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Aussie Pooch Mobile Software User Manual

1. T ddress Book List Aussie Pooch Mobile Software VI ca Hd Daily Tools Software Tools x 7 pr y S 2 ok kK y Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find Enter New Client Enter Basic Details for New Client ge al 2ndPhone ps MD H First Names Regular z erator usiness Ne ree veg Smeer Rae adao Number of Dog Suburbs IL D Rete 2 4 etc fas Ap npe sl 9 Defauteamoun DT Delete Cancel Book a Job Close Save 4 m gt New Client Print List Print Short List Print Summary Ac Balances Send them Letters Close Enter all the client s details such as name and contact information on this screen Note that the customer s address details are required Send SMS Clicking this button will open a window that allows you to send an SMS to this client Refer to the section on Sending SMS for a detailed explanation Send Email Clicking this button will open your default mail program with anew message addressed to the address listed in this field Balance amp Appointments This area above the comments field shows the opening balance if any for this client The clients opening balance is used by the statements and also by the system when calculating if a person is in credit debt or even The area also shows due appointments 36 Same Send Letter Permanently Remove Delete Clie
2. ey Be El gt Aussie Pooch Mobile Software V1 0 es 2i Daily Tools Software Tools ax dy a Payment Expense Pooch Calculator Shrink Family Expand Enter New A Kristine HARVEY pm vote Pin enteranore zer ia Address 12 12 centennial st Augathella 4477 Pi ae Sa 8 MO ate competed hia E Other Bookings Service Completed Add Service Product A c Qty Amount Indudes GST not yet complete Apaeroom l ls Al soo ose No incomplete jobs booked at thi Unpaid jobs 70 00 Sophie Keating s Schedule Service By Sophie Keating v Total Service Value 70 00 AUGATHELLA 12 centennial st Dog s Name s New Eten did EE Date Paid e Terms fi Invoice No oie Te Email Invoice to Customer Delete Job Job recorded as Completed Not Invoiced amp NOT Paid 4 The Time and Duration fields are empty but apart from that this booking is like any other job booking for a client 58 Easy After you have filled out all the details for this job click the Close button along the top of the screen You will be returned to the Job Management amp Scheduling screen where all jobs without time are listed separately on the right Client Jobs List Day Schedule With Totals Day Schedule No Totals Address Justine SCHELLING 2 Defor T 88 8 lucky st Padbury Other Schedules Income Summary Value 70 00 Open the Jobs List screen by clicki
3. Outstanding f All Service By The service by field allows you to reduce the jobs list to jobs booked completed by a specific operator Entering part of the name is sufficient For example entering ca will return all jobs completed by Cathy Hamilton Svc By Job Customer Ref The invoice filter allows you to enter a specific customer reference to find a job on the jobs list Entering part of the customer reference is sufficient For example entering JD will return all jobs with a customer reference containing that letter combination Job Customer Ref Clear filters To clear the filters you have applied manually clear the contents of the field s you have used to filter the list When all fields are empty no filters have been applied 93 DEASY Appendix A Frequently Asked Questions What is a database A database is a system intended to organise store and retrieve large amounts of data easily It consists of an organised collection of data for one or more uses typically in digital form One way of classifying databases involves the type of their contents for example bibliographic document text statistical Digital databases are managed using database management systems which store database contents allowing data creation and maintenance and search and other access source wikipedia The application got stuck and I can t seem to close it If ever you find yourself stuc
4. Enter New Kristine HARVEY Ee we Enter a vor eri ss ee a Address 12 12 centennial st Augathella 4477 X me mos d Sat 21Jan12 gt E Dogs 1 Date Completed Other Bookings Service Completed a Service Product A c Qty Amount Indudes GST not yet complete Clipe Groom Tl Fell Al sro el No incomplete jobs booked at thi Unpaid jobs 70 00 Sophie Keating s Schedule Service By Sophie Keating m Total Service Value 70 00 AUGATHELLA 12 centennial st Dog s Name s ee peer tom OE meeste Email Invoice to Customer Delete Job Job recorded as Completed Not Invoiced amp NOT Paid Close 4 If the client has more than one address select the correct address for the client the dropdown list will show all known addresses for the client If the service will take place at anew address type the new address in the address field 53 Easy Verify that the Date Due Job Time amp Duration and Service By fields are all showing the correct values The job duration defaults to 15 minutes a quarter of an hour but can be changed here if needed Add Service or Product to Job Add the services by clicking the Add Service button and selecting the service that will be provided on this job Add Service Product A c Oty Amount Indudes GST J SE ASe see Bag of Treats Enter New Name Enter New Name Enter New Name 3 Frontline tal Service Value 70 00 sentinel Spec
5. Filter Fields For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual Accounts Info The account info allows you to set default values for a client such as the default payment method and default cheque details 48 me i statemen i Ajust Opening Bee Bl Print a Statement Mail Invoices K Harvey Statements to 12 12 centennial st Augathella 4477 Same as Letters The address in the Mail Invoices amp Statements to field is used on the invoices amp statements you send this client The default cheque details entered here will be used on the Receipt Details screen 49 Easy The Main Menu is your starting point for your daily activities such as managing your jobs and your clients Clicking the Exit button along the top of this screen will close the Keep It Easy Software Da EN B A 3 Main Menu Aussie Pooch Mobile Software V1 0 5 x Daily Tools Software Tools s x a Mm iy Bs 4 va gt i N Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find Jam s Aussie Pooch Spa mosiepocwash Aussie Pooch Mobile Franchise Software Ph 1300 369 369 www aussiepm com au Finances Menu Jobs List Notes Reports Menu Service Details List SMS s The
6. 2 pm actions for Print Invoice to EE EE Deselect Job Mark Svc Done selected job Go to Job Details Process Job Close COMPLETE Book Job Without Time Job Schedule The left side of this screen the job schedule defaults to today s date Note that the schedule displays the jobs for one operator only the operator selected in the Service Personnel box Switch to the job schedule for another operator by clicking that operator Use the scroll bar on the in the middle of the screen to move up and down through the job schedule For a one page overview of all jobs for an operator on a date use the print buttons on the right Jobs marked blue are incomplete Jobs marked yellow have been completed Calendar You can view bookings for other days by selecting a date from the calendar on the right 51 Keep It Keep It Easy User Manual ted gt as I Jan BELEEF ea ael ee g aaa 2aaaa Hae 8 gt e 2 ee e Change the year by typing another year in the field e Change the month and day simply by clicking them For easy of reference the day you select will be highlighted The bookings totals are shown in green next to the date This will help you spread your bookings and workload evenly Book a new job for an existing client To schedule a new job click your cursor in the time slot you want to book Select Client Select client from drop down box E Containing text hz Select
7. Does this make the job Paid In Full Job is marked as complete Job is marked as complete Receipt opens for you to fill out the partial payment Receipt opens for you to fill out the payment details and mark the job as Paid in Full The partial balance will remain outstanding 88 Paid in Full E Job is marked as complete Job remains unpaid Total balance for the job still outstanding Kann It Cacau lean Manual Keep It Easy User Manual Easy Click the Email invoice to customer button to have the Keep It Easy software automatically generate an email to the client Email Invoice to Customer Attached is your invoice for my services Regards Pete s Pool Cleaning 89 DEASY Deleting Information from your database You should always be very careful to delete information from your database Once it s gone it s gone forever The storage capabilities of MS Access are enormous and there is no need for you to delete old entries in order to free up space Be especially careful when deleting setup values e g service descriptions client status etc Setup values are referenced on other screens and a weird situation is created when a value is referenced in history records for a client that no longer exists If you are ever in doubt whether or not it is smart or safe to delete data from your database please do not hesitate to contact us We ll be happy to help 90 DEASY U
8. Operator 500 ca General Job Addresses Job History History Details Jobs Booked Client Notes SMSs Payments Accounts Info Default Job Info nn ee Unit No Howse No Set First Name s a oe a a Siini Add client s street address as a Job Address also Business Name Postal K Harvey 12 12 centennial st Address Augathella 4477 p HowRgered Russie Pooch Mo Salutation Dear Same Address Send Letter i Save Kristine HARVEY Delete Remove Client and various tabs which will be discussed in the following sections Easy Job History The Job History tab on the Client Screen provides an overview of all jobs that have been booked and completed for this client 7 eee UN NOTE Future Jobs booked jobs and incomplete jobs Jobs not marked complete are not isted on thistab General Job Addresses History Details Jobs Booked Client Notes SMSs Payments Accounts Info Default Job Info Amount Invoice Date Paid Job Address PaidJobsOnly Outstanding Payments All EEE 23 Jan 12 97 00 88 8 lucky st Padbury 6025 Filter Fields Total 97 00 1 jobs listed Delete Remove Client Close Save Click the Go to Job button to open the Job Details screen Filter Fields To quickly find the job details you are looking for you can filter the history details using the search fields along the top For a det
9. close the window by clicking the Close button or click the Print Deposit Slip button to print a slip Print Deposit Slip To print a deposit slip click the Print Deposit Slip button along the top of the screen A new window will open with the print preview For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual 81 Easy Reconcile Accounts The Reconcile Statement screen allows you to compare your Keep It Easy records to your bank account statements to make sure they arein agreement Ca Enter New Send Show Find EN IE D gt Eal 7 Incom Reconcile Statement Keep It Easy Software V1 0 x Daily Tools Software Tools e ls o Bs Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Show Reconcile Statement u E Son a Not Reconciled Actual Date Reconciled Credit Debit Trans Type xt 30 Jan 12 Bank Deposit 28 Jan 12 471 00 Westpac Deposit X 30 Jan 12 Global Food Corp Dog Goodies 20 00 Expense X 17 Jan 12 National Bookstore Folder rack 10 00 Expense X 26 Jan 12 Aude s Pet Care Supplies Shampoo by 35 00 Expense X 28 Jan 12 Aude s Van amp Car Yard Express Van ft 30 Jan 12 5 000 00 Expense Opening ane Total credits 474 00 Total Debits dose New Receipt New Expense Print Statement Closing Balance f 4 Mm gt General information about thi
10. 92 diese AE EE EE EE EE EE 93 Le e TREE EE EE EE 93 Padio DUL OD OE OE E E E E A 93 e S ce EE eo E ee ee Ee ee GE NE Ek 93 Heleen di EE EE EN OE EE OE 93 8 EE dle E N N 93 Appendix A Frequently Asked OuestiOnS esse see see see ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee 94 DEASY Introduction This guide describes version 3 8 of Keep It Easy Keep It Easy is a MS Access Database you install on your Windows PC and use to administer your business your clients and your jobs This section of the user manual describes the intended audience and contents of the manual as well as the conventions used throughout it e Audience e Organisation of this guide e Conventions Audience Keep It Easy software is very easy to use Our products are used by business owners at all levels We assume that you know how to administer a business but you may not be a computer whiz The more computer savvy among you may be able to skip some of the installation basics We also know that some of you won t even bother to use the manual But even if you can figure out most of the program on your own this manual is here to help when you can t Organisation of this Guide We ve tried to present the information in useful bits so you can go straight to the section you need There isn t a lot of talk we get straight to business We know you d rather get to work than read a manual Section 1 covers the installation registration and
11. Bes 3 2 Daily Tools Software Tools Aussie Pooch Mobile Software V1 0 OS Data Software Maintenance Preferences Send Raise Print Change to SMS Invoice Sn NOT Paid 4 Address Date Due lt Date Completed Mon 23Jan 12 Book Another Next Service 88 8 lucky st Padbury 6025 Mon 23Jan12 2 Add Service Product j A c Oty Service Completed p Dogs 2 Amount Includes GST Bown A seed O E a seel Service By Dog s Name s Defor Thor Total Service Value z Sophie Keating 597 00 New Client Comments Delete Job Job recorded as Completed Not Invoiced amp Paid Close Il 5 x Justine SCHELLING PROCESS JOB Client s AP RDO O Other Bookings not yet complete 1 27 2012 0 00 Click on Job to go to the details Unpaid jobs 264 00 Sophie Keating s Schedule PADBURY 8 lucky st Different sections of this manual have covered the actions that can be performed on this screen Refer to the following sections for detailed information on Client Details Send SMS Raise Print Invoice Summary Invoice Enter a Note Enter a Payment Mark as Complete Book another next service Process job Email invoice to customer Delete job 86 DEASY Process Job The Process Job button allows you to quickly handle all the
12. Client Select client from drop down box Containing text EE BEAUTY Kelli at Grey Street Ridgewood Hgts BROWN Darren at Binowee Street Aspley BROWN Maisy at Wellington Drive Sandgate CHERRY Charles at Beatrice Tce Ascot GREEN Sarah at Kirby Road Aspley GREY Michael at Kane Street Park ridge MALOR Tracy at Milo Drive Hamilton RYAN Jenny at Melrose Place Park ridge SMITH Jennifer at Harrison Street Ascot SMITH Selina at James Street Ascot VANDIJK Jester at Park Lane Sandgate YELLOW Rachael at Bowrie Ave Ascot Select client from drop down box Containing text Ea BROWN Maisy at Wellington Drive Sandgate GREEN Sarah at Kirby Road Aspley VANDDK Jester at Park Lane Sandgate 52 asy If your list of clients is very long you can facilitate the search by entering a few letters of a client s name address or suburb This will limit the list considerably As shown in the example above typing in the textbox will return Sarah Green but also any clients living in Sandgate Keep It Easy User Manual e JE Select Client Select client from drop down box Containing text sa ANDIJK Jester at Park Lane Add New Client to Database Go to Client s Details Next click the Enter Job button The Job Details screen opens A aS B Aussie Pooch Mobile Software V1 0 ER Daily Tools Software Tools x Payment Expense Pooch Calculator Shrink Family Ma
13. EG Ee ee ee ee ie oe 34 Ada Your OWN Ee se EE EE eine Error Bookmark not defined Make AE ei RO EE N AE N Ne EER 35 8 OE OE EE OE OR OE ER RE EG 36 Add NEW El ase E nern 36 View Edit Client Details iese ee Ee ER OE Ee DE nenne ame EE ES Ge ED Se EE Ee 38 CHE AE OO EE EE TEER 38 JOB ME EE EED EE nt EG Eg EE og ge EE Ee Error Bookmark not defined JOD TES CONV EE EE EE 39 Histof De a EE EG GE BE BE Ne De Se Ee EE EO EE Ee Oe DE 41 015 BOOKE seen E EE Ee EG GE Ee EE Ee RR ee ee ee ee ee ee GE 42 Notes SLOT EE EG EG Ge Ge Ge Ge PG PD tees Error Bookmark not defined EE EE EE OE EE eos 44 SR RR EE EE EE OE OE OE OE RE 46 ACCOUNTS ie AE EE EE E EE EEEE EOE OEE E EE 48 Mal ME NN E De Ge ee De Se ee ei ee ED 50 Job Management GR OR N N EE N OE aed OE N 51 JOD CNEA EE N EE EAEE EE EEEE EEE EEEE EEE EEE 51 CAE el EE E EE EN 51 PALBU ON ae E GE OE EG GE EG AE EED Error Bookmark not defined Book a new JOD for an existing client sissies bei ie Ee AE DS EE EG EE GE GR WE Ge GR GE Ek RE Gee GE de 52 Book a ten job for a new chent ee 55 Si 2161 Bs CHE AU OD nee 56 BOOK Job deed el ee ET EEEE EE 57 JOBS EI RO EE EEN 59 General information about this screen ee se ee RR Re ee ee ee ee ee ee ee 60 F lier Fields E Re ee Gr ee n Ge Ge bi E eb ia Ge Ee De SER 60 siele de oe EE EE one cncevaccevevcnncenesencevaveseseneceneteucevaccenceenvens 60 PoJ OD LIST AE EE RE EE EE 60 Service Details List n Ee De Ge Ee ke bo n s 61 General infor
14. GST 428 19 Total GST 42 81 Total Incl GST 4 lil General information about this screen e You can limit the number of receipts displayed on this screen by using the filter fields e The list of receipts is ordered according to the selection in the Order by filter field e You can open a receipt by clicking anywhere in its row e Receipt totals are displayed at the bottom of the screen e You can edit the receipt details directly from this screen by using the dropdown lists Filter Fields For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual Edit View Receipt Details Open a receipt by clicking anywhere in its row on the Receipts List screen New Receipt To enter a new receipt click the New Receipt button along the top of the screen The Receipt Details screen opens 74 5 IR B ga ba B z Receipt Details Aussie Pooch Mobile Software V1 0 x Daily Tools Software Tools o x 7 pr 7 Som N I u Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find Receipt Details Date Received 30 Jan 12 Payment Method z Category dog wash l Bank Account Not Yet Banked Invoice Number D Total Amount Rect 0 00 Bank GST Component 0 00 Branch Received Client Hi heque
15. Padbury time Print Invoice actions for Deselect Job pi Mark Svc Done selected job Go to Job Details Process Job Close ie A dialog will open for you to select the client Select Client Select Client from drop down box Find containing text Select the client you want to book the job for from the dropdown list If your list of clients is very long you can facilitate the search by entering a few letters of a client s name address or suburb This will limit the list considerably 57 Asy Keep It Easy User Manual e JE Select Client Select Client from drop down box Find containing text sa Select Client from drop down box Find containing text oo BEAUTY Kelli at Grey Street Ridgewood Hgts BROWN Darren at Binowee Street Aspley BROWN Maisy at Wellington Drive Sandgate CHERRY Charles at Beatrice Tce Ascot GREEN Sarah at Kirby Road Aspley GREY Michael at Kane Street Park ridge MALOR Tracy at Milo Drive Hamilton RYAN Jenny at Melrose Place Park ridge SMITH Jennifer at Harrison Street Ascot SMITH Selina at James Street Ascot VANDIJK Jester at Park Lane Sandgate YELLOW Rachael at Bowrie Ave Ascot As shown in the example above typing sa in the textbox will return Sarah Green but also any clients living in Sandgate After selecting the client click the Book Job button on the dialog The Job Details screen will open
16. Service Order by The order by dropdown will let you order the list of jobs by time invoice number date paid and job value It will not limit the number of jobs displayed the list will still display all jobs in the database lob Date Time latest gt gt earliest x y Client Job Date time Invoice Number Date Paid earliest gt gt latest Date Paid latest gt gt earliest Job Value Client Job Date Time earliest gt gt latest Job Date The job date filter consists of three buttons and two date fields Job Date Today Tomorrow Yesterday Click any of the buttons to quickly reduce the list of jobs to the jobs booked yesterday today or tomorrow Use the date fields top field date from bottom field date to inclusive to reduce the job list to a specific date or date range Refer to the previous page for an explanation of the date fields 92 DEASY Processed The radio buttons for job processed allow you to limit the jobs list to jobs that have already been processed or jobs that still have to be processed f Processed Invoice The invoice filter allows you to enter a specific invoice number to find a job on the jobs list Invoice Radio buttons Radio buttons let you choose between a limited amount of options You can only select one radio button at the time By selecting one radio button you automatically exclude the others i Bookings Only f Paid Jobs Only
17. TE Send Email Area Jam s Pooch Spa A Status Regular Appx PA Value Operator 0 00 cael General Job Addresses Job History History Details Jobs Booked Client Notes SMSs Payments Accounts Info Default Job Info Poochts Name ae How Referret Russie Pooch ls Delete Remove Client Unit No House No Street Suburb l Augathella 7 4477 Add client s street address as a Job Address also Postal K Harvey Address 12 12 centennial st Augathella 4477 Salutation od Dear Same Address Send Letter Close Save When all details for this client have been entered close the screen by clicking the Close Save button along the top of the screen or continue filling out other details regarding this client such as job info accounts info etc The rest of the tabs on this screen Job Info Job History etc are discussed in the View Edit Client Details section of this manual Continue reading from the Job Info section 37 View Edit Client Details To view a client s details select the Client List button from the Main Menu The following screen will open For further explanations about the Client List screen refer to this section Clients List Keep It Easy Software 5 3 f ES 3 x is Address Book List Aussie Pooch Mobile Software V1 0 x Daily Tools Software Tools Ox i T I vH Payment Expense Pooch SMS Calculator Shrink Clie
18. a var a u KT D r z or Payment Expense Pooch SMS Calculator Shrink Client Filter fields Family Expand F2 Enter New Send Show Find A E el of ef r el E a ed vm el ole fo n EI IR w x e N an a One off Order by Client Suburb Street Ed Personal Date Next Job Last Job None Bkd ist Phone Area Contact Address Dog s Name iai N Co Lf contact Suspend D0 HARVEY Kristine 23 2 12 Jams Poc 7310237985 12 centennial st AUGATI Moby red LEI R 23 3 12 27 1 12 Jam s Poc 883888388 8 lucky st PADBURY Defor Thor Personal Sophie Keati 2 clients click anywhere in this field to view client details 4 ALLL Filter Fields The screen has a great number of filter fields that can help you quickly locate the client you are looking for You can find clients by any part of their first or last name by area by their status their operators etc For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual View Client Details The view a client s details click the line for that client The Client Details screen will open Action Buttons The buttons along the top of this screen allow you to perform various actions some of which have been described in other sections of this manual e New Client Click the New Client button to add a new client to the system e Print List Click the Print List butt
19. appear in the list Delete Holiday DateBefore you proceed please read the section on deleting information from your database To delete a holiday date click the date in the list The date will be deleted instantly 27 DEKS Click the Operators button to enter the names of your operators service personnel Every job you Operators book will need to be booked against an operator To exit this screen click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen C3 tS A 0 Ee 3 ZIDE Preferences Aussie Pooch Mobile Software V1 0 n x ca gt an 75 gt DailyTools Software Tools 7X Data Software Maintenance Preferences System Preferences General Operators Receipt Categories Expense Categories Services amp Products Payment Methods Regular Creditors Areas Holiday Dates Standard Letters SMS Account Referral Sources EI Change Data Files Add Name To add a name click the New button at the bottom of the screen A new line will be inserted where you can enter the name of the operator Cathy Hamilton Delete Delete Paul Jones Jahn Fisher Delete dddi Delete Delete Name Before you proceed please read the section on deleting information from your database To delete a round click the Delete button next to that round 28 DESY Standard Letters Click the Stand
20. character count Schedule SMS If you would like to schedule sending the SMS instead of sending it instantly enter a date and time Then click the Send SMS button The SMS will be sent to the SMS provider who will forward it on at the scheduled time After you click Send SMS you can no longer cancel the SMS using the Keep It Easy Software If you want to cancel a scheduled SMS you will need to log into smsglobal com au Send SMS instantly Click the Send SMS button to send the SMS instantly Click the Close button to close the dialog and return to the Client Details screen 45 EAS Payments The payments tab provides information regarding all payments paid and unpaid General Job Addresses Job History History Details Jobs Booked client Notes SMSs Payments Accounts Info Default Job Info ay Method Detail 7 lt Filter Fields 397 00 Cash 97 00 Cash Enter a New Payment Total 5194 00 NOTE If vou typed the client s name in manually and didn t select them from the drop down bas in the details screen when vou entered the payment it will not link up and be displayed here The payments details that are visible on this tab can be generated in several ways 1 by processing a job from the Job Details screen 2 by marking a job complete from the Job Details screen 3 by clicking the Enter a New Payment button on this tab Click anywhere in the line with the payment details to open the receipt Ge
21. date field click somewhere else or hit enter on your keyboard to activate the date filter e If you only fill out a date from all search results e g job dates sms dates from that date will be returned e If you only fill out a date to all search results e g job dates sms dates until that date will be returned e fyou fill outa date from and a date to all search results within that date range will be shown Text field description field details field Type any part of a name address suburb to limit the number of search results For example typing sa in a name address filter field will return results containing the text Sarah Green but also any clients living in Sandgate First Letter DOBRO ed deed do dd ede dode dode sd red vi wi EI rg 91 DEASY First letter buttons allow you to limit a list to only those entries that start with the letter you select On the Client List screen for example clicking the S will return only those clients with surname that starts with S Category The dropdown list for category allows you to limit the services list to any of the categories you have defined for your database in the Service Categories setup tables Category Froduct Service Other Service The service field allows you to reduce the list of services to services containing certain letters or words For example entering leaves will return all Remove leaves debris services
22. find or change the connection to your data tables The message shown on the right will pop up General Receipt Categories Expense Categories Services amp Products Payment Methods Link Software to Data Regular Creditors Areas Use this form to find or change the connection to your data tables Operators Please click on the Find Data Location button below and use the open file window to locate Standard Letters KeepItEasy_Data mdb SMS Account Either double click that file or click to highlight it and click the OK button You can then reopen your Find Data Location Referral Sources Change Data Files Expense Categories Services amp Products _ Payment Methods _ Regular creditors me _ Operators _ Standard Letters sus Account Referral Sources _ Change Data Fies Click the Find Data Location button in the dialog box to locate or change the datafile A windows dialog box will pop for you to locate the file on your datafile on your computer Click Close to exit this screen You will be returned to the Main Menu 34 DEASY Make a Backup While using the program you will often be reminded to make a backup If you have ever lost data you understand how important it is If you have never lost data please try to keep it that way To make a backup of your database first close all screen and make sure you are on the Main Menu Then select the Software Tools tab on th
23. me Expense Categories G jn cpe Services amp Products Payment Methods Regular Creditors Areas Holiday Dates Standard Letters SMS Account Referral Sources Print New Print New Change Data Files _ Regular Creditors A __ Holiday Dates _ Standard Letters __sus account _Referral sources _ Change Data Fes Add Receipt Category To add a new receipt category click the New button at the bottom of the screen A new blank line will be inserted where you can type the name of the category and select the BAS Box that applies Category BAS Box Service 1 Delete EE Delete I Delete Receipt Category Before you proceed please read the section on deleting information from your database 16 Easy To delete a receipt category click the Delete button next to that category Print Receipts Categories To print an overview of your Receipts and Expense Categories click the Print button at the bottom of the screen A new window will open with the overview For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual 17 EG it DEASY Expense Categories Click the Receipt Categories button to setup your expense categories and their corresponding BAS Boxes Expense categories are referenced on the Payment Methods screen To exit this screen click the Close button along the top of the screen Any i
24. new note to the system click the New button A dialog box will open Note Details zn Date 19 Mar 11 BE Client Job Address Requires Followup Followup Date Note Enter all the details for the note and click the Close button to close and save the note 65 je it La SMSs To access the SMSs List click the SMSs button on the Main Menu This will open the SMS List screen To exit this screen click the Close button along the top of the screen ey EN 3 03 3 EA SMS List Aussie Pooch Mobile Software V1 0 m 7 x RI Daily Tools Software Tools I om Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find filter fields Date Time Sent Scheduled Order by Date Time Date Time Yes Client Mobile Sent To Details O 26 Jan 12 at 4 13 PM SCHELLING Justine 888888888 Follow up for the service 1 26 2012 EERS Delete click anywhere in this area to open the sms details Close General information about this screen e You can limit the number of services displayed on this screen by using the filter fields e The list of services is ordered according to the selection in the Order by filter field e You can open an sms by clicking anywhere in its row e Messages with a coloured background have not been sent Filter Fields For a detailed explanation of filter fields and how they can be used to quickly find th
25. time accordingly Send SMS Delete Po Close Refer to this section for information about sending an sms Delete SMS To delete an SMS e open the SMS and select the Delete button in the bottom left hand corner of the dialog box or e click the Delete button at the end of the row in the SMS List screen 67 Daily Tools DEASY During your daily use of the system you will soon find that you use some screens more than others To help you quickly navigate to the screens that are used most you can use the buttons on Daily Tools tab Payment Expense Client F z Enter Mew Daily Tools software Tools SMS Send H 7 Calculator Shrink Expand Show Most of the functionality on this tab has already been described in this manual For knows functionality this part of the manual will refer to other parts where that functionality is discussed New functionality such as calculator shrink expand and searching for clients will be discussed here Payment Expense Client SMS Calculator Shrink Expand Client F2 Calculator Clicking the Expand button on the Daily Tools tab will open the standard Windows calculator Calculator o Es Edit View Help 0 Backspace CE c MC Tl lanal laa mn MR 4 5 6 vd MS 1 2 3 1x M 0 After making your calculations close or minimise the calc
26. 0 3 36 e Atthe bottom of the screen the total number of services and their total value is displayed Filter Fields For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual Combine filter fields make use of multiple filter fields at the same time to further limit the number of O TIP VY results displayed in this list 61 Easy TIP When you use a filter and have the feeling that certain jobs are missing from the list then check to make Y sure no other filters have been applied Remove the contents of any filter fields you do not want to use Print Job Services List To print the Job Services List click the Print List button along the top of the Service Details List screen Note that if filters have been applied to the Service Details List screen the same filters will also be applied to the printed list For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual 62 VEAS Client List To access the client list click the Client List button on the Main Menu This will open a new screen with a list of all your clients To exit this screen click the Close button along the top of the screen a amp BALAD Address Book List Aussie Pooch Mobile Software V1 0 x ca FE am h Daily Tools Software Tools
27. Aussie Pooch Mobile Software User Manual 2011 Aussie Pooch Mobile Software Contents Vi ge einde AR OE EE EE EE EE OE EE 6 AUGEN EE EO EE nee rege 6 Organisation Of this Gids EE ek ee ee ei De ee eo Ee ee Ee 6 CONVENON AA AR EE EE EE EE OE EE 6 Vye die EE OE TEE 7 INstallatl om SEDEER DE et eg csc sc Ee oe emcee eae Gee ee Ee ee ee 7 Opening the software for the first tiIME iese sesse see ee ee ER ee ek Ee ee ek ee ee ee ee ee ee ee ee ee ee ee ee 9 Rat isterinssour SOM eier eat ie n ee ee ie ei EE GE GE EE REGS RE GEE EE EE FRE 10 General eed AE eo ER OE OE N N N EO E E A 12 GENE ae er 14 RECEIPL Categories een dee ie ee oe ie ie ie ek ee AE DEEG NEAR OE SO ERG GE ETNEN Ea 16 Expone AR delg EE OE eN 18 21 led ee ed AE EE ER EE EE ee N OK 20 Service Beskeie AE AE EE EE EE ER EO RE 22 Payment VSG ie AA EE OR OE EE OE sans EEE EE here 24 Regular OG vol EE OO OSSEE ESSEEN 25 holds Area E en MO sence SE EG ER SR Se ED Ee GO GE GO EG EE EE N EE 26 Holiday Dates si st ete ec ee EG ET TE ie Ge oe de 27 Service By Names Service Personnel iese ee ee ee ee ee Error Bookmark not defined Standard Leers sees eie ie oie ee ee ee se Ge De Eee 29 IVD esel dii EE EE ER N ER EE OE OE EE OE OE EE ENT 32 BINK ACCOUN AE OE N OO N OE EL OE EE OE EE Error Bookmark not defined Chent STATUS AR OE ER ER RE ES Error Bookmark not defined HOW Ag eo EE EE EE EER OE EE N Error Bookmark not defined Change Dataile LOCATION issie ES ESEG
28. E Press the Next button to begin the installation or the Back button to reenter the installation EE e z information PRR Copying file C ProgramD ata E asy Access Databases 4ussiePooch S avePDF exe BSSBS 2 SR ES SSE SSR RSSERESRESSSESSR All Files Time Remaining 0 minutes 5 seconds ee Fe a ee HER Wise Installation Wizard Wise Installation Wizard Cancel EAS Microsoft Office Access Runtime English 2007 je Please wait while Windows configures Microsoft Office Access 6 Microsoft Office Access Runtime English 2007 La Please wait while Windows configures Microsoft Office Access 4 Runtime English 2007 Runtime English 2007 a Aussie Pooch Mobile Software x Aussie Pooch Mobile Software has been successfully installed A Press the Finish button to exit this installation A When you see the message that Keep It Easy Software has been successfully installed click Finish to close the installation wizard You are now ready to start using the software EA ac It Opening the software for the first time After you have installed the software you can open it by double clicking the Keep It Easy Software icon on your desktop a Monig FE Aussie Pooch Mobile Software The Main Menu will opent ma to access Daily Tools amp Software Tools Your Name Ja Your Company s name Aussie Pooch Mobile Franchise Software Payment Expens
29. Go To Job l 9 Jun 11 110 00 15 James Street Ascot John Fisher Delete Booking Go To Job 30 Mar 11 70 00 Jason Court Westingham Cathy Hamilton Delete Booking Go To Job 21 Mar 11 118 00 Jason Court Westingham Paul Jones Delete Booking 4 jobs listed Click the Go To Job button to open the Job Details screen and view edit job s details Click the Delete Booking button to delete a job A dialog box will open asking you to confirm that you want to delete the job Delete Job DE Are you sure you want to delete this job Click Yes to confirm The job will be deleted when you close the Client Details screen Client Notes The Client Notes tab allows you to store and view any notes regarding a customers as well as keep track of any letters sent Date Entered Details Contact Justine after the jab 88 8 lucky st Padbury 28 Jan 12 B 26 Jan 12 New Note Filter Fields To quickly find notes you are looking for use the filter fields along the top to limit the number of notes displayed For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual 42 je it La Edit Note Click the arrow next to the date of the note to bring up the dropdown show below z 25Nov10 Calledton Note Details Clicking Note Details will open a dialog with the note details Not
30. List button For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual Print a Blank Invoice To print a blank invoice click the Print a Blank Invoice button on the Accounts Menu For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual 84 EASY Print Reports The Print Reports button on the Main Menu gives access to the Reports Menu shown below 5 amp RES BE Reports Aussie Pooch Mobile Software V1 0 _ ms X N Daily Tools Software Tools max Data Software Maintenance Preferences Reports amp Other Print Outs Weekly Pay Details Comparison by Date Reports Weekly Monthly Schedule o Click in a date box and Client Statements the calendar icon will appear By clicking on Summary select your date from 2 there Comparisons by Date Ranges Area Cust Status Operator Profit amp Loss Suburb How Referred new jobs only PA Values Close Examples of all these reports can be found in the Reports amp Printing Manual 85 Job Details T Keep It ASY The Job Details screen not only provides information about booked jobs but also gives quick access to a lot of other functionality in the system such as entering payments viewing client details sending an sms entering a note etc S ca ji CIELA
31. N N N 72 Delete EXPENSE ee nen Ee ee Re ee een 72 SUNTAN EXPENSES cess 72 PS Ca ERIEN a So Oe ee Si ed ee ee dd ee Se De Dos de Ede Ge DR 73 BA EDELE es ee en een nee 73 EISE OF RECENT SE EEE 74 General information about this SCreeN a E 7a sd iS 6 EE EE ER S 7a Fdit View Receipt Details eise ie ies oie eie ie ee eie ee ee ee ee ik ek EE GE 74 INS sies je ME en ee E 74 Delete Te 6 eise dese eie ein eg eases vere ns dain EE Ge EE ee ede Ie EG 75 PVC ONS SUV ie EO ER EE EE ER EE ER EE OE ER ER ER EE OE ER EE EN 76 CCIE Detalle unse aa EE ER ER N EER ER EN EE 76 BA UIE ENE nenne 76 PESOS de EE OO OO OE OE EO N N EE N EE 71 General information about this Scree Nessin ean eio a a n n 77 E se ee E E T EE EE EE 77 Edit View Assets Details ees ees ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee 77 Des ARE EE EE EE EE EE EE EE 71 SU ee OE OE EA EE EE EE OE EE 79 Boo siek Soe oa EE OE EE ee OR EE 80 General information about this screen ee se ee RR RR ee ee ee ee ee ee ee 80 Filter Fields ee EE EG EE EE GE ee RR n ne en Ee ER ER Ee 80 Add NEW DEDOS IE esse SE OO Ge DE EDE DE DE Oe ie ei ei ie eie eie 80 PFINE DEDOSIE SIE EE er en ne Ee Ee ek Ee De ee Gee 81 Reconcile ACCU RE EER ee 82 General information about this screen uessuusnssesnesennennnnenenennnnennnnennenennnnennnnennnnennnnennnnennnnennnnn 82 Filter Field ee ee E E GR Gee oe ee eN Re ee Ee DEE 82 nes EE AA AE RE RE EE N EE EE 82 Client A
32. Ne From Other N Save Cheque details as Cher Remarks BAS Box Gl Date Reconciled Jobs for this Client which are NOT marked as paid in full Job Date Job InvNum Completed Comments Jobs Paid with this Receipt Invoice Job Date 3333333 1 27 2012 dd Click on Job to Mark it as NOT Paid Delete Cance New Receipt Close Save Enter all the information for the receipt and click the Close button along the top of the screen to save the expense and close the screen To immediately enter another receipt click the New Receipt button along the top of the screen Delete Receipt To delete a receipt open the receipt by clicking its row on the Receipts List screen On the Receipt Details screen click the Delete Cancel button 75 kunt EASY Income Summary For a summary overview of all receipts click the Income Summary button along the top of the Receipts List screen For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual Income Details For a detailed overview of all receipts click the Income Details button along the top of the Expenses List screen For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual BAS Summary For an overview of receipts by BAS reference click the BAS S
33. Os amp aS B E 3 Aussie Pooch Mobile Software V1 0 x gt Daily Tools Software Tools ax 4 i e Va a D n TAA Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find Accounts Menu List of Expenses Summary List of Receipts Deposits List of Invoices Reconcile Accounts Print a Blank Invoi Assets Register nvoice did HEL Close The Accounts Menu consists of anumber of buttons that give you access to e List of Expenses e List of Receipts e Assets Register e Summary e Deposits e Reconcile Accounts e List of Invoices e Print a Blank Invoice 70 Easy List of Expenses To access the List of Expenses screen click the List of Expenses button on the Accounts Menu To exit this screen click the Close button along the top of the screen Ca amp A BA 3 x gt Aussie Pooch Mobile Software V1 0 mm 7 8 Daily Tools Software Tools ax 3 om Payment Expense RS SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find filter fields Show Expenses List Far ES p Expense Expenses Expenses Expenses C Not Recon UL Order by Date latest gt gt earliest Catels Including GST GST Paid Detail Pay Method Exp Category BAS Box ChqNo Order No Invoice No gt 30 1 12 Global Food Corp Dog Goodies 20 00 1 82 Cash Products G11 0 111111 26 1 12 Aude s Pet Care Supplie Shampoo by cr
34. Software on a CD then place the CD in your computer s CD ROM drive and wait for the Windows AutoPlay message to show Select Run Aussie Pooch Mobile Software The rest of the installation is described below Installation Steps Windows User Account Control will ask you to confirm that you trust the source of the software and want to continue the installation Click Allow The Keep It Easy installation wizard will start of Aussie Pooch Mobile Software x A Ko Welcome to Aussie Pooch Mobile Software Setup program This program will install Aussie Pooch Mobile Software on your computer a It is strongly recommended that you exit all Windows programs before running this Setup Program Click Cancel to quit Setup and close any programs you have running Click Next to continue with the Setup program WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law Cancel Follow the instructions of the Wise Installation Wizard and click the Next button when you are ready to continue to the next step of the installation SE Aussie Pooch Mobile Software Es Aussie Pooch Mobile Software sal Start Installation A Installing amp You are now ready to install Aussie Pooch Mobile Software Y
35. The arrow next to the note date allows you to access the Client Details to view or edit the Note Details to Book a Job for this client or to Delete the note z 14 Mar 11 SMITH Selina Quotation Letter letter was sent 14 Mar 2011 15 James Street Ascot 31 Mar 11 Client Details Note Details Book Job Delete Note Details Open a note by clicking anywhere in its row or by selecting Note Details from the dropdown next to the date field of anote 64 Keep It Asy Keep It Easy User Manual JE Note Details a x ms 10 Mar 11 His Client SMITH Selina Selina TEEL Jason Court Westingham sis Requires Followup de Tue 12 04 11 j Note Quotation Letter letter was sent 10 Mar 2011 comment The note details dialog box allows you to view and or change all and any of the note details You can also delete the note Delete Note To delete a note e open the note and select the Delete button in the bottom left hand corner of the note or e select Delete from the dropdown list next to the date field on the Notes List screen Print Notes List To print a list of notes click the Print button on the Notes amp Reminders screen Any filters that have been applied to the notes on the screen will also be applied to the printed list For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual Add New Note To add a
36. aced with the Ribbon which is part of the Microsoft Office Fluent user interface 3 P MA mm 3 Ca le 2 r Daily Tools Software Tools S s ol Payment Expense Client SMS Calculator Shrink Expand Enter New Send Show The Ribbon is designed to help you quickly find the commands that you need to complete a task To minimise the ribbon double click the active tab in the image above that would be the Daily Tools tab Double click the active tab again to maximise the ribbon 12 Keep It DEASY The System Preferences screen opens displaying 13 buttons that allow you to set up the system with your company s data A EN IE ga gt E3 gt Preferences Aussie Pooch Mobile Software V1 0 x DailyTools Software Tools x Data Software Maintenance Preferences System Preferences General an Sa cal Many places throughout the database there Expense Categories are drop down boxes with choices This is the section of the database where you can select some of these Services amp Products Payment Methods Regular Creditors Areas Holiday Dates Operators Standard Letters SMS Account Referral Sources Change Data Files To set any of your preferences click the corresponding button on the left to open the corresponding screen To leave the System Preferences screen and return to the Main Menu click the Close button along the top of the screen 13 Easy C
37. administration for a job that has been completed This process will take you through a number of steps from entering the invoice number and the payment to booking the next job for the client When you click the Process Job button you will be taken through several steps The options are shown below Enter Payment DE Enter Invoice Number Ez Do you want to enter a payment for this job Did you leave an invoice Yes No of Invoice Left at Job You will be asked Enter the invoice number if this ma kes the job paid in full From this point continue the steps in the next section of this manual Book Next Job Ea Do you want to book the next job Job is marked as complete Job is marked as complete A new Job Details screen will open with a job date that has The Job Details screen been calculated based on the closes client s job interval 87 Mark Job as Complete Click Mark as COMPLETE button DEASY The system will ask several questions to help you process the job There are three options when marking a job complete e Job Complete Paid in Full e Job Complete Not Paid e Job Complete Partially Paid Job Complete Paid in Full Job Complete Partially Paid E Payment Received Payment Received Did you receive payment for this job Did you receive payment for this job Job Complete Not Paid Paid in Full Does this make the job Paid In Full
38. ailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual 40 EG It DEASY History Details The History Details tab on the Client Screen provides a detailed overview of all work done for or products sold to a client This means that multiple lines can show for the same date AN NOTE Future Jobs booked jobs and incomplete jobs jobs not marked complete are not listed on this tab History Details Jobs Booked Client Notes SMSs Payments Accounts info Default Job Info Date Service Desc Job Address 60 00 88 8 lucky st Padbury 6025 37 00 88 8 lucky st Padbury 6025 EREE ac 23 Jan 12 Dog Wash Filter Fields TOTAL 597 00 Filter Fields To quickly find the job details you are looking for you can filter the history details using the search fields along the top For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual 41 EG it Easy Jobs Booked The Jobs Booked tab provides an overview of all jobs booked for a customer This includes past completed and future jobs General Job Info Job History History Details Jobs Booked Accounts Info Booked For Job Value Address Operator GoTo job 27 Jul 11 0 00 15 James Street Ascot Paul Jones Delete Booking
39. al information about this screen e You can limit the number of deposits displayed on this screen by using the filter fields e You can open a deposit by clicking anywhere in its row e Deposits totals are displayed at the bottom of the screen Filter Fields For a detailed explanation of filter fields and how they can be used to duickly find the information you are looking for see the Filter Fields section of this manual Add New Deposit To enter a new deposit click the New Deposit button along the top of the screen A screen will open where you can select entries to deposit 80 On EN B G3 gt 2 IDE Prepare Deposit Slip Keep It Easy Software EA rA Daily Tools Software Tools x Select Entries to Deposit Close u Receipts in this Deposit Receipts NOT Reconciled or Deposited Date Deposited bo Mar 201 fg a Amount How From Date Amount How From Bank Armd B 14 03 2011 101 00 Cheque BROWN Maisy 14 03 2011 118 00 Cash BROWN Darren Statement Date 17 03 2011 101 00 MALOR Tracy Comments ma 19 03 2011 101 00 MALOR Tracy dd Click on Receipt to Remove it gt gt lt lt Click on Receipt to ADD it BE Tick to limit this list further to only receipts with Not Yet Banked First select a bank account from the dropdown list on the left Then add receipts to the deposit by clicking receipts on the right The receipt will be moved to the middle window After you have added all receipts to the deposit
40. ard Letters button to create standard letters you send your clients To exit this screen click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen Do Bee EE Preferences Aussie Pooch Mobile Software V1 0 x Wesel a Daily Tools Software Tools ox Data Software Maintenance Preferences System Preferences General IE eferral 1 Edit Edit eferral 2 Delete Letters ao Expense Categories Services amp Products Payment Methods Regular Creditors Areas Holiday Dates Operators Standard Letters SMS Account Referral Sources New Letter Refresh Screen Change Data Files Close 29 Easy To add a letter click the New Letter button at the bottom of the screen A new screen will open where you can enter the name of the letter and write the letter itself alternatively you can copy the text from an existing letter En T sie Pooch Mobile Softwar Ai Os IT 3 Gis Ze E 63 Aussie Pooch Mobile Software V1 0 x Ciel A ie Daily Tools Software Tools ia BR Data Software z Maintenance Preferences Letter Details Text before salutation Dear the name from the client details comes after this if it is blank their name will not pr Double click on the text in the box to view formating options such as Write or copy your letter here Denes a AND font e
41. ates 535 00 3 18 Cash Products G11 0 888 2828 gt 17 1 12 National Bookstore N 10 00 50 91 Cash Office Equip 1B 0 22222 Total Less GST 59 09 click anywhere in this area to open the expense details Total GST 5 91 Total Incl GST 65 00 Close 4 Mm General information about this screen e You can limit the number of expenses displayed on this screen by using the filter fields e The list of expenses is ordered according to the selection in the Order by filter field e You can open an expense by clicking anywhere in its row e Expenses totals are displayed at the bottom of the screen Filter Fields For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual Edit View Expense Details Open an expense by clicking anywhere in its row on the Expenses List screen 71 Easy To enter a new expense click the New Expense button along the top of the screen The Expense Details screen opens Cin 2 63 BE Aussie Pooch Mobile Software V1 0 x Ci ma a Daily Tools Software Tools m ahi er Ir x AT e Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find Expense Details Date Paid 30 Jan 12 Paid To r Detail Full Amount 0 00 Incl GST GST Paid 0 00 GST BAS Box Bank EB Order No Chq No Tax Invoice No Deposit No Invoice Date Payme
42. b recorded as NOT Complete Not Invoiced amp NOT Paid As soon as you mark a job a complete invoiced or paid the status at the bottom of this screen will change accordingly When you are done filling out all the details for this job click the Close button along the top of the screen You will be returned to the Job Management amp Scheduling screen Delete Job If you have made a mistake e g wrong client while booking this job you may wish to delete it Click the Delete button in the bottom left hand corner of the screen to delete the job You will be asked to confirm as deletion cannot be undone Book a new job for a new client To schedule a new job for a new client click your cursor in the time slot you want to book ro o S S SY zs e o i sel A dialog box will open 55 Easy Select Client Select client from drop down box dose Containing text Iz Enter Job Click the Add New Client to Database button The Client Details screen will open Enter New Client x pe Phn DI me LR 2nd Phone Area NN FirstName TT Status Regular sx ee EI mes Pooch Names Meet prac 24m Number of Dogs Suburb H Ap type 9 Default Amount ma Delete Cancel Book a Job Close Save Please refer to this section for explanations on how to add a new client to the database Select a Scheduled Job Halfway down the right side of the Job Management amp Schedule screen there ar
43. ccount Balances esse see ee ee AA AA ee ee ee ee nenn Error Bookmark not defined General information about this screen ees ee RA AE Error Bookmark not defined Filter Fields OE Ge Se Ge ee ee De Error Bookmark not defined Add NEW Deposit sissies ide indink it indie ie Ee be n Ai in ie be ee EI EE de Error Bookmark not defined Mond N ie CO EE OO OO EE EN 83 General information about this screen ee se ee RR ee ee ee ee ee ee ee ee 83 F lier Fields n Re ee OG GE Geb Ee Di oe in Ee EE EA GE DE 83 Bo ey E EE N EE 83 PP AIG PONG OE AE EE EE N EE EE OSOR 83 Men AE TE EE EE TE EE EE ET EO N TEEN 84 Who Needs Involces une Error Bookmark not defined PP Fe FAK io le ei 84 PIE CONUS ixrcsctatetoterciatetetatabeteecratatotenceuteie ee bede ea Ge ie Ge bei ee ee EIER 85 le ed DEI EE EE OE OE EE ER 86 PROCESS OD ee 87 Mark JODAS COMDE lE resies ee oo ig ee ee DE ede ee AE EE EE Gie 88 EP at sie ce TO CUSTOM OE EE EE OE OE EO OR EE OR OE OE OE OR 89 Deleting Information from your database sesse sissies see se ee Se Ge De ee ee oe ie De Ge De Se ee 90 sine Filter Bells ee ee GE EE EE ee Ee ee 91 Date je EE OO ER EE ENE 91 Text field description field details field oo ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee ee 91 sd AK EE EE EE N OE OR EE 91 CALOR OIN EE EE OE EE OE EE EE OE OE EE EE EE N N N N 92 DEASY e dle EE EE EE EE EE E RS 92 Bel de RR EE E ER EE N EE EE AE OE EE 92 ole BA EE EE OE AE EE N OE ee ere
44. cel 31 SMS Account Setting up an SMS account will allow you to send text messages to your customers Dao EN 3 IE sy EF amp Preferences Aussie Pooch Mobile Software V1 0 m x fe ae ls N gt Daily Tools Software Tools x O Data Software Maintenance Preferences System Preferences General Receipt Categories Mobile Expense Categories Delete EA Services amp Products Payment Methods Regular Creditors Areas Holiday Dates Operators Credits for your SMS messages are Prepaid through SMS Global There is no time limit on using your credits To purchase more SMS Standard Letters credits go to www smsglobal com au and log in using these details lf you do not have a User Password this can be set going to www_SMSGlobal com au setting yourself up a new account BE SURE Referral Sources to enter KIE in the affiliate box This will give you opportunities for discounts and future benefits Change Data Files Credits for you SMS messages are prepaid through SMS Global There is no time limit on using your credits To purchase more SMS credits go to www smsglobal com au and log in using these details If you do not have a username and password then sign up for a new account on the www smsglobal com au website Be sure to enter KIE in the affiliate box when you sign up This will give you opportunities for discounts and future benefits 32 Easy Click
45. e Details Note Details ou Ea Client SCHELLING Justine M Job Address 88 8 lucky st Padbury v Requires Followup Followup Date 28 Jan 12 Note Contact Justine after the job Delete Save Close Make the required changes to the note and click the Close button along the top to close the dialog Delete Note To delete a note click the arrow next to the note s date and select Delete Note Details Delete N Alternatively select Note Details and click the Delete button at the bottom of the dialog box that opens Add New Note To enter a new note click the New Note button at the bottom of the screen General 306 Addresses Job History History Details Jobs Booked IE WP AE vy Date Entered Details Job Address B 26 Jan 12 Contact Justine after the job 85 8 lucky st Padbury 28 Jan 12 wes voe Hote 43 Easy A dialog will open with today s date and the name of the client Note Details Note Details Date Client SCHELLING Justine Job Adres RI Requires Followup Mm Followup Date fd Note Delete Save Close Enter the note details tick the box if the note requires follow up if so also enter a follow up date and click the Close button to close the dialog and return to the Client Notes tab SMSs The SMSs tab allows you to view any text messages you have sent to a customer You can also senda client a message from this tab A tick in the checkbo
46. e Pooch SMS Calculator Shrink Client Family Expand F2 Job Management Finances Menu Jobs List Reports Menu Service Details List close the Aussie Pooch Mobile software buttons to access the functionality of the system oftware licence e as On dan ie reminders Copyrights to this software are owned by Keep It Easy Software copyright and version information Register Now This copy is Version 3 1 www keepiteasy com au All functionality on this Main Menu screen will be explained in this manual However to be able to start using the software to manage your clients and jobs you will first need to set up some general information about your company and your products and or services But before we dive into the functionality of the software let s explain the registration process first 1 If the first screen you see when you open the software is a backup reminder then do yourself a favour and back up your data It has probably been a while Easy If you are using the free version of this software you are allowed to enter up to 25 customers and 50 jobs without registering If you enjoy working with the software and would like to use it for all your customers and jobs you will need to register EN 3 ET Lo E gt Main Menu Keep It Easy Software EA Daily Tools Software Tools DEASY Main Menu Job Management Jobs List Upgrade Software FREE VERSION Please note you are restrict
47. e information you are looking for see the Filter Fields section of this manual 66 VEAS Open an SMS by clicking anywhere in its row A dialog box with the SMS details will open SMS Details Date Time Submitted 26 Jan 12 at 4 13 PM Client Mobile 888888888 Insert Standard Text Edit Standard Texts o O SMS Message Follow up for the service Maximum of 160 characters allowed Click to show count st Sa se anda Send FROM mobile RI If you don t want the SMS sent immediately Schedule SMS to be forwarded to mobile at NOTE SMS will be sent VICTORIA Date lt gt Thu 26 1 12 Time e Australia time You will need to ki gt 1 gas adjust your time accordingly Send SMS WS Com Delete ii Close Refer to this section for information about sending an sms New SMS To create a new SMS click the New button along the top of the screen An empty dialog will open SMS Details Date Time Submitted 30 Jan 12 at 1 22 PM Client Mobile ENE Insert Standard Text Edit Standard Texts SMS Message New SMS Same message New SMS New message Maximum of 160 characters allowed Click to show count B Save as Standard SMS Send FROM mobile SSS If you don t want the SMS sent immediately Schedule SMS to be forwarded to mobile at NOTE SMS will be sent VICTORIA Date lt gt i Australia time You will need to amp lt gt sala SEA ag adjust your
48. e number of action buttons available These buttons pertain to the selected job shown on the right Brown Maisy Wellington Drive JN 46 9 15 9 30 9 45 10 00 10 15 10 30 EEE ee Yellow Rachael 1Main Street Ascot N 63 e Selected Job ELLOW Rachael 1 Main Street Ascot Enter Payment Dee 1 Print Invoice Mark Svc Done gt Go to Job Details Process Job Click the job s timeslot in the schedule on the left to select the job The job will be shown on the right allowing you to e Entera payment e Printan invoice e Mark the job done e Move the Job 56 Keep It Keep It Easy User Manual e View Edit the job details e Process the job e Deselect the job Book Job Without Time To book a job without time click the Book Job Without Time button at the bottom of the Job Management amp Scheduling screen Ca S 2 ga pa Job Scheduler Aussie Pooch Mobile Software V1 0 oa ox Daily Tools Software Tools hiy y A 39 om Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Send Show Find Enter New 23 Feb 2012 Sophie Keating Calendar pn With Tota Income Summa buttons Day Schedule Without A Time No Totals Client Address jobs without Justine SCHELLING 2 Defor TI 88 8 lucky st
49. e ribbon Daily Tools Software Tools Close all screens except Startup first LES You MUST close all forms so that the Main Menu Startup screen is displayed You may lose data if I do this with other screens open Do you want to continue now Click Yes to continue A new dialog will open displaying the date of your last backup Data Backup and Maintenance Backup Data File Last Run 12 03 2011 Close Click the Backup Data File button to start the process The next dialog will tell you where your data file is stored and suggest you copy it to a safe location If the computer you run the Keep It Easy software on crashes and your backup is stored on the same machine all your data will still be gone Where your data is stored Your data file is C Users Nicoline Documents Elance Working Keep It Easy KeepltEasy_Demo KeepltEasy_Demo mdb Copy this file to a USB CD or other location Click OK The backup will be made You can verify that the backup was created by clicking the Data button on the ribbon again The date in the backup dialog box will now show today s date 35 me keeplt DEASY Clients This section of the manual describes how to add edit and delete clients Add New Client There are two ways to navigate to the screen where you can add a new client to the system 1 Daily Tools gt Client 2 Main Menu gt Client List gt New Client The following screen will open
50. ed to 25 clients and 50 jobs In order to register simply click the Upgrade Software button on the Main Menu The registration screen will open 10 ca EN B A gt 3 El Keep It Easy Software RR rA Daily Tools Software Tools 6 q DESY Thank you for using Keep It Easy Software Please call us on 0414 225 265 if we can assist you further Your ComputeriD A926 0B96 4B8B 25CF Send SMS with Send Email with Unlock Code Urgent Registration Registration Request Request Your Name Pete Jones Business Name Pete s Pool Cleaning Open Main Menu EmailAddres jnfo petespoolcleaning com au Exit Keep It Easy Software Mobile 0400 126 723 Enter as 0400 000 000 There are 2 ways of purchasing Pay over 6 months and each payment gives 30 days or A one off payment which will unlock the software immediately To register your software 1 2 3 Contact Keep It Easy Software about your preferred method of payment Fill out all the required fields on the registration screen Choose whether you would like to receive the unlock code by SMS or by email The moment you click the button an unlock request containing your unique computer ID will be sent to Keep It Easy Software Upon receiving the unlock code enter it in this screen and click the Open Main Menu button A dialog box will open to confirm that unlocking the software was successful Depending on your type of payment unlock may be permane
51. elete Round Area Before you proceed please read the section on deleting information from your database To delete a round click the Delete button next to that round 26 Easy Click the Holiday Dates button to setup holidays for the year The system will produce a warning when you try to book a job on a day you have marked as a holiday Holiday Dates To exit this screen click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen Din EN IE A i gt A E3 Preferences Aussie Pooch Mobile Software V1 0 x Ne BEE m Daily Taals Software Tools xX Data Software Maintenance Preferences System Preferences General Holiday Dates Receipt Categories Expense Categories 21 Apr 11 Enter new Date 28 Jun 11 ME secs 26 Dec 11 Regular Creditors Services amp Products Holiday Dates Operators Standard Letters SMS Account Referral Sources Change Data Files Enter new Date Add Holiday Date To add a holiday date click your cursor in the Enter new Date field ETE een type the date and press Enter on your keyboard to confirm The date nun will appear in the list 4777 30 Alternatively click the calendar icon that appears next the Enter new Date field the moment you click your cursor in the field The calendar will show and allow you to select a date Press Enter to confirm The date will
52. ervice description click the New button at the bottom of the screen A new blank line will be inserted where you can enter the description the default amount for the service and select the service category Description to appear 22 Keep It Easy Delete Service Description Before you proceed please read the section on deleting information from your database To delete a service description click the Delete button next to that description 23 DEASY Payment Methods Click the Payment Methods button to setup your accepted payment methods Payment methods are used entering receipts To exit this screen click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen 5 EN B 03 la 3 E3 Preferences Aussie Pooch Mobile Software V1 0 m x Cia DailyTools Software Tools o x Oe Data Software Maintenance Preferences System Preferences General Receipt Categories ae oes os Services amp Products Regular Creditors Delete Areas Holiday Dates Operators Standard Letters SMS Account Referral Sources Change Data Files Add Payment Method To add a new payment method click the New button at the bottom of the screen A new blank line will be inserted where you can enter the description oe Merchant Fee Delete Enter N Delete Delete Payment Method Before you proceed please read the sec
53. for Thof 70 00 Moby 0 00 Defor Po 97 00 Defor Num Dogs Only Not Invoiced Invoice Operator 1 sophie Keating 2 Sophie Keating 2 Sophie Keating 2 33 Sophie Keating 2 Sophie Keating 222222 PME Keating 2 Sophie Keating 1 444444 Sophie Keating 2 Sophie Keating 2 Sophie Keating Click anywhere in this area to open the job s details Close 17 dogs Bookings Only Paid Jobs Only Outstanding all Date Paid 26 Jan 12 27 Jan 12 an 27 Jan 12 26 Jan 12 4 y Easy General information about this screen e Jobs marked grey have been completed e Opena job by clicking anywhere in its row e Atthe bottom of the screen the total number of jobs and their value is displayed Filter Fields For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual TIP Combine filter fields make use of multiple filter fields at the same time to further limit the number of results displayed in this list TIP When you use a filter and have the feeling that certain jobs are missing from the list then check to make sure no other filters have been applied Remove the contents of any filter fields you do not want to use Book New Job Click the Book New Job button at the bottom of the Jobs List screen to book a new job e To book a new job for an existing client refer
54. from this tab enter all payment details for the job the total amount is a required field and click the Mark as Paid in Full button next to the job you want to mark paid in full The moment you click the button the job disappears from the list of unpaid jobs and is moved to the area called Jobs Paid with this Receipt on the right 47 Jobs for this Client which are NOT marked as paid in full Job Date 19 4 11 160 00 14 3 11 118 00 19 4 11 160 00 Click on Job to remove it from the above list ie Mark job as NOT Paid To remove a job from the list of paid jobs click the job in the area on the right You will be asked to confirm and the job will be moved back to the list of unpaid receipts If you click the Mark as Paid in Full button but the total amount you have entered is not sufficient the system will display a warning Enter the correct total amount or wait marking the job as paid until the full payment has been received Delete Receipt To delete a receipt from the system open the receipt and click the Delete Cancel button at the bottom of the Receipt Details screen You will be asked to confirm Delete Now DE Click Yes to delete the receipt Click No to keep the receipt Enter New Payment Click the Enter a New Payment button on the Payments tab to enter a new payment for the client A new screen will open NOTE You can also enter payments by processing a job from the Job Details screen
55. hat if filters have been applied to the Expenses List screen the same filters will also be applied to the printed list For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual 73 Easy List of Receipts To access the Receipts List screen click the List of Receipts button on the Accounts Menu This is the only screen where you can make entries in a list otherwise doing the reconciliations takes too long You can edit the list directly from here without going in and out of the receipt details all the time To exit this screen click the Close button along the top of the screen Income 4c Aussie Pooch Mobile Software V1 0 NATT aa cay DailyTools Software Tools vi a EE er b mM A mr MEE Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find filter fields Show Show All Not Reconciled New Income Income BAS Receipt Summary Details Summary Total Induding GST Reconciled Category BAS Box Rec Pay Method gt 23Jan 12 SCHELLING Justine at 8 lucky st F 97 00 011111 8 82 dog wash G1 HARVEY Kristine at 12 centennial s 222222 333333 97 00 8888886 8 82 dog wash G1 3 Cash centennial s gt 23Mar 12 SCHELLING Justine at 8 lucky st F click anywhere in this area to open the expense details Total Less
56. ill be inserted where you can type the name of the category 20 Keep It Easy Delete Service Category Before you proceed please read the section on deleting information from your database To delete a service category click the Delete button next to that category 21 Service Descriptions Click the Service Descriptions button to setup your service descriptions Service Descriptions are used when booking jobs NOTE The service descriptions you enter here can be used for services as well as for products To exit this screen click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen lt Te Ps Is IERS gt x gt Preferences Aussie Pooch Mobile Software V1 0 x N Daily Tools Software Tools BY Data Software Maintenance Preferences System Preferences SER Service Product Descriptions Description to appear Receipt Categories Bag of Treats 60 00 Product Expense Categories Delete Dog Wash 37 00 Wash Delete Services amp Products Enternewteme ls oase payment wets esel vee Regular Creditors see Areas Holiday Dates Operators SMS Account Referral Sources New New Change Data Files _ Regular Creditors Are _ Holiday Dates Operator sus Account _ Referral sources _ Change Data Fies Add Service Description To add a new s
57. initial setup of your software You will need to define what your business is about and how to administer it Section 2 explains how to add clients to your system You will also learn how to view and edit any information you have stored about your clients Section 3 covers all the functionality available from the Main Menu this includes job management amp scheduling or in other words how to book jobs You can book jobs for existing clients or add a new client as part of the process of booking a job Section 4 discusses all the functionality and reporting available from the Account Menu The separate Reporting amp Printing Manual gives you an overview of all the available reports the Keep It Easy Software offers to facilitate your administration Conventions This guide uses the following conventions e Boldface type is used to indicate items you click press or select This includes buttons menu items dialog options keyboard keys and icons e When screenshots are displayed any instructions for working with the functionality displayed in that screenshot follow below the screenshot Easy Installation There are two ways to install the Aussie Pooch Mobile 1 Installation from a downloaded exe file If you have downloaded the Keep It Easy Software from our website double click the exe file you have downloaded The rest of the installation is described below 2 Installation from a CD If you have received the Keep It Easy
58. k like after you press ok and can t go anywhere always try pressing the ESC button once and if problem persists press ESC button twice It s very rare this won t free things up I need to select a value from a dropdown list but that list does not contain the value I want Dropdown lists are populated through the Software Setup Tables Please refer to the Setup section of this manual for an explanation on how to populate all dropdowns The only exception is the Assets dropdown list which is populated through the Account Menu Can I use hotmail or gmail to send emails from the Keep It Easy software No In order to be able to send emails from within the Keep It Easy software you need to have an email client installed on your computer Examples of such email clients are Outlook Outlook Express Windows Mail Mozilla Thunderbird etc How long will my trial version work If you are using a trial version of this software you will have 14 days to try it out After 4 days a subtle little message will appear on the main screen which will get red bigger and bolder with every day until the day of expiry when the program won t work anymore Refer to the Registration section of this manual for further details 94
59. lick the General button on the left to edit your software preferences The settings on this screen determine how your software operates After you have filled out all the information click the Close button to close the screen and return to the Software Tools menu G3 iS 3 03 gt a 7 Software Preferences Aussie Pooch Mobile Software V1 0 xs x DailyTools Software Tools 5x OD Data Software Maintenance Preferences Preferences for Software _ The entries made here will determine how the software operates gt Print letterhead for your letters Return Address Envelope Address Stree D Oo and invoices He Tes on Envelope Address to appear on Enter Here Letterhead Email Invoice Header Enter Here People require A c Name BSB and A c Number to make payment to you using click mouse to get internet banking context sensitive help Bank Details for Direct er Deposit Bi Line Under Logo Take Credit Card Payments No m Include Phone numbers etc if you wish Default Service P AT ENE FR z Note to appear Thank you for your business Default Chart of Accounts Receipt Services z on invoice Category for job Payments Default Invoice Term 7 Days Trading Name Your Name Bookwork Name ABN 000000000 Reg GST lv NOTE This screen provides context sensitive help Click your mouse in a field to display information regarding the context and workings of that field as shown in the image ab
60. mation about this Screen ee se ee ee AR E ee ee ee ee ee 61 Filter Fields sere ee N EN GE ON OE EE EE GE Ge EG Ge EE ER GE EE EE 61 Print JOD Services HS etniese eie Ede sie ee oe be ee RE GR Ge OR GR Re 62 CHIE HIE LIE EE EE EO HE EE EE OE EE EE N RR OE N OE 63 FOE se ME EE EE OE EE E EE 63 VIEW Chent Detalle asses eise eise ie eie ee ie ee ke en ee EG Pa RR ER NG OR RR SG OR 63 ate delg ed ere EE EA OE EE EER EE EE ee IE OE OE N OE N 63 Note N EE OE rE EN Error Bookmark not defined sa SI ie EE EE EE E EE EE 64 ae dei EE EE ER E ee RE EN 64 Nos DOTA ING EES EER WENE EED RE SERE SEGE SE VEE ee Se oe ee Se oe 64 BES ed tate N ER EE OE OE EE OE EE 65 Print Notes List sesse see se se Re eee Ge ee ee de Ge ee de de de ee ES ee ee ee ee ee ESE ee de ee ee ee eg eg 65 AOO NEN NOTO EE EE EE EE EE EE 65 SMS TG xc ee E EE ee ee EEE Ee ee ae E n Re ER RER 66 General information about this SCreeN ese se ee AE AR ee ee ee ee ee ee ee ee ee ee 66 sd sk RE EE OE EE EE EE 66 SMS Details Ee A EE ene ee Pe en T ee ee oe 67 NEWES INS EE A 67 Delete ME oe ER SE Ee ee E ee ee err oe err ee ERGE 67 DAY TOOLS MEE EE EE OE OE 68 ANC NUON RA EE A EEE NNENLEEEENENNNEENNENEERNEHENRENEENE 68 Sa ld Sie de ge RE EE EE eee ere 68 Be ME EE N ER EE EA OE 69 ae ere Vloed id ER EE EE EE 70 HCO ED A E AR RO GE ee ee oo N 71 General information about this SEree anne 71 FUROR se RE RE EE EE N 71 Edit View E pense Details seen 71 MAS del EE ER N EE EE OE EE
61. neral Job Addresses ob History History Details Jobs Booked Client Notes SMSS_ Default Job Info Date Total F Pay Method 23 Jan 12 011111111 97 00 Cash 23 Mar 12 88838888 97 00 Cash ajum click this area to view payment The Receipt Details screen opens 46 View Edit Receipt Details ea EN 3 f a 3 x Receipt Details Aussie Pooch Mobile Software V1 0 hd m x Ir ee u Cay gt Daily Tools Software Tools o x Data Software Maintenance Preferences Receipt Details Date Received 23 Mar 12 Payment Method Cash x Category dog wash x Bank Account x Invoice Number 88888888 Drawer Total Amount Rec 897 00 GST Component 8 82 Received Client SCHELLIN G Justine at luckv st Padbury Bi heque 1 From Other Bis Remarks BAS Box Ga o Date Reconciled Jobs for this Client which are NOT marked as paid in full JobDate Job Inv Num Completed Comments Jobs Paid with this Receipt Invoice Job Date 88888888 3 23 2012 23 2 12 97 00 Yes Mark as Paid in Full Click on Job to Mark it as NOT Paid Delete Cancel New Receipt Close Save On this screen you can make any changes if required to the receipt details When you are done click Close to close the screen and return to the Client Details screen To mark a receipt as paid
62. nformation you have entered will be saved upon exiting the screen N aus WOT ces Aussi Ps i u 3 eS Preferences Aussie Pooch Mobile Software V1 0 an x 2 Daily Tools Software Tools x O S Data Software Maintenance Preferences i System Preferences General Expense Categories Receipt Categories Category BAS Box Services amp Products Delete Delete aaa hones Delete Payment Methods ostage Delete roducts TE ERIERIEN Regular Creditors 1 Delete Delete I E Areas ARIE EET EE a JS Ek alla 2 Mm 2 Hi lt pe Delete ax Withheld rs EJ Holiday Dates Operators Standard Letters SMS Account Referral Sources EE end rel Add Expense Category To add a new expense category click the New button at the Tax witheid Withheld Delete w2 Ir bottom of the screen A new blank line will be inserted Telephone B H Delete where you can type the name of the category and select the su Ir Delete BAS Box that applies Print New Delete Expense Category Before you proceed please read the section on deleting information from your database To delete an expense category click the Delete button next to that category 18 Keep It Easy Print Expense Categories To print an overview of your Receipts and Expense Categories click the Print button at the bottom of the screen A new window will open with the ove
63. ng the Jobs List button on the Main Menu screen The Jobs List screen provides an overview of all jobs in the database This includes history and future jobs paid and unpaid jobs completed and incomplete jobs To exit this screen click the Close button along the top of the screen TEE EIE Software Tools Jo Bs Calculator Shrink 5 5 Payment Expense Pooch Enter New Daily Tools Family AP Type Client DO RDO RDO RDO RDO DO RDO RDO Book New Job 10 jobs houses listed Kristine HARVEY Justine SCHELLING Justine SCHELLING Justine SCHELLING Justine SCHELLING Renn ee Justine SCHELLING Kristine HARVEY Justine SCHELLING Justine SCHELLING SMS Send Expand Show Augathella Padbury Padbury Padb Padbury ugathella Padbury Augathella Padbury Padbury Jobs List Aussie Pooch Mobile Software V1 0 Client F2 Find 12 12 centennial st 88 8 lucky st 88 8 lucky st 88 8 lucky si 88 8 lucky st centennial s 88 8 lucky st 12 12 centennial st 88 8 lucky st 88 8 lucky st Lill Job Date Today Yesterday Tomorrow 21 Jan 12 23Jan 2 M 27Jan 2 M 27Jan 2 M 27Jan 2 N an 23 Feb 12 23 Feb 12 23 Feb 12 23 Mar 12 Total Job Values Includes GST f applicable 59 C Done Not Done All Dog s Name s mon N 70 00 Moby 97 00 Defor Thor 70 00 Defor Thor 60 00 Defor Thor 0 00 Defor Thor TART 97 00 De
64. nt Easy See the explanation for the Postal Address further down this table Clicking this button will open the Send Letters functionality allowing you to send this client one of the standard letters in your system Before you proceed please read the section on deleting information from your database Click this button to permanently delete a client from your database This action cannot be undone A message will pop up asking you to confirm deletion Postal Address Postal Address is used for letters The address should be the full postal address so it can be used with window faced envelopes when printed on a letter If no address is entered in the postal address area and you click your mouse in the field it will compile an address for you from the above information you can change it if you need to Clicking the Same button will copy the physical address to the postal address field overwriting any information that may already be present in the Postal Address field Salutation salutation here Qa a A gt AE ah r gt 2i Daily Tools Software Tools If you would like to use personal salutations for your letters then enter the Client Details Aussie Pooch Mobile Software V1 0 x A RN Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Send Show Find Enter New Kristine HARVEY Ist Phone 131029798 Send Outstanding by 70 00 2nd Phone Fax I ea ee
65. nt Family Expand F2 i Enter New Send Show _ Find Status ajej el of ele es n al a K elm wf of Pl ef ei s 7 ul vw x vl za One off 2 clients Date Next Job Order by Client Suburb Street m Personal Last Job None Bkd ist Phone Regular Code Name Area Contact Address Dog s Name 2nd Phone Supplier Opt a Le I 1 E contact SE DO HARVEY Kristine 21 1 12 Jam s Poc 731029798 12 centennial st AUGATt Moby Regular Soy gt RDO SCHELLING Justine 23 1 12 Jam s Poc 888888888 8 lucky st PADBURY Defor Thor Personal So click anywhere in this area to open job details New Client Print List Print Short List Print Summary Ac Balances Send them Letters Close ae ee gt Click the line of data for the client whose details you want to see The Client Details screen will open 38 Keep It Easy User Manual ES Client Details The Client Details screen consist of a top half displaying some general information about the client 3 e Bu 3 8 Client Details Aussie Pooch Mobile Software V1 0 EIER Er SS Daily Tools Software Tools Ox a uw Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find Ist Phone 731029798 FEF Outstanding by 70 00 No services are booked 2nd Phone sen Fax E Mail Additional Comments Send Email Area Jam s Pooch Spa Status Appx PA Value
66. nt screen capture shown below or for the duration of amonth after which you will have to repeat this exercise Thank you Your software is now unlocked and you will not need to do this again NOTE To have an extension of time this applies to payments in installments only your computer must be connected to the internet because the program will need to be connected to regularly check the status of the registration until the software is fully unlocked f N NOTE The software is registered to a single PC The ID you see in the registration screen is a combination of IDs from your computer components so the registration is unique to a single PC 11 Keep It Easy General Setup Tables After you have installed the Keep It Easy software you will need to set up some general settings that are specificto your business such as your service categories payment options the names of your operators etc To set up your system settings click Software Tools on the ribbon Ciad j DailyTools Software Tools 3 v Payment Expense Client SMS Calculator Shrink Client Expand F2 Enter New Send Show Find The buttons on the ribbon will change Click the Software button On 2 BS BG C3 a A l Daily Tools Software Tools Data Software Maintenance Preferences The Ribbon was introduced by Microsoft in the 2007 Office system The menus and toolbars in some programs have been repl
67. nt Method rl Reconciliation Date Expense Category rl Attach to Asset z Delete New Expense Close Enter all the information for the expense and click the Close button along the top of the screen to save the expense and close the screen To immediately enter another expense click the New Expense button along the top of the screen Delete Expense To delete an expense open the expense by clicking its row on the Expenses List screen On the Expense Details screen click the Delete button Summary Expenses For a summary overview of all expenses click the Summary Expenses button along the top of the Expenses List screen Note that if filters have been applied to the Expenses List screen the same filters will also be applied to the printed list For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual 72 Keep It Easy Detail Expenses For a detailed overview of all expenses click the Detail Expenses button along the top of the Expenses List screen Note that if filters have been applied to the Expenses List screen the same filters will also be applied to the printed list For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual BAS Expenses For a detailed overview of BAS expenses click the BAS Expenses button along the top of the Expenses List screen Note t
68. on to print a client list e Print Summary Click the Print Summary button to print a summary of all clients e Send Them Letters Click the Send them Letters button to send a letter 63 Easy Notes To access the Notes and Reminders List click the Notes button on the Main Menu This will open the Notes and Reminders screen To exit this screen click the Close button along the top of the screen Os Se IE VS 3 gt Notes And Reminders List Aussie Pooch Mobile Software V1 0 x ca DailyTools Software Tools x ie Va vd i ee s TR Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 filter leads Enter New Send Show Find Notes amp Reminders N Requires Q a Q DU a Date Entered derby RE Date Client Details gt K SCHELLING Justine Contact Justine after the job 88 8 lucky st Padbury 28 Jan 12 lt B 26 Jan 12 26 Jan 12 K 12 12 centennial st 30 Jan 12 HARVEY Kristine Sent a letter for request to change address Augathella 28 Jan 12 K HARVEY Kristine Ask for new address for the next booking 26 Jan 12 26 Jan 12 SCHELLING Justine O click anywhere in this area to open the note Filter Fields For a detailed explanation of filter fields and how they can be used to duickly find the information you are looking for see the Filter Fields section of this manual Actions
69. ove Print letterhead Yes Select yes to print your letters with a letterhead Details from the field below will be used No Select no if you don t want your letters printed with a letterhead Address to appear on letterhead Fill out the address you would like to have printed on your letterhead Remember to select Yes for the Print letterhead option above Invoice header The details you would like to have shown on your invoices such as phone and fax numbers Bank details for Direct Deposit If your customers want to make payments to you by direct deposit you will have to provide them with A c Name BSB and A c number Take Credit Card Payments Select Yes or No 14 Default Service Person Default Chart of Accounts for job Payments Default Invoice Term Return Address on Envelope Email Bi Line under Logo Note to appear on invoice Trading Name ABN Reg GST GST percentage Country Hide suspended clients by default DEAS If you have a default service person or someone who is responsible for handling most of the work then select that person here The name of that person will default whenever you book a new job for a client using the Book Job button on the Client Details screen Enter your default category for job payments here When you enter a payment for a job on the Receipt Details screen the category will default to what you enter here This saves you the work of having to enter it for e
70. p It Easy User Manual Bs BE B El y s Note Details Aussie Pooch Mobile Software V1 0 GIE ax Daily Tools Software Tools We A x LA vd TR Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Send Find Enter New Show Asset Details Asset Name Purchase Date Purchase Amount Last Valued Date e Last Valued Amount N Written Off Date Add New Expense Exp Date Value Paid To Details Delete Save Close Fillout all the details for the asset and click the Close button to save the asset and exit the screen Alternatively click the Add New Expense button to create anew expense 78 je it WEA Summary The Account Summary screen gives quick access to a number of reports summaries and overviews ES EN 3 Oa 3 Eal Aussie Pooch Mobile Software V1 0 x med R Daily Tools Software Tools m SSSss of Payment Expense TE SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find Accounts Summary CalendarYear m Show Me FinancialYear H Month Quarter C Jan Apr Jul Oct C JurSep Jan Mar C Oct Dec Apr Jun All C Feb May Aug Nov C Mar Jun Sep Dec A For Period Expenses Expenses Expenses Expenses Income Expenses Expenses Expenses TOTALS Expenses Expenses Expenses Expense Details Expense summary Receipts summary Receipts Detail
71. re is one regular customer without a job booked Click on writing to view list Register Now Exit Please Note your software licence expires on 9 Sep 2011 Copyrights to this software are owned by Keep It Easy Software This copy is Version 3 1 1 www keepiteasy com au e Job Management e Jobs List e Service Details List e Client List e Note List e SMS List e Accounts e Print Reports 50 VEAS Job Management To manage and schedule jobs click the Job Management button on the Main Menu screen To exit this screen and return to the Main Menu click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen 5 EN B A 3 IDE Job Scheduler Aussie Pooch Mobile Software V1 0 x Lid gt o Daily Tools Software Tools o x 3 of Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find 23 Feb 2012 Sophie Keating Jan Feb Mar Apr May Jun sul Aug Sep oe nov Dec 2012 Sun Mon Tues Wed Thu Fri Sat 1 2 3 4 N Calendar 8 9 10 EE jas 116 17 18 22 Bjs 24 25 29 10 am Justine Schelling 88 ky st Padbury RDO 2 Dogs Defor Thor Number of Dogs With Totals Income Summa buttons Day Schedule 12 00 No Totals Address jobs without to od Sustine SCHELLING 2 Defor TI 88 8 lucky st Padbury di
72. rences Letter Details Close Name to appear in List Thank You letter Text before salutation Dear the name from the client details comes after this if it is blank their name will not print We would like to thank you for awarding us this job Bene text in the box to view formating options such as bullet point bold font etc Should you have questions regarding our way of working schedule of rates please do not hesitate to contact us at Warm regards Aussie Pooch Mobile The font used in the letterhead when printed is Arial 11pt It is suggested to use this here also NOTE You must decide whether or not to add a salutation to your letters For generic salutations e g To all our valued customers the salutation can be entered here If you prefer to add a personal salutation to every letter do not add it here but instead enter the personal salutation on the Client Details General tab Delete Letter Before you proceed please read the section on deleting information from your database To delete a letter click the Delete button next to that letter The following warning message will pop up Delete letter You are about to delete this letter The original file will remain in your letters folder however if you wish to use it you will have to reinsert it into the database Do you want to continue Click Yes if you want to proceed click No if you want to can
73. rview For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual 19 Service Categories Click the Service Categories button to setup your service categories Service categories are referenced on the Service Descriptions screen These categories are used on the Job Details screen when you book a new job for a client To exit this screen click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen 5 E 3 ga gt 3 B gt Preferences Aussie Pooch Mobile Software V1 0 x gt DailyTools Software Tools 0x Data Software 1 Maintenance Preferences System Preferences Danara Service Product Descriptions Description to appear Receipt Categories Bag of Treats 60 00 Product Expense Categories Clip amp Groom 70 00 Clip Delete Dog Wash 37 00 Wash Delete Services amp Products Enter New Name de Delete 14 00 Product x Delete Payment Methods 14 00 Product Delete sentinel Spectrum 17 00 Product Delete Regular creditors 5300 Product Te seel Areas Holiday Dates Operators Standard Letters SMS Account Referral Sources Fry Change Data Files Add Service Category To add a new service category click the New button at the bottom of the screen A new blank line w
74. s Expenses BAS GST Reconciliation Receipts BAS ss For the Financial Year 10 11 Select a calendar year or financial year P eeudneesr esr Tour ane Select a month quarter or date Expenses 88 20 9 80 98 00 range Then click the Show Me button to Income 1 036 92 21 08 1 058 00 instantly generate an overview 948 72 11 28 960 00 Click the buttons below the overview on screen to generate one of the following reports for the selected period For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual e Expense Details e Expense Summary e Receipts Summary e Receipts Details e Expenses BAS GST e Reconciliation e Receipts BAS GST 79 Easy Deposits List To keep track of your deposits and print a deposit slip click the Deposits button on the Accounts List screen To exit this screen click the Close button along the top of the screen Qa CSEKE AE and Deposits List Keep It Easy Software em Desci G zN Daily Tools Software Tools a sir Pa ve A Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find Order by z e Deposits List N enna Show Reconcile Date Show All Comments Not Reconciled C Reconciled click anywhere in this area to opena deposit New Deposit rocarasr saro 4 m gt Gener
75. s screen You can limit the number of entries displayed on this screen by using the filter fields You can set or change a date using the Enter this date field You can quickly enter new receipts or expenses using the buttons along the top of the screen Balances and totals are displayed at the bottom of the screen Filter Fields For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual Print Statement To print a Reconcile Bank Statement click the Print Statement button along the top of the screen A print preview will open For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual 82 Easy List of Invoices Ps N D 5 saa Eg gt is A i V i W Pa EN a HG 3 EA List of Aussie Pooch Mobile Software V1 0 x gt Daily Tools Software Tools ax S eN Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find al Show All Paid Only g Up to 30 days Unpaid Only filter fields Issue Date Inv Num re by Issue Date latest gt gt earliest e piya Date Paid ds 7 Invoice To c movere u LI Days Overdue Incl GST D gt 27 1 12 222222 Harvey Kristine 12 12 centennial st Augathella 147 00 27 1 12 Delete D gt 27 1 12 444444 Harvey Kris
76. sing Filter Fields Filter fields can be used to quickly find information you are looking for by limiting the amount of data shown to you Imagine you have been working with the software for a year and you have 200 clients and 800 jobs stored in the system It would be difficult to quickly find a certain job or client if you had no way of limiting the amount of search results when searching through your data Filter fields do exactly that limiting the amount of search results This chapter will explain the different types of filter fields you can use and how you can use them There are many screens in the system that have filter fields to help you quickly find the information you need and they may have different names on different screen Using the guidelines in this chapter you will seen recognise the types of filter fields available and use them like a pro NOTE You can combine multiple filter fields to narrow down your search results even further If you end up with no search results at all you probably set your filters to tight or set mutually exclusive filters Date fields Date filter fields usually come in pairs A date from field top and a date to field bottom You can type the date manually or you can select the date from a calendar by clicking the little icon calendar next to the date field The calendar icon will not show until you click your mouse into the date field you want to set Note that you have to leave a
77. t creditor The Name field is a required field Regular Creditors These entries can be selected when entering an expense and the associated data is automatically entered for you You do not have to have an entry in every field but you must have a Creditors Name Details Total GST Daet Delete Regular Creditor Before you proceed please read the section on deleting information from your database To delete a creditor click the Delete button next to that creditor 25 VEAS Rounds Areas Click the Rounds Areas button to setup standard rounds Areas are used on the Client Details screen To exit this screen click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen 5 EN A f gt 3 E3 Preferences Aussie Pooch Mobile Software V1 0 x Ea amp DailyTools Software Tools x O0 Data Software Maintenance Preferences System Preferences General ow wow Spark og Haven Delete am s Pooch Spa Delete Receipt Categories Expense Categories Services amp Products Payment Methods Regular Creditors Holiday Dates Operators Standard Letters SMS Account Referral Sources Change Data Files Add Round Area To add a round or area click the New button at the bottom of the screen A new line will be inserted where you can enter the details for that round or area D
78. tc The font used in the letterhead when printed is Arial 11pt It is suggested to use this here also To make any changes to the formatting of your letter select or double click the text you would like to edit A context menu will pop up allowing you to choose your desired format Letter Details Name to appear in List Thank You Letter 4 gt tails comes after this if it is bla Bi u A X B Should you have questions regarding our way of working schedule of rates please do not hesitate to contact us at nt F wht Text before salutation 11 z 14 We would like to thank you wae Warm regards Aussie Pooch Mobile To exit this screen click the Close button along the top of the screen Your letter will be saved automatically and be visible in the list of standard letters Edit Quotation Letter Delete Edit Job Confirmation Letter Delete Edit Thank You Letter Delete 30 Easy Edit Letter To edit an existing letter click the Edit button next to the letter The letter will open allowing you to edit its title and or contents To exit this screen click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen 4 gt a ussie Pooch Mobil ny Os IE da El Aussie Pooch Mobile Software V1 0 x cay id Daily Tools Software Tools CE A Data Software Maintenance Prefe
79. the Referral Sources button to setup the types of client referrals There may be several reasons why you would want to keep track of how a client was referred e g to assess the success of your marketing campaigns to reward people that refer a lot of clients to you etc How referred is used on the General tab of the Client Details screen Referral Sources To exit this screen click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen Qa EN B Oa gt 3 EA Preferences Aussie Pooch Mobile Software V1 0 x DailyTools Sotware Tools x OS Data Software Maintenance Preferences System Preferences Referral Sources ussie Poach General Receipt Categories Other Delete SENSE Other tee Services amp Products Word of Mouth Delete Payment Methods Yellow Pages Delete Regular Creditors Areas Holiday Dates Operators Standard Letters SMS Account Referral Sources Add Referral To add a referral type click the New button at the bottom of the screen A new line will be inserted where you can enter the referral type Delete Delete Referral Type Before you proceed please read the section on deleting information from your database To delete a referral type click the Delete button next to that referral type 33 Easy Change Datafile Location Click the Change Datafile Location button in the menu to
80. tine 12 12 centennial st Augathella 70 00 27 1 12 D gt 27 1 12 3333333 Schelling Justine 88 8 lucky st Padbury 60 00 27 1 12 Delete Scheling Justine 88 8 luc gt 97 Delete gt 26 1 12 11111111 Schelling Justine 88 8 lucky st Padbury 97 00 25 1 12 Delete gt 88778877 Schelling Justine 88 8 lucky st Padbury 97 00 Delete click anywhere in this area to open the invoice Print List TOTAL 568 00 General information about this screen e You can limit the number of invoices displayed on this screen by using the filter fields e You can open an invoice by clicking anywhere in its row e You can delete an invoice by clicking the delete button for that invoice Filter Fields For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual Enter a Payment To enter a new payment click the New Payment button along the top of the screen The Receipt Details screen will open where you can enter the payment Print Invoices To print the invoices on the Invoices List click the Print Print ALL invoices xz Invoices button You will be asked to confirm as these You are about to print 4 Do you want to continue invoices will be sent to the printer straight away You will not be shown a preview 83 Easy Print List To print an overview of the invoices listed on this screen click the Print
81. tine at 12 centennial st Augathella Clip amp Groom Clip 27 Jan12 HARVEY Kristine at 12 centennial st Augathella Clip HARVEY Kristine at 12 centennial st Augathella i 27 Jan 12 SCHELLING Justine at 8 lucky st Padbury ip amp Groom Clip 23 Jan 12 SCHELLING Justine at 8 lucky st Padbury Dog Wash Wash Clip amp Groom Clip amp Groom Wash Wash 23 Feb 12 SCHELLING Justine at 8 lucky st Padbury Bag of Treats Product 23 Mar 12 SCHELLING Justine at 8 lucky st Padbury Bag of Treats Product 27 Jan 12 SCHELLING Justine at 8 lucky st Padbury Dog Wash Wash 23 Feb 12 SCHELLING Justine at 8 lucky st Padbury Dog Wash Wash 23 Mar 12 SCHELLING Justine at 8 lucky st Padbury Dog Wash Wash 27 Jan 12 SCHELLING Justine at 8 lucky st Padbury Bag of Treats Product a Click anywhere in this area to open the job details 17 listed Print List Job 805 00 Total GST 73 18 giues sevice m a or ar a fla lia ER ia lia fia ER ER EN EI EI E Oty POT ro Po m filter leads Amount 17 00 60 00 70 00 70 00 70 00 537 00 560 00 537 00 560 00 537 00 560 00 560 00 560 00 50 00 50 00 537 00 General information about this screen e The list of services is ordered alphabetically by client surname e You can open a service by clicking anywhere in its row GST 1 55 5 45 6 36 6 36 6 36 3 36 5 45 3 36 5 45 3 36 5 45 5 45 5 45 0 00 0 0
82. tion on deleting information from your database To delete a payment method click the Delete button next to that description 24 Keep It Easy Regular Creditors Click the Regular Creditors button to setup your regular creditors The entries you make here can be selected when entering an expense and the associated data e g BAS Box amount is automatically entered for you To exit this screen click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen Pe gt a fa ces 5 i V i W f 5 KN 3 Oa gt 3 EA Preferences Aussie Pooch Mobile Software V1 0 mm x Daily Tools Software Tools o x Data Software Maintenance Preferences System Preferences EE Reqular Creditors These entries can be selected when entering an expense and the associated data is automatically entered for you Receipt Categories You do not have to have an entry in every field but you must have a Creditors Name Name How Pay E wense categories Details Bank Exp Cat Services amp Products e Total festa BasBox Gsts __ 0 00 Payment Methods Areas Holiday Dates Operators Standard Letters SMS Account Referral Sources New Change Data Files Add Regular Creditor To add a regular creditor click the New button at the bottom of the screen A new blank section will be inserted where you can enter the details for tha
83. to this section e To book a new job for a new client refer to this section Print Job List To print the Job List click the Print List button at the bottom of the screen A new window will open with the overview Note that if filters have been applied to the Job List screen the same filters will also be applied to the print list For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual 60 4 Service Details List screen VE Open the Service Details List screen by clicking the Service Details List button on the Main Menu Keep It sy The Service Details List screen provides an overview of all services provided or products sold in the database That means that a job consisting of three parts e g 1 remove leaves debris 2 brush floor sides 3 sale of a bottle of cleaning agent will generate three lines in the Service Details List To exit this screen click the Close button along the top of the screen Job Details List Aussie Pooch Mobile Software V1 0 Ols 2 02 AE ca 2i Daily Tools Software Tools Som Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find Account Job Details List Same an HARVEY Kristine at 12 centennial st Augathella sentinel Spectrum Produc 27 Jan 12 HARVEY Kristine at 12 centennial st Augathella Bag of Treats Product 23 Feb 12 HARVEY Kris
84. trum T New Client To add another service click the Add Service button again Note that the Total Service Value field is instantly updated Add Service Product AT des ist res I 5 0 se seine Spear fg E00 ma pacon kel Sm 7 oes Service By Sophie Keating Total Service Value 147 00 Delete Service or Product from Job To delete a service from the job details click the Delete button next to that service Instead of deleting a service you can also update it by selecting another value from the dropdown list Service Completed Add Service Product Afc Qty Amount Indudes GST Bag of Treats Bag of Treats m Productie 1J 60 00 60 860 00 rd ete sentinel Spectrum sentinel Spectrum m Productie J 17 00 417 817 00 D Clip amp Groom Sje I 70 00 870 00 MT Delete 54 DEASY Add other Job Information Add any relevant information regarding the job such as a customer reference and comments i Other Booking Other Bookings er Bookings notyetcomplete The right side of this screen shows other bookings not yet 16 03 2012 79 00 i i 28 03 2011 140 00 completed for this client and the schedule for the operator dep a assigned to this job 17 04 2011 sd Click on Job to go to the details Click any of the jobs in the list to open the job details for that job Job Status For your reference the status of a job is displayed at the bottom of the screen Jo
85. ulator to continue working with the Keep It Easy software Shrink Expand The Shrink Expand buttons allows you to minimise the ribbon There are times when you may need just a little extra screen space By minimising the ribbon you create more space for the rest ofthe screen Another way to minimise the ribbon is by double clicking the active tab So when you are on the Daily Tools tab double click the words Daily Tools to minimise the ribbon Double click again to maximise the ribbon 68 Keep It Easy User Manual ed EASY Client F2 When your business grows and the amount of clients stored in the database gets bigger finding a client quickly is easy with the Find Client functionality Click the button to bring up a dialog box that allows you to search your list of clients Find Client Names addresses containing text EEN You can use a part of a client s name or address to search for the client For example typing sa in the textbox will help you find Sarah Green but also any clients living in Sandgate When you have found the client you were looking for you can use the button in the dialog to send the client an email to book a job for this client or to send the client an sms 69 DERS To open the Accounts Menu click the Finances Menu button on the Main Menu The following screen will open Accounts Menu To exit this screen click the Close button along the top of the screen
86. ummary button along the top of the Receipts List screen For a preview of this report and detailed instructions on how to print from the system please refer to the Reports amp Printing Manual 76 Easy Assets Register To access the Assets List screen click the Assets Register button on the Accounts Menu To exit this screen click the Close button along the top of the screen Qa EN B 03 mN 3 E3 z Assets List Aussie Pooch Mobile Software V1 0 ain x rr 6 DailyTools Software Tools 7 x 3 of Mg f A Payment Expense Pooch SMS Calculator Shrink Client Family Expand F2 Enter New Send Show Find filter fields Date Purchased Purchase Price Comments anvwnere if gue New Close Total 5 000 00 to open expense details General information about this screen e You can limit the number of assets displayed on this screen by using the filter fields e You can open an asset by clicking anywhere in its row e Assets totals are displayed at the bottom of the screen Filter Fields For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual Edit View Assets Details Open an asset by clicking anywhere in its row on the Assets List screen New Asset To enter a new asset click the New Asset button along the top of the screen The Asset Details screen opens 77 K ee
87. very payment receipt The Keep It Easy software uses the default invoice term to calculate the date due and adds the default term to the date invoice issued Will print a return address on the envelope when you print envelopes Your company e mail address The text you enter here will appear under the logo on your invoices and letters The text you enter here will be printed at the bottom of your invoices e g a special offer The official name of your company The name you enter here will show in the Main Menu Your Business Number If you are registered for Goods and Services Tax GST then tick the box GST will not be calculated if you leave this box unticked Enter your GST percentage Select Australia or New Zealand Select Yes if you want to hide suspended clients by default Select No if you want to show them 15 EG it DEASY Receipt Categories Click the Receipt Categories button to setup your receipt categories and their corresponding BAS Boxes Receipt categories are used on the Job Details screen and the Receipt List screen To exit this screen click the Close button along the top of the screen Any information you have entered will be saved upon exiting the screen ES 4 O23 3 E Preferences Aussie Pooch Mobile Software V1 0 sh x lain Daily Tools Software Tools x Data Software Maintenance Preferences System Preferences N Receipt Categories Category BAS Box G1
88. x next to the message indicates whether or not the sms has been sent already Mobile Sent To Details 1 Morii ot 12 00 AM click anywhere in this area to open the sms Filter Fields To quickly find an SMS use the filter fields along the top to limit the number of SMSs displayed For a detailed explanation of filter fields and how they can be used to quickly find the information you are looking for see the Filter Fields section of this manual 44 DESY To send an SMS to a customer e g to remind the customer of a scheduled service appointment click the Send a New SMS button The client s name and phone number will be copied to the dialog shown below SMS Details m 20 Jan 12 at 4 14 PM Client Mobile 731029798 SMS Message Insert Standard Text Edit Standard Texts Save as Standard SMS Masirmum of 160 characters allowed Click to show count Send FROM mobile ii 7 If you don t want the SMS sent immediately Schedule SMS to be forwarded to mobile at NOTE SMS will be sent VICTORIA Date lt gt Thu 26 1 12 Time I Australia time You will need to adjust your time accordingly Send SMS SMS Send Confirmation ad Close Enter the message you would like to send in the SMS Message field To make sure you don t exceed the maximum allowed number of characters of 160 click the Click to show count square to show the

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