Reference Guide

Contents
WorkPDA (PDA Device Application)
 
    This utility will install the WorkPDA application on your PDA device during regular  synchronization the 1st time you synchronize. This application includes Two forms:
 

  1. Work Orders, this holds all Work Order records downloaded from ProServe and allows the user to process them.

  2. Contacts, this holds Service and Billing contact information and is used for reference only.
    Both forms are listed under the Main WorkPDA option located on your PDA Applications Main Menu screen. The screen formats may very between Palm OS and Pocket PC devices. This reference will refer to the Palm OS screen formats and options. Refer to your PDA Device manual for general features and options..
 
General Notes and Tips:

  • The WorkPDA forms will not allow the adding or deleting of records.

  • Either form with it's data can be deleted.

  • Any deleted forms will be replaced during regular synchronization.

  • During service creation in ProServe II, the work order numbers are assigned in Route + NSD order. When using the work order number as the sort key, the records are actually sorted by Route plus NSD.

  • Select the END button to return to the Records List screen. In Work Orders form it also saves any changes made to that record.

  • Select the Previous button to browse back one screen.

  • Select the Next button to browse to the next screen.

  • We recommend using a Stylus when navigating Work Orders. see why

  • List Field Options, you can customized the last two columns displayed on the records list menu by clicking the header area of that column. Then select the field to be display in that column. (the 1st is defaulted and cannot be customized)

  • Sort Key, you can customize the sort key by selecting the Sort button and then select the field. (That field does not have to be one that's is being displayed on the list screen)

  • Column Widths, you can customized each column on the records list screen by dragging the column line to the left or right.

  • Search, you can search by typing the data in the search field and then select the field to search on, then select the search icon.

  • Select the Done button on the records list screen to return to the WorkPDA forms menu screen.

  • Any Service Amount changes are only updated to the work order records and sales files not the Service Account record. (just like ProServe)

  • Setting PDA Device Preferences for best performance. Click here

  • Deleting either the Work Orders or Contacts form. Click here

  • Highlighted text in Blue in this document, indicates data fields that's updated back into ProServe II during the upload process.

  • Highlighted text in Red in this document, indicates data fields that can be edited on PDA device, but is not updated back into ProServe II during the upload process.

  • Data changes made on PDA records (Blue) is given priority over PC data during the Upload process only if the PC data amounts have not been changed.
1) Work Orders Form, use this to process work orders.

  • Highlight the Work Orders form, select the Review button

  • Select the Work Order record to access and/or process.
Work Order Screen (1 of 2)
Work Order: 00001349
Name: Mike Orings
Street: 375 West Valley Dr
Service: P10, Monthly Pest
Phone: 205/467-0504
LSD: 05/05/2006
NSD: 06/06/2006
Time: 7:30am (WO only)
Route Code: R01
Map Code: 35146
   

(End)     (Next)

 
The 1st two screens is basic information for contact and scheduling. Use the Sort option to organize your work.

A message will be displayed... If the Work Order you selected has been Posted as Completed, but you may continue to modify that record if needed. Select the END button to return to main work order list screen.
   
Work Order (2) Screen (2 of 2)  
Contact: Mike
Address 1: 375 West Valley Dr
Address 2: Springville, AL 35146
Address 3:  
Cell Phone: 205/635-6696
Fax Phone: 205/467-6698
Total Amount: $49.28 (includes tax)
Cust No: 00129
   
WIP:

(Work-In-Process)
   

(End)  (Previous)

  
Data in blue is updated back into the work order record and the service account record unless otherwise stated.

(Total Amount = Service Amount+Tax+Items+S&H)
This original amount will not change on PDA
But the Srv Amount can be changed on next screen.

Select the Work-In-Process button to start that job.

   
Work-In-Process Screen  
Work Order: 00001349
Time In: Check ON to start time
Time Out: Check ON to stop time
Total Minutes: 18.37
Srv Amount:

45.00
Sales Tax:

4.28
Calculate:

(Cal Totals)
Total Sales:

49.28
   
Post:

(Post Process)
   

(End)

  
The idea is to click Time In, this starts the clock. Then work the job, when you return click Time Out, this stops the clock. Make any change to Service Amount and click the Cal Totals button to re-calculate the sales tax, total sales and time.

(Total Sales = Srv Amount+Tax+Items+S&H)
(Sales Tax is based on Tax Rates for this WO)
See Cal Totals for more info

Select the Post Process button to start the Posting Process for this work order.
   
Posting Process Screen (1 of 2)  
Work Order: 00001349
Post Date: 06/10/2006
Route: R01
Tech Code: T01
Salesman: KEB
Payment: Yes/No
Ref/Check: CK10234
Type: Cash/Check/Charge
Paid Amount:

49.28
Current Balance:

$74.28
   

(Next)

 
The post date is set to today's date by default 1st time into this screen.

Payment must be set to Yes to be updated back into ProServe. Paid Amount defaults to Work Order balance.

WO Balance is included in the Current Balance. This sample indicates a previous balance of $25.00.
   
Post Process (2) Screen (2 of 2)  
Supplies: Yes/No
   
Notes: Yes/No
   
Srv Units: Yes/No
   
Completed: Yes/No
   
UserID: 001
   
   

(End)   (Previous)

 
Selecting Yes on Supplies, Notes or Srv Units will open the appropriate screens for you to post information.

The upload requires a Yes on Supplies in order to be updated back into ProServe.

Completed Yes = posted and will get uploaded into ProServe. No = not posted and stays on PDA device.
   
 
Supplies Used Screen (1 of 2)  
Item One: Chemical Name 1
Qty Used One:

2.50
Item Two: Chemical Name 2
Qty Used Two:

2.50
Item Three: Chemical Name 3
Qty Used Three:

3.75
Item Four: Chemical Name 4
Qty Used Four:

2.00
Item Five: Chemical Name 5
Qty Used Five:

6.50
   

(Next)

 
The Supplies Used section will display the 1st 10 Cost type Inventory Items and allow you to post usage for each.

Leaving the Qty at 0 (zero) indicates no update for that item.

This section requires a Yes on the Supplies option on the Posting Process (2) screen in order to be updated back into ProServe.
 
   
Supplies Used Screen (2 of 2)  
Item Six: Chemical Name 6
Qty Used Six:

3.50
Item Seven: Chemical Name 7
Qty Used Seven:

4.50
Item Eight: Chemical Name 8
Qty Used Eight:

6.75
Item Nine: Chemical Name 9
Qty Used Nine:

21.00
Item Ten: Chemical Name 10
Qty Used Ten:

16.50
Finished Supplies:

(Return)

(Previous)

  
Select the Return button to return to the Posting Process (2) screen.
 
Notes Screen (1 of 2)  
Note One: 1 level 2500 sf
   
   
Note Two: note 2 (52 characters
per comment  
   
Note Three: note 3
 

 
   
   
   

(Next)

  
This section is updated back to the PC Work Order record automatically, the PC Service Account record update requires a Yes on the Notes option on the Posting Process (2) screen.
   
Notes Screen (2 of 2)  
Note Four:

Read Only
   
   
Note Five:

Read Only
   
   
Trouble Spot: trouble spot comment
 

 
   
Finished Notes:

(Return)
   

(Previous)

  
Select the Return button to return to the Posting Process (2) screen.
 
Service Units Screen (1 of 2)  
Srv Unit One: Service Unit 1
Unit Qty One:

5
Srv Unit Two: Service Unit 2
Unit Qty Two:

4
Srv Unit Three: Service Unit 3
Unit Qty Three:

6
Srv Unit Four: Service Unit 4
Srv Unit Four:

21
Srv Unit Five: Service Unit 5
Unit Qty Five:

16
   

(Next)

  
This section is updated back to the PC Work Order record automatically, the PC Service Account record update requires a Yes on the Srv Units option on the Posting Process (2) screen.
   
Service Units Screen (2 of 2)  
Srv Unit Six: Service Unit 1
Unit Qty Six:

5
Srv Unit Seven: Service Unit 2
Unit Qty Seven:

4
Srv Unit Eight: Service Unit 3
Unit Qty Eight:

6
Srv Unit Nine: Service Unit 4
Srv Unit Nine:

21
Srv Unit Ten: Service Unit 5
Unit Qty Ten:

16
Finished Units:

(Return)

(Previous)

  
Select the Return button to return to the Posting Process (2) screen.
 
 
2) Contacts Form, use this for reference.

  • Highlight the Contacts form, select the Review button

  • Select the Contacts record to access.
Service Screen (1 of 2)  (reference only)
Srv Acct No. 00134
Company:

Jay Brown
Contact: Jay
Street:

1825 Ave 21st St
Address 2: West Blockton, AL
Address 3:  
Service: P10,Monthly Pest
LSD:

04/12/2006
Phone: 205/467-6943
Cell Phone:

205/554-5843
Fax Phone: 205/467-6945

(End)   (Previous)

 (Next)
 
Billing Screen (2 of 2)
Billing Acct: 00131
Name:

Jay Brown
Balance:

$35.00
Contact: Jay
Phone: 205/467-6943
Cell Phone:

205/554-5843
Fax Phone: 205/467-6945
Home Phone: 205/467-8823
UserID:

001
   

(End)   (Previous)

 (Next)
 
Setting PDA Device Preference (Palm)
Theirs Two preferences that affects the Work Orders form record list screen that you need to be aware of.

  • Log on to your PDA device.

  • Open the WorkPDA application to the 1st menu screen. (this is where the Work Orders and Contacts forms are listed)

  • Click the WorkPDA v1.5 header in the top left-hand corner.

  • Then select Preference

  • Show Record ID Number (#00) should be set to OFF, this only increases the width of the WO # field and is really not needed.

  • Indicate Modified Records (*) should be set to ON, this indicates that a WO record has been modified.
Deleting WorkPDA forms from your PDA Device
 
Palm Device

  • Log on to your PDA device.

  • Open the WorkPDA application to the 1st menu screen. (this is where the Work Orders and Contacts forms are listed)

  • a) Click on the WorkPDA v1.5 header in the top left-hand corner.

  • b) This pulls down a Options menu, select Delete Form Designs

  • c) This brings up the Delete Forms and Data menu screen.

  • d) Select the Work Orders form so it's highlighted.

  • e) Select the Delete button, this will allow you to verify deletion.

  • g) Select the OK button to complete deletion.

  • Repeat steps a - g to delete the Contacts form.
Pocket PC Device

  • Log on to your PDA Device.

  • Open the WorkPDA application to the 1st menu screen. (this is where the Work Orders and Contacts forms are listed)

  • a) Click on the Database option at the bottom of screen.

  • b) This pulls up a Options menu, select Delete Forms

  • c) This brings up the Forms menu screen.

  • d) Select the Work Orders form so it's highlighted.

  • e) Select the Delete button, this will allow you to verify deletion.

  • g) Select the OK button to complete deletion.

  • Repeat steps a - g to delete the Contacts form.
Cost Inventory Items
     During Inventory File Maintenance the Type field can be set to either Cost or Sale. Setting it to Cost indicates that this item or material is used on the job, but is not added to the total sale of the service being performed. Setting it to Sale indicates that it should be added to the total service amount. Currently this utility will only download Cost type items because the Sale Type Items (Supplies) cannot be modified on the PDA. Only the Service Amount can be modified on PDA.
 
Cal Totals
     When work orders are downloaded the Total Sales amount is setup on PDA. This includes the Service Amount, Shipping Amount, Sales Items and Sales Tax. (Sales Tax for both Service and Items) The Service Amount is the only sales amount field that can be changed on the PDA. The Shipping, Sales Items and (Item Sales Tax) figures are considered Non-Service Sales Amount that you cannot see on the PDA as individual figures. When you change the Service Amount and click the Cal Totals button. The new service amount and sales tax can be re-calculated and is reflected in the Total Sales amount, that will include any Non-Service Sales Amount.
Example: A work order has a Total Sale of $57.52 made up of:

  • Service Amount = $45.00 (seen on PDA)

  • Service Sales Tax = $4.28 (seen on PDA)

  • Shipping Amount = $2.00 (NOT seen on PDA)

  • Sales Items = $5.70 (NOT seen on PDA)

  • Item Sales Tax = $0.54 (NOT seen on PDA)

  • Total Sales ...  $57.52  (seen on PDA)
If you change the Service Amount from $45.00 to $55.00 on sample above. The result would be Service Amount = $55.00, Sales Tax = $5.23 and Total Sales = $68.47. The Non-Service Amount would still be $8.24  (This sample is based on 9.5% Tax Rate)
Note: Any Service Amount changes are only updated to the work order records and sales files not the Service Account record. (just like ProServe)
 
Navigation (5 way Navigator)
    If your PDA device has a Navigation Button feature, example: the 5 way navigator on the PlamOne Tungsten E2. You'll be able to use it when working in this application but it's not recommended. The WorkPDA Work Orders application depends on options being selected at the proper entry point in order to function properly. The navigator button will move through the screens without regard to available selections and options. We recommend using a Stylus when navigating the WorkPDA Work Orders, the Contacts is not dependant on options so it's suitable for the navigation button.
 
 
 
 
07/19/2006

Go To Top Of This Page

Copyright 2006, all rights reserved