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Version: v1.05.10

07/20/2006

 
   Welcome to this WorkPDA Interface Utility Reference Guide website. This product is designed for our ProServe II Series software products as an add-on utility. It's designed to interface ProServe II data with most Palm OS or Pocket PC compatible PDA devices. It includes a PDA Application that's installed on your PDA device and it works in conjunction with your PDA devices synchronization software. The Interface is installed with and runs from within ProServe II.
 
Have you installed WorkPDA Utility Tools? If not click here...
 
Starting WorkPDA Interface Utility
  • From within ProServe II

  • From Main Menu select Reports pull down

  • Select Custom Reports

  • Select the WorkPDA Interface Utility

Note: It may be necessary to add this new option to your Password..
 
    The basic idea is to download open work orders, this builds the PC WorkPDA Sync files. Then synchronize to your PDA device using the sync program that comes with your PDA. Then process the work orders on your PDA using the custom application and then synchronize back with your PC. Then upload completed work orders into ProServe II.
  • The Download procedure is similar to the print work order forms that you now use. You enter a time frame, department code, route, etc.. for the work orders and contacts you wish to download.

  • The Upload procedure simply reads from the PC WorkPDA Sync file and updates ProServe with completed work orders and payments. It leaves un-worked orders in the PC WorkPDA Sync file to be synchronized back to the PDA device.

  • Two WorkPDA Sync files, Work Orders, synchronized both ways. Contacts, only synchronized to PDA for reference.

Compatibility
  • ProServe II v2.01b or later (US version)

  • ProServe II v2.01b or later (UK version)

  • It is NOT compatible with ProServe II PLUS

  • Multiple PDA Devices (requires a UserID License for each device)

  • Currently it cannot handle multiple companies.

  • Palm OS or Pocket PC compatible PDA devices.

  • Windows 2000 or Windows XP operating system.

PDA Device, this reference guide assumes that you are familiar with the operations and features of your PDA Device. If you're looking to purchase a PDA Device we recommend the PalmOne Tungsten E2.
 
Data that is synchronized between PC and PDA Device
Most Logical Topics
For the best experience using this product, we suggest that you read through each topic before getting started or use topics below for a Quick Start.. Each topic can be accessed form the Contents section listed in the upper left corner of any page.
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Copyright 2006, all rights reserved