: As part of your filter setup, you can now have more than one Title selected. To make a filter with more than one Title, choose "Selected Titles…" from the Title drop down list and check off the desired Titles for your filter.

Equipment Filter: As part of your filter setup, you can now have more than one Class selected. To make a filter with more than one Class, choose "Selected Classes…" from the Class drop down list and check off the desired Classes for your filter.

Match Primary Resource: A new feature has been added to the right-click popup on the Resource Chart of the rental form. When you right-click on any support resource and select "Match Primary Resource", this resource will obtain an exact duplicate of the primary resource's time bar. This includes the entire length of the primary resource's bar and any status codes or bar text that may be present. The primary resource is the resource listed first on the Resource Chart and Resource List. The order of the resource can be changed from the Resource List.

Propagate: When propagating support resource bars from within a rental, the propagate form will now open with the "propagate to date" set to the rental's end date and bar times check box already checked. Clicking the OK button will propagate the resource to the last day of the rental. This will save many steps when adding support equipment to a multiple day rental.

Charts: You can now open the equipment and employee form by double clicking on the resource column of the equipment and employee chart.

Cards: The cards label on the rental form has been changed to a blue hyper link. When clicked, the card list will open so that you can add or modify the card list on the fly.

Cards: Two new flags have been added to the cards, "Employee Warn" and "City Warn". If you do not want a particular card to be checked against employees, uncheck the appropriate box. If you do not want the City warning window to come up, uncheck the box.

City Warning: If you have a card where the Issuer matches a City on the Job tab of the Rental form, a warning prompt will be displayed with the Card Name displayed. So if a city requires a special permit, you could create a new card from the cards list with the Issuer as the city name and the Card Name set to what ever the requirement is for that city.

Employee Cards: The employee card-warning prompt now has an Add/Open button to allow for adding the required card directly to the employee form. If the card is expired, you can click the open button and go directly to the employee form to enter the new expiration date.

Fix: Sorting the chart by time while filtered caused an error.

Fix: When scrolling the Day View Spreadsheet back to the first row, support resources would become italicized and underlined. A support resource should only be italicized and underlined when it is on a day that the primary resource is not scheduled on.

Fix: Entering a negative amount on the invoice line items was ignored.

Fix: If the system date was changed to a future date, the auto archiving would archive current information. An extra warning has been added when a large amount of days are going to be auto archived. An unarchive feature has also been added to reverse the archives if ever needed.

Fix: When new resources are added to a rental, the equipment and employee drop down list on the resource form were not showing a check mark next to the new resources being added to the rental. As new resources are being added to a rental, they will now have a check mark next to them in the drop downs even if they do not have time bar assigned to them.

Fix: The Page Setup would print the page after closing the form.

Fix: The Page Setup was not saving the last margin setting and orientation.

Fix: When printing a list, the last page orientation was not being saved.

 

Update 2.70  

Integration: Visual Dispatch is now integrated with Microsoft Great Plains accounting system and Intuit QuickBooks. Invoices can now be exported and imported directly into Quickbooks, MYOB and others are still in development and will be released in future updates. For detailed information on how to integrate, contact us.

Images: There is a new tab added to the Rental, Equipment and Employee form called Image. This tab will allow you to add an image file to the given item. For example, if you have a digital picture of your crane and would like the picture to appear on the corresponding equipment form, click browse and select the image file.

Image File Column: A column named, Image File has been added to the Day View Spreadsheet, All Rental Lists, Equipment List and Employee List. You can insert this column to your current view to see which items have images.

Archive / Purge: An option to not have the auto archive run from your computer has been added. At lease one computer running the program on the network must have this option unchecked in order for the auto archiving to take place.

General Options: An option to not be prompted when exiting the program has been added. An option to not have network reminders pop up on your computer has been added. Local reminders will still popup. An option to not auto backup from your computer has been added. Other computers on the network will still backup the database. At lease one computer running the program on the network must have this option unchecked in order for the database to get backed up once an hour.

Current Week Indicator: A current week indicator can be displayed on the schedules to remind you when you are not viewing the current week. This feature is set on the "Color Coded Days" tab of the Chart options. Select "Chart…" from the Tools > Options" menu.

Save Prompt: When the OK button is clicked throughout the program, you will no longer receive a prompt to save your changes. You will only get the save prompt if you click the Cancel button or the Windows Close button [X].

Status Codes: The status "-- none --" has been added to the right click popup menu in place of a blank line for removing status.

Quoted Price: An option for printing the Quoted Price on the operator's ticket has been added to the Ticket Options.

Rented Size Warning: An option has been added to the Rental Options to warn when the rented size entered is larger than the actual size of the equipment.

Invoice Number Warning: An option has been added to the Invoice Options to warn you when you change the invoice number on the invoice form. This option is only used when the option for auto-incrementing is set.

Rental Number Warning: An option has been added to the Rental Options to warn you when you change the rental number on the rental form. This option is only used when the option for auto-incrementing is set.

Customer Form: The General tab and Address tab are now combined on the general tab. This change requires a screen resolution of no less than 800 x 600 pixels.

Charts: You can now open rentals by double clicking on a bar in week view.

Fix: When the text width was larger than the Ticket Header, the text would split into two lines making it difficult to read.

 

Update 2.63  

Filters: The Chart, Day View Spreadsheet, Week View Spreadsheet, Resource Form and Equipment & Employee Profile form now have a Filter button. Filters can be created and saved for each one of these views. Once a preset filter has been saved, you can quickly access it from the tool bar drop down list. For example: You can create a filter for the equipment chart to display only large cranes and then another for only small cranes. Then you can select between these filters from the preset filter drop down list located in the tool bar directly above the chart.

Profile: The equipment list now offers a profile options. There is also a Results For All button located on the profile form that will do a profile on all the items in the profile drop down list. For example: With the equipment profile, you could have the drop down list filtered down to only 5 selected cranes that you want to do a profile on. Click the Results for All and a list appears with all the statistics for the selected cranes. This list can be sorted, rearranged or printed.

Invoice Totals: Displayed on the Rental List, Day View Spreadsheet or Chart.

Locked Rentals: Locked rentals by other user can now be opened for viewing only. When you try to open a rental that is locked by another user, you will have the option to view the rental. Any changes to the rental will not be saved when viewing a locked rental.

User Access: Full access, view only and no access options have been added to the charts, rental form and day view spreadsheet. User access settings apply to the individual computer. This feature will allow a computer to run Visual Dispatch with access restrictions. To enable this feature, select User Access from the Tools > Options menu.

Websites: Useful website links have been placed in the Tools > Websites menu. If you are connected to the internet and select one of the links, your browser will open to that website.

Equipment Chart User Order: You can now change the equipment user order from the chart by right clicking on the resource column and selecting "Change User Order" from the popup menu. Then follow the instructions displayed on the prompt.

Customer List - Pay Term Colors: If you have pay terms that change the cell colors on the day view spreadsheet, you can also display those colors on the customer list by selecting the "Display Pay Term colors" Check Box to the right of the customer list.

Rental History - Customer Contacts: There is a Rental History button on the Contacts tab of the Customer form. Select a contact from the grid and click the Rental History button to see all the rentals for this contact. The rental history report is based on the contact name, so if you have the same name listed more than once in your contact list, it does not matter which one you select.

Customer Comments: There is a new option that will fill in the In House Comments field of the rental form with the selected customer's comments. This is useful when taking a rental to always have important comments appear on the rental form.

Customer Comments By Pay Term: There is a new option for the pay terms. This option will fill in the In House Comments with the customer's comments whenever a customer is selected that has a pay term assigned to it with this option set. In order for this to work, the rental option must be set to have the assigned or most recent pay terms fill in when a customer is selected on the rental form.

Rental Form Hyper Links: The Customer, Sales Person and Pay Terms can now be opened directly from the rental form. If the label is blue and underlined, you can click on it to open the item displayed in the text box. For example, if you wanted to see the address or comments for the customer that is on the rental form, simply click the Customer Name label and the customer's form will open.

Purging Old Data: You can now purge old data out of your current database. This feature will allow you to select a date range to be purged. This data will be stored in a different database with the name of your choice. If you ever need to look at this old data, you can simply select open company from the File menu and select the database file that contains the old data.

Internal Archiving: The Auto Archive feature will speed up the performance of Visual Dispatch by internally archiving rentals that are 60 days or older than the current date. As long as this feature is set, the program will continuously keep the most recent 60 days of rentals for immediate access. Archived rentals will still be accessible by clicking the Show Archive button when visible. You can adjust the amount of days that the system will archive from by selecting Archive / Purge from the File menu.

Delete Bars After/Before: There is now a warning prompt when there is more than one bar that is going to be deleted.

Chart - Printing: The chart will now print the exact time range that is displayed on the monitor. Example: If your chart is scrolled so it is displaying Tuesday 5:00 PM to Wednesday 3:00 AM, it will print these exact times. Previously, it would always print the displaying day starting at 12:00 AM.

 

Update 2.57  

Speed Enhancement - Rental Lists: The load time has been significantly decreased for all rental lists and all rental history lists. The time it takes for the rental lists to open is now dependent on which columns are visible. The following columns will increase the opening time if they are visible in the rental grid layouts: Pay Terms, Invoice Number, Invoice Complete, Actual Size, Type, Make and Model. If any of these columns are not necessary in your grid layout, removing them will help speed up the load time.

Speed Enhancement - Day View Spreadsheet: This view, previously named schedule, now loads in less time than before. This view's load time and day to day navigation depends on which columns are displayed. Contact Senarc Systems for more information on which columns will hinder speed performances with this view.

Chart - Equipment: Two more fields have been added to the available columns. They are the Primary Employee name and the Primary Employee's ID. You can select a max of four columns to be displayed to the right of the main resource column. To add and remove columns, right click on a resource column and choose Columns… from the popup menu. The left most column is the main resource column and will always be displayed. This column can be quickly changed by selecting a different mode from the drop down list located at the bottom of the resource columns.

Chart - Text Position: The text that is displayed on the bars is now left justified when the chart is in Week view mode.

Chart - Bar Text: Non-Rental bars now display their bar text in Month and Year view mode.

Chart Zooming Change: When the chart is displaying a month view, double clicking a particular date heading will now zoom into the week view with that day as the left most column. Previously it would zoom into the week view with that day as the middle column.

Terminology Changes: The Schedule is now called "Spreadsheet - Day View". There is a new menu item in the menu bar called "Schedule". In the Schedule menu there are 2 items, Spreadsheets and Charts. These have been pulled out of the Lists menu and placed in the new Schedule menu. Spreadsheets has a fly out menu that has "Day View" (old schedule item replacement), "Equipment - Week View", and "Employee - Week View". Charts has the same fly out menu as it did before when it was located in the Lists menu.

Spreadsheet - Day View: New functionality has been changed when you right click on an existing resource and select "New>Rental" from the popup menu. The rental form will now come up on the Resource Chart tab with all the resource information of the resource that was click on the spreadsheet. All you need to do is just draw the time bar for the new resource. This is only useful if you are adding a new rental that requires a resource that is already scheduled on your spreadsheet.

Spreadsheet - Week View (Equipment & Employee): A new spreadsheet has been added for viewing your equipment or employees in a week view displaying more detail for each rental per day. This window will display and run much faster if the amount of equipment being displayed is filtered down using the filter button located under the grid. If you are only interested in viewing the larger equipment with this view, then filter the grid to show only particular selected sizes. This view will not auto-refresh when network changes are made. It will be up to you to press the refresh button located in the bottom right hand corner. The button will flash red when a refresh is recommended. To add a new rental, double click on a blank cell to bring up the rental form. To edit an existing rental, double click a cell that has a rental displaying and the rental form will appear ready for you to modify or view the rental. All the other functionality offered on the other schedule views has not been added yet. For more information or feedback on this feature, contact Senarc Systems.

Employee Filter: The Employee List can now be filtered to display only the employees that fall into the filtered criteria.

Equipment Filter: The Equipment List can now be filtered to display only the equipment that falls into the filtered criteria.

Fix: The PO# and Rental# were not displaying the full text when printed on the ticket.

Fix: The week, month and year charts were not auto refreshing when changes were made across the network. They were only refreshing when the left most day experienced a network change. Now when a network change is made on any day in the chart view, it will automatically refresh.

 

Update 2.53  

Updates: This update has a very involved database change. Do to this extensive change, the update could take from 10 - 30 minutes depending on your database size and computer speed. With all updates, always make sure that the update is installed and Visual Dispatch is run on the computer that the database resides on first. Once you start Visual Dispatch after the update has been installed, you will be prompted to update the database to the newer version. This should be done from the computer that the database resides on for the quickest process.

Pay Terms Warning on Rental Form and Chart: When a pay term is assigned to a rental, you can now display the bar for that rental in a different color on the equipment chart and the employee chart. Also, when a customer is selected on the rental form, you can have the customer name and pay term labels change to the specified color for the pay term that fills in for that customer. The existing pay terms can be set by selecting Lists > Drop Downs > Customer Form > Pay Terms.

Non-Rentals: You can now open a non-rental and modify the bars on the Resource Chart tab. This will allow you to add bars in the middle of a multiple day non-rental. To open a non-rental, right click on the non-rental and select Open > Non-Rental. You can also add customer and job information to a non-rental and change it to a normal rental at a later time. To change a non-rental to a normal rental, right click on the bar or the row of the schedule and select Rental Type > Rental.

Created On: A "Created On" field has been added to all the lists which keeps the date and time that the item was created. To view this field, right click on any column heading and select "Created On" from the list of column heading in the Insert drop down list.

Bar Text: All the user defined check mark fields, along with Ticket Complete and Invoice Complete, have been added to the bar text list. When a check mark field is selected to be displayed on the bars, the field name will appear on the bar if it is checked or the bar will be blank if it is not.

Bar Text: The combination, "Rented Size, Job Task" has been added to the bar text selection drop down for the charts.

Color Coded Days: A new option has been added to the Chart Options that will allow you to have the chart and/or schedule display the date in a highlighted color for each day of the week.

Sorting: An option has been added to the General options that will allow blank data to go to the bottom of a list when a column is sorted in ascending order instead of having it go to the beginning. This is located on the Sort Format tab of the General Options form.

Job Name Specifics on the Rental Form: Refer to the Help for the details on this. It can be found by selecting "Contents and Index" from the help menu. This is located in the Forms > Rental Form > Job Tab topic. This information will be there after the update is installed.

City State Zip Country: When entering a customer on the customer form, you can now put in the zip code and click the Fill By button to fill in the City and State.

Drag and Drop on Equipment List: You now can rearrange your user order equipment list by dragging a row and dropping it in the desired position. The User Order check box must be checked in order to drag and drop. When the check box is selected, point the mouse to the row you want to move, click down and hold while dragging it to the row you want to place it on. Once it is dropped, the dragged row will be place before the row it was dropped on.

Insert Columns and Save Layout: You can now insert columns and save the layout from the right-click popup menu on any list. Right-click on the column heading that you want to insert in front of and then select the column name from the alphabetical drop down list. Once you have the columns in the desired order, right-click on the column heading and select Save Layout from the popup menu.

Phone Type Column: This column has been added to the employee and customer list.

Rental History: There is now a rental history button on the Equipment List, Employee List, Configuration List, Status List and many other lists located in the drop down maintenance section.

Auto Column Resize: When this is selected, columns will not go past the right edge of the grid. You can set this by right clicking on any column heading and select Auto Column Resize from the popup menu. Each list can be set individually.

Options - Rental: You now have the option to stop deleted rentals from moving to the Deleted Rental list. This option is located on the On/Off tab of the Rental Option's form. The Auto Delete setting has been moved to this tab from the General Options.

Options - Ticket: The options to have the Depart time, Start time and Sales Person printed on or not printed on the ticket has been added to the Printed Items Tab along with other printing options.

Schedule: You can now change non-Rentals to rentals from the schedule by right-clicking on the row and selecting Rental Type > Rental from the popup menu.

Switching Bars: The term swap has been changed to switch which signifies a bar being dragged from one resource to another. You now have the option to have the switch verification prompt appear or not when switching bars on the employee or equipment chart. These two options are located on the Tools > Options > Charts form.

Stand-Alone Resource: When a support resource is displayed on a schedule day where its primary resource is not , the support resource will be italicized and underlined to signify this.

Market Source: This field has been added to the customer form so you can keep track of what source lead customers to your company.

Website: This field has been added to the customer form for your customer's website address if they have one. Once you have entered a website address in this field, the label will become blue and underlined representing a link to this website. If you click this label, your default web browser will open and connect to their site if you are connected to the Internet.

Email: There are two email fields located on the Address tab of the customer form. Once you have entered an email address in either of these fields, the label becomes blue and underlined signifying that a click on this link will pull up your default email program with this address already filled in and ready to compose.

Discount: There is a new field on the invoice form for adding a discount to the invoice. Once the discount has been setup, a checkmark can be placed on the each line item that you want to apply the tax to. This field has also been added to the customer form. If you would like a particular discount automatically assigned to an invoice for a particular customer, then you would assign the discount to that customer.

Tax Item: There is a new field on the invoice form for adding a tax to the invoice. Once the tax has been setup, a checkmark can be placed on the each line item that you want to apply the tax to. This field has also been added to the customer form. If you would like a particular tax item automatically assigned to an invoice for a particular customer, then you would assign the tax item to that customer.

Lift Statistics: The lift statistics drop-down button is now functional on the rental form. This drop-down list will display all the lift-stat combinations for every rental that have the same job.

Merging: Jobs and many other items have been adding to the merging feature. This feature is located by selecting Merge from the tools menu.

Help: New topics and modifications have been added to the help section.

Fix: The contact phone type was not always displaying in the contact's drop down list of the Rental form.

Fix: Propagating a resource that spanned between two days caused some unpredicted results.

Fix: Many complex bugs have been corrected.

 

Update 2.47

Bartext: The combination, "Rented Size, City" has been added to the bar text selection drop down for the charts.

Resource Form: Various drop-down lists will now display more rows depending on your screen resolution setting.

Schedule: If you are using the User Order sort for the equipment chart, the default sort of the schedule will now use the same User Order sort. The user order is set up on the equipment list. This is used when you would like your equipment to be in a specific order that is unique to your company.

Ticket: There is now an Option button on the ticket form that will take you directly to the ticket option's form.

Auto Capitalization Bypass: If you have the "Auto capitalize" feature on, you can now bypass it by pressing and releasing the Shift key prior to typing the character that you would like lower case. The feature will resume for all subsequent keystrokes.

Help: The newest help screens are updated with every new update.

Fix: The "most recent lift statistics" option for the rental form is now working properly.

Fix: Occasionally the Begin and End time display boxes would stop coming up when a bar was being drawn or when an existing bar was clicked down on.

Fix: The edit ticket form now opens faster for rentals that have many resources.

Fix: On the Resource Chart tab of the rental form, when a second bar was drawn for the same resource and then moved, the idle bars for all the bars on that chart would move as well. This was only a graphic problem that had no effect on the actual data.

Fix: With the multi user version, if a rental was opened from the chart by double-clicking on a bar and then a change was made on that day from a different user while you were editing the rental, the chart would refresh and become the top most window.

Fix: Printouts of Invoices with line items that exceeded one page in length would only include the first page. All pages will be printed for a given invoice. The total amount will only be displayed on the last page of a multiple page invoice.

Fix: When trying to open a ticket for a resource newly added to a rental, a run time error was encountered.

Fix: If the "warn about duplicate rental numbers" option was turned off, deleted and stored rentals would not immediately appear on the schedule when restored.

Fix: If you had a rental level user-defined check mark column on your schedule layout and you tried to change the check mark by clicking directly on the schedule, you would get a run time error.

 

Update 2.44

Rental List: The following rental lists will revert back to the default grid layout after this update is installed: Rental List, Stored Rental List, Deleted Rental List, and Customer Rental History. If you have made any custom grid layouts for any of these lists, you will have to recreate them. All of these lists now show additional fields related to equipment, employee, etc... All the lists pertaining to rentals now share the same list of preset grid layouts. For example, if you create a new layout for the stored rental list, it will also be accessible from all the other grids listed above.

Rental #: There is now protection against entering duplicate rental numbers. You can turn this feature on or off by selecting "Options > Rental Form…" from the Tools menu. On the "Rental #" tab, there is a check box for this feature. By default this feature will be turned on.

Pay Terms: Pay term cell colors can now also be applied to the customer list in addition to the schedule. For example, if you have specified that pay terms of "COD" will color the customer name red on the schedule, the customer name will also appear red on the customer list. You can set the customer list to display these colors by selecting "Options > General…" from the Tools menu and then selecting the check box that says "Display Pay Term cell colors on the Customer List".

Schedule: You can now sort on any column heading, just like all the other lists.

Chart: You can now sort the resources on the chart by Depart, Start, Finish, or Return time. Right click on the chart and select Sort Order > Time from the popup menu. You can return back to your default sort by selecting Sort Order > Default Sort from the popup menu.

Preset Status: There are now some preset statuses that have special functionality. From the Tools menu, select Options > Preset Status to view this list.

Equipment Chart: This chart has been redesigned to improve performance and speed. Going day to day is roughly five times faster. You can now drag bars for a multiple day rental from one resource to another. You can also drag non-rental bars.

Options - Charts: There are new options that will help the charts load faster by limiting the amount of data retrieved for week, month and year view mode. From the Options menu, select Charts to make the adjustments.

Resource Ticket: You can now print a manual entry section on the ticket for the operator to fill out at the job site. "Select Options > Resource Ticket…" from the Tools menu to add this option. There is also an option for a Daily Log Section that can be printed on the ticket as well.

Resource Ticket: If your company does a lot of short term rentals per resource in a given day, you can now have all the jobs for a particular resource all print on one piece of paper. The popup menu from the chart or schedule now offers five different ticket options to select from.

Resource Ticket: There is now a ticket complete check box located on the rental form next to the route field. Once you have all the ticket-related information entered, you can check this box to indicate that the ticket for the primary resource is ready. If you have the Ticket Complete column displayed on the schedule, you can then see all the resources whose tickets are completed and ready for printing. With this column displayed, you can also click on the check box to mark the desired tickets complete. From the schedule or chart you can right click and select "Ticket > Print All Completed Tickets" from the popup menu or from the File menu, and all the tickets for that day that are marked complete will be sent to the printer.

Fix: Contact phone numbers were not always filling in when a contact was selected from the drop-down list.

Fix: When selecting a previous description on the Rental form, only the first line was being selected.

Fix: Tickets opened directly from the Employee Chart were not displaying the route.

Fix: Extensive troubleshooting has been performed to correct many bugs related to networking.

Fix: Depending on the type of video adapter your computer is using, images on certain command buttons were not being displayed correctly.

Fix: Idle bars for Non-rentals are now the same color as the non-rental bar.

 

Update 2.36

Help: Modifications have been made to the help system. Help can be displayed by selecting "Contents and Index" from the Help menu. The Getting Started section has been restructured for this update. In each future update, a new section(s) will be added until all aspects of the software are documented.

Chart: There is now a much more convenient way of entering non-rentals. From the Employee or Equipment chart, draw a new bar. Now, right click on the bar. The first item on the menu is Rental Type. It will be checked off as Rental by default. To make it a non-rental, click Non-Rental. You can switch back and forth between the two, until you open the rental and save it. Once it has been saved, it cannot be changed back to a non-rental.

Schedule: Account # and Model have been added to the schedule grid. To display these columns, right click on the grid and select Columns. Check off the columns that you want to display and click OK.

Year View Chart: Year view has been added to the Employee and Equipment charts.

Chart: The resource column of the Equipment Chart and the Add Rental form's Resource Chart has a new item added to it's drop down list (located at the bottom of the column), "Model". By selecting it, you can now display the model number of a piece of equipment.

Equipment Chart: You can now display multiple resource columns on the equipment chart. Right click on the chart and select "Columns…" to add, remove and position.

Charts: Zooming in on a chart by clicking the time scale is now done with a double click instead of a single click.

Employee profile: The Rental and Non-Rental checkboxes are now working correctly. You can now create employee profiles based upon those parameters.

Fix: The Job City on the rental form would occasionally bring up a previous city when the job name was modified. This would then cause an error.

Fix: When changing a job name on a rental, the prompt asking if you want to replace the modified route was coming up improperly.

Fix: Using the tab key to navigate on various forms in place of the mouse is now working properly.

Fix: There were some errors encountered when inactive equipment or employees were entered on the Resource form.

Fix: Bar text for non-rentals was not working correctly on the Employee chart.

Fix: The rental number option was not working correctly when set to manual.

 

Update 2.34

Employee Chart: We have added a new chart with all the same functionality as the equipment chart, except it refers to all the employees that are checked off as active and resource for rentals. The employee chart is located in the chart button drop down on the tool bar or by selecting "Lists > Charts > Employee Chart".

Pay Terms Setup: You now can set a pay term to display different cell colors on the schedule when the pay term is applied to the rental. If you have existing pay terms that you would like to setup, select "Lists>Drop Downs>Schedule>Pay Terms", highlight the desired pay term and click the setup button. If you have the pay term "COD" and you would still like to see the Customer Name cell highlighted Green for rentals with this pay term, you will need to set it accordingly.

Resource Ticket Options: On the printed items tab is an option called "Non-Primary Equipment Indicator". When checked, if the employee assigned to the equipment is not the primary employee for that equipment, the equipment number will be highlighted in gray to indicate this. This will only be on the print or preview of the ticket. This option is checked by default. The Resource Ticket Options is located in the Tools menu.

Resource Ticket Options: Located at the bottom of the header tab is a check box that when checked, will cause the employee name to appear in "First Name Last Name" format if the employee name was entered "Last Name, First". This option is checked off by default. The Resource Ticket Options is located in the Tools menu.

Rental List: A new list form has been added that displays all the rentals entered so far. Whereas the schedule form displays rentals that pertain to a particular day. You can use this list to quickly locate a rental by rental number, customer name, job name, etc...

Job List: You can now view a rental history or a customer list for any particular job. A rental history will show all the rentals that used the job name. The customer list button will show all the customers that used the job name. Both of these lists have the same sorting capabilities as all the other lists in the program. Just click the column heading of the column that you would like to sort by. The job list is located in the list menu.

Sort Format: The schedule at present time is sorting by equipment number. However, if your equipment numbers contain alpha characters, you may receive unpredictable sorting. If this is the case you may change the default sorting on the Sort Format tab of the General Options form. When you select the option "Text", the schedule will then sort by alphanumerical order. This setting will also take affect on the equipment list when the equipment # column heading is clicked. There are three other options, Size, Rental # and Zip Code, that you can change to your desired setting as well. The default for all four of these options are to sort by numerical order. If your are satisfied with the current sorting, leave the settings as they are. In the near future you will have the ability to sort the schedule in the same user order as the equipment chart. You will also have the ability to change the schedule sorting by other columns. The General Options is located in the Tools Menu.

Reminders: A new feature has been added called "Reminders". A new reminder can be added by clicking the reminder icon off the tool bar or by opening the reminder's list from the list menu and clicking the new button. Once a reminder is set, as long as the program is running, the reminder will pop up on the date and time that it was set for.

General Options: There is now a button called "Folder Location" which was placed next to the check box that says "Backup the database hourly". This was previously located in the File menu but has been removed. The folder location is where the copies of the database will be stored. If the computer is on a network, we recommend selecting a folder on a different drive other than the one that the working database resides. The General Options is located in the Tools menu.

All Charts: While viewing the chart in week or month view, you can now click on the date column header to change the chart to day view mode displaying that day.

Fix: Certain fields were lengthened on the printed ticket to handle long names.

Fix: Running the equipment chart for an extended length of time caused a decrease in performance. This situation has been relieved.

Fix: Printing the equipment chart in weekly or monthly mode caused an error.

Fix: The user-defined check marks were not coming up on the non-rental form.

 

Update 1.00 - 2.30

Invoice: A new button added to the form called "Synchronize with Rental" will allow you to specify which parts of the invoice to synchronize and recalculate to match the rental.

Deleted Rental List: Whenever a rental is deleted it is kept in the deleted rental list. Now you never have to worry about deleting a rental accidentally. If a deleted rental is 30 minutes or smaller and has no pertinent information, then it will not be sent to the deleted rental list. From the list, deleted rentals can be restored or permanently deleted. You can even set the list to permanently delete rentals after a number of days (the default is 20 days, but you can enter any number you like. Clicking the Auto Delete button on the Deleted Rental list will bring up the general options form allowing you to make your own setting). The Deleted Rental list is accessed from the "List" menu.

Pay Terms:The pay terms on the rental and customer form are now displaying the pay term code instead of the description. The typomatic will now search on the code. Also, you can now add new pay terms from the invoice form.

Date Navigation: There is now a "Go Back" button on the Schedule, Equipment Chart and the Resource Chart. This button will bring you back to the last day you were previously viewing. This is helpful for flipping back and forth between two dates.

Deleting Support: You can now delete support resources from the schedule and the chart without having to open the rental. If you right click on a support resource, you will have the option to delete the entire rental or the resource.

QuickBooks: You can now import your QuickBooks customer list along with each customer's information by setting the option "Integrate with QuickBooks" in the General options form. This option is located in the "Tools - Options - General" menu. Once this option is set, select "QuickBooks Import..." from the File menu.
QuickBooks integration will be continued with future updates.

Rental Form: Adjustments have been made to speed up the load time of the form.

Regional Settings: Some regional settings caused the program to not run properly. This problem has been resolved.

Columns: A new feature has been added to make it easier to add, remove, and edit column headings. To access this feature, right click on any grid and select "Columns..." from the popup menu.

Custom Column Headings: When a column heading is customized to your own heading it will also apply to any forms that pertain to it. This will only apply to the schedule, customer, and configuration grid for now, but in future updates it will apply to the rest of the grids. Do to this extensive change, if you have any custom heading names on the schedule, customer, or configuration grid, they will be set back to their default heading. You may want to make note of this before you install the update. After the update is installed, you may change the column headings back to what they were. Once a column heading is modified, all other grid layouts that have that heading will use the new heading name.

New User Defined Fields: There are 8 new user defined check mark fields that can be used on a rental, resource, or a resource time (daily). These fields can be setup from "Tools - Options - User Defined Check Marks" form. A field that is set to rental will appear on the rental form. A field that is set as a resource or daily will appear on the resource form. A rental type check mark will apply to each resource for its entire date range for that rental. A resource type check mark will apply to an individual resource of a rental for its entire date range. A daily type check mark will apply to an individual resource's time bar. Once these fields are set up they can also be displayed on the schedule by right clicking and selecting "Columns..." from the popup menu. These check mark fields can be checked off on the chart or schedule from the right click check mark's menu. On the schedule, you can left-click directly on a cell that has a check mark box to check or uncheck. Three default fields have been setup for you, finished, Called, and Rain/Shine. You may keep these or change them if you wish.

Schedule: Contact Phone # is now available to display on the schedule grid.

Tickets: A new option allows you to pick the contents that will be printed in the gray header of the tickets. The default is employee name. This option is located in the "Tools - Options - Resource Ticket".

Options: All option settings that pertain to the company database are now stored in the database instead of the individual computer. This way the settings will not return to their defaults if the computer is replaced or the hard drive is reformatted.

Customer: A new field called Email has been added to the customer form and list.

Sorted Columns: Sorted columns now have a symbol located in the column heading. An up arrow represents ascending sort order, and a down arrow represents descending sort order. Note: Typomatic searching only applies to the sorted column.

Minimized Windows: Clicking on the corresponding icon located on the tool bar or selecting the item from the menus will restore minimized windows.

Contacts: Contact name, phone, and description can now be displayed on the Customer List.

Bar Text: Every Bar Text selection in the drop down list is now functional.

Bar Text: If there is no contact phone number for the rental when "Contact and Phone" is selected to display, the customer number will be displayed with the contact name by default.

Customer History: From the customer history list of rentals, you can now view the Invoice for any particular rental found in the list. You can also copy a rental from this list to a schedule or to the stored rental list. To access any of these functions, right click on the desired rental and select the appropriate item from the popup menu.

Employee Profile: You can now create profiles of each employee from the employee list. Statistics can be generated for each employee according to parameters that you set. Example: You may want to see how many hours or days this employee worked in a given date range. You may want to narrow it down to a specific job, customer, crane, size, status, job task, etc... Lots more work will be done to this screen over the coming weeks, including the ability to create and save custom reports. From the employee list, the profile feature is activated by right clicking on the desired employee and selecting "Profile" from the popup menu or by selecting the profile button on the form.

Merge Records: The merge feature now includes the employees.

Plus Button: Modifications have been made to the functionality of the blue plus sign button next to the job name text box on the rental form. All other plus signs have been removed from the program. The recommend use of this button is as follows: always type the job name in the text box first to see if it is an existing job or a new job. Once the full name has been entered, press tab and if it is a new job then you will be prompted. However, if the job name is an existing job but the location is not the location you are looking for, first click the drop down arrow and scroll down to see if the job you want is on the list. If it is not on the list, click the blue plus sign and the Job form will appear allowing you to add a new job.

Popup Edit Menu: All text boxes now have a right click popup menu that supports Undo, Cut, Copy, Paste, Delete, and Select All.

Prints: All printouts now show the column headers on pages following page 1. The date and time of the print job is displayed in the bottom left hand corner. If the grid that is being printed has a preset layout name, that name will be printed on the top center of the page.

Propagate: You can now propagate from the schedule.

Resource Chart View: When the resource chart is displayed on the rental form, you can now change the view or bar text from the main toolbar dropdown lists.

Schedule - Invoice: The schedule now displays the invoice number when an invoice has been created for a rental. There is also a new check box column, called "Inv". This column is used to mark an invoice completed. This column can be added from the schedule properties. To mark an invoice complete, just right-click on a rental-line and select Invoice. Once the invoice form is opened click the "Invoice Complete" check box located above the line items.

Schedule - Ticket: There is a new check box column, called "Tick". This column is used to mark a ticket completed. This column can be added from the schedule properties. To mark a ticket complete, just right-click on a rental-line and select Ticket. Once the ticket form is opened click the "Ticket Complete" check box located to the left of the OK button.

Stored Rental List - Equipment Chart: Now rentals from the Equipment Chart can be moved or copied to the stored rental list. To use this feature, right click on a time-bar and select Copy/Move>Copy to Stored Rentals or Copy/Move>Move to Stored Rentals.

Sales Person: Modifications have been made to the Sales Person text box on the rental and customer from.

Ticket Form: There is a new option to have the contact and phone number printed on the ticket. This option is located in the "Tools - Options - Resource Ticket".

Employee List: The employee's primary Phone Number is now displayed on the list.

Merge Records: A new feature, Merge Records, has been added that will allow you to efficiently manage your data. Example: Suppose you have a customer, "CAI", on your customer list. Then, someone else added the customer a second time, but this time calling the customer "Custom Air, Inc.". If some rentals were entered under "CAI", and some under "Custom Air, Inc.", this would be a problem. The new merge feature will allow you to merge all occurrences of "CAI" into "Custom Air, Inc.". This feature can be found under the Tools menu. The Customer list and Job Task list are the only two lists that can take advantage of the merge feature. All other lists will be added in future updates.

Drop Down Maintenance: Cosmetic adjustments where made to form positioning and sizing.

Networking: Record locking adjustments for the multi-user version.

Schedule Conflicts: When there is a conflict on the schedule, the appropriate cell will be highlighted in yellow and italicized. This will stand out so conflicts of this type won't get overlooked when working with the schedule. For example, if the equipment has a scheduling conflict, then the equipment number will be highlighted in yellow and italicized. The same applies when there is an employee conflict.

Stored Rental List: When copying or moving rentals to the schedule, a destination form will appear allowing you to select the date you would like to copy or move to. The stored rental list is located in the "List" menu.

Pay Terms: Each pay term now has a check-box, which specifies if it can be printed on the resource ticket or not. For example, if you have a pay term like COD with the description, "Cash On Delivery", you may want the description to be printed on the resource ticket so the operator is reminded of this. If you already have existing pay terms that you would like to have printed on the resource ticket when they are assigned to the rental, select "Drop Downs - Schedule - Pay Terms" from the "List" menu to modify.

Ticket Form: An option to display the boom configuration, when there are lift statistics, has been placed on the Resource Ticket Setup form. A boom configuration can be displayed on a ticket only when there is a match with a lift entry for the given lift dimensions. If the lift statistics are set up to be checked by default, the config check box will default to a check mark if there is a lift entry match and the rented size of the resource matches the original configuration size assigned to the equipment number.

Ticket Form: You now have the option to display a signature field for the customer to sign and date.

Resource Form: The equipment in the equipment drop down list is now sorted in the same order as the equipment chart list. You can change this order on the equipment list form.

Stored Rental List: This is a list where you can store rentals that will not appear on the Schedule. You can copy or move a rental from this list to the Schedule. From the
Schedule, you can copy or move a ren

Fix: Certain customers and employees where not showing up on their respective lists.

Fix: New customer and employees that had a phone or a contact added that was not marked as a primary caused an error.

Fix: When a new status was created from within the Add Resource form, the status did not get saved with the resource.

Fix: Customer form was opening on the Contacts tab. It now opens on the General tab.

Fix: When a new item is added to a list, the highlight bar was not going to the new item.

Fix: When a status was applied to a row on the schedule, the font size was not being set correctly.

Fix: Last Date Worked for customer and employee was displaying future dates if rentals were scheduled. Now it only shows past dates up to the present.

Fix: Changing from week view back to day view on the equipment chart caused an error.

Fix: The city/state/zip information for the Bill To box of an invoice was not being displayed when the invoice was opened from the equipment chart.

Fix: A checkmark conflict-warning prompt was coming up incorrectly when left clicking checkmarks on the schedule.

Fix: When new items were entered on various forms, the setup prompt was coming up twice.

Fix: Occasionally, all the support resources for a rental were not being displayed on the resource chart tab of the rental form when the rental was opened from the equipment chart.

Fix: The Call Date column of the stored rental list was displaying 12/30/99 for all rentals.

Fix: When a new rental was added from the equipment chart while in week or month view, all time bars were not being refreshed properly