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Category: PFIM

Export a report from PFIM to Excel format

Using the default options when exporting a report from PFIM to excel can result in a lot of extra columns and rows that often do not line up and make it difficult to work with the raw data. Following this process to export the basic information of the report into excel format can result in a cleaner data set. Select the Export button from the report preview screen. Under the Format drop down select Microsoft […]

PFIM Workgroup Security

This is only necessary when multiple users will be logging into PFIM simultaneously from the same PC in Access database environments – this is specifically designed for Terminal Servers where the PC name is the same for connecting clients and this causes issues with the locking file locking mechanism used by the Microsoft Jet database engine. This can also be enabled where additional security to the PFIM access database is required via the operating system. […]

Scheduled Maintenance

A comprehensive Maintenance Management Solution. Complete service history per unit, location and site Schedules can be based on Monthly, Weekly and Route based systems Serial Numbers can be linked to a scheduled contract User definable service schedules Document or Grid based service schedules Control charge out rates and markup on per contract basis Scheduled maintenance – automates routine generation of Service Schedules and Job Cards Job Cards (Can directly convert to Invoice) Full Customer history […]

Create A Technician

Creating a Technician  (from v 3.0.299) Creating a technician requires that you have first created your internal organisation as a customer or supplier, and associated the technician as a contact. This is done via Customer – Master File (This process is documented separately.) Inside your internal organisation you need to create a contact for each technician within your organisation. Note: When using multiple branches you need to create an internal organisation per branch and only […]

Create A Sales Agent

Creating a Sales Agent (from v 3.0.299) Creating a sales agent requires that you have first created your internal organisation as a customer or supplier, and associating the sales agent as a contact. This is done via Customer – Maser File (This process is documented separately.) Inside your internal organisation you need to create a contact for each sales agent within your organisation. Note: When using multiple branches you need to create an internal organisation […]

Job Card Screen – Proposed New Development

Proposed Job Card Screen Changes: Please review the proposed changes and provide feedback. This development is proposed to ease the use of Job Cards by grouping relevant information into Tabs and increasing the space available to display more information. The buttons in the toolbar will remain visible when a tab that they are applicable to is selected. Certain information such as Job Card Number, Quote information as well as Customer and Job Cost Centre will […]

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