|
Table of ContentsThis page explains to you the window you see when you first start Office Express. Using Office Express for the First Time This page will guide you through a few simple setup steps where you will define some overhead information needed by the system. This page describes all the option in the Office Express menu system. Importing Data from Another Industry Software Package If you are currently using another industry software program for your customer billing, read this section first. It could save you an awful lot of typing! This section will
guide you through the basic steps of inserting customers, scheduling customer
jobs and marking jobs as completed after they are scheduled. Defining and Printing Customer Contracts This page discusses how you define a customer contract to Office Express. Shortcuts to Help You Schedule Jobs Scheduling customer jobs is the most time consuming feature in the beginning. This page shows you shortcuts that will help speed up the process. Using the Office Express Home Page to it's Fullest The Office Express Home Page was built for speed! Take advantage of it! Customers that Needed to be Called in Advanced This paper discusses how to setup customers who need to be called on the phone before certain jobs can be done. Putting you customers in the order you want them completed. Printing Workorder, Route Sheets and Job Notifications After you have routed your customers you'll want to print the paperwork needed for you and your crews. This page explains how to change printers, workorder messages, default documents and invoices, and System Reports. Office Express resets totals at the end of each week, month and year. This page describes what happens during the resets. This page will show you how to enable password protection and how to add users and passwords. This page shows how you "filter" a list to narrow the number of customers you view. Using Express Scheduling to Setup Next Dates for Weekly Maintenances Using Express Scheduling to setup next dates only takes a few seconds to do all of your customers! Customers are Missing when You Try to Print Workorders or Complete Work This page explains common mistakes made when scheduling customer jobs. These pages will show and explain Office Express' powerful Report Designer and Report Engine. Making Documents Fit Pre-designed Forms and Envelopes If you already have pre-designed invoices and windowed envelopes, you can still use them. This page gives you tips on how to use the Report Designer to fit your existing forms. Asking the Database Questions Using Queries Office Express Query feature is very powerful and this page shows you how to use it. Exporting Data to Microsoft Products This page describes how you can export your Office Express data into Microsoft Excel and Microsoft Word. This page describes how you can print mailing labels. Office Express comes with a notepad that you can use for reminders and notes. Backing Up and Restoring Your Database This page explains how to backup and restore your database. Using Office Express on a Network This page describes how to setup Office Express on a network. Office Express is connected to the internet if you are! How to obtain support through the internet. Known Problems and Troubleshooting Things we are aware of and that you should be aware of... How to obtain support for Office Express The stuff you probably won't understand, but a friend will. Home | Using Office Express the First Time | Getting Started | Main Menu | |