The Claims Manager
                       PO Box 454, Chickasha, OK 73023  (405)224-8824 fax / Compuserve  76351,2632      1                           1INSTALLATION	4
Printing inside Windows 95.	5
UTILITIES	6
Setup	7
Setup Page 2	8
#COPIES INVOICE	8
#COPIES SCALL	8
Setup Page 3	9
Tutorial -- Entering an invoice....	11
Supplemental Screen (Page 2)	16
Taking in Payments	18
Main Menu	19
Not Paid	19
All	19
Service Call	20
By Tech	21
Parts Ordering	22
Symptom History	24
Phone Directory	25
Extended Warranty	26
(Service Contracts)	26
DAYSHEET MENU	28
Deposit Data	28
Current Deposit Record	28
View Deposits by a Date	29
Print Deposits/Detail	29
Print Deposits/Summary	29
DAYSHEET DATA	29
View By Date	29
VIEW BY DESCRIPTION	29
VIEW BY CLAIM#	29
VIEW BY CUSTOMER	29
VIEW BY CHECK NUMBER	30
Print Day sheet	30
Phone Directory	30
Reports	31
TECHNICIAN REPORT FROM UNPAID INVOICES	31
TECHNICIAN REPORT ALL INVOICES	31
PRINT ALL SETS IN STATUS ORDER	31
Statement	31
DAILY SETS BROUGHT IN	31
BILLED INVOICES BUT NOT PAID	31
WARRANTIES SUBMITTED BUT NOT PAID	32
PRINT ALL SETS IN SHOP	32
TAX REPORT	32
SERVICE CONTRACT REPORTS	32
LISTING OF DUE CONTRACTS	32
PRINT RENEWAL NOTICES	32
UPDAT.EXE	34
Command Line Options	35


SYSTEM REQUIREMENTS

You will need a minimum of 540k of free memory.  
Place a "files = 100"  line in your config.sys file.  If 100 files is not enough, increase it slightly until the program runs.  In most cases you can use from 80 to 100.  
Program runs best with at least a 386 class computer.  If program seems sluggish, you will need to install a disk caching program such as Smart drive that comes with Windows.   If you are running on a Novel 3.1 network, you will need the statement File Handles = 99 in your Net.cfg file.

INSTALLATION

Installation from floppy diskette: 
	1.  Place the line files=100  in your config.sys and reboot your computer.
	2.  You may need to adjust the command share.exe in your autoexec.bat if the                                  program will not open files.  You will know after installation if this step is needed                         because the message "Cannot share <filename>" will appear in a window..
	3.  Insert installation diskette 1 (some disk sizes only require one installation diskette) into 	 	     a floppy.  
	4.  Change to that drive .  
                 Example:  If you put the diskette in your A drive, you would type A: and press the                         Enter Key.	   
	      Your prompt would then be A>
          	5.  Type Install
	6.  Follow the onscreen instructions.   
	Always type TV.BAT to start The Claims Manager.


Installation from a zip file:  
           1.  Place the line files=100  in your config.sys and reboot your computer.
	2.  You may need to adjust the command share.exe in your autoexec.bat if the                           program will not open files.  You will know after installation if this step is needed                          because the message "Cannot share <filename>" will appear in a window..
            3.  Place the claims_.exe a sub directory (I use CLAIMS for the directory name) and type                 Claims_   ....don't forget the underscore_ character.
	4.  After uncompressing files, you may delete the claims_.exe file.  
	5.  Type "TV.BAT".  The program will create any necessary files.  
	6.  If you run into a file create error, go back and rename the fixfiles.bak to fixfiles.bat.  		     Then run TV.BAT again.  Always type TV.BAT  to start The Claims Manager.

UPGRADING:  If you are upgrading from a previous version of The Claims Manager,  you will need to rename the file called fixfiles.bak to fixfiles.bat.  Then type tv.bat.   The upgrade will take place before the program loads the first time and fixfiles.bat will rename itself to filfiles.bak..




Next, run Setup in Utilities.
     After loading the program, go to setup to enter your business preferences See Setup Section.    It is also recommend that you go into Utilities menu and enter your service profile information under the Brands menu option at this time.

Demo Version Notice
If  this copy is a Demo version of  The Claims Manager , you will be limited to only 6 invoices.  Registering the product will remove this limitation.  Please feel free to distribute copies of the demo version.  Upload it to your favorite BBS.


Printing inside Windows 95.
If you use Windows 95 you will experience some printing problems.  Your program will stop and there will be some garbage on a message that is on the screen.  Here is the solution:
Go to Control Panel in Win95 and select Printers. Choose Properties from
 the file-menu, then Details and change the 'Spool Settings' to:
 'Print directly to the printer'.
 Select also Port Settings' and check off the 'Spool Print Job' check-box.







UTILITIES  

Brands:  Place information from each service center profile here.  You can enter the rate structure and phone numbers as well as the mailing address.  By placing all this information here, it becomes available to you as you enter a claim.  Later, while entering a claim (covered later on) pressing the F7 key will cause this window to pop up, allowing you access to this service profile information.  This is easier than trying to find the book with your service profile in it (mine seem to get lost)  while filling in a claim.  This menu option is the only place you can edit manufacturer data.  Editing is not allowed while entering a claim.  You will also be able to print a mailing label while this screen is up by pressing F6.   The company's address will be printed for you on a mailing label to send the claim off with.

Customers:  Complete access to the customer file.  It is not necessary to add customers here unless you want to.  You will be able to add customers and edit them "on the fly" as you enter claims.

Dealers:  Place the dealers you do business with here.  Also frequented retail outlets.  This saves a lot of typing when customers bring in items  and you are filling in a claim.  Duplicate names are not allowed here.  If, for instance, you have two businesses with the same name, you will have to figure a way to make them unique.  You might have a Wally's #1 and Wally's #2.  Just as long as they are different.

Complaint Codes:  EIA complaint code file.  Some manufacturers require these codes on their claims.

Repair Codes:  EIA repair code file.  Some manufacturers require these codes on their claims.

Invoice Numbering:  Place the next invoice number here.  It will automatically increment and be entered onto a claim each time you create a new one.

Parts:  Access to parts database.

Phone Directory:  Vendor's phone numbers are placed here automatically.  You can place your other phone numbers and addresses here  for future reference.

Zip Codes:  Exactly that.  All  the zip code information you have entered will be here and listed by zip code.

Cities:  Same as zip codes, but listing is in order by city name.

Tax Rates:   Place applicable tax rates here.  In some places several tax rates are needed depending on the area.  This gives you access to multiple tax rates.

SETUP

Advance how many lines for NESDA? If you use the NESDA invoices this allows you to set up your printer so it catches the top line correctly.  You will have to experiment with this to get it close.

Advance how many lines for NARDA? If you use the NARDA invoices this allows you to set up your printer so it catches the top line correctly.  You will have to experiment with this to get it close.

Your Company Name:  Cannot be changed.
Your company address:  Whatever you put here, prints on invoices.
Your company city,st zip: Whatever you put here, prints on invoices.
Your company telephone: Whatever you put here, prints on invoices.
Local area code:  When entering customers, the area code you put here will automatically fill in.
Local Zip code:  When entering customers, the zip code you put here will automatically fill in.
Tax Percentage:  This number will automatically fill in on new claims.  You must have a tax table with this same amount in it, so when you leave this screen, be sure and select Tax Rates to verify.
Parts percent markup:  The figure you put here (usually 40%) is for marking up parts prices and will automatically fill in each time you create a new part item.   That figure can be changed at that time.  
Tax Labor etc.........   Different areas treat labor as a taxable item.  Depending on the area you are in, this section gives you flexibility when computing tax.  Answer Y  or N  to each of these and they will be taxed or not individually as you create a new invoice.  They can be changed "on the fly" by pressing F3 while editing a claim.
New Invoice Status:  The Claims Manager has a status field on each invoice.  Whenever you create a new invoice, the status will be blank and you will have to put something into the status field.  By placing a status here, it will fill in automatically each time you start a  new invoice.  Example:  I put "Awaiting Service" here and each time I add a new invoice, Status says "Awaiting Service" automatically.
New Invoice Tech:  Similar to New Invoice Status, except dealing with technicians.  If you are a one man shop, or one technician gets most of the work, you can put that name here.  Each time a new invoice is created, that name will be automatically filled in.
Part on Order Status:  Later, you will see how to link the parts ordering feature and the invoices.  Each time you place a part on order, if you choose to put a customer's name on a purchase order, that customer's invoice status will change to whatever you put here.  For example, I use "Awaiting Part".  That way, whenever I use a po, and select a customer, Status automatically says "Awaiting Part".

The following lines .......  These lines print at the bottom of a paper invoice.

Sample wording might be:
This invoice shows charges for this repair job only.  We guaranty only
that the parts installed by us will perform satisfactorily under conditions of normal usage for a period of ninety days after date of repair.  There is absolutely no labor warranty on any instrument with an intermittent problem. Since the problem is not apparent, it cannot be traced.
Press Ctrl+Enter to save and go to:

Setup Page 2

BANKING INFORMATION FOR DEPOSIT SLIPS.
The Claims Manager will print your deposit slips for you.  Place your bank name, city and account number.  It will be printed on deposit slips.

Number Labels  1 2 3 4 5
This controls how many labels are printed if you print labels on a standard dot matrix printer.  This does not apply if you use a Seiko Smart Labeler.  This option works only when printing labels for putting on items that are brought in for repairs.

#COPIES INVOICE
This controls how many copies are printed each time you select Print Paper invoices.  If you do not use carbons and want 2 or 3 copies, place that number here, and it will print that many each time.

#COPIES SCALL
This controls how many copies are printed each time you select Print Service Call.  If you do not use carbons and want 2 or 3 copies, place that number here, and it will print that many each time.

The following lines are for the back of a postcard.  
If you want to send your customer a postcard to advise them their repair is ready, then whatever you type here, will be printed on the back of a postcard.  I use this feature to inform customers of ready units when I was unable to contact them by phone.  I also use it sometime for estimate notifications.

Sample wording might be:
Please make arrangements to pick it up soon.
  Thank you for allowing me to serve you!

Note:  Shop is Closed Saturdays & during lunch.
Charge your repair to Visa Master card Discover
Sets uncalled for after 30 days will be sold.

Print repair price on postcard? 
Answer yes to print it , no to omit.

Extra Field#1
If you need a field on your invoices for lets say, cleaning, you can put the words CLEAN in this field.  Each invoice would then have a CLEAN field.  You can use any 8 character label here.  It will print on the invoice.

Extra Field#2
If you need another field on your invoices for lets say, Safety Leakage Testing, you can put the words SAFETY in this field.  Each invoice would then have a SAFETY field.  You can use any 8 character label here.  It will print on the invoice.

Fixed price for #2
This will be a dollar figure.  Let's say you charge $3.00 for a safety leakage test.  You want that charge to appear automatically on each invoice.  Place an amount in this field.  When you add a new invoice, that number will appear automatically for you in Extra Field #2 amount field.  You will be able to change the figure on the invoice  as well. 

Press Ctrl+Enter to go to:

Setup Page 3
This page is mainly for those shops that actively sell Extended Warranty Service Contracts.  This page allows you to come up with the wording for those contracts.  If you do not sell contracts, you will probably not use this, however, you might want to put in the printer control codes, as some of the reports and forms will require them.


Type Credit Cards you Accept:   This will be printed on Extended Warranty Certificate renewal notices.  If you do not plan to sell your own Extended Warranty Service Contracts, you can omit this step.

ENLARGED PRINT BEGIN:  Enter printer codes here.  They must be ascii characters only!  For example, if you looked into your printer manual, and it shows the code to be Esc 15 or if it says to use 027,15, then you must use the Alt key and the numeric keypad.  To enter 27,15, you would hold down the alt key.  While holding it down, key in 27 with your numeric keypad.  Do NOT use the number keys above the letters on your keyboard!    Release the alt key.  An ascii character should appear.   Now, hold down the alt key again.  Key in 15.  Release the alt key.  Another ascii character should appear.  That's all there is to it.
ENLARGED PRINT END:  Same as above.

Printer code for 10 CPI.  Same as above.  Enter the codes for switching to 10 characters per inch.

Printer code for 17 CPI.  Same as above.  Enter the codes for switching to 10 characters per inch.

Type in the wording you want (if any) that will print on your Extended Warranty Certificates.
If you sell Extended Warranties, and you want to print your own, Place the wording you would like printed here.

Tutorial -- Entering an invoice....
General rules:
This program uses tables and forms.  A table is a listing of several forms.  A form is the actual record itself.  In other words, think of a table as a filing cabinet drawer and you are looking at the tabs on file folders.  You select an individual folder and when you open that folder, you look at a form.

A.  Whenever a table is on the screen, these rules apply:
	1.  Up and down arrows move from one record to the other.  As you move, a record is 		     highlighted.
	2.  Ctrl+Enter will allow editing of the highlighted record.
	3.  Insert will cause you to add a new record.
	4.  Delete will cause you to delete the selected record.
	5.  Enter will choose that record if you are filling in from a table.
	6.  Esc = exit.
B.  Whenever a form is on the screen, these rules apply.
	1.  A form is the record itself.  There is usually a message window that tells you which mode you are in.  There are three modes you can be in.  Add, Change(or edit) and Delete.
		a.  Add:   To add any records, you had to press Insert from a table. If you are			 adding a new record, the message will say "Record will be added".  
		b.  Change.  To Change any records, you had to press Ctrl+Enter from a table.  The			 message will say "Record will be changed"
		c.  Delete.  To delete any records, you had to press Delete from a table.  The 			message will say "Press enter to delete".  If you press Esc when that message			 appears, the delete will not take place.  If you press enter, the delete is completed			 and the record is removed.
	2.. To move from field to field press Enter.  To go back a field, Press Esc.
	3.  .  Normally, if you press enter and go from field to field, when you get to the last field, 		the record is saved and you will return to the table again. Ctrl+Enter will quick save and 		exit the record.
	4.  On the other hand, if  you move backward in a record by pressing Esc, if you go back 		past the first field, the record is not saved, and you return to the table again.  Pressing 		Ctrl+Esc will quick abort and exit that record.  Changes will be ignored.


Now, on with the tutorial:
1.  Select Claims Manager.  Note:  If you get a screen that flashes and says The Claims Manager can only be accessed by registered user,  then someone has tampered with your setup.dat file.  You will need to get out your installation diskette and replace that one file only. 
To do that, reinstall to a different directory than you normally use, otherwise all your data could be destroyed.  Then copy just the setup.dat file over into the directory you normally use.  

2.  You can select Not Paid or All. You can enter invoices from any of these table listings.  But, you would normally choose Not Paid and press Enter.

3.  You now have a new menu showing the different ways that Unpaid Invoices can be viewed.  Select By Name.  Press Enter.  The first time you use The Claims Manager you will have no records.  If there are no records in your database you will automatically be thrown into the invoice screen .  If you had invoices already entered, then go to step 4, otherwise skip step 4.

4.  Press Insert.  A blank invoice will appear and the words "Record will be Added" will be at the top of the screen.  

Fill in the form as follows:

Customer:

Certain conditions will exist.  Please read all of these conditions before you start typing.

Customer has never been in the shop before:
     Type in a customer's name.  The correct format would be Last name, First name.  This keeps the customer  file in order by Last name, followed by First name.  Press Enter.  Or, you could press F2.  NOTE:  Wherever you see a little up arrow before a field, press F2 to get a browse list of available choices.   A list of customers in the customer database will pop up.  You may use the arrow keys at this time to move up or down in the customer file, but since the customer has never been in, their name will not be there.  Press Insert to add a new customer.  A smaller window will pop up. The message "Record will be Added" appears at the top of the form.  This is how you can tell if you are adding or changing a record.  Anything you typed in the customer field of the invoice will already be in the name field.  Continue filling in the name and address information.  Fill in the zip code.  If you are not sure what the zip code is, press F2 .  A zip code window will pop up.  Browse through the zip codes database by city name.  Press Esc. to return to the add screen.  The city will fill in automatically once the zip is entered.

Customer has been in shop before:
	Type in a customer's name.  The correct format would be Last name, First name.  This keeps the customer  file in order by Last name, followed by First name.  Press Enter.  The address and city information will fill in automatically from the customer database on exact matches.  Or,  you may press F2 and window will pop up.

Customer address or phone is in database, but is incorrect:
	Go back to the Customer field by pressing up arrow or the Esc key several times.  
Selecting the Customer Database:
There are two ways to access the customer database from this field.  You could press the F2 key or do the following.  Move your cursor to the last letter on the right of the customer's name.  Hint:  Using the End key takes you there instantly.  Ctrl+End will delete the whole line.  
Example:    Smith, John    Move your cursor to the n in John by pressing the End key.  Press Delete to delete that 'n' character.  Press Enter. 
Editing the customer information in the customer database:
The customer browse window will pop up on the screen.  Use the arrow keys to select the correct customer name to change.  Once you have highlighted that name, press Ctrl+Enter to enter the edit mode.  Another window should pop up.   You will then be able to edit the customer's information directly in the customer's information file.  Make the necessary changes, then press Ctrl+Enter to save and exit that screen.  You will now be back to the customer listing table and the same customer will still be highlighted.  At this time, just press enter.  The customer browse window will disappear.  All the correct information will now be displayed on the invoice screen

Status:  If you filled in a status in the Setup, it will automatically appear here.  If not, you can access this field in one of two ways.  Either type something and press enter, or press F2 and choose from a list.  If no list was made, you will be able to add to the status file here.  If the Status browse window is on the screen, pressing the Insert key will allow you to add a new status.

Claim No:
	When in the add new invoice mode(you originally pressed insert to add a new invoice), the next invoice number will be filled in automatically.  This number can be changed by selecting "Invoice Numbering" in the "Utilities" menu.  
Note about invoice number changing:  do not change a invoice number if there is payment history on a particular claim.  For instance:  If you made a invoice number 1234 and the charges were for 80.00.  The customer paid you 20.00.  You then decide to change the invoice number.  The payment history is linked to the claim #1234.  If you change that number, the payment history would be no longer valid, and would just lie there with no connection anywhere.  So, before you change a invoice number with payment history, go into Payments by pressing F9 and delete all history first.  You then may go back and reenter the payment history with the new invoice number.

Brand:
	Brand can be entered two different ways.
	1.  Enter any brand name and press Enter.
	2.  (Preferred) Press F2 when cursor is in the Brand field.  This accesses a history file for this customer.  All sets that were previously entered in here will be displayed.   If this is the customer's first time in, you will be automatically in the add mode.   Fill out the model, serial, type unit and so on information.  Press Ctrl+Enter to save.  Then select from the browse window the unit to be serviced and press Enter. 
	3.  If the customer has been in several times before, pressing F2 will pop up the history browse window, and you can choose from a list of previous repairs.  This saves time in retyping the information again.  Note: History information can only be entered in here.  It will not be automatically saved anywhere else.  If you do not use this feature, it will lie dormant.

Type Unit:
	Enter the type of unit in for repair.  Example:  VCR - Color Portable 9" -  Camcorder - and so on.  This gives you an indication from the screen what type unit this is.  This is a required field.

Symptom:                                  HISTORY
	List the customer's complaint.  The field will scroll on this field to allow a little more typing room.  Hint: Pressing F2 while on this field will allow access to the history file.  Press F2, a window will pop up.  Use the up/down arrow keys to view history.  If you see a previous symptom that you would like to view, press Ctrl+Enter to view the complete file.  If you want to pull that information back into the invoice, press Enter while it is selected from the browse table.  If you do not wish to choose one, press Esc to return to invoice with no changes.

Dealer:
	Press F2 to access a list of dealers.  Hint:  If you have a dealer you do service for all the time, put that name here.  For example:  Radio Shack here would allow you to go to the "Statement" menu selection and print a statement of all repairs in the shop for Radio Shack.

Fault Code:  
	EIA symptom code go here.  Press F2 when cursor on field for access.

Repair Code:
	EIA repair code goes here.  Press F2 when cursor on field for access.
Sticker#:
	Zenith requires a sticker number for claim submission.  To be utilized at a later date.
Contact: this is just for your information.  If a company brings you in a unit, and your contact is a Mr. Jones, Place his name here.  That way, whenever you reference this invoice, you will know who to deal with.  This will also print on invoices.
Technician:  On new invoices, if  you put a technician's name in Setup, then it will automatically be here.  If not, type in a technicians name and press F2.  Choose from the list.
Tax%:
	The tax rate to charge for this invoice.  Note:  To change the tax rate, type in something that is not on the tax table, and the tax table will pop up again.

Labor:
	Labor charges.  By pressing F7, you will display your profile for that brand.  Your labor charges could be listed there by manufacturer.  While the profile screen is up,  pressing F6 will print you an address label of the manufacturer if this is a claim.  If you wish to tax labor, press the F3 key.  A chart of yes/no fields will pop up, allowing you to choose tax individual fields.  If you access that chart, you MUST close that window with Ctrl+Enter to save and exit that window.  If you use Esc, the changes will be ignored.  Hint:   AltL will move the cursor to the Labor field.

Deposit:  Someone brings in a unit and you require a deposit to be paid.  By placing the amount here, certain things happen that normally wouldn't apply.  Normally when someone pays for a repair, that claim moves from unpaid to paid automatically.  Well, a deposit is different.  We need to have the claim remain in the unpaid, but we also need to collect that deposit money.... hence the deposit field.  Any amount you place here will show on the total, but when the customer pays it (done by pressing F9 - see "Taking in Payments" for details) the claim remains in the unpaid area.

Freight: Freight Charges go here.  If you wish to tax freight, press the F3 key.  A chart of yes/no fields will pop up, allowing you to choose individually.  If you access that chart, you MUST close that window with Ctrl+Enter to save and exit that window.  If you use Esc, the changes will be ignored.

Serv Call:  Put service call charges here.  If you wish to tax Service calls, Press F3.  A chart of yes/no fields will pop up, allowing you to choose individually.  If you access that chart, you MUST close that window with Ctrl+Enter to save and exit that window.  If you use Esc, the changes will be ignored.

EXTRA FIELD #1   Whatever you designated in Setup will show here/.  If you wish to tax this field, press F3.  A chart of yes/no fields will pop up, allowing you to choose individually.  If you access that chart, you MUST close that window with Ctrl+Enter to save and exit that window.  If you use Esc, the changes will be ignored

EXTRA FIELD #2  I use this field for a Safety Check:  If you perform safety leakage testing, place charges here.  If you tax safety leakage testing, press F3.  A chart of yes/no fields will pop up, allowing you to choose individually.  If you access that chart, you MUST close that window with Ctrl+Enter to save and exit that window.  If you use Esc, the changes will be ignored.

Other:  Place miscellaneous  charges here.  If  you wish to charge tax on Other, press F3.  A chart of yes/no fields will pop up, allowing you to choose individually.  If you access that chart, you MUST close that window with Ctrl+Enter to save and exit that window.  If you use Esc, the changes will be ignored. Pressing AltO will take cursor to this field.

Qy:	Enter a number from 1 to 99.  Must be at least 1.  AltQ will place cursor on first part number qty field.

Part-Number
	Enter the part number (or a partial one).  Press F2 and you can lookup, add, edit, or delete right from the parts file.

Description: 	Same as part number.  Pressing F2 will access your parts file in Description order.

Ref:	Part identification number.  Example F101   or R502

F3 - access to the tax calculations selections menu.  Just remember,. you must leave this screen with Ctrl+Enter for it to take effect.  If you leave with Esc or Ctrl+Esc, you will leave without saving.

F6 - Print.  No longer valid.  You must go to supplemental screen (Ctrl+Enter) to print.

F7 - Access warranty rates.  Ever  forget what a manufacturer pays for a carry-in minor on a color tv?  Just press F7 and the manufacturers rates for the brand set brought in will appear. The rates, however, must have been filled in through the utilities menu before you can display this form.  Can also be used to put rates in for non warranty brands.

F9 - Payments are added here.  When F9 is pressed, a payment browse window appears and you are in the add mode.  Just fill in the information and press Ctrl+Enter to complete the edit.  After the edit window disappears and only the browse window appears you can do several things.  Pressing Esc will take you back to the claim.  When the payment screen is up, you can use the insert to Add, Ctrl+Enter to edit and Del to delete just as you can elsewhere.  This way, you can have multiple payments and credits for one invoice.  Experiment and you will discover how to apply.  See "Taking in Payments" 

Ctrl+Enter:  Saves and exits to supplemental information screen.  Pretty self explanatory.  Again, you must use Ctrl+Enter to save before leaving screen.  Some items on this screen are filled in automatically as you do other things in the program.  Notice:  While saving the first page, you will notice a slight delay.  That is due to the program updating all the indexes at this time.  
Supplemental Data Screen:  is accessed after pressing Ctrl+Enter while in the claim form.  

Hint: Ctrl+Enter will always save and go to the next page.  When you press Ctrl+Enter after the first page, you might notice a pause before going to the next page.  That is because the database must update all the files and indexes before it can go to the next page.
Hint: Ctrl+ESC will always exit and go back to the previous page. All data that was changed will not be saved. 

Supplemental Screen (Page 2) 
Status:type something and press enter.  A window will pop up to choose from.

Warranty: NONE FULL PARTS  Use your arrow keys to choose or select n for none, f for full, or p for parts.

Print invoice number on invoice:  Some servicers wanted to be able to withhold number printing on invoices, so here is how to do it.  If you selected Y or N in setup, it will be automatically reflected here.  This field applies to print paper invoices only.

Date Serviced:  Allows you to change it before printing invoice.

Choose print selection: Use arrow keys, or numbers 0 - 7.  Choices are to right of screen.
     Option 2 only works on both a regular printer or if you have a Seiko Label printer properly   
      installed.
     Option 5 prints the customer a postcard to remind of service completed.
     Option 6 prints the back side of that postcard.  Go to setup to change what is printed here.  
     Option 7 prints a service call sheet.  Print two, if you do not use two-part forms.  This causes a      flag on this invoice, and you can access service call information from it's own menu.  Makes          tracking outside service a little easier.
     Option 8  Check label.  This is a claim check label, of sorts.  I usually print this label and stick        it on the back of one of my business cards.  This way, the customer has a receipt for his repair       item, as well as my business information.
     Option 9 prints a mailing label, in case you need one to mail something to the customer  (like a bill).
Give estimate before repairing:  Yes or No.  If yes is selected, a flashing warning will appear on the invoice screen (first screen) as a reminder.

Enter a promised date:  Answer Y, and a calendar will pop up.  Choose the date using the arrow keys.   Press enter.  That date will appear on the claim and  will cause this customer to be listed in the Promised listing of the Not Paid Menu.  This date will go to 00/00/00 when the total goes above zero.  In other words, if you place charges on this invoice, the promised date will reset to zero.  In that way, you will not have to see this repair in the Promised repairs browse listing.

Amount of Estimate:  Dollar values from low to high.

Date estimate Approved:  Self explaining.

Date called and advised ready:  Place here when contact is made.

Date post card sent to customer:  Automatically filled in if a postcard is sent and option              6 (Postcard back) is printed above.

Date claim mailed to Manufacturer:  Place a date here and you will have record of that date.  Automatically filled in if Narda or Nesda is printed.  A date here will cause this invoice to show up in the reports as claims sent.

Technician info.  If you have several technicians, you can track them here.  The technician's name that was entered on the first page will show up here.  The Docket# is for you to put in a number from an outside (or inside) technician's receipt book  for tracking purposes.  The cash, check, credit fields are for the moneys he collects.  Example:  Your outside technician has a receipt book.  You give him several service calls to run.  He calls you after the first one to tell you he fixed the set and collected 45 dollars.  You would put 45.00 under Cash or whatever, and under the Docket# you could record the receipt number he used for the customer (if you use receipt books).  If the technician has any special notes, you can put them in the Technician's notes field.  When the technician turns in the money, you would go to the first screen, and press F9 to receive the money into the business.  Any money he collects will be shown if you go to the individual technician's account by selecting By Tech from the previous menu.

Extended warranty Cert#.  Notice the little up arrow.  This denotes you press the F2 key to access.  If the customer has any extended warranty information entered in the extended warranty database, it will pop up here.  Otherwise, the screen will just flash, and return.  If a window pops up, you can choose from the listing of products.  If you see an extended warranty for this item, choose it.  The dates will be filled in automatically.

Move this form to paid?   If someone decides to leave you with a unit that is not repairable and you don't want to delete this information from file, you can move it to paid, without losing the information.  Otherwise, you would have to show a charge and a payment before it leaves the not paid area.  

Service Call?  a Y or N here will cause this invoice to show up on the Service Call listing at the menu.
Purchase Order#:  All the following fields are filled from the parts ordering section.  If you selected this customer's name by pressing F2 at parts ordering time, that information will appear here.  However, only one part will show up here.


Taking in Payments
When someone comes in to pick up a unit, find the customer's name in Not Paid and get that claim on the screen.  Press F9 to access the payment screen.  If no payments have been made, you will be in the automatic add mode.  Today's date will be already filled in for you.  You may change it if you wish.  Next you can type in a description.  The customer's name is automatically filled in, but you may change it if you wish.  This is the name that will show up on the deposit listing.  If there is a name in the "Dealer" field, it will automatically be filled in here.  The reason for that is usually a company is paying if there is a name in Dealer, so it is automatically filled in for you.  but......you may change it if you wish.  Next, put in a reference if you like.  It could be a check number or the words MC or Visa or Disc if it is a credit card purchase.  Now enter the amount in either the cash, check or credit field.  Example:  Someone comes in, gives you a check , some change and has a credit voucher, or coupon.  You can enter something in all the fields if you wish.  Or, you can make a separate line for each one.  After you press enter, you will be in the browse mode.  If you want to edit a line, use arrow keys to select that line, press enter and you will be in the edit mode.  If you want to delete a line, select that line and press delete.  Or to add  another payment line, press insert.  When you are finished, press Esc to return to the form.  Warning:  The balance will be moved to the claim form.  If you press Ctrl+Esc, the balance will not be saved on the claim.  You MUST press Ctrl+Enter to save the new balance and apply the payments permanently.  You will then be on the secondary information screen, and you can now print the invoice.  The balance information was transferred to the secondary information screen for reference (in case you forgot how much it was).  When you press Ctrl+Enter on the secondary screen, the payment will be applied, and all changes will be made permanently.  If the balance is above zero, the claim will remain in unpaid.  If it goes to zero, the claim will no longer be listed as unpaid 

The Claims Manager
Main Menu

Not Paid
	Allows access to all invoices that are unpaid.  You will be able to access them by several different fields.  You will be able to add, edit and delete from any of these menus.
  
By Name:  All unpaid invoices listed by name order.
By Date in Shop:  Listed in order of date received.  This one takes a little time, because it counts all the repairs, and totals all the invoices for you into one big total.
By Dealer:  If you put anything in the dealer field, it will show up here.  If nothing was in that  field, it will be displayed here.
By Model Number:  If you have a model number, look it up here.
By Brand:  In order by brand.
By Promised:  If you put a date in the promised field, it will show up on this browse table.  You will also  be allowed to print this table to your printer.
By Claim #:Not paid, by invoice number.  Great for finding an invoice that was paid by invoice number.
By Status: Not paid, listed by status.  You can press the F6 key to print a list of whatever status your cursor is pointing to.
All
	Allows access to all invoices in database whether paid or not. You will be able to access them by several different fields.  You will be able to add, edit and delete from any of these menus.

By Customer:  All invoices listed by name order.
By Serial Number:  All invoices listed in serial number order.
By Model Number:  All invoices listed in Model Number order.
By Invoice#:  All invoices listed in Invoice# order.
By Brand:  All invoices listed in order by brand.
By Dealer:  All invoices listed in order by Dealer.


	
 Service Call

Use this to access all invoices that were printed as service calls.   They will be grouped together here for ease of viewing.


By Tech
When you first select this option, a window will pop up.  Choose a  technician with the arrow keys and press Enter.   If that technician has any repairs assigned and unpaid, they will be listed and totaled for you.  You can also print those when the activity list is on the screen by pressing the F6 key.  You can't edit the invoices from here, just view the listing and print the listing.  Press Esc to return to the menu.

Parts Ordering

Add/Edit Vendors:  Before you can order, you have to establish vendors.  Select this option, and fill in the vendor information.

Parts Ordering:  
 1.  Select parts ordering, press Enter.  Next a list of vendors will appear.  Select the one you want by using the up, down arrow keys,  press Enter.  If the one you want is not listed, go back to Add/Edit and add it.
 2.  Press Insert to add a new part order.  Record will be added should appear in a box to show you are in the add mode.  
 3.  The next po number will be suggested.  It is changeable.  
 4.  Next the date of order will be automatically today.  This is also changeable.    
 5.  Enter a quantity.  This is a required field.
 6.  You will now be in the parts section.  Type in the part number you wish to order.  Now, press F2.  Select the part number from the list  If it is not already in the database, press insert to add it.  You will then return back to the purchase order.  You may change the data on the screen in description and each if you want.  This information will print on the purchase order as it shows on this form.  
 7.  Confirm#.  Some companies give you a confirmation number to reference your orders.  You put that here.
 8.  If you are ordering this part for a specific customer and there is a claims invoice already started, press F2.  You will then be shown a list of customers that have unpaid repairs in the shop.  Select the correct one and press Enter.  Note:  By selecting a customer from this list, you will be putting this parts order information on the secondary information sheet for that customer (You remember, when you added a new claim, it was at the bottom of page 2 in the claims section).  Then if he calls to check on his unit, you can access the secondary information sheet(claims page 2), and the parts ordering data will be listed automatically at the bottom of that page!
 9.  Press insert to add any further parts orders from this vendor.  
10.  Press F6 to print a purchase order.  A purchase order will print all orders with today's date on a separate sheet.  You may then fax that sheet to the vendor, or call them and place the order.

Press F5 to print all items listed.
Press F7 to print a price check sheet.  You may then fax it to the supplier, and request price information.

Billed on Invoice Number:
The 5 items at the bottom of the form are to be used if you wanted to keep track of each item individually.  For instance, if you have a part (let's say a Zenith 9-160-05).  It was ordered for a set that was under warranty.  You could put in the invoice number you were billed on in the first field for tracking purposes.  By putting a date in the sent back to vendor field, you can track the date you sent the dud module in for credit.  There are also fields for an RA (return authorization) number.  You can show how you returned it.  When you do get the credit from the supplier, you may then go to the last item Clear this invoice out and say "Y" at this point.  It will then no longer show up under that distributor's name.  Try it out, and you will get the idea how it works.


List by Part Number:  browse through purchase orders on a part number basis.  No editing or printing allowed, just for reference.
List by Customer:   browse through purchase orders on a customer basis.  No editing or printing is allowed, just for reference.

Parts Inventory:  Not actually an inventory, but a listing of the parts you have priced here.  Another menu will appear allowing  you to choose from part number or description.




Symptom History

As you enter invoices, you will also be entering symptoms and cures for those symptoms.  These items are saved in a History file.  Access to those symptoms are gained through two ways.  By selecting Symptom History from The Claims Manager menu, you will be accessing them in several ways.  By Model number, by Brand, and by Symptom.  After selecting one of these menu options, you can browse through old repair history.  You can add, edit, or even delete them.
The other way to access the history files is through the invoice itself.  When the cursor is on the Symptom field, press F2.  A window will pop up allowing access.
History files are generated automatically as you save each invoice.  



Phone Directory

A place to keep those much needed phone numbers.  As you enter numbers in the parts vendor files, they will also appear here.

.



Extended Warranty
(Service Contracts)

This menu covers 2 possibilities.  One is if  your business sells Extended Warranties,  and two, if  you service units with other extended warranties.

The first time you go in...... 

Press Enter and you will see a blank form.  The cursor will be at the NAME field.  The name you type MUST be in the customer's database.  Type in the last name, then the first name.  Press Enter.  IF that name is already in your customer database, it will fill in automatically.  If NOT, then you would press Insert and add that information, just as you do when you fill in a customer's invoice.  In most cases, the customer's name would already be in, because you would have entered that info when he brought in an item for service.  But, no worry, just add it if it isn't.

If this is a new customer, then the screen will now go into an Extended Warranty screen.

1.  If you sell Extended Warranties, this applies:

Today's date will be there automatically.  Press Enter.

The cursor will go to the Certificate number.  The next available number will be automatically filled in.  Press Enter.
Notice the up arrow.  Press F2.  A window will pop up.  If the customer data is already in the database, choose it and press enter.  If not, press Insert and fill in the fields   (if none are in the database, you will already be in the Add screen) .

The type, model, date purchased and serial number will fill in automatically.
Date Begins is when the coverage begins. Enter a date, and press Enter.
Period:  Enter the number months coverage and press Enter.
A date will automatically be in the Date Expires field if you put a month value in above.
Type can be changed by using the arrow keys.  Press Enter.
Renewal amount.  This is the amount you would charge the customer for the same coverage when this coverage runs out.  This figure will appear on a proposal that will be mailed to customers before their coverage runs out.  If the new coverage is higher or lower, then here is the time to enter it.
Sold By:  the sales clerk that sold the policy and signed it.
Date accepted:  date of sale and clerk's signature.
Cost:  amount to be collected from customer.
At this time, you should collect the money.  Press F9 and use the same technique that you do when you receive money for a repair.
Now, press F6 to print the contract on the printer.  Be sure and sign the Contract to Validate it.

2.  If you are just entering data from a customer that has another companies Extended Warranty contract, do the following:

Today's date will be there automatically.  Press Enter.

The cursor will go to the Certificate number.  The next available number will be automatically filled in.  Override that by typing in the number from the customer's contract.  Press Enter.
Notice the up arrow.  Press F2.  A window will pop up.  If the customer data is already in the database, choose it and press enter.  If not, press Insert and fill in the fields   (if none are in the database, you will already be in the Add screen) .

The type, model, date purchased and serial number will fill in automatically.
Date Begins is when the coverage begins. Enter a date, and press Enter.
Period:  Enter the number months coverage and press Enter.
A date will automatically be in the Date Expires field if you put a month value in above.
Type can be changed by using the arrow keys.  Press Enter.
Renewal amount.  Not applicable 
Sold By:  Not applicable.
Date accepted:  Not applicable.
Cost: Not applicable.
Contract Company Name:  Fill in the companies name here from the Certificate.
Mail Claim to:  Fill in the address.  You will need this when repair is completed.
Phone:  Enter the phone number to call in case you need assistance from the Contract Company.
Auth#.  Some companies require you to get an authorization number first.  If so, place it here.
Special instructions.  You may be required to keep the parts, or send a copy of a receipt or whatever by some companies.  Here is where you would put that information.



DAYSHEET MENU

A password is required to access this area.  On the demo version it is LINCOLN

Deposit Data

Deposit data is tracked by date of deposit, not the date of service. 

Payment fields:

Claim No:   The actual invoice number that this data refers to.
Date:  The date of service.
Description:  The name that was recorded on the check that paid for the repair.  When you did a payment you were allowed to put anything in description to describe that payment.
Check#:  The number you recorded when the payment was made.
Cash:  any cash amount that was recorded when the payment was made.
Check: any check amount that was recorded when the payment was made.
Credit: any credit amount that was recorded when the payment was made.
Customer:  The customer name that appears at the top of the claim screen.  Not always the same as Description.
Date Deposited:  The actual date the money was taken to the bank.  Putting a date here will cause  payments to be sorted in this order for deposit records.  In other words, all records that have a date of 01/01/1995 here will be listed together as a deposit for that date.  On the other hand, these same records will not appear together in the daysheet, because daysheet handles payments in order of date of service.
Deposited:  Yes or No depending on whether it has been deposited.


Current Deposit Record 
     As you receive payments they will appear here.  F6 will print a listing.  Gather up your checks, cash and credit card receipts to balance.  Compare your checks with the listing.  If you made any mistakes, go back to that claim and change the items in question.  After you are through comparing, press the F4 key to print a deposit slip.  Most banks will accept the format I have used.  You will need to cut on the lines to use.  Once you  print the deposit, you will want to remove each item from the listing since it is now deposited. To remove items from this table,  you can either press F10 to do them all at once, or press Enter on each transaction.  Change the flag to Y.   That transaction will then disappear from this table.   When finished, press escape to return to the Day sheet Menu.

Hint:  If you change a flag to Y by mistake, go to the day sheet  menu.  Select View By Date.  Search for that transaction  by entering that transactions date.  When you find it,  press Enter.  You will then be able to re-flag it to N  and it will reappear here.

View Deposits by a Date
     Allows you to browse day sheet file entries by date.  This way you can view any of your previous deposits again.  Remember,  if you were to change any of the data on these transactions, it would affect  the claim that the money applied to.  So BE CAREFUL!
 
Print Deposits/Detail
    Actually, you won't print deposit slips here, but you can  print your detail from previous deposits.  You will be prompted for dates to print from.  You must select two dates.  The left date MUST be earlier than the right date, or nothing will print.

Print Deposits/Summary
     Prints only the totals of deposits.  Say you wanted to know what your deposits were for January 1995.  You would enter 01/01/1995 as the lower date, 01/31/1995 as the higher date.  From that you will print a listing of the deposit totals only in January 1995.

DAYSHEET DATA

Daysheet data differs from Deposit Data in that all records are included in the searches.  Also, the date of service is tracked instead of the date of deposit. 

View By Date

     Payment records access by order of date serviced.

VIEW BY DESCRIPTION
     Payment records access by order of  Description.  The name that was recorded on the check that paid for the repair.  When you did a payment you were allowed to put anything in description to describe that payment.
    
VIEW BY CLAIM#
     Payment records access by order of claim#.

VIEW BY CUSTOMER
     Payment records access by order of Customer Name.

VIEW BY CHECK NUMBER
     Payment records access by order of Check Number.

Print Day sheet  
     Enter two dates, or the same date and find out how you did for a day or period.  Remember, Day Sheet information is only payment information.  Any moneys received will be here.  Repairs with no payment history will not be here.

Phone Directory  
Keep address and phone numbers handy here.  As you enter numbers in the parts ordering log, they will also appear here, but if entered here, they will not appear there.

Reports

TECHNICIAN REPORT FROM UNPAID INVOICES
Prints out all UNPAID invoices with a technician assigned.  Groups them together by technician.
You select a range of dates to print from.


TECHNICIAN REPORT ALL INVOICES
Prints out ALL invoices with a technician assigned.  Groups them together by technician.
You select a range of dates to print from.

PRINT ALL SETS IN STATUS ORDER

Every set that is unpaid, in order and grouped together by the Status Field.

STATEMENT
Two options are given.  Statement to Customer and Statement to Dealers.

Customer:  If you have a customer with one or several invoices, choose this option.  A statement will be printed out that you can fold and put into a windowed envelope.  If more than one invoice is found, it will be listed and a total given.

Dealer:  If you have a dealer with one or several invoices, choose this option.  A statement will be printed out that you can fold and put into a windowed envelope.  If more than one invoice is found, it will be listed and a total given.

Note:  Since TV/VCR shops usually do not have "Charge" accounts, no aging or interest charging is included in this program.  To charge late charges, you would have to create another invoice, or add it to an existing one. 

DAILY SETS BROUGHT IN
A report that allows you to print sets that were brought in during a certain date range.

BILLED INVOICES BUT NOT PAID
Have you ever sent out statements, and forgotten who you billed in a couple of days?  This should prevent that.  As you print statements, a date is put in the DATE STATEMENT SENT TO CUSTOMER field on the second page of the invoice.  Select PRINT BILLED to printout a listing of all billed invoices.  As you receive the final payment on an invoice, it will not longer print here.

 
WARRANTIES SUBMITTED BUT NOT PAID
As you print invoices and claims, if the warranty field equals full or parts, a date will appear in the DATE CLAIM MAILED TO MANUFACTURER field.  PRINT CLAIMS SUBMITTED will print all invoices with a date in this field.  Now you can track all claims that have not been paid.
 

PRINT ALL SETS IN SHOP
Prints every set that is in the unpaid section.


TAX REPORT
Report by date range that allows you to see what the taxes collected were.  You might use this for a quarterly sales tax report.  The figures come from the claims database, not the payments database.  The report will print a "Y" beside a total that was flagged as taxable on that individual invoice.  In other words, if you charge tax on lets say "Labor", then your report would show a "Y" beside the labor column.  This tells you where the tax figure is coming from.

SERVICE CONTRACT REPORTS
The following reports apply only if you use the service contract feature of The Claims Manager.

LISTING OF DUE CONTRACTS
Prints a list only of all service contracts.  You select the date range.  It chooses from the date expires field.  This is a listing only.  No notices are printed.

PRINT RENEWAL NOTICES
You select a range of dates.  It chooses from those dates, and prints renewal notices for you to mail out to the customer.  

ESC to exit this menu.

Options not covered here were considered obvious, and coverage not necessary.  Pressing F1 for help in these cases gives you all the help you will need.


File Notes:

Claims Manager  needs these files to operate the first time.  
	Claim.exe
	Daysheet.exe
	Utilitie.exe
	Setup.dat
            Setup.mem
	Reports.exe
	Claim.hlp
	Tv.bat
           Fixfiles.bat
           Claim.fil

If you put these files in a sub directory by themselves, Claims Manager will automatically make all the necessary files it needs to operate.  So, if you need to begin all over, this is how it can be done. If you omit claim.hlp, then on-screen help will not work.

If a file index becomes damaged, you can delete the indexes for that file, and restart Claims Manager.  The indexes will then automatically be rebuilt.  The data files have the extension of 
dat  and the index files have the extension *.k01 and so on.  

If you want to start with a fresh empty file, say tax.dat,  just delete the old tax files and the next time you run Claims Manager the empty one will be created.  If you want to delete the history files shipped with the program, just delete the history files.  They will be recreated empty the next time you start the program.  NOTE:  This will NOT work with Setup.dat.  You MUST use the one shipped with the program.

All files with an extension of *.dat are data files.
All files with an extension of *.k## are index files.


UPDAT.EXE
NOTE: Updat.exe is not includes in all versions and is only shipped when required.

To use the file updater, you can rename fixfiles.bak to fixfiles.bat.  Then type Tv.bat.  The files will be rebuilt and The Claims Manager will come up.

To use Update individually from the DOS prompt (not recommended) do the following:

The utility updat.exe that has been included will also repair damaged files.  Just run it in the same directory as your dat files.  The file claim.fil MUST be present or this will not work. Type updat.exe.  A list of files will come up. Select the file to repair.  Press Ctrl+Enter and it will repair the selected file.  

OR if you want to repair, let's say, the customer file.  You would type :
    Updat claim.fil customer
Then, it would fix that file automatically without you having to select from a list.

That's all there is to it.  
	Updat.exe can also be used to create empty files.  To create an empty file using updat.exe, Just type updat.exe at the DOS prompt.  When the screen comes up, press enter and select from the list the file you want to create.   Press enter to move to the input file name field..  Blank out the input filename by pressing Ctrl + End.  Press Enter to move to the output file name field.  Leave the output filename alone.  Press Ctrl+Enter and it will be created.

To repair all  files in your database, rename fixfiles.bak to fixfiles.bat.  The next time you run the Claims Manager, all files will be fixed, and fixfiles.bat will rename itself back to fixfiles.bak..






















Command Line Options

To load The Claims Manager  without the screen saver option, on the command line type:
     Claim /v=0   will disable the screen saver, otherwise,  after 10 minutes the screen will go blank      until a key is pressed or..  replace the 0 with a number of minutes for screen saver time-out.
     Claim /b disables error beep.	
     Claim /L disables keyboard numlocks.	
     Claim /c disables cntl+break key.	

One thing to remember - Nothing beats a good backup!


Nesda claim forms can be ordered from:

NESDA, INC.
Mitchell Webb Press
633 India Street
San Diego, CA 92101
(817)921-9061.

Nesda form #N5CN is a 5 part numbered form.                  
Nesda form #N5CN-X is a 5 part unnumbered form.

Narda claim forms can be ordered from:

NARDA, INC.
ATTN: Forms Dept.
P.O. Box 717
Mechanicsburg, PA 17055
(800)242-8678

Form# 923 is a 5 part numbered form.




0
#COPIES INVOICE, 8
#COPIES SCALL, 8
A
add a new record, 11
Add/Edit Vendors, 22
Advance how many lines for NARDA, 7
Advance how many lines for NESDA, 7
All, 19
Amount of Estimate, 17
B
back of a postcard, 8
Banking Information, 8
BILLED INVOICES BUT NOT PAID, 31
Billed on Invoice Number, 22
Brand, 13
Brands, 6
By Brand, 19
By Claim #, 19
By Customer, 19
By Date in Shop, 19
By Dealer, 19
By Invoice#, 19
By Model Number, 19
By Name, 19
By Promised, 19
By Serial Number, 19
By Status, 19
By Tech, 21
C
Cities, 6
Claim No, 13
Command Line Options, 35
Complaint Codes, 6
Contact, 14
create empty files, 34
Credit Cards, 9
Ctrl+Enter, 16
Ctrl+ESC, 16
Current Deposit Record, 28
Customer, 12
Customer Database, 12
customer information, 12
Customers, 6
D
DAILY SETS BROUGHT IN, 31
Date called and advised ready, 17
Date claim mailed to Manufacturer, 17
Date estimate Approved, 17
Date post card sent to customer, 17
Date Serviced, 16
DAY SHEET MENU, 28
DAYSHEET DATA, 29
Dealer, 14
Dealers, 6
Delete, 11
delete the selected record, 11
Demo Version, 5
Deposit, 14
Deposit Data, 28
deposit slips, 8
Description, 15
E
EIA repair code, 14
EIA symptom code, 14
ENLARGED PRINT, 9
Enter a promised date, 17
Entering an invoice...., 11
Extended Warranty, 26
Extended warranty Cert#, 17
Extended Warranty Certificates., 9
EXTRA FIELD #1, 15
EXTRA FIELD #2, 15
Extra Field#1, 8
Extra Field#2, 9
F
Fault Code, 14
file index becomes damaged, 33
file updater, 34
files = 100, 4
Fixed price for #2, 9
form, 11
Freight, 14
G
General rules, 11
Give estimate before repairing, 17
H
HISTORY, 13
I
Insert, 11
Installation, 4
Installation from floppy diskette, 4
invoice number changing, 13
Invoice Numbering, 6
L
Labels, 8
Labor, 14
List by Customer, 23
List by Part Number, 23
LISTING OF DUE CONTRACTS, 32
Local area code, 7
Local Zip code, 7
M
Main Menu, 19
Move this form to paid, 18
N
New Invoice Status, 7
New Invoice Tech, 7
Not Paid, 19
Number Labels, 8
O
Other, 15
P
Part-Number, 15
Part on Order Status, 7
Parts, 6
Parts Inventory, 23
Parts Ordering, 22
Payments, 15
Phone Directory, 6, 25, 30
Print, 15
PRINT ALL SETS IN SHOP, 32
PRINT ALL SETS IN STATUS ORDER, 31
Print Day sheet, 30
Print Deposits/Detail, 29
Print Deposits/Summary, 29
Print invoice number on invoice, 16
PRINT RENEWAL NOTICES, 32
Print repair price on postcard?, 8
print selection, 16
Printer code for 10 CPI, 9
Printer code for 17 CPI, 9
Printing inside Windows 95., 5
printing problems, 5
program seems sluggish, 4
Purchase Order#, 18
Q
Qy, 15
R
Ref, 15
Repair Code:, 14
Repair Codes, 6
repair damaged files, 34
Reports, 31
S
sales tax report, 32
Serv Call, 15
Service Call, 18, 20
SERVICE CONTRACT REPORTS, 32
Service Contracts, 26
Setup, 7
Statement, 31
Status, 13, 16
Sticker#, 14
Symptom, 13
Symptom History, 24
System Requirements, 4
T
table, 11
Taking in Payments, 18
tax calculations, 15
Tax Labor etc, 7
Tax Percentage, 7
Tax Rates, 6
TAX REPORT, 32
Tax%, 14
Technician, 14
Technician info, 17
TECHNICIAN REPORT ALL INVOICES, 31
TECHNICIAN REPORT FROM UNPAID INVOICES, 31
The following lines, 7
Tutorial, 11
Type Unit, 13
U
up arrow, 12
UPDAT.EXE, 34
UTILITIES, 6
V
VIEW BY CHECK NUMBER, 30
VIEW BY CLAIM#, 29
VIEW BY CUSTOMER, 29
View By Date, 29
VIEW BY DESCRIPTION, 29
View Deposits by a Date, 29
W
WARRANTIES SUBMITTED BUT NOT PAID, 32
Warranty, 16
warranty rates, 15
Y
Your company address, 7
Your company city,st zip, 7
Your Company Name, 7
Your company telephone, 7
Z
Zip Codes, 6




