LEVEL II VERSION 6.0 UPGRADE
Level two will only work with Level I installed.. The AVI for the Level 2 upgrade will have instructions on using the Hidden Options along with a demo on the advanced features and Module abilities
*EMPLOYEE LOG IN & LOG OUT: Employee Log In and Log Out
Function; from the main menu your employees (Counter Persons, Office Personnel,
etc…) can now log in and log out as many times as needed in a day, your payroll
report for total hours logged in per employee can be run directly from the main
menu to save time and ensure accuracy. User
Friendly Function
($350.00) Warranty Co-Pay Module; handles the warranty portion covered by the manufacturer, the customer and your company all on one invoice, the invoice prints with all the information broken down for your customer to understand.
Multiple Manufacture Warranties; this feature expands your Warranty Co-Pay Module to handle multiple manufacturer warranties, the customer co-pay amount and your companies warranty all on one printed invoice.
This module is very flexible but
requires some setup in your GL along with detailed education
Minimum Margin Flag; the user can set a target margin that parts need to be at or above for profit. If any parts are applied to a Workorder or an Invoice that are below the minimum margin those parts will flag the user by changing color and pop up a reminder when the bill is printed. The bookkeeper will also be flagged of sales that include parts which did not reach the minimum margin in J. Deposits and M. Income Receivables by a change in color display.
($1995.00) Vehicle Sales Module; built
specifically to handle the unique needs of companies that service and sell new
and used Vehicles, tracks the acquisition costs, the cost of work done to a
vehicle prior to sale, flooring costs along with properly booking the trade-in,
over allowance, taxes and filing fees assessed at the sale of the vehicle. Includes advanced reporting on acquisition
and history of the vehicle. This module is very flexible but requires some setup
in your GL along with detailed education
Workorder Scheduling Module; scheduling enhancement for Work In Progress. PTM’s scheduler can integrate with your work in progress and potential work. A potential job can be scheduled with out starting a Workorder. Your potential job can be inserted into the schedule for a technician, with unit information and the customer’s name. When the job is brought in you can automatically start a Workorder from the schedule or if the job cancels it can simply be deleted from the techs schedule. While in an open Workorder you can schedule the job with the press of a button-assign the job to a tech, assign hours and return to the open Workorder.
($350.00) Preventative Maintenance Module; detailed
tracking of service and sales on a customer’s unit, suggested services,
scheduled inspections along with tune-ups.
The information tracked and obtained with this module is invaluable as
an advertisement piece to bring in new customers along with keeping your
existing customer accounts active and satisfied with this higher level of
service. This module is very flexible, requires some setup to fit your specific
needs along with specialized education
Extra Security Features; optional security features for closed Workorders and closed Invoices—you can either make the system send a copy to Bookkeeping with each re-printed Workorder or Invoice to notify your Bookkeeper, or you can designate a password so that the user must enter that password to change parts or labor on a closed Workorder or Invoice.
($350.00) Salvage Sales Module; this specialized module allows the user to track and sell used parts off of a unit acquired specifically for parting out. You can now track your cost of parts, labor, sublet and freight for each salvage unit to ensure you have surpassed your total cost of salvaging that unit. This module is very specific, you may need to modify your General Ledger, some setup and education is required for proper implementation
($195.00) Multiple Accounts Receivable and Accounts
Payable Module; this module expands PTM’s Bookkeeping system to now include
multiple Accounts Receivable and Accounts Payable General Ledger numbers
instead of the default of one Accounts Receivable and one Accounts Payable
General Ledger. This Module requires setup, modifications to the
General Ledger and education
Advanced Distribution Search/Report/Amend Feature;
this detailed distribution feature is not just a report, once educated properly
the user can edit distribution, search for specific items within the
distribution and get a full report on activity within any General Ledger
account. Very valuable tool, requires some basic education to use properly
The following items are additions to existing/pre-purchased modules, to activate these new additions PTM Upgrade Version 6.0 LEVEL II must be installed.
PTMCOMM—EMAIL/FAX STATEMENTS: ($99.00)
PTM-Comm users will now have the ability to Email and Fax Customer Statements directly from PTM with out printing out the Customer Statements.
BARCODE—SHOP MANAGEMENT
ADDITION: ($300.00)
Shop Management Barcode Module; the Shop Management Module will be
available to all customers using the Barcode Module Software with portable
inventory units. The Shop Management
Module allows the user to scan parts for specific Workorders, the user can scan
multiple parts for multiple Workorders and edit the information prior to loading
the parts list onto PTM.
Setup and Education required to
utilize this features potential
TIMECLOCK—SMART LABOR CODES: ($99.00)
Addition to the Touch Screen Time Clock; Advanced Smart Labor Codes allow the user to automatically sell Labor by Flat Rate or Time and Material as needed