mwready
mwready
Video and Spreadsheet for specific parts counts over date range
The video below shows you how to link and use the new custom spreadsheet number 123.
It is called TATEMS-PartsUsedCountTotalsCustomDateRange
And you can find it and all the other ones available here:
https://tatems.com/spreadsheets
It shows you how to link it and how to change the date range
The video above also shows you how to use a custom repair code.
For example, “Abuse”, and also goes over how to run various reports in TATEMS related to that repair code.
I hope you find it useful….
Let me know if you have any ideas for more spreadsheets.
Enjoy!
Marc
Lube Service and Repairs Reports Work Around For Missing All Years Choice
For some reason in the current version 4.6.23g release of TATEMS the ability to choose All Years for the Lube Service Report and the Repairs Report is Missing.
The All Years feature will be added back in on version 4.6.24
In the meantime here is a work around using the Unit Information With All Equip Data report
How To Setup Your Equipment In TATEMS – Step By Step Video
This step by step video shows you how to setup a piece of equipment in TATEMS Fleet Management Software.
This video covers the items below and more…
- How to add Equipment
- Duplicate Equipment Numbers
- Basic Filling in the Equipment Summary Tab
- Setting up first lube service (for reminders)
- Setting up first 90 Day Inspection (for reminders)
- Setting up Inspections and Permits (for reminders)
- Adding Filters to Filters Tab
If I left anything out let me know.
Enjoy!
Thanks Again,
Marc Ready
Fixing Odometer Or Hours Meter Entry Mistakes with Video
Stuff Happens
This questions comes up quite a bit so I decided to do a short video (again) on it to show you how to correct those mistakes that someone made when entering Odometer or Hours Meters readings into TATEMS Fleet Maintenance Software.
Thanks Again
Marc Ready
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New Help Video Shows Parts Inventory Report In TATEMS Plus Inventory Spreadsheets
In this TATEMS Fleet Maintenance Software video below I show you the Parts Inventory Report and Inventory related spreadsheets
I go over:
- Where to Find The Parts Inventory Report Inside TATEMS
- The Exclude Parts Types popup box that displays after you click preview or print
- What The Parts Inventory Report Actually Displays
- Parts Inventory Related Spreadsheets you can download and link to your live TATEMS data
- How to link those spreadsheets to TATEMS and how to filter the data for specific columns
This Video will also be added to the Help Videos page at
Thanks For Visiting and if you like this content please share and like it for us!
All The Best!
Marc
New Help Video Shows Latest Backup and Compact Data Features
In the video below I show you the latest backup features in TATEMS Fleet Maintenance Software.
I go over:
- Compact Checkbox
- How to Restore from a failed backup
- How To Choose A Backup Location
- How To Setup Preferences for Auto Backup when Closing or Ask To Backup When You Close TATEMS
This Video will also be added to the Help Videos page at
Thanks For Visiting and if you like this content please share and like it for us!
All The Best!
Marc
New Video Shows – The Monthly Miles Traveled and/or Hours Run Spreadsheet That Links to Your Live TATEMS Data
In the video below I show you the newest spreadsheet report that you can link to your live TATEMS data.
It will show you hours run and or miles/km traveled for each equipment per month.
I also show you how to link it to your live TATEMS data.
All the custom spreadsheet reports that you can link to your live TATEMS are here:
https://tatems.com/fleetmaintenancesoftware/spreadsheets.cfm
If you have any ideas for more spreadsheet reports for your TATEMS Fleet Maintenance software please let me know!
Thanks For Visiting and if you like this content please share and like it for us!
All The Best!
Marc
Video [16 min] How to import TATEMS Work Orders Into Quickbooks
In the video below I show you how to use the custom spreadsheet I created called:
120. TATEMSWorkOrdersShortDescPartsAndLaborDescriptionInSingleColumnForQuickbooksImport
You can find it here:
TATEMS Fleet Maintenance Software Custom Spreadsheets
You can use it to import Work Orders you created in TATEMS into Quickbooks using a 3rd party tool called Zed Axis . (They have a free 3o day trial and the cost is under $200 for Zed Axis)
Here are the steps to Import from TATEMS Fleet Maintenance Software To Quickbooks.
- Create or Edit Lists in Quickbooks so that you have these 3: Work Order, Parts and Labor (you only need to do this one time)
- Open the custom spreadsheet and link if to your TATEMS data file (you only need to do this one time as long as you save the spreadsheet)
- Filter the list of work orders in Excel using the Date Completed Field
- Copy and paste the invoices including the row with the header names from the list on sheet 1 to Sheet 2 in Excel
- Save the spreadsheet but leave it open.
- Make sure Quickbooks is open using the Quickbooks Company file you want to use.
- Create a Custom Invoice Layout that adds the “Other” Field In Quickbooks. (This is to display the Equipment Number on the Invoice) and set it as default. (you only do this once but may need to set it as default each time if you use a different default )
- Open Zed Axis and choose Quickbooks Desktop and click the Connect button to connect to the currently open Quickbooks company file
- Click the Import Tab in Zed Axis and link to the Excel File
- Choose Sheet 2
- Create or choose a Mapping Template of the Fields to Map from the Excel Spreadsheet to Quickbooks (You can import the template I already created into Zex Axis. Right click and Save http:///pchelpltd.com/tatemsdl/download/TATEMSImportMappingForZedAxis.xml Then click on the Choose Mapping Dropdown->Import Mapping. The template only needs to be created or imported once and then can be reused in future imports )
- On Import Options Choose your preference “If Already exists” you can choose for example “Skip” to skip importing invoices that have already exist with the same invoice number inside Quickbooks .
- If all your invoices that you want imported are selected in the list then click the import button and the process will show you the status until it’s completed.
As noted above many of these steps only have to be completed one time.
If you are current on your TATEMS support and version upgrades and you need any further customization on this spreadsheet that pulls data from TATEMS and I can get it created for you.
All The Best!
Marc Ready
Video [6 min] Preview Of New Improvements coming to TATEMS Version 4.6.23
Here is a preview video of some of the improvements we are working on for TATEMS Fleet Maintenance Software Version 4.6.23
This video shows you.
1. New ability to filter the Lube/Service PM List of previous completions to show only the last 2 or any date range.
2. Added new date filters to Needed Maintenance Repairs and Repairs Completed
3. Added ability to change the sort order of 90 Day Bit and 365 Day DOT Inspection items using Sort Order Numbers and Up and Down Arrows.
4. Added new mark for deletion check boxes and button to Inspections Items Lists for more efficient and faster deletions.
Video Registration-Taxes Screen and Reminders,Reports and Custom Spreadsheet
In this video below I go over the TATEMS Registration/Taxes (in the Equipment Summary Tab)
It covers:
- Registration and Tax Details Screen
- Taxes/Registrations Reminders
- Registration Renewal on Unit Information Reports
- Registration Renewal All Equipment Summary
- Registration Renewal – All Equipment Last And Next Maintenance
- Registration Renewal – Equipment List
- Equipment State or Province Registration Renewals and Costs – Spreadsheet
To show you one of the tips in the TATEMS Tips..
The video below shows you how to use a Crockpot to clean old paint off door hinges.
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