Video Reminders Popup Help

This video goes over the Reminders Popup Screen

One thing I forgot to mention in the video is the enable check boxes on each tab.

If you un-check any of those the TATEMS will not check for that type of reminder and may speed up the Reminders Popup screen queries and loading.

The most computer intensive queries are the lube service queries so those are what usually takes the longest to process when opening the Reminders Popup screen.

Thanks Again

 

Marc

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

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…

  1. How to add Equipment
  2. Duplicate Equipment Numbers
  3. Basic Filling in the Equipment Summary Tab
  4. Setting up first lube service (for reminders)
  5. Setting up first 90 Day Inspection (for reminders)
  6. Setting up Inspections and Permits (for reminders)
  7. Adding Filters to Filters Tab

If I left anything out let me know.

Enjoy!

Thanks Again,

Marc Ready

 

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

https://tatems.com/help

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

https://tatems.com/help

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.

  1. 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)
  2. 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)
  3. Filter the list of work orders in Excel using the Date Completed Field
  4. Copy and paste the invoices including the row with the header names from the list on sheet 1 to Sheet 2 in Excel
  5. Save the spreadsheet but leave it open.
  6. Make sure Quickbooks is open using the Quickbooks  Company file you want to use.
  7. 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 )
  8. Open Zed Axis and choose Quickbooks Desktop and click the Connect button to connect to the currently open Quickbooks company file
  9. Click the Import Tab in Zed Axis and link to the Excel File
  10. Choose Sheet 2
  11. 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 )
  12. 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 .
  13. 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

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