Getting Started with Office Express
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Thank
you for your interest in Office Express! As you will see, by the name of
the software product, Office Express has been designed to automate most
of your office work.
This
section describes what you will need to begin using Office Express.
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Office
Express Overview
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Briefly, Office Express is a software
tool that was designed for you to schedule the work you will be doing
BEFORE you actually do it.
If you have a service business like a
Landscaping business, you probably know 80% or more of the work you will
do each year. The Office Express concept is to schedule as much work
before hand as possible. By doing this, when you are the busiest your
office work is the least.
Once your work has been scheduled, all
you need to do during your season is “tag” the work you completed
and log in customer payments. With this information provided, Office
Express can then automatically generate invoices for all your customers
with a couple of mouse clicks!
Unlike
other major software products where you have to type in everything you
want to invoice a customer for, Office Express is loaded with features
to remove most typing. In fact it’s faster to go back to hand writing
your invoices with these type of programs.
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What You'll Need to Get Started
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If you are converting from another
software program that Office Express supports importing data from you
won’t need anything. Go to the section on Importing
Data from Other Applications,
If you are entering your customer data
then what you will need is to gather as much information about your
customers as you can. You will be entering:
Customer
names, addresses, phone #’s, tax type, service day and so on
You
will also schedule jobs for each customer defining the job, price, how many times the job will be done, tax type and more.
TIP:
To make the data entry process faster, be sure to have the customer
information listed above available. Organize your paperwork! It is
better to be more organized and a bit slower in the beginning.
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Importing Data from
Another Software Application
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If you are converting from another
product that Office Express can import data from, you have
it easy. Office Express will do all the work for you
automatically!
To Import from another product:
1. Start
Office Express
2. Click
the File
option
3. Select
Import
Data
4. A
list of programs that Office Express supports will be listed, select the
old program where your data is.
Get
a cup of coffee and your done. In a few minutes, your customer data will
have been brought into Office Express.
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Update Windows First!
Office Express has been designed with all the latest service packs and
updates for Windows. Microsoft is constantly making new updates available. Since
your copy of Windows was installed Microsoft has released updates that you
should download.
We can only guarantee that your copy of Office Express works the same as the
product we develop is if you are completely up to date with Windows updates.
Make sure to install
the latest service packs and critical updates. The easiest way to make
sure that you have all the proper patches is to visit Windows
Update at http://windowsupdate.microsoft.com.
When you go there, click on "Product Updates". The first time
you visit, you will be asked to install a small plugin into your web browser.
Accept this and then the system will scan your computer to see what updates you
need. Don't worry, no information is being transferred to Microsoft.
You'll then see a huge list of potential updates. The ones you really need
to pay attention to are in the "Critical Updates and Service Packs"
section. Check the appropriate boxes and hit "Download".
The updates will then be installed automatically. Depending on which
updates you install, you may or may not need to restart your computer. You
should visit Windows
Update at least once a week or so for all your computers running Windows.
Note, you can also have Windows check for updates automatically. When an update
is available you will automatically be alerted.
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