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Taskmaster Management Software User Guide

1. dP TaASkKMASTER MANAGEMENT SOFTWARE USER GUIDE schedule Events Select Utilities System Setup Schedule Events From this screen you can Schedule Automatic Daily Processing ADP Automatic Weekly Processing AWP and Automatic Monthly Processing AMP by clicking on the Reschedule button on the right hand side of the page e Inthe Schedule Events Window Select System Automatic Daily Processing ADP Daily Click Reschedule and set the time at 3 00 am on the next day after the current day s date It is important that ADP be scheduled after midnight but well before the next day s business hours e Repeat this process to schedule AWP for the end of week either the following Saturday or Sunday depending on how your company ee runs their week AWP should be i scheduled for 10 00 pm on the last night of the week It must be before midnight but after business hours e Repeat this process to schedule AMP AMP should be scheduled for 11 00 pm on the final night of the month It must be before midnight but after business hours and not set to the same time as AWP Click OK after the times are set NOTE Your computer must be left on at these times for the processing to work Click the X in the upper left hand corner of the System Maintenance bar to close the screen Setup Letters On the Taskbar select Utilities Maintain Letters This will i allow you to edit the letters that are 2 EE
2. Available Reports Selected Reports amp Print Sequence ae ne inName FTP Password nstaller annex a Daily t Management Financial Sola es FTP Upload to Folder Facility Site New Rentals Gu Rent Roll Du Walk Through Order with Vacar uery Available Spaces ER Graphs amp Charts nsert gt gt Potential Client Inquiries RE m System J Highlight Auto Reports Export Files For Weekly True Week Include Spaces in Maintenance with totals and in what order Also used to set up the FTP information if reports are to be uploaded to an FIP site Email Upload Format PDF X OW Apply X Cancel GY General Daa Este Goes J Financial es Access AA Automasc Lopes 4 Automatic Reports System Maintenance Setup a Default General Ledger Accounts Set Ste Maintenance Setup up which fees charges report to which de General Ledger account Re WE Wes Securty Deposits Setup Fees Insurance Premiums Te Security Deposits X Administration Fees X insurance Premiums v Late Fees NSF Fees Returned Checks Merchandise Sales Late Fees v NSF Fees v Merchandise Sales hd xX Letter Fees Administration Fees Electric U Letter Fees v Administration Fees v Adminestration Fees e Monthly Charge Detal P e Other than rent Sasol Cok Water Usage c Administration Fees Y NONE v Adrurestration Fees v Maintain GL s C O SSS
3. Lanes Haira d sst T23 Bug Lars Lay Phoen Slate Pita pz ROR Telephone R Fee Tiet Goes finm Far Mumbai Parma Fr EHe pu Cmgsct mee Gitt Lode JW Poesie Hesel Dart Heda ale ho Cant Kn Pieci Humar We ame Insurance Coverage Client Name J ohn Smith Main Charge Assessment this Will be assessed with Se Insurance LL amer Insurance Co Bob Badar Insurance MM Policy Number Coverage 1234567030 4000 Curent Hate 6 00 Hew Hate Effective Date on foo f RJ KE Ano NOO E Prorated Amount to be Assessed ka W ADD x Cancel 39 oP taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE ZS LoG IN LOG OUT The log in screen appears each time TaskMaster is opened Enter the Operator ID and Password to begin For security purposes each time you need to leave the computer for any length of time log out of the program Click File Log In Logout There is also a timed log out that can be set so that TaskMaster will automatically log out after a set period of non use To set the automatic logoff go to Utilities System Setup Operator Setup Select the operator Login Name that you e want to automatically log off click Edit Basageg Data and set the number of minutes in the Automatic Log off After How Many Minutes field TaskMaster will automatically log off that user after the number of minutes set in that field NOTE This feature should be set f
4. 54 dP TasSkMASTER MANAGEMENT SOFTWARE USER GUIDE OPERATOR ACCESS LEVELS we ve To access the Operator Access Levels function select Utilities Operator Access Levels TaskMaster offers four levels of security to protect the database and secure sensitive areas of the program Each level of security is customized by the end user If each level is not set up any access level given to an operator will allow free access to all TaskMaster functions To customize Operator access levels open the Operator Access Levels screen Review the list and click on each function that you Ve wish to restrict In the restrictions box click on the operator level s perinei 123 Alter Current Discount 1 1 123 Alter Current Discount as of Hate that you wish to restrict from accessing the function berate 123 Alter Discontinue 123 Alter Discontinue Date 123 Alter Fees Amounts as of Rate Level 3 is the lowest and most restricted access level Restricting 123aherLste Fee Days Level 3 means that any Level 3 users will be unable to access the Ee a TEE function Only Levels 1 2 and Unrestricted will be able to access 123 ter Locked Ou 123 Alter New Discounts amp Dates the function pate Now ate Dt 123 Alter Next Scheduled Letter a GET Level 2 is less restricted than Level 3 Restricting Level 2 also 123Alter Dveriock S i i 123 Alter Rental Period restricts Level 3 Restricting Level 2 means that any Level 2 and 123AlterUse Tiered
5. Clnt Vyr Clnt Vlic Clnt Vst Vehicle Manufacture as found on the Identification screen Vehicle Model as found on the Identification screen Vehicle Year as found on the Identification screen Vehicle License Number as found on the Identification screen Vehicle State as found on the Identification screen Space Charge Merge Fields These Data Insert Fields are coded only to Space specific information Field Name ID Description Rate Discount Next Rate 1 Next Rate 2 Next Rate 3 Next Discount 1 Next Discount 2 Next Discount 3 Current Rate w o Tax Current Rate Tax Next Eff Rate Next Eff Discount Next Eff Rate Date 1 Next Eff Rate Date 2 Next Eff Rate Date 3 Lease Number Late Fee 1 Late Fee 2 Late Fee 3 Late Fee 4 Daily Late Fee Paid To Date Next Assessment Assessment Day Space Rent Due Space Late Fees Space Rent Tax Due Space Late Fees Tax Due Space Rent Tax Due Space Late Tax Due Total Space Charges Due Letter Fees Late amp Letter Fees Late Letter amp Tax Space Attached Fees Attached Fees Tax Next Eff Rt Dscnt Tax Refund Voucher Number Merge Field Im d Itm Desc im Hate Itm Dcnt Itm NR1 Itm NR2 Itm NR3 Itm ND 1 Itm ND2 Itm ND3 Itm CRx Im CR Itm NER Itm NED Itm NE1 Itm NE2 Itm NE3 Itm LN Itm LF1 Itm LF2 ltm LF3 Itm LF 4 Itm DLF ltm PDTO Itm NXTA ltm Aday Itm Rdue Itm Ldue Itm Rtax
6. Evening Email 1 Evening Email 2 Evening Email 3 End of Week Email 1 End of Week Email 2 End of Week Email 3 End of Month Email 1 End of Month Email 2 End of Month Email 3 End of Year Email 1 End of Year Email 2 End of Year Email 3 The Email 1 Email 2 and Email 3 after each type of report refer to E mail Groups This allows you to send a different set of reports to the Manager District Manager and the corporate office or any other department that you select After selecting the Scheduled Event click on the report to be e mailed and click Insert gt gt If you need to remove a report highlight the report and click lt lt Remove Continue selecting and inserting reports until each report that you want e mailed during the Scheduled Event has been selected After all selected reports for an event are selected highlight individual reports and use the Move Up and Move Down buttons to change the report order Click Apply to complete the setup for the event Repeat this process for each Scheduled Event to be scheduled After setting up the reports select the E mail Upload format from the drop down menu on the right side of the screen 70 dP TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Step 2 Click on System Maintenance Setup Select the Internet tab In the lower left hand corner of the window click Add and input the Recipient Name and E mail Address for
7. LEASE AN ADDITIONAL From the EZ Task Screen search for the client that is renting an additional cael space Click Lease an Additional Space select the space to rent and adjust any discounts if applicable EZ TASK lf using the camera module and no picture has been taken yet take a new picture of the client The system allows multiple images to be saved for each client Click on Click Here to Accept Rental This will bring up the Insurance Coverage screen which will allow you to add insurance to the new space Clicking Add will apply the space to the account and leave a balance due Click Cancel to cancel the transaction 20 dP TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE MERCHANDISE SALES The Merchandise Sales button on the EZ Task screen is used to sell inventory items such as boxes tape and locks MERCHANDISE SALES Chent Name Choose whether this is a client or Se mo r EE ee a non client sale If you are ele ee TI 7 selling the item to an existing client search for lamba a d the client name and select their account Click on Merchandise Sales lesa Tane 5 hep o Large Box 3 Medurn Box 0 EES PR Box Box Box mal 8 1 Box Loch L Q 0 mans on in Le woe CGEFRCE 2 amp d Re Y ei E gt Merchandise items can be added to the list or keem L Se edited by going to Utilities Maintain Merchandise pen fe Reems on the Menu bar at the
8. To change letters that already exist either the default system letters or ones you have created click on the folder icon and select the letter you want Changes can then be made to the letter as required in the letter field at the bottom of the window When you have finished a letter click Apply To create a new letter click New Type a name for the new letter and click Create Click on the folder icon and select the letter name you just created Click in the letter field at the bottom of the window Begin typing the letter in this area Open the Merge Fields menu indicated by four arrows turned inward Any place in the letter that you want the system to automatically insert information such as the client name or the amount owed place your cursor in the spot and click on the appropriate Merge Field from the menu Click Insert to place the merge field in the letter You can also refer to the Document Merge Fields list on the following pages and simply type the appropriate merge field in the letter Letters can also be typed in a word processing program such as Microsoft Word and then copied and pasted into the letter field NOTE Tables pictures and graphics will not transfer into the letter When the letter is completed click Save Click Print Preview to review the letter before sending d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE MERGE FIELDS FOR LETTERS Miscellaneous Merge Fields These Fields are pri
9. 1 To modify the order click Step 1 Then click on the Target 116 space This is the space that you will move the other selected Spaces in front of i zl x 2 Click Step 2 Highlight a single space or group of spaces to be moved above the Target Space To highlight a single space just click on it To highlight a group of spaces consecutively click and drag over each space To highlight spaces that are not next to each other hold down the Ctrl key while clicking each space that you wish to select 3 Click Step 3 to move the spaces selected in Step 2 in front of the target space It may take several attempts to get the order exactly right 56 dP TaASkKMASTER MANAGEMENT SOFTWARE USER GUIDE TIERED FEES To set Tiered Late fees that change with the rental rate select Utilities Site Setup Tiered Fees Setup Unlike flat rate late fees tiered late fees will only be assessed one time per month This allows you to charge higher late fees for more expensive spaces It also allows you to make the late fee a percentage of the Tiered Late Fees Setup space rental rate Mote Fee amounts less than 1 00 will be used a a percentage of the rental rate A site can have up to four tiers of fees The first three tiers are set by the site and the fourth is for any rental rate above the third tier Fees a ee can be in fixed dollar amounts by typing in any number greater than emm Tom 1 00 1 00 Any amount from 01 to 99 is co
10. ADDI rhage L To enter a message into the Scrolling Marquee click on the lal button next to the marquee A window will appear that will allow a note to be typed The Font Color and Background Color can also be changed using the drop down fields special Client Note Chent Guest Name This i used for the marquee it also is r rua ta recorded in the history of comments Smith John Special Client Mote for the marguee This client left boxes in the hallway last time he was here They are in the Manager unit Font Color Background Color Black si White gt 42 d TaSKMASTER MANAGEMENT SOFTWARE USER GUIDE TASK SCHEDULER Scheduling a Task To access this function select Utilities Schedule a Task Schedule Recuning Activi Start Date LG 12 23 2004 Recipient Time Active Operator e 05 15PM The Task Scheduler can be used to schedule tasks and activities such as Events Messages To do Calls Appointments and Holidays A reminder will pop up at the scheduled time If you are using Master Security then you must schedule all holidays in this function To schedule a task select one of the options under A Next Execution the Activity drop down menu Select a Recipient Start Date and Time for the pop up message to appear NOTE Do not use Security E mail or Printer Error as these are system functions already set to automatically pop up In the Scheduled Items box select
11. Itm Ltax Itm Rtd Itm Ltd Itm TD Itm LtrF hm LP Itm LLT Itm Afee Itm AFT Itm Nrdt Itm RFVN Description amp Location Space number of the space or lease item Description of the Space or lease item Current rental rate of the Lease Item Current amount discounted off of the Lease Item rate Rental rate for the first scheduled rate increase Rental rate for the second scheduled rate increase Rental rate for the third scheduled rate increase Amount of the first scheduled discount Amount of the second scheduled discount Amount of the third scheduled discount Lease Items current rate less the discount without tax Lease Items current rate less discount with tax Amount of next effective rate less any scheduled discounts Amount of next effective discount Effective date of the first scheduled rental rate increase Effective date of the second scheduled rental rate increase Effective date of the third scheduled rental rate increase The lease number for this Lease Item Lease Item s first late fee Lease lItem s second late fee Lease eme third late fee Lease Item s fourth late fee Amount of Lease Item s daily late fee The date rent is paid to for the Lease Item The date that the next rent assessment will be The day of the month that rent for the Lease Item is assessed Amount of rent due for the Lease Item Amount of late fees due for the lease item Amount of rental tax due for the Lease Item Amo
12. amp Space Summary Next 12t 15th 12 30 1893 Ei e E Periodic Rental Recao y K gt W Ach X Cocal ALE EE Ee Dsg Step 1 Select the Scheduled Event and insert reports as in the Automatic Reports Printing process above for the following Scheduled Events o FTP Evening FTP End of Week FTP End of Month FTP End of Year O O O Click on the report to be ftp d and click Insert gt gt If you need to remove a report highlight the report and click lt lt Remove Continue selecting and inserting reports until each report that you want sent during the Scheduled Event has been selected After all selected reports for an event are selected highlight individual reports and use the Move Up and Move Down buttons to change the report order Click Apply to complete the setup for the event Repeat this process for each Scheduled Event to be scheduled After setting up the reports complete the FTP Address FTP Port Passive FTP Login Name FTP Password and FIP Upload to Folder fields on the right hand side of the screen This information can be obtained from the site IT person or the FTP provider Click Apply Step 2 Click on the Maintenance tab on the Taskbar and select Schedule a Task In the Activity drop down menu select Event Click on each of the System FTP reports FOW EOM EOD and schedule the recurring times for these tasks Schedule A Task Schedule A Task Schedule Recurring K
13. top of the screen Information on this screen can eppes Lage be changed and updated All changes are recorded GE in the history to record what changes have been FFGRATED SYSTEMS Feel Ham Laat Ham Takia Wuk Dios Phon ohn Smith Mr en Feat Faz Hire made and who made them To review these Deg UOU m changes click History E T e Ema Chert Since posal he Serra Com Additional Guests can be added by clicking on Add Guest CO Pia IDENTIFICATION Identification The Identification screen is used to store Social Security Number driver license number date of birth and vehicle information for the client You can also manage photos of a client or their guests Refer to the Photo Module section for more information NOTE The system allows multiple images to be saved for each client You can scroll through the current and historic photos for a client using the Scroll Photos buttons If you do not have the photo module you can still SI coe a import digital pictures or scans of driver s ven license passport photos using the import feature Ze es Mb norcxiney systems Pictures must be sized to approximately 320 x 240 reine eee as cee CITED es pixels at 96 dpi Refer to your digital camera or pin pana el a ol scanner user manual for information To import a SC 9 sie picture click Import and locate the picture file mm stored on the computer 5 Ee II bast few s Ei d
14. 2005 01 12 10 26 AM Sale OpenBatct 53 83 Approved APPROVED o _ Archi 2005 01 12 10 28 AM Sale OpenBatct 168 31 Approved APPROVED middle of the n Ig ht or require will 2005 01 12 10 30 AM Sale OpenBatct 165 82 Approved APPROVED th t t tl 2005 01 12 10 31 AM Sale 47 25 Declined CARD NOT ALLOWED22 EZ22525 368300100000003000000CA 2005 01 12 10 54 AM Sale OpenBatct 120 77 Approved APPROVED AY097471 3630010000001 50000004F manager o manua y settle i 2005 01 12 10 58 AM Sale 46 19 Declined 218 R A Smith John 2005 01 12 10 59 AM Sale 46 19 Declined the dai ly batch at the end of Burns Joe 2005 01 12 11 00 AM Sale 46 20 Declined Sand Jan 2005 01 12 11 05 AM Sale 120 00 Declined INVALID CARD 302 the d ay We recommend that TEAN TERE 2005 01 12 11 14 AM Sale OpenBatct 302 00 Approved APPROVED Minos Dom 2005 01 12 11 59 4M Sale OpenBatct 60 00 Approved APPROVED yo uc h oose automatic 2005 01 12 12 38 PM Batch Inquire inquired Batch 45 00 4 01 200100000004000000BA lt gt settlement of the daily batch Create Watch Activity Close View To view the transactions for a specific site click in the Site drop down menu and select a site This will bring up all of the credit card transactions for that site on the current day To see previous days change the From and Through dates at the top of the screen You can also elect to see only approved or declined transactions or both by clicking in the Approvals and Declines checkboxes A
15. A private network that is configured within a public network a carrier s network or the internet This allows a less expensive WAN wide area network to be created on the internet so that you don t actually have to run private lines W Z WAN Wide Area Network 1 A network that generally connects separate buildings sites owned by one company so that computers can access information between sites 2 Another way to reference to the Internet Web Access Code Code used with the WebXpress Module for the client to gain access to WebXpress to make payments or modify their account Workstation A computer on a network that can be used to access the network 117 d taSKMASTER MANAGEMENT SOFTWARE USER GUIDE INDEX 123 Accounting Screen 17 22 24 28 35 37 63 99 About TaskMaster 105 AC See also Power 9 12 22 62 Access 6 9 14 16 22 28 30 43 48 49 51 53 54 55 61 63 66 67 77 95 96 99 103 113 115 116 117 118 Access Control 9 95 96 113 117 Gate Access See also Access 54 61 63 95 96 103 Access Hours 61 103 Access Log 5 26 27 40 88 113 Access System 95 103 Accessing amp Editing Client Data 27 Account Information 22 23 Accounting 10 11 17 22 23 24 25 28 35 37 63 69 73 93 99 114 Activate 37 39 94 Active 11 12 25 30 32 33 44 48 74 75 81 88 90 Active Clients 11 12 Add a Client 41 45 46 Add a Guest 14 27 30 Add Operat
16. Ei d TASKMASTER MANAGEMENT SOFTWARE USER GUIDE Gm ADD CLIENT TO LIST Add Client to List is used when the operator is in the middle of a process working on a clients account etc and needs to stop what they are doing for a time but return to the same spot later W I DemoData TaskMaster 1 721 For example the manager is updating ale tare as 7 De e ZnB ERCE oazewzp n BO FG the billing information on Mr Jones s SCC 1 cuent name CoC account A new client enters to rent a a Ee _ _ lt i am o space The manager can Add the client E GRATED SYSTEMS to a list to save the current information i and come back to it after he has helped S the client in the office e E A E gd No Image Available To save the account information to come back to later open the client s ra H ke ay accou nt an d C i C k on t h e Ad d C d i e nt to NEEN E ACCOUNTING LIST OF CLIENTS LIST OF SPACES Client Tasks List icon on the Toolbar The account Maintenance Master Security name will appear in the drop down box along the bottom of the screen You can now per ori any ree task in TaskMaster or access any other account When you are ready to return to the pinned account click on the drop down arrow and select the pinned account that you wish to return to The client s account will reappear on the screen and you can finish the task that you were previously working on dE a Xeon Pollack Lewis The
17. Found on the Name amp Address Screen Primary Client s First Name Found on the Name amp Address Screen Primary Client s Last Name Found on the Name amp Address Screen Primary Client s Street Address Line 1 Found on the Name amp Address Screen Primary Client s City Found on the Name amp Address Screen Primary Client s State Found on the Name amp Address Screen Primary Client s Zip Code Found on the Name A Address Screen Primary Client s Postal Code Extension Found on the Name A Address Screen Primary Clients Country Found on the Name A Address Screen First line used in addressing the primary client on invoices letters amp Receipts Will be the Business Name if there is one If not this will be the Client s first and last name Second line used in addressing the primary client on invoices letters amp Receipts If there is a Business Name in Line 1 this will be the Clients Name If the Clients Name is in Line 1 this will be the first line of the street address Third line used in addressing the primary client on invoices letters amp Receipts If the Clients Name is in Line 2 this will be the first line of the street address If the first line of the Street address is in Line 2 then this will be the Second line of the Street Address If there is no second line of the Street Address and if the first line of the Street Address is in Line 2 this will be the City State and Zip Code Fourth line used
18. e a Notice Given cr transfer fee or to require one go to Utilities Site Setup Policies Curent Pati Charges i Ce Credit Amount t You can also track the reason for the client discontinuing use for Se a er OZ E marketing purposes by clicking on the Why S the client Security Deposit to be Refunded 0 00 di inui drop d Th b t Om iscontinuing use drop down menu These answers can be ie entered Or modified In Utilities Site Setup Questions amp Answers WE Why is the client discontinuing use None Selected e yY Accept X Cancel Once this screen is complete click Accept This will pop up a window se asking whether you really want to proceed Once accepted the sia transfer is irreversible Click on the No checkbox to uncheck it and then click on the Yes checkbox to place a checkmark in it and click OK to confirm A pop up will appear asking if you want to print a Client Information page Select the option you want The next screen that appears is the Lease a SE Space screen where the new space rates and discounts if applicable are selected Select a Space to move into as during a new client move in Complete all required information and click on Click here to Accept Rental The system will take you to the Payment screen d taskMASTER MANAGEMENT SOFTWARE USER GUIDE LEASE AN ADDITIONAL SPACE The Lease an Additional Space button on the EZ Task screen is used to add a space to an existing customer s account
19. 00 AM the DAY of MONTH requires a day 1 thru last selection System Email EOW Date Span Fixed Frequency Stat Date Hourly C Daily C Yearly End Date E IS Weekly Der of Month C Every 0 Hour s Continuous V T Skip Saturday Skip Sunday Morth Week oP taskMASTER MANAGEMENT SOFTWARE USER GUIDE Automatic Reports FTP The Automatic Reports FTP are similar to the Automatic Reports E mail except that there are only two steps screens that must be completed System Maintenance Setup Site Maintenance Setup FTP Address _ lt Select and automate the reposts that you Scheduled Evert d GR want to be generated for each schedule f en z FTP pol ne FTP Login Name FTP Password Available Reports Selected Reports amp Print Sequence IS peee reese Set Print Order D I case Cvenien Penodic Overview a E Periodic Overview Accourt Summary New month starts on what day 28 amp Account Summary Financial Efficsency CH A ighight Auto R s amp Periodic Income Inset gt gt Collections by Days Ascending oo Cl Periodic Activity Rpt For Weekly True Week ED Summary of Assessments r Include Space amp Financial Efficiency Maintenance wth total d amp Space Etficsency Email Upload Fong PDF sl amp Cd Prior to ADP Record AR Information GT Collections Repexts amp Letter Status by Space Id Do NOT Record Merchandise Reports Next Weekly 12 30 1893 a
20. 102 103 104 Technician 4 97 105 Tiered Fees 49 57 TM License Number 51 TM Online Help 105 Toolbar 9 11 40 48 86 97 Trademarks 2 Training 2 5 91 92 104 105 Transfer 10 11 17 19 20 22 60 74 84 87 89 95 116 True Week 69 Unrestricted 5 6 40 55 Unrestricted See also Operator Access Levels 5 6 40 55 Unrestricted User 5 6 40 Update TaskMaster 103 Upload 69 70 72 88 91 Usage Rate 79 80 User 2 4 5 6 13 15 18 25 28 29 30 43 50 55 82 93 97 105 106 107 115 Utility 5 6 56 61 Utilities 5 6 7 14 15 18 19 21 24 39 43 56 57 58 59 60 66 67 69 74 75 79 80 91 95 102 Vacant Spaces 99 Vacate a Space Move Out 10 11 18 74 Vehicle 12 13 29 64 Verification 77 81 83 86 94 113 Verisign 4 Version 94 105 View 2 9 11 26 82 90 97 98 105 Voids 82 83 VPN 87 89 Wait List 41 45 46 Walk Through Order 56 Water Module 76 79 80 Web 2 5 52 76 91 92 105 114 115 Web Sales Module 76 91 Website 2 5 92 WebXpress 2 4 76 92 WebXpress Module 2 4 76 92 Windows 5 7 9 12 16 18 19 24 31 32 34 39 42 43 48 56 60 67 71 73 74 77 78 81 82 83 86 88 89 90 91 97 99 105 Workstation 93 94 113 115 Write Off 23 Zoom 98 For Technical Support Please Call 1 888 528 7826 www chamberlainaccess com
21. 44 elt OGA E 45 WV EN ISU eege EEN 46 Rental Inquiries A 47 PROG ICME 10 A E GE 48 Calculator ce 48 PUP Kee EE 49 SYVSICM SEIUD ch SING SCD E 50 TY SN e aE EEE EEE EE 51 SLE LT DEE 53 KEE AC aS EE eebe 55 ee e 61 gt tenet eee cee eee een eee eens enn ee E 56 Ree 56 Display Sequence Walk Through Order 56 Terc FOO EE 57 Doc Vagal MEGS Ee E 58 NOVAS aler Kee areena E EE E E E EEE EE E 59 Vana ESO EE 60 Merge Fields TOF E 61 Maintain CASE VOCS eegene EE 66 Plein Wl WCU Ma el 67 lues ie ie Eegiel 67 Management Tools 68 PUTO VU ROPO sass a sacs ray cca vias sca ore E E oases aneesaavavasssssaveseonsee 69 Automatic Reports PrNUNG E 69 AUO RODONS Ea E EE 70 PULO MAG Repons F IP EE 72 NNO UE DO sree xe geuceaicasexeteatseue ences E E 73 Jul ae ln EE 73 FDO OTTEET 13 Demographics amp Marketing nannannnannannennnnnnnnnunnnnnnnrnnrnrrnnrrsnrsnrnnrrnrrnnrnnrnnrrnrrnrrnnrnnrrnrrnno 74 d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE KSE e E EE 75 Modules a ORE PUO NS acess raka rr cere sie yea cite uate sein Saas Seis Seats Salen Tete Siete Pact Sale Deets EEEE EEE KTORE 76 AS lenger EEGENEN 77 Ele CMC deel UE 79 WV RCT lee E 80 Credit Card Module aannenannnennnnnnnnnnnnnnnnnennnnnrnsnrrnnnresnrrnrrrrnrrnnnrrsnrrnnnrrsnrrnnrrrenrrnnrrrnnrennrrnne 81 SCUD a sen cima gcse pes ese ss estes E EEE E E E ess 81 Credit Card Module Setup within TaSkMaster cccccccccceecceceeee
22. 73 74 78 81 85 87 88 90 95 100 101 114 116 118 d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE Data Insert Fields See also Merge Fields 60 62 64 Date of Birth DOB 13 29 62 Declarations 106 107 Declines 39 82 86 Default General Ledger Accounts See also General Ledger 54 Demo 5 Demographics amp Marketing See also Marketing 68 74 Deposit 65 99 115 Deposits 65 99 115 Detail amp Alter Information 22 35 37 39 63 65 Discounts 6 14 19 20 27 34 35 37 38 64 Discounts amp Promotions 27 34 Display Sequence 56 District Manager 5 6 70 Document Merge Fields See also Merge Fields 49 58 60 61 Documents 8 12 16 27 30 31 58 60 61 62 63 64 65 85 94 103 115 Download 87 91 95 103 107 Download Program Update 103 Drivers License 12 29 62 64 DVD 101 Edit Client Data 25 Edit Operators 6 Electric Module 76 79 E Mail 13 24 31 43 52 61 62 63 69 70 71 72 73 116 E mail Reports 70 Emergency Contact See also Guest 14 30 114 End of Day 69 71 End of Day EOD 71 72 End of Month 69 70 71 72 End of Month EOM 71 72 End of Week 7 69 70 71 72 End of Week EOW 71 72 End of Year 69 70 71 72 Entry 8 28 71 Errors 43 105 EULA 106 107 Events 7 43 52 70 72 101 Excel 24 73 Exit 17 74 99 113 Export 24 68 73 External Hard Drive 101 EZ Task 2 10 11 12 1
23. 87 88 89 90 Certificate 4 Change Lease Space Type 26 Change Next Invoice Date 103 Changes amp Fixes 105 Channel 26 Check s 12 16 18 19 22 24 27 30 31 32 35 37 61 62 63 77 95 99 115 Check Number 12 16 Clear Network Locks 102 Client 4 5 9 10 11 12 13 14 16 17 18 19 20 21 22 23 25 27 28 29 30 31 32 33 34 35 36 37 38 39 41 42 45 46 47 48 50 58 60 61 62 63 64 65 66 73 74 77 78 79 80 83 84 85 86 87 91 92 93 94 95 96 99 102 115 117 Client Credits 17 22 27 33 62 Client Data 9 25 27 28 50 73 78 85 95 Client Data Tab 28 Client Information Sheet 99 Client Information Window 99 Client Name 12 22 29 60 Client Task Tab 9 Code 12 13 61 62 63 64 65 67 84 85 86 95 96 97 99 117 Comm Ports 4 72 77 78 89 117 Comments 27 28 Commission See also Rental Agents 75 Computer 3 4 7 29 40 44 77 78 87 88 89 92 93 97 101 102 103 105 113 114 115 116 117 Configuration 5 6 50 56 66 67 89 Contact PTI 73 94 105 Conversion 5 Convert 26 Credit Card Module See also Credit Cards 76 81 Credit Cards 2 14 16 30 32 53 63 64 76 81 82 83 84 85 86 96 113 116 Custom 30 50 58 92 96 103 Custom Messages 30 58 Customize 7 24 31 55 60 73 74 90 97 CVV2 83 85 86 Daily Operator Tasks 10 Data 5 8 9 11 24 28 52 53 60 61 62 64
24. Access Solutions charges a fee for this transfer that must be paid prior to the transfer and you agree to pay such fee upon a transfer authorized under this Section You must contact Chamberlain Access Solutions to make arrangements to pay this transfer fee Chamberlain Access Solutions reserves the right to deny the transfer of this Software for any reason 109 dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE 4 3 4 4 3 5 4 3 6 4 3 7 Software may not be transferred to another person if such transfer has not been paid for Your transfer of the Software does not convey any support subscription or rights to future upgrades to the new licensee Support subscription plan and future upgrades must be purchased from Chamberlain Access Solutions separately by the new licensee All backups loaded Software and other electronic versions of the Software must be deleted or uninstalled from the initial user s computer upon a transfer under this Section Upon such transfer meeting these requirements your License shall then be considered terminated as to you and all of your rights in this EULA are transferred to the new licensee Notwithstanding the foregoing this termination shall not relieve you of your obligations that have previously accrued under the EULA which obligations shall survive such transfer and this termination 4 4 Export Rules 4 4 1 None of the Software or underlying information or technology may be downloaded or otherwis
25. Coupon OTs suoneen O0 000 O0 00 07 e Promo Client Credits Not allowed 0 00 0 00 0 00 0 00 07 credits TE Account ea et geg i ve u ee gt ient Credits is a function o Total Payment TaskMaster used to track excess money 9707 Apply Payment that would normally be unaccounted for X cora In many other systems money must be manually transferred between accounts when a client changes spaces TaskMaster temporarily holds this money in Client Credits but you must decide what to do with it When you exit the payment screen with Client Credits still unused the credits will remain outstanding in the Account Credit field Generally the system will alert you that there are Client Credits outstanding unless the Allow Client Credits checkbox is checked The Client Credits will show at the bottom left of the screen in the Available Credit field You will only see this field if there are client credits on an account If you click on the Prepay for Month s field and select one month then click twice on the arrow next to the Account Credit it will apply the Client Credits to future rent lf you previously left client credits on the Payment Screen the next SE time you go to the 123 Accounting Screen you will see a reminder to sa disburse the client credits You can choose to return to the payment screen to take the credits as a payment to refund the cash to the Refund To return them to the client client to remove the credits fro
26. Street 123 Northern Pike when a card is preauthorized for 100 the client will ee have 100 less credit to use until the Credit Card Issuer Leed ube pas Mon trea releases the preauthorization If the preauthorization is 012342112344321 Ei jos Jim d to be released less than 24 hours after the rental the pei he a site manager must contact the credit card company to f Zeie ca l i Manual Force PO Number have the preauthorization released Create Cancel When you Preauthorize funds the Result field on the Batch Control screen will show Approved with a six digit approval code This code is used for a Manual Forced Transaction if the preauthorized funds are needed Using the previous example if the client returns the truck with damage the site can repeat the Create a Transaction process inputting the six digit approval code in the Manual Force field Then click Create In many cases this preauthorization process can be done over the telephone with the clients Credit Card Issuer Call the Credit Card Issuer to obtain a six digit approval code that can be used in a Manual Force Transaction later if needed Return for Credit is used when a transaction must be voided after the batch is settled Input the amount to be returned to the client s card and click Create The Corporate Purchase Card section is used when a client pays with a small business corporate card The Credit Card Processor program can tell which card is a corp
27. Week these reports will only show the totals for the week Include Spaces in Maintenance With Totals allows you to select whether spaces that aren t currently rentable due to maintenance needs will be included in square footage calculations and other totals in the reports 69 d taskKMASTER MANAGEMENT SOFTWARE U Automatic Reports E mail SER GUIDE The Automatic E mail Reports are similar to the Automatic Reports Printing except that there are three steps screens that must be completed Select and automate the reports that you heduled wart to be generated for each sc event Scheduled Event Evening Email Available Reposts Selected Reports amp Print Sequence Daly O Dad Payments 3 Detaled Payments Menu E Alterations ea Bank Depost Sip ei Overlock Update oe Access date amp Access Log Gate Activity amp Credit Card Transactions System Maintenance Setup Site Maintenance Setup FTP Address FTP Pojo Passive FTP Login Name FTP Password FTP Upload to Folder New month datz on what day ER Highlight Auto Reports M For Weekk True Week r Include Spaces in Maintenance with totals Emall UploadFomat POF Prior to ADP Record AR Infomation Do NOT Record X Next Weekly 12 30 1899 Next 1st 15th 12 30 1899 ei Step 1 Select the Scheduled Event and insert reports as in the Automatic Reports Printing process for the following Scheduled Events
28. account will stay in the list until you remove the pin To remove the client select the client and click Add Client to List The client s account will be removed from the drop down list There is no limit to the number of accounts that can be added to the list CALCULATOR TaskMaster has a shortcut on the Toolbar to bring up the Windows Calculator To access this function click on the Calculator icon on the toolbar 48 d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE SETUP TOOLS System Setup amp Site Setup System Setup Site Setup Operator Access Levels Setup Lease Spaces Tiered Fees Document Merge Fields d taskMASTER MANAGEMENT SOFTWARE USER GUIDE SYSTEM SETUP amp SITE SETUP The System Setup and Site Setup screens appear together in TaskMaster Each screen consists of a group of tabs that can be used to maintain and set up most of the primary functions that are custom to your site Generally these screens are already set up as part of the TaskMaster Configuration NOTE Unless you are a high level user we do not recommend that you make changes in these screens without assistance from technical support as you can cause problems with the software corrupt your client data and even make illegal changes to the collection process You can navigate between the two sections by clicking on the section s title bar System Maintenance Setup Site Maintenance Setup a TAS KMASTER will use this i
29. and click Select Scroll UN WA t Uu Frint amt 2 On the New Client Move In wizard the Identification step provides a chance to take the client s photo Click on Take a Picture to bring up the snapshot window 3 When the Camera screen pops up click on the snapshot or take a picture button This screen and button will vary depending on the type o of internet camera being used The screen shown to the right is from the iContact camera lf the camera allows check the format or settings to verify that the picture output is 320 x 240 at 96 dpi Depending on the camera type you may be able to set the output one time or you may have to set it every time you take a picture KI Setting Format snapshot gt d Exit 77 Ei d TASKMASTER MANAGEMENT SOFTWARE USER GUIDE You can also import photos from other sources such as scanners digital cameras and USB devices 1 On the New Client Move In wizard the Identification step provides a chance to import the client s photo Click Import a Picture to bring up the Import Photo window Find the photo on your computer and click Open to bring the photo into TaskMaster Other Photo Module functions are located under the Client Data Tab on the Taskbar in Identification o Print copies of client photos by clicking Print Open pictures for editing in Microsoft Paint by clicking Paint Scroll through all pictures on a chent e file using
30. check on multiple occasions If you place a checkmark in the Tax Exempt amp Number field and enter a tax exempt number then TaskMaster will not charge this client rent taxes This only applies if rent taxes are set for the property lf Credit card information is entered on this screen you can automatically charge a client s credit card for their monthly rent You will need to set the Automatic Process Occurs field and keep a signed authorization form on file You can print this form by clicking on Print Authorization Form ADD A GUEST Add amp Edit Guest Information First ame Lact Hine The Add a Guest section allows you to add additional weg Se users to the account This is often used to add spouses business Rem rg partners employees or relatives to an account Access this function enge erer from the Name amp Address screen by selecting Add a Guest RL eee We Acces Ce mmm ei Complete all required Guest information The address information can be prefilled by clicking on Same as Main User Seed Cemiect Emergency Contact Designating the guest as a secondary contact will cause them to receive any billing or collection letters Designating them as an emergency contact will prevent them from receiving this information Leaving both fields blank designates them as a true guest who will not receive billing or collection information and should not be contacted for emergencies Once registered use the Identifi
31. in addressing the primary client on invoices letters amp Receipts If the City State and Zip Code are in Line 3 Nothing will be in this line If the first line of the street address is in Line 3 then this will be the second line of the street address If the first line of the street address is in Line 3 and there is no second line of the street address then this will be the city state and zip code Fifth line used in addressing the primary client on invoices letters amp Receipts If there is no line 4 then there will be no line 5 If the second line of the street address is in line 4 then the city state and zip code will be in this line The leased date is found next to the lease number on the Detail and Alter Information field The standard rate is the undiscounted rate for a specific space size This is the amount that the rate will change up or down at the next rate change Found on the Detail amp Alter Information field This it the total of all charges due on a space all charges due that aren t associated with a specified space Found on the Payment Screen Security Deposit on Hand can be found on the Detail amp Alter Information screen 65 d taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE MAINTAIN LEASE TYPES To access the Maintain Lease Types function select Utilities Maintain Lease Types Generally this screen will already be completed in the Configuration when TaskMaster is purchased However if add
32. in the nos Acie Fos Access Code zm list and select Show More Buttons 3 eRe Se 3 on the right can be used to quickly ee EJ move to the name amp address f EEE D accounting take a payment and GRATED SYSTEMS ee reports screens It also gives a brief 4 recap of recent transactions for that Balance Due 97 07 Total Current Monthy particular customer 25 d TASKMASTER MANAGEMENT SOFTWARE USER GUIDE LIST OF SPACES The List of Spaces button on the EZ Task shows every space on the property and whether or not it is rented It also allows some maintenance LisTorspaces and status changes to individual CC spaces cone E Feb R ego agr TJn 68 es Be Fees es oT a fea There are two ways to view this screen in numerical Space order or by space size To change between the two views go to View List Spaces by Type There are functions that can be performed for a specific space by right clicking the space and selecting from the menu that appears These are as follows u Du fu AAA Aa Maintenance Log Tracks when spaces are in need of service and whether the space is rentable or not i History of Renters Shows a list of all previous renters fora pe ere specific space and the dates they rented If the space is SEH Teeny Vana 28 vacant it can be rented from here by clicking Rent Now Convert Space with Another Converted Associated Combine w Another Converts two spaces into one
33. is set up during conversion On the Taskbar select Utilities Site setup Promotions in Use Place a checkmark in the box next to any promotional discounts that the site offers or plans to offer This allows these discounts to be selected during the rental process If your discount is not on the list and you need it right away see the Discounts section of the manual for instructions on giving discounts other than the Promotions in Use Add and edit Operators This feature is set up during conversion when at least one Unrestricted User should have been created This unrestricted user usually an owner district manager or high level manager should go into the Operators function and set up all users along with their Operator Access Levels In the Taskbar at the top of the screen select Utilities System Setup Operator Setup select Add Operators to add new operators to the system or Edit Operators to change the access level or inactivate operators that are currently in the system When setting authorization levels consider that there should be at least one unrestricted user usually an owner or district manager Typically area managers and high level site managers are level 1 regular site managers are Level 2 and assistant managers are Level 3 d Biot gie MaU Be IO Liat Alte ER stan e mg op D fm tae fe bit Ee d gn ARTERLER RHE H i H fit
34. larger space The _ eg converted space will no longer be rentable The Unconvert function eae eel changes the converted spaces back into individual spaces Change Space Size Type Changes the lease type for converted spaces cy X cea Set Mux amp Channel Sets the mux and channel settings for individual door Ma sie alarms gores cone Cancel 26 OTHER OPERATOR TASKS dP taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Accessing and Editing Client Data Comments Name amp Address Identification Billing Info Add a Guest Documents Reversing Payments NSF Checks Refund Client Credits Merchandise Returns Discounts amp Promotions Rate Changes Insurance Log In Log Out d tasSkMASTER MANAGEMENT SOFTWARE USER GUIDE ACCESSING AND EDITING GLIENT DATA There are five screens used to access or edit data on existing clients 123 Accounting Comments Name amp Address Identification Billing Info These screens can be found under the Client Data Tab on the Taskbar to the left of the screen These screens can be selected individually by clicking on the appropriate button on the Taskbar or you can navigate through each screen in order by clicking the forward Sal and backward lt arrow buttons on each side of the Apply button at the bottom of the screen COMMENTS Comments Enter notes for the client by clicking on Add a Comment TaskMaster will automatically date and time stamp with t
35. liability are intended to apply to all aspects of this EULA Hold Harmless 8 1 You agree to indemnify hold harmless and defend Chamberlain Access Solutions our officers and employees agents and dealers at your expense against any claims or demands actions proceedings and suits and all related liabilities losses actions damages penalties fines settlements or claims including all reasonable expenses costs and attorneys fees without limitation arising out of or relating to any use of or reliance on any Chamberlain Access Solutions software or equipment Governing Law Jurisdiction 9 1 This EULA shall be governed by and construed under Arizona law without regard to choice of law provisions except that questions affecting any copyright rights shall be determined by the law of the country in which such copyright issued You hereby consent to the exclusive jurisdiction and venue of the state and federal courts sitting in Maricopa County Arizona In each case this EULA shall be construed and enforced without regard to the United Nations Convention on the International Sale of Goods Enforceability 10 1 If any part of this EULA is found by a court of competent jurisdiction to be invalid unlawful or unenforceable to any extent that provision shall be reformed only to the extent necessary to make it enforceable and will be enforced to the maximum extent permissible and the remaining terms conditions and provisions of the EULA as amended w
36. off after White exture Double Clicking Payment Dispersement 5 how many minutes Iw Default EZ Task Buttons YW Apply X Cancel Site Maintenance Setup d taskMASTER MANAGEMENT SOFTWARE USER GUIDE System Maintenance Setup i regisraton Wy Primers amp More S Operators Schedule Events J nene amp system Sep is Schedule Events Scheduled Events is used to set up how often and at what time TaskMaster should perform Automatic Event Selections Date Time gt gt Reschedule Processing and Data File Backups EE EE Ge Automatic End of Week Processing AWP and days for recurring system functions to e TASKMASTER allows you to schedule time Current Event Settings execute automatically Next Scheduled Reset to Defaults Automatic End of Month Processing AMP Data File Backup Week of Month Day of Week Frequency Last End of Week L Day of Month ED 0 2004 EN Daily Current Period Starting date 01 01 2004 e Last End of Year 12 01 2004 v e Site Maintenance Setup Internet The Internet tab contains options used to set up the internet SMTP Emal Provider connection for web uploading and e mail oo re Jdi i addresses for e mailing reports D Password support ptiaccess com greg storageeast com Port Domain kj125 msn com o sbeglobal info harrisonsecurity com Brett Jones brjones yahoo com gt C Add E
37. other communications under this EULA shall be in writing and duly given or made a on the date delivered in person and acknowledged in writing b on the date transmitted by facsimile if confirmation is received c three days after deposit in the mail if sent by certified U S mail postage prepaid return receipt requested and d one day after deposit with Federal Express or other nationally recognized overnight carrier service or overnight express U S mail with service charges or postage prepaid Such notices requests demands or other communications concerning this EULA shall be directed and sent to Chamberlain Access Solutions Customer Service Manager at Chamberlain Access Solutions at the following address or fax number 9160 East Bahia Drive Scottsdale Arizona 85260 480 991 1395 fax number or as otherwise designated by Chamberlain Access Solutions 15 14 1 14 2 15 1 1 12 d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE STANDARD 2 YEAR EQUIPMENT WARRANTY Chamberlain Access Solutions warrants products and equipment manufactured by Chamberlain Access Solutions to conform to its own specifications and to be free from defects in materials and workmanship under normal use and service for a period of two years from the date of shipment Within the warranty period Chamberlain Access Solutions will repair or replace at its option all or any part of the warranted product which fails due to materials and or workma
38. other programs on your computer We recommend that your computer and network be regularly updated and maintained by a qualified information technology technician d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE In addition to the items previously listed the following are required for operation of TaskMaster Modules Camera Module e TWAIN Compatible Internet camera Part RTASPHOTOCAMERA Camera resolution must be approximately 320 x 240 Credit Card Processing Module In addition to the items listed above the following are required for operation of the credit card processing module e Current account with Nova Information Systems now Elavon Paymentech now Chase Paymentech Echo now Intuit ECHO or POCharge now VeriFone PCCharge An application fee may be required when registering for an account with one of these companies e MagTech card swipe recommended e Wedo not recommend using a wireless keyboard or mouse if you are using the Credit Card Reader Proximity Cards Photo ID Badges Swipe Cards The following items are recommended for the operation of peripheral devices e Compatible Wiegand interface cards for Proximity devices e Any 4 line magnetic stripe card for use with swipe reader devices e Preprogrammed blank or logo imprinted cards can be purchased from Chamberlain Access Solutions for either device type PayXpress In addition to the items listed above the following are required for operation of the PayXpress
39. page After customizing the report click E mail to send the report to the selected address es You must have the e mail function set up in advance for this to work E mail is set up under SC Utilities System Setup Select the SC Internet tab Be 2 Tess ak NOTE Take the time to print and review each report to become comfortable with the data provided and to help you find the reports that will be most useful to your site Save these reports to your favorites for future use 24 d TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE LIST OF CLIENTS The List of Clients button on the EZ Task screen shows all active Soe ee customers in the database and the spaces that they are renting LIST OF CLIENTS ar DemoData TaskMaster 1 721 De yew Tasks Utites Help ORB ORE BSOVIDVA RAS HE FHG Click on the sign next to a name to see all guests registered on the account Double click on a name in the list to open the name amp address screen for that person This screen also appears when the user right clicks on the client and selects Edit Client Data gt lt 1072 gt lt 1070 gt lt 1071 gt lt 169 gt lt 175 gt lt 1053 gt lt 1052 gt lt 1008 gt 113 gt lt 114 gt lt 116 gt lt 1010 gt lt 174 gt lt 120 gt lt 1016 gt lt 104 gt lt 1026 gt lt 105 gt lt 157 gt lt 2001 gt lt 185 gt lt 1075 gt To see more information about a client right click on a name
40. strongly recommends that the user verify all information in the Software that is applicable to their business and make themselves aware of their legal responsibilities obligations and limitations with respect to the use of the Software 3 2 9 2 If your national state or local laws allow or require rights liabilities and warranties that are not expressly a part of this 3 2 10 5 2 11 3 2 12 EULA then you are required to take all reasonable measures to avoid and reduce damages in particular to make back up copies of the Software and your computer data subject to the provisions of this EULA The Software may contain third party software which requires notices and or additional terms and conditions and are made a part of and incorporated by reference into this EULA By accepting this EULA you are also accepting the additional terms and conditions if any set forth therein Any other party using this Software must comply with this EULA The registered licensed user of this Software is and shall remain ultimately responsible for compliance with all aspects of this EULA 4 Ownership amp Title 4 1 The structure organization and code of the Software are the valuable trade secrets and confidential information of Chamberlain Access Solutions The Software is protected by law including without limitation the copyright laws of the United States and other countries and by international treaty provisions as well as other intellectual property
41. the Software program You must purchase additional licenses if you intend to use multiple copies of this Software Del You may install and use the Software on a single desktop computer that has a Windows PC operating system that meets our computer recommendations including desktop PC versions of Microsoft Windows XP Professional 32 bit with Service Pack 2 and Microsoft Vista 32 bit with Service Pack 1 Ultimate Home Premium Business or Enterprise versions as specified in the Documentation provided however that notwithstanding anything contrary contained herein you may not use the Software on any non PC product or any embedded or device versions of the above operating systems including but not limited to mobile devices internet appliances set top boxes STB handhelds PDAs phones web pads tablets game consoles TVs DVDs gaming machines home automation systems kiosks or any other consumer electronics devices or mobile cable satellite television or closed system based service 2 8 The License for the Software granted by this EULA may not be shared installed or used concurrently on different computers 2 9 If the Software is loaded on your network then you must obtain a separate license to the Software from Chamberlain Access Solutions for each person accessing the Software through your network and you agree to pay for and obtain these additional licenses as needed from Chamberlain Access Solutions 2 10 You may make one backu
42. the guest s SIs information d taskMASTER MANAGEMENT SOFTWARE USER GUIDE Lease a Space Contains information about the space that the customer will be renting To select a space type in the Space ID or click on Need Help Selecting a Space to see a list of vacant spaces Promotions are discounts that are already in the Shinbone See system and can be changed under Utilities Site Geck tate a Setup Promotions in Use SE ee Estimated Humber ot Menthe Needed When you have completed this screen click on Click Here to Accept Rental This will bring up the Insurance Coverage screen which will allow you to add insurance to the new space Merchandise Sales Enter information here when customers purchase merchandise in addition to renting a space Merchandise items can be added to the list or edited by going to Utilities Maintain Merchandise on the Menu bar at the top of the main page Click on any item to select it Left click to add one item Right click to subtract one item Payment Screen Lists all charges due and Fire Call sensor allows the user to take a payment on the selected ern account For more information review the Take A ees Payment section vit et os ven Coupon 1047 gt insurance Prem nm nm om om o vm Let Luchs Not alowed 000 DIR OI om wo H gt d taskMASTER MANAGEMENT SOFTWARE USER GUIDE TAKE A PAYMENT payment screen TAKE A PAYMENT
43. to customize the color code for the space status types Select from the Item or Status Type list Then select a Background and Text color Click Apply Repeat this for each Item or Status Type The Settings tab lets you change the speed of the Blink Interval how fast the alarmed spaces blink and the Panning Interval Ze SE IT es om Ginn Deen speed of the site panning The Jump To selections allow the Site tated epes Graphics to stop panning and center on Spaces on Alarm Spaces on Door Open or Spaces on Entrance if checked Click Apply after making any changes The Other Preferences tab lets you customize the Background Color and alarm Blink Color Right Click Menu On Handles On SS and Rubber Banding are used by technical support if corrections are needed to the site drawing We do not recommend that these be used by the site because an untrained user can corrupt the site drawing You can select a Default Center ID for the graphics to center on when stopped Click Apply after making any changes Fip bahar Birk Ce el 97 d taSKMASTER MANAGEMENT SOFTWARE USER GUIDE Navigating in Site Master Graphics Generally in the Site Master Graphics view the site will pan on the screen This allows you to see each space on the site as the graphics pan over them This panning can be stopped at any time by clicking Stop To restart panning click Start You can maneuver through the site picture using th
44. to the Wait List screen to reserve a space type for them 45 d taskKMASTER MANAGEMENT SOFTWARE USER GUIDE WAIT LIST zc The wait list is used to reserve a space or space size for a potential client This function can be accessed by selecting Tasks Wait List The Wait list can be used when a person wants to reserve a space that is available but they won t be moving in until a later date It can also be used to reserve a specific space that is already in use by someone else so that the person waiting receives notice as soon as the current renter moves out Lastly it can be used to reserve a space size if all of the spaces are rented As soon as one is available a notice will pop up that someone is waiting for that size space To add someone to the wait list their AA il account must be open in TaskMaster If Ato emo EGRATED SYSTEMS they are a current renter just search for ab No image Avaliable f H 102 Name l ltem Wait For Since Phone them If they are a potential new client use Se EES 56 EE the Add a Client function to enter them into BS the system so they can be added to the wait am list When you have the client selected click ER 107 e gt v D 106 View amp Print List on the Wait List icon On the Wait List Bs Sa E EES i r Pi 114 ants to rent unit as soon as It is available Near main gate and easy to pu screen click on a space size in the drop Bi trailer up to it Wants to store heavy too
45. update and the previous versions are installed on the same computer the previous versions or copies thereof are not transferred to another party or computer unless all copies of the update are also transferred to such party or computer 12 3 Notwithstanding any other terms in this EULA if the Software is licensed as an upgrade or Module then you may only use the Software of the Module to upgrade previously validly licensed versions of the Software You agree that the Module does not constitute the granting of a second license to the Software e you may not use the Module separate and in addition to the Software that the Module is upgrading nor may you transfer to a third party the originally licensed Software which is being upgraded separate from the Module 12 4 Unless explicitly stated otherwise any new features that augment or enhance the current Software including the release of new updates shall be subject to terms of this EULA 111 dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE 13 Agreement Complete Agreement 13 1 13 2 13 1 1 13 1 2 13 133 13 1 4 13 1 5 This EULA constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior or contemporaneous understandings or agreements written or oral regarding such subject matter No amendment to or modification of this EULA will be binding unless in writing and signed by the Chief Executive Officer of Chamb
46. val orton O00 m NM Fried It is possible to adjust the Next Assessment date up to 30 days forward History All ledger transactions can be reviewed here The history can also be printed 22 d TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Alter Menu To access the Alter Menu click on an item in Description of charges and then click on the Alter Menu The middle of the Ten Accounting screen shows the Current Charges with a A ae Gea Balance for the clients account It provides information on leased spaces and the open balances on them Zero Out Balance Alter Cancel Menu To alter the amount select the charge click Alter Menu and select Alter Amount The Display amp En GE Alter Charges window will pop up Make the Sherine eo necessary changes to the account and click Apply Click Exit Display amp Alter Charges Det fe Amount Lol Balance Operator 01716 2009 10 51 AM 40 77 208 42 81 System Clicking Retain Overpaid Rent will keep prepaid rent This setting depends on company policy Writing off bad debts can be done one charge at a V o time by selecting Bad Debt Write Off or all charges on the account by selecting Bad Debt Write Off All TaskMaster will query for a reason To zero out the balance but not list it as a bad debt click on Zero Out Balance Alter 23 oP taskMASTER MANAGEMENT SOFTWARE USER GUIDE REPORTS Use the Reports button on EZ Task to manually pr
47. will pop up for whoever is logged on to TaskMaster at the time lf the message is scheduled for a specific recipient it will only appear if that user is logged in to TaskMaster at the assigned time If the assigned recipient is not logged in to TaskMaster at the assigned time for the message to appear it will appear within a minute of the next time they sign on to the computer When a message pops up on the screen there are three options available acknowledge the message reschedule the message or delete the message Scheduler Notification Me E To Sender Recipient MASTER Notification Lock Side Door Notes Remember to lock the side door everday after business hours ltem Disposition Acknowledge Reschedule lf you click Acknowledge and then click OK the message will go away If it is a recurring message It will appear again at its next scheduled time lf you click Reschedule and then click OK the message will go away and will reappear one hour later lf you click Delete and then click OK the message will go away If it is a recurring message it will NOT reappear at its scheduled time because you have deleted it 44 d TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE ADD A GLIENT The Add a Client function allows you to quickly add a client to TaskMaster without using the New Client Move in wizard Add a Client is generally used during the initial setup of TaskMaster when transferring fro
48. 0PM 5 GET EQUAL KEY VALUE NOT FOUND tm files CCPT RAN DAT 01 17 2005 09 26AM 2 INSERT DUPLICATE KEY VALUE ttr files WQLARM DAT 01 17 2005 09 26 AM 2 DUPLICATE KEY VALUE rtm files ALARM DAT 01 17 2005 09 26 AM 2 DUPLICATE KEY VALUE tr files ALARM DAT 01 17 2005 09 26AM 2 ttr files WQLARM DAT 01 17 2005 09 26 AM 2 tm files ALARM DAT 01 17 2005 09 26 AM 2 tr files ALARM DAT as oococcc c c c c 0o0 AUDIT CLEAR 105 dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE DECLARATIONS Chamberlain Access Solutions Hardware and Software are covered by the following Agreement and Warranty These are current as of your initial purchase of the product Chamberlain Access Solutions reserves the right to change these at any time for future purchases updates or upgrades The End User License Agreement can be found in the installation of TaskMaster as well as in the Online Help e Software End User License Agreement e Standard 2 Year Equipment Warranty d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE SOFTWARE END USER LICENSE AGREEMENT Important Notice This Software End User License Agreement EULA is a legal agreement between you either an individual or if purchased or otherwise acquired by or for an entity an entity and Chamberlain Access Solutions for the software product that this EULA is contained on This includes the software product and any other documentation or media that accompanies it READ IT CAREFULLY BEFORE COM
49. 3 MANAGEMENT SOF I WARE USER GUIDE VERSION 1 721 CHAMBERLAIN Access Solutions AaASLSVW IS VL d taSKMASTER MANAGEMENT SOFTWARE USER GUIDE Thank you for purchasing TaskMaster Management Software for your property For your utmost satisfaction with this product we recommend that you take the time to review this manual We also offer comprehensive training to help you become fully accustomed and pleased with your purchase Please contact Chamberlain Access Solutions at 888 528 7826 to arrange training for your site If you have any difficulties we strongly recommend that you review this manual and the online help within TaskMaster first TaskMaster offers the self storage industry s most comprehensive management package Renting spaces processing payments and daily tasks are simplified on our EZ Task menu TaskMaster s real time credit card processing module requires no extra equipment or software Best of all the new WebXpress module turns TaskMaster into a web site allowing customers to rent spaces pay bills and view their customer information Chamberlain Access Solutions TaskMaster management software is licensed for use only to the original purchaser Refer to the End User License agreement for more details The license agreement can be viewed at any time in the Online Help System 2009 Chamberlain Access Solutions All rights reserved No part of this publication may be reproduced transmitted t
50. 3 18 19 20 21 22 24 25 26 42 86 F8 40 Facility 9 18 19 54 61 74 113 Fax 61 Fees 49 54 57 58 62 63 64 65 101 102 113 116 117 Fields 5 7 12 13 16 17 18 19 30 31 33 34 35 36 37 38 40 42 43 49 54 58 59 60 61 62 64 65 66 69 73 75 79 80 81 83 84 85 86 89 90 98 File 8 20 29 30 40 45 52 69 73 77 78 87 88 93 99 101 102 105 Financial Data 53 81 87 Firewall 3 4 Flash Drive 101 Force 84 FTP 3 54 69 72 87 88 89 91 Function Keys 40 Functions 1 6 9 17 24 26 30 33 37 38 39 40 43 45 46 47 51 55 60 66 67 69 73 74 75 76 79 80 84 91 93 101 102 103 113 114 117 Gate 13 22 54 61 63 76 95 96 103 Gate Interface 76 95 Gate Interface Module 76 95 General Data 53 61 90 General Ledger GL 54 67 Glossary of Terms 113 GoDaddy 4 Graphics 60 76 97 98 99 Guests 11 12 14 25 27 29 30 62 63 64 114 Hard Drive 113 Help 2 5 13 14 24 75 76 83 91 92 104 105 106 Help Menu 104 105 History 16 22 26 28 29 62 63 99 History of Renters 26 Host 3 114 Hot Keys 41 HTML 24 105 ID 12 13 14 25 27 28 29 30 40 56 61 62 63 64 77 78 81 91 96 97 98 Identification 12 13 14 25 27 28 29 30 40 56 61 62 63 64 77 78 81 91 96 97 98 Identification Screen 13 25 27 28 29 30 56 61 62 63 64 77 78 96 Impo
51. 7 89 95 115 116 Multiplexer Mux 26 114 115 Name 4 5 8 12 13 22 25 27 28 29 45 48 53 60 61 62 63 64 65 66 67 71 72 73 81 83 85 88 89 99 114 Name amp Address 13 27 28 29 53 62 63 64 65 99 Name amp Address Screen 13 27 28 29 53 62 63 64 65 99 Navigation 9 28 50 Network 4 76 87 93 94 102 113 114 115 116 117 Network Solutions 4 New Client Move In 10 11 13 19 34 39 45 66 74 77 78 85 96 99 New Client Move In Wizard 13 34 New Month Start 69 New Rental 5 Non Client Sale 21 Notice 13 18 37 46 61 102 107 Notification 44 46 NSF Checks 27 30 32 61 62 63 Open 4 11 16 23 25 55 78 82 89 90 92 93 95 97 102 Open Tech Alliance 92 Opening TaskMaster 1 5 Operator Access Levels 5 6 40 49 51 55 Operator Setup 6 Operator Tools 41 Operators 5 6 10 24 27 28 40 41 49 51 55 102 Overlock 16 61 63 Overview 1 9 Overview of Function Navigation 9 Owner 2 5 6 65 87 90 92 Paid To Date 22 64 Paint 78 Panning 97 98 Password 5 40 72 89 91 Payment 9 10 11 15 16 17 19 21 25 29 30 32 62 63 65 75 81 85 86 91 92 99 Payment Screen 15 16 17 30 62 63 65 Payments 9 10 11 15 16 17 19 21 25 29 30 32 62 63 65 75 81 85 86 91 92 99 Pay Xpress 2 PDF 24 Pervasive 93 94 120 d TaASKMASTER MANAGEMENT SOFTWARE USER GUI
52. Access hours Other Available Storage Storage Shed some general questions and answers have vm been provided You can customize these or ey create your own To deactivate a question lt lt ze gt gt or answer that already exists click on the Active checkbox You can limit customers to one answer per question or allow multiple answers by clicking on Multiple Answers Allowed To remind the operator to ask certain questions place a checkmark in the Required to be Answered when adding Client checkbox Maintain Questions amp Answers Duef bh bewe Add a group break bs Groups of questions can be separated witha i wiemmeame a oja line between them by clicking on the question Less die Ucar Lee Heen They Fos Ls Tranche bo Aretha that begins a new group and then clicking Type ot Use s D Business Use Found a Lowe Rate Add a group break line and Apply When Whale hey Stong Utusan Sees these answers are viewed from the New Client Move in Wizard or from the Transfer iv or Vacate a space windows there will be a n line break above the selected question Why Discortinae Use Questions or answers can also be placed ina Se Bes different order Select a question from the list and click on the Move Up or Move Down buttons To add a new question or answer to the lists click Add and type the question or answer in the space provided After changes are made click Apply then Exit A
53. Activity Start Date a recuming ao Pat the desired Date span and choose a Feed 20 Event X 08 23 2009 v Ls MONTHL E Y requires a week oak of ha onh ened day of T Notify the week choice WEEKL Y FREQUENCY requires a day of week choice Recipi Time yo DAY of MONTH requires a day 1 last selection Active Operator v 12 00AM System FTP EOW Add Edit Delete Activities Notes Date Span Fouad Frequency Stet Date Hoy C Monthy C Puert Den C Daily Yearly End Date gt Cy Weekly e Day of Month Every o Host E T Skip Saturday Skip Sunday Only Between Time Month Week Day of Week Month Day Start ecution 08 23 2009 12 00 AM 72 d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE IMPORT EXPORT Import TaskMaster can import data into its records These data files must be in a specific format depending on the type of data Import functions should only be performed by technical support Export TaskMaster can export Client Data to a text file or export accounting data to one of three different Accounting Software Systems QuickBooks Solomon or MAS90 To export Client Data to a Text file select File Import Export Export Data Client Information This brings up the General Client Selection window General Client Selection Place a checkmark in the appropriate Select aee ea Client Status First checkbox in the upper right Z TTTS hand corner Customize the data by clicking next yews ef eh t
54. BERLAIN ACCESS SOLUTIONS OUR OFFICERS AND EMPLOYEES PAST CURRENT AND FUTURE OUR SUPPLIERS OR DEALERS BE LIABLE FOR ANY INDIRECT SPECIAL INCIDENTAL PUNITIVE COVER OR CONSEQUENTIAL DAMAGES INCLUDING WITHOUT LIMITATION DAMAGES FOR COMPUTER FAILURE OR MALFUNCTION LOST PROFITS LOST SAVINGS LOST BUSINESS BUSINESS INTERRUPTION LOSS OF DATA LOSS OF USE WORK STOPPAGE PENALTIES FINES OR OTHER INCIDENTAL OR CONSEQUENTIAL DAMAGES BY ANY PARTY EVEN IF CHAMBERLAIN ACCESS SOLUTIONS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES SOME STATES DO NOT PERMIT DISCLAIMERS OF CERTAIN WARRANTIES OR LIMITATIONS ON CERTAIN TYPES OF LIABILTY UNDER CERTAIN CIRCUMSTANCES CONSEQUENTLY SOME OF THE FOREGOING EXCLUSIONS MAY NOT APPLY TO YOU IN SUCH STATES THE LIABILITY OF CHAMBERLAIN ACCESS SOLUTIONS SHALL BE LIMITED TO THE GREATEST EXTENT PERMITTED BY LAW Chamberlain Access Solutions cumulative liability under this EULA shall be limited to and never exceed the amount of license fees paid to purchase the Software giving rise to such liability or fifty United States dollars 50 whichever is greater 725 Chamberlain Access Solutions our suppliers and our dealers shall have no responsibility or liability if the Software has been altered in any way or for any failure that arises out of use of the Software with a hardware configuration platform or operating system other than that recommended by Chamberlain Access Solutions 7 3 The foregoing limitations on
55. Clnt Tmdc Clnt Tmtx Clnt Tmrd Clnt Tmrdt Clint Rdue Clint LFdue Clint Xdue Clint Txdue Clnt Tnid Clnt If Clnt Sf Cint Wstr Clnt Wc Clnt Wst Clnt Wzip Clnt TDNP Clnt TDPP Clnt L4CC Clnt cCed Clnt CCty Clnt CCnm Clnt CCpc Clnt DLST Clnt Ophone Clnt 20phone d taASkKMASTER MANAGEMENT SOFTWARE USER GUIDE Secondary Contact City Found on the Guest Name amp Address Screen Secondary Contact State Found on the Guest Name amp Address Screen Secondary Contact Zip Code Found on the Guest Name amp Address Screen Secondary Contact Zip Code Extension Found on the Guest Name amp Address Screen Secondary Contact Country Found on the Guest Name amp Address Screen Secondary Contact Home Telephone Number Found on the Guest Name amp Address Screen Secondary Contact Work Telephone Number Found on the Guest Name amp Address Screen Secondary Contact Email Address Found on the Guest Name amp Address Screen Secondary Contact Access Code Found on the Guest Security amp Access Screen Client s Gate Access Code Found on the Guest Security amp Access Screen Most recent refund for any space leased to a client Found on 123 Accounting Screen History Listing of all Lease Items in a client s account all spaces and other leased items the client is renting Found on the 123 Accounting Screen Amount of Last NSF on any space leased to a client Fo
56. D Rel 29 d taskMASTER MANAGEMENT SOFTWARE USER GUIDE BILLING INFO Billing Info The Billing Info screen can be used to enter alternate addresses for correspondence If there is a checkmark in the Active checkbox then all correspondence for this client will print with this address If the box is not checkmarked then the main address ng ents and credit card information Smith John Send Letters Invoices amp Statements To IT Active 4 gt i a Do NOT accept checks for payments Tax Exempt amp Number WI be u sed n Ss Billing information for invoicing Client Name statements a d er eRATED SYSTEMS Last Name The invoicing section allows you to arrange to automatically send an invoice to a client Name on Card John Q Smith The Custom Message for Invoices amp Receipts field can be used to print a message on receipts ho and invoices for this customer alone Use this if a they want purchase order or account numbers GEES on the receipt or any other specific information Key Street 1111222233334444 555 Vacation Way Expiration Date Ci State Postal Code ca 85555 Automatic Process Occurs On After how many days pastdue 0 Print Receipt Print Authorization Form If you checkmark Do NOT accept checks for payments then the check area on the payment screen will be grayed out You can use this if a client has paid with an NSF
57. DE Photos See also Camera Module 20 29 30 51 77 78 Picture See also Camera Module 13 20 29 77 78 98 Pinning an Account 41 48 Policy 23 39 102 Ports 4 72 77 78 89 117 Potential Client Inquiries 41 47 Power 9 12 22 62 79 80 Preauthorization 84 Prepay 16 17 23 63 Print 16 24 30 31 33 37 69 70 72 78 79 80 85 90 116 Printers 43 51 77 114 115 Printers amp More 51 77 Promotions In Use 6 14 27 34 Questions amp Answers See also Marketing 18 74 Quick Assign Spaces 102 QuickBooks 73 Rate 27 34 35 36 37 38 39 57 63 64 65 66 79 80 83 99 102 113 Rate Changes 27 37 79 Receipt 8 12 16 30 62 85 Receipts 8 30 33 58 62 65 Refund 17 18 27 33 63 65 Refund Client Credits 27 33 Registration 51 Relay 88 114 Remote Assistance 3 4 94 Remote Devices 116 Remote Sites 3 87 88 89 90 113 114 116 Remove Transfer 22 Rent 2 11 17 18 20 23 26 30 34 35 36 38 39 45 46 48 63 64 66 91 92 99 101 113 115 116 117 Rental 5 6 14 16 19 22 34 35 36 38 41 47 57 63 64 66 68 75 92 Rental Agents 68 75 Rental Inquiries 41 47 Rented Spaces 11 99 Reports 8 10 11 16 24 37 38 52 53 54 56 58 66 68 69 70 71 72 73 74 79 80 90 101 113 Required Fields 5 13 45 Requirements 1 2 3 4 7 53 60 66 93 Reserve 45 46 Reset Access Hours to Standa
58. Daily Processing setup The photo source for eg Seel ees z Eji eposa U Printers A More I osem D coenae paes sada Dit sl D sl the photo module also can be set up here ADP ie Oty Prom mem Darri oc Priit cay ep IER i e Ea E aN E KEE Print aatar Ai eege gegen Audomate Dei Cord Processing Print Ful Page Recepti H ei Coed Authorization Lage Hermagor EO E NEF Las Lasagagn Presta Sine Te SCH ep D Photo Source a x Site Maintenance Setup For Hein press Et System Maintenance Setup Ej Regisrason T Printers amp More D Operators scheds Event EQ we EL system Sesings Operators The Operators tab is used to set up users of the TaskMaster software and their Authorization Levels NOTE It is a good idea to lock out lower level users from this function That can be done in Utilities Operator Access Levels Se TASKMASTER requires an operator sign Note If you change the NAME this will also E in to track responsibility when logging change the name on all the activity reports system activity transactions from the past for this person Add Operator P Inactivate Edit Operator Data First Name John Authorization Level LastName Smith C Unrestricted Initials JQS Level Level 2 Login Name JSmith woe Select Login Name Passwor d emm M Show Preferences Wallpaper Background I Convert Enter Key to a Tab Key RE Automatic Log
59. E printed by the system welcoming new V customers collecting on past due items etc A number of default letters have been provided but it is important that you customize the letters to your site and to conform to local laws and regulations We strongly recommend that all letters be reviewed by a lawyer or other legal Se SS resource for legality and regulatory requirements prior to using them at the site Chamberlain Access Solutions is not liable or responsible if you send out letters that do not conform to legal requirements for collections and auctions Refer to the Maintain Letters section for more details on merge field definitions customizing and editing letters and other related topics dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE Add your logo to reports invoices and receipts if desired You must have a bitmap image of your logo that measures 2 12 x 1 at 96 dpi Save this file in the c RTM folder as rptlogo omp and as invlogo bmp If there are already files of the same name click Yes to replace the files This will place your company logo at the top of each report invoice and receipt Run the initial ADP to synchronize the system To run the initial ADP select Tasks ADP Daily Processing The Automatic Daily Processing window will pop up Click Activate Now to run the initial ADP lf this is a new property not converted from a previous software begin data ent
60. Function Navigation d taSKMASTER MANAGEMENT SOFTWARE USER GUIDE SYSTEM REQUIREMENTS NOTE If you are using any other software along with ours it is imperative that you ensure that your computer specifications more than exceed the combined total requirements for all of the software loaded on the computer Computer Requirements These computer requirements are the minimum for running the software by itself Pentium 4 1 4 GHz or higher processor 1 GB RAM higher recommended 4 GB available hard drive space CD ROM with high storage capacity such as a CD RW or DVD RW available for backups SVGA monitor 800 x 600 resolution minimum e Sound card and speakers recommended e Two or more available working ports RS232 port s USB port s or Ethernet TCP IP port s e Broadband high speed business internet connection cable T1 or DSL always on connection e Keyboard and Mouse e A high quality Laserjet or Inkjet printer for printing Reports e Remote access software for technical assistance To receive technical support you MUST have remote access software installed on your PC e Anti virus software such as McAfee Virus Scan Symantec s Norton Antivirus or other major brand e Firewall protection is strongly recommended ensure settings do not interfere with other applications running the system This should be set up by a Knowledgeable computer tech as some configuration may be required e UPS Uninterruptible Power Supp
61. Late Fee has been assessed Next Scheduled Letter Initial Late Letter ei m 3172005 e W Apply X Cancel Exit any new clients If the change is to be made to existing clients also the Reset all Clients Late Days to Standard is used This only affects the Late Days and not the Fees if the change needs to also affect Fees contact technical support NOTE Most states require a minimum of 30 days notice to the customer prior to a rate change Clear Network Locks This function is used on Network modules If one operator s computer has a client s account open and an operator on another networked computer tries to open the same file a message will appear letting the second operator know that they cannot open the file On occasion if the first computer crashes or is turned off without releasing the file the file will become stuck The Clear Network Locks function releases these locked files 102 dP taSKMASTER MANAGEMENT SOFTWARE USER GUIDE Synchronize Access System Used during the initial interface between TaskMaster and the Gate Access control system Reset Access Hours to Standard Used if a site has custom hours set up for individual clients but needs to change all existing clients back to the standard hours as set up on Site Setup Access Invoice Maintenance e All Clients Change Next Invoice Date Only Clients already being invoiced E C Remove all Allows a site to change the invoicing for all c
62. MHO TMHOD must be placed in the Startup folder TMHOD must be running at all times or the Remote Site computers cannot update the data Click on TMHO to start the TaskMaster Central Office Control Center This will allow you to set up Central Office at the Main Site TaskMaster Home Office Control Center v1 08 Click Add Site Input the Name of the first remote site Place a checkmark in the Active checkbox to SE Ca p age make the site active Also ensure that the Log Start rz a amp End checkbox is checked ingen Loo Zag Data Folder under lt dr gt SATMS Ea Input the name of the data folder where the site will ZE upload their information to If the folder doesn t exist pei REPORTS click Create Data Folder This is where the site Kleber data will be kept on the main computer The data Gei folder must be a subfolder of the RTM folder CLOSE Input the name of the Update Folder If the folder doesnt already exist click Create Update Folder This is the FTP folder where the update file log F Log will upload to from the site TMHOD takes this F Log file and updates the Data in the data folder every time the site information uploads into this folder Click Save to set up the remote site folders at the main site Repeat this process for each remote site To rename a site highlight the site and click Rename Highlight the site and click Remove to remove a site from the list Highlighting a site and clicking Reorder wil
63. Master individually CG he holiday hours are used for all holidays The holiday dates are set in the scheduler module Security systems this controls when ron sien Seet ae Monday 07 00AM 03 00 PM CS Nice to see youl they become how mary days pastdue 17 access to the facility is granted In non eS Shits Ta Se Se d SD tate fos00AM 11 00PM Master Security systems these are only Wechesdey oyopam 2 OS00PM Onl ManerSeodb sy access overt desert one pemer Thursday 7 00 AM jogom T Allowing Pre Payments is OFF used for merge fields in letters Friday e E If a chent leases multiple spaces then if any one space 07 00 AM 0200 PM a becomes locked out lock the chent out of the facility s o au 0300PM Lock out and Overlock i Late amp NSF Fees ey are equal to of greater than this amount H gl _ obdays To7 00AM OS00PM Lock out on or after how many days pastdue 3 Ra CH Geseg Daa Zi Ste Potcies BE Financial Data amp Access JA Amass Lesers S Automate Reports Al zepaz S e E System Maintenance Setup Automatic Letters In Automatic Letters lt ste taitenance Seu RN m Late letters amp notices are subject to individual state laws as to how many are VO u can set u D wh e n ate ette rs WI be required and the time interval of each letter D D Name eg Letter Fee iS Name i 7 Letter Fee printed out and how many copie
64. New and type a title for the message in the box beneath it Click in the Notes field and type a note or reminder to pop up with the message If you only want the pop up message to appear one time leave the Recurring checkbox empty and click Apply The message will pop up at the scheduled time If you have previously scheduled a task and want to delete it select the item in the box under Scheduled Items and click Delete Schedule A Task NOTE When the Activity is an Event a list of events ret HE Liege MONTHLY TLY FREQUENCY recuires euler be paneer nda aa will auto populate in the Scheduled Items box Do not went enoe WEEKLY FREQUENCY mau dy owe chore delete or add any items on this list lek Sde Door Date Span Fixed Frequency Start Date z F 2 cated c Evey 0 Days To schedule the message to repeat on a regular ris gt gt BR basis place a checkmark in the Recurring checkbox Continuous T F Sp Saday I Skp Sunday This will activate the recurring tab at the top of the N Month Week Day of Week Month Day window and set the message to occur regularly SE aen C Weis JE Complete the necessary scheduling in the Recurring pee lene GE tab click Apply The message will pop up at the eeng scheduled time d taskMASTER MANAGEMENT SOFTWARE USER GUIDE Task Scheduler Notification Message A notification message will pop up at the scheduled time If the message Is scheduled for the Active Operator the message
65. P Address Select and automate the reports that you Scheduled Evert want to be generated for each scheduled eg eem emm TP Port f eg event M oming Opening the Day F orto Passive FTP Login Name FTP Password Available Reports Selected Reports amp Print Sequence gy Daly A Set Print Order mmm Daly Payments Daly Payments m Detaled Payments Menu Detailed Payments All New month stats on what day 28 I Alterabons Financial Alterations I Hihihi Auto Reports amp Barik Depost Sip Insert gt gt Leased Spaces Alterations i m a Overlock Update Space Availabilty Procation Daly l For Weekly True Week Access Update Include Spaces in amp Automatic Daly Processing UE airkenance with otals amp Space Availability Proration D Email Upload Format POF amp cn Price to ADP Recoed AR Information i 7 m ccess Act amp Access Log Gate Activity Do NOT Recoed chons pe amp Promo Payments amp Descriptio Next Weekly 12 30 1893 zi db ACH Transactions Next 1st 18th 12 30 1893 ee A 1 XK Coes a maula Automatic Reports Printing In the Automatic Reports tab of Site Setup select the Scheduled Event from the drop down menu Scheduled events include o Morning Opening the Day These reports print during ADP in the morning o Evening Closing the Day Print by selecting File Print End of Day Reports o End of Week Month t
66. PLETING THE INSTALLATION PROCESS AND USING THE SOFTWARE AS IT PROVIDES A LICENSE TO USE THE SOFTWARE AND CONTAINS WARRANTY INFORMATION AND LIABILITY DISCLAIMERS In order to use this software you must first accept the terms of this EULA and confirm your acceptance of the terms of this EULA by pressing the I Agree button on the download screen By installing copying or otherwise using any portion of this software you are confirming your acceptance of the software and agreeing to become bound by the terms of this EULA You agree that this EULA is enforceable like any written negotiated agreement signed by you If you do not agree to be bound by these terms then do not install or use the software in anyway contact Chamberlain Access Solutions immediately to make arrangements to return the product If you acquired the software on tangible media e g CD without an opportunity to review this license and you do not accept this agreement do not use the software contact Chamberlain Access Solutions immediately within 30 days of purchase or otherwise acquiring of the software to arrange to return the software product If you press the I Don t Agree button on the software download screen you will not be able to install the software 1 Definitions 1 1 Use or use and Using or using means to access install download copy or otherwise employ the functionality of the Software 1 2 Computer means an electronic device that acc
67. RE USER GUIDE NEw CLIENT MOVE IN The New Client Move In Wizard is a quick and easy way to move a client in MEW CLIENT and get all needed client information NOTE Before a client can be moved in MOVEIN the site spaces must be set up See the Setup Lease Spaces section in Chapter 5 for instructions on setting up lease spaces To enter the New Client Move In wizard open the EZ Task screen and click New Client Move In Client s to Finish Processing E lf a client was partially moved in and move in still needs to be Select the Client to finish processing completed a dialogue box will appear prompting the user to either finish the client s move in or to start a move in with a new client eee To cancel the unfinished move in click on Inactivate the Client No Move in To enter information tab through each field and complete all applicable information Yellow fields are required fields Click on the green forward arrow to continue to the next screen Click on the green back arrow hai to return to the previous screen if needed You can jump ahead to any screen in the list by clicking on the screen name in the upper left hand corner of the wizard The list of screens at the left shows checkmarks next to each topic to track your progress Green checkmarks indicate screens that have been completed Yellow checkmarks M indicate screens that have incomplete required fields Help information for each field can be found i
68. Schedule Level 3 users will be unable to access the function Only Levels 1 133 Chane Hon Assessment Date and Unrestricted will be able to access the function 123Remove Al Assessments Restrictions Level 1 is less restricted than Level 2 or Level 3 Restricting Level Baies 1 also restricts Levels 2 and 3 Restricting Level 1 means that any Level Two f Level Three Level 1 Level 2 or Level 3 users will be unable to access the function Only Unrestricted users will be able to access the function None means that the function is completely unrestricted and anyone can access the function PTI Only means that no user at the site level will be able to access the function including Unrestricted users Only technical support personnel can access this function and turn the PTI Only designation on or off 55 d taskMASTER MANAGEMENT SOFTWARE USER GUIDE SETUP LEASE SPACES Access Setup Lease Spaces by clicking on Utilities Setup Spaces This screen is used to add new spaces to the system Generally when TaskMaster is purchased a configuration utility is completed by the site which pre inputs all of the spaces In this case the Setup Spaces screen will not need to be completed However should the site add new spaces or reconfigure their existing spaces this screen is used to add the new spaces If new sizes types of spaces other than those already existing become available these will have to be configured under Maintain Le
69. Sites only or all sites and highlight reports When you have made your selections click Execute sai 90 d TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE WEB SALES TaskMaster interfaces with Online Self Storage s Web Sales which allows a site to use Online Self Storage s web site to take client payments and rent spaces lf the site uses Online Self Storage s OSS web Online Self Storage Upload Download amp Setup sales OSS will set up the link and OSS Software resaies Logn Paw 1 1 1 1 1 am storagecompary aaa New Rental Fee for you as well as provide training in using the Be Sp G t f Storagecompany onine ia OSS software TaskMaster software continues to S Date amp Time Name Phone Event operate as designed renee pe along l 623 223 2578 e 5 Process Stewart Newton 480 965 9039 36 25 Event Smith John 480 610 9112 592 7 Osburn Archie 602 602 1513 Each morning the site manager will have to 20001121088 Naz Jake E SC update TaskMaster and OSS To perform this Note Z function select Utilities Online Self Storage This pulls up the Online Self Storage K sse Upload Download amp Setup During the initial setup the FTP address Login Password Company ID and Site ID provided by OSS must be entered at the top of the window Click Apply During the morning update the manager will click Connect to connect to OSS and update the list Then the manager will select each new eve
70. The Rate Change function should only be changed for special situations where you want an individual automatic rate increase to occur or if the customer negotiated a special price for a time 38 d tasSkKMASTER MANAGEMENT SOFTWARE USER GUIDE INSURANCE Setting Up Insurance To bring up the Insurance Carrier window go to Utilities Maintain Insurance Info Input the insurance carriers that your site uses to sell insurance to your clients The insurance company will provide you with the information to complete this screen You must set up these carriers prior to being able to select them when renting a space Selling Insurance to Clients While renting a space to a client through the New Client Move In wizard on the final screen you will be prompted to offer insurance coverage lf the client declines insurance click Cancel If the client wishes to purchase insurance complete the insurance forms provided by the insurance company and complete this screen You must select a Carrier and input a Policy and Coverage amount for the screen to activate The Current Rate section allows you to change the rate over time and works like the Rate Change function When all necessary information has been input click Add to add the insurance to the client s account TaskMaster only assesses the insurance premium with the monthly rent All other communications and paperwork for insurance are handled by the site and the insurance company
71. The Take a Payment buiton on the EZ task screen is used to access the To prepay a customer for a certain number of months use the up arrow to increase the number of months desired If the customer is prepaying that prepay amount will be listed under prepays below open items The balance due for a customer appears in the Gr Balance Due field eebe Cath Tendered Change Open Items If the customer has multiple spaces a break down sic on c EN of the total due will be displayed ks 2x y ga 66 05 The window in the center of the screen shows a pom break down of each fee rental amount and am assessment due TotdPomen V Clicking on the History button shows the record of all payments made by a customer lt A GL CHG gt Administratia lt 1047 gt Administration Fees lt 1047 gt Insurance Premiums lt 1 Medium Bos Mercha lt 1 Paddlock gt Merchandi lt 1047 gt Rent Lease Fee nuets lt 1047 gt Rent Lease Fees lt 1047 gt Insurance Prem Chert Gecits Not allowed Two Copies Accept amp Print Receipt s Gel Apphing Waiving Ending D 10 22 0 00 0 00 10 22 07 0 00 0 00 5 11 07 5 03 0 00 0 00 5 03 07 234 0 00 0 00 234 07 8 32 0 00 0 00 8 32 07 66 05 0 00 000 66 05 07 0 00 0 00 0 00 0 00 07 0 00 0 00 0 00 0 00 07 0 00 0 00 0 00 0 00 07 To accept a payment type the amount the client is paying under the Cash Check or Credit fields depending on how they are paying The Check f
72. a special command go to Utilities Special Functions Special Command In the box that pops up type in Set Types Late Fees and click OK Then type in Set Charges Late Fees and click OK This will apply the fees to all users and user accounts as applicable Special Command special Command Set Types Late Fees Set Charges Late Fees Cancel Cancel 57 dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE DOCUMENT MERGE FIELDS To change the Document Merge Fields go to Utilities Document Merge Fields After all information has been input click OK These fields can be changed at any time Document merge fields contain information that can be automatically merged into letters without having to update the letter each time There are many Document Merge Fields Document Merge Fields provided in TaskMaster Most of the client Invoice Message contact information dollar amounts and fees Refer a friend and receive up to 25 off pour nest rent Call today for a BER business hours and dates within the software are Document Merge Fields that appear in Nest Aucton Date Mest Auction Time Misc Time various documents In most cases these can be 12 12 z Ginen ma Misc Date 1 Misc Date 3 found under Maintain Letters and inserted into haoss Si oe E letters from that screen Mise Date Miso Date 4 1273071899 12730 1899 There are some Document Merge Fields that X Carca apply to every account and need to be c
73. ack a business Merchandise Sales A retail center to sell products Lease an Additional Space Allows customers to rent additional spaces 123 Accounting Displays current spaces being leased and any open balances on the account List of Clients Displays all active clients their guests and the spaces on each account List of Spaces Shows the current inventory of open and rented spaces dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE SEARCHING IN TASKMASTER There are three fields across the top of the EZ Task screen that can be used for searches Client Name The field at the top center is the Client eu var rs Name that TaskMaster is currently focused on To make sagen HERE MlIAI ln changes to an account the clients name must be in focus 2 in this field If there is no name in this field find the client to edit or work with their information h SEARCH BY ID Search Here Look up a client using the Search Here field by clicking the arrows to each side of the field The single forward Hl and backward L4 arrows scroll through the list of customer names one at atime As you scroll through the names each customer s name will appear in the Client Name field between the arrows The extended forward PH and backward 14 arrows take you to the very beginning 14 or end LY of your customer list You can also go directly to a specific client by typing their last name in the white search field between the arrows To S
74. ances will Chamberlain Access Solutions be responsible for any damages either incidental or consequential based on these recommendations Computers running any Chamberlain Access Solutions hardware software or utilities must meet our computer requirements These computer requirements are intended as a minimum guideline for operating our access control system If a customer intends to add third party peripherals to the system they are responsible for ensuring that the products are compatible with the access control system they have installed TaskMaster PayXpress and Site Graphics are trademarks of Chamberlain Access Solutions All rights reserved Microsoft Windows Pentium Symantec Norton McAfee are all registered trademarks of their respective owners dP TasSkMASTER MANAGEMENT SOFTWARE USER GUIDE ap OPENING TASKMASTER Ewes Double click on the TaskMaster icon on the DEL WAYAR desktop to start the TaskMaster program Once the Liconesd To FTIInegaedSyteme program opens the Log In screen will appear Select the appropriate user name from the Operator drop down box and enter the password in the Password box After a period of inactivity or if the current user logs out this screen will reappear The first time that you log into TaskMaster enter the Operator name and Password that were specified on the configuration forms INITIAL SETUP GHECKLIST For the best experience with the software please follow th
75. and site policies We do not recommend that you use the Rate Change function to give discounts Discounts should be given in the discount section so they can be tracked in reports The Rate Change function should only be changed for special situations where you want an individual automatic rate increase to occur or if the customer negotiated a special price for a time 37 d taskMASTER MANAGEMENT SOFTWARE USER GUIDE Rate Change for an existing client renting an additional space From the EZ Task screen select Lease an Additional Space to give the client a rate change at the same time as you rent the additional space i Loo Roo Saah EZ TASK To make a rate change that is effective on the current day type a dollar amount in the viei Rate Field This will be the actual rental rate of the space rate 7800 Je Prorate to the first First Date of Charge 0171672009 D Setup Fee 5 00 Click on Click Here to Accept Rental A Sea ie pop up will appear asking why the customer a SE is entitled to the rate change Enter a reason iam Be and click Accept The Insurance Coverage myers var ES geg 17S screen will pop up Enter the customer s insurance information and click Add or click Cancel if there is no insurance coverage Next Assessment 02 01 2009 We do not recommend that you use the Rate Change function to give discounts Discounts should be given in the discount section so they can be tracked in reports
76. ands 102 103 Special Functions 95 100 102 Support See also Technical Support 2 6 50 51 55 73 84 88 89 94 95 97 102 103 104 Swipe Reader 81 83 85 86 96 Synchronize 8 95 103 Synchronize Access System 95 103 System 2 1 2 3 4 6 7 8 14 17 19 22 24 35 40 43 46 49 50 51 53 56 57 58 60 61 67 71 72 73 75 77 81 89 93 95 96 99 100 101 102 103 105 115 116 117 System Functions 43 100 System Maintenance Setup See Also System Setup 7 71 77 101 System Processing 2 7 8 51 52 53 54 60 61 69 81 82 84 85 86 100 101 113 114 116 System Requirements 1 2 3 4 7 53 60 66 93 System Requirements for Basic TaskMaster 2 System Setup 6 24 40 49 50 51 53 75 77 101 System Tray 81 89 100 System Tray Items 100 Take a Payment 15 16 17 Task Scheduler 7 28 41 43 44 52 70 72 101 Taskbar 5 6 7 9 11 28 30 31 39 51 53 55 66 67 71 72 77 78 85 95 96 116 TaskMaster 2 1 2 5 7 9 10 11 12 17 18 19 20 21 23 28 30 33 34 39 40 42 44 45 46 48 50 51 52 55 56 121 d taskKMASTER MANAGEMENT SOFTWARE USER GUIDE 58 60 66 67 73 74 76 78 81 83 84 85 87 88 89 90 91 92 93 94 95 96 101 102 103 104 105 106 Tasks 2 10 21 27 32 33 43 47 59 71 72 103 Tax Exempt 30 73 TCP IP 4 Technical Support 2 5 6 50 51 55 73 84 88 89 94 95 97
77. ar discount rate can be given by typing in a dollar a amount or the discount can be a percentage of the 01017205 1 Set this Ending Date Space rate by placing a checkmark in the Use as field If you give a discount in this field a window will NO Ending the Discount appear when you accept the rental asking you to set an ending date to the discount If the discount will not expire click No Ending the Discount To end the discount after a certain date input the date in the box and click Set this Ending Date Select a Discount Ending Date Promotions in Use Setup Promotions in Use SetUp To set the Promotions to appear on the Lease a Space screen in the New Client Move In wizard select i __Promational Active a spun m S e Miltary 5 Discount E Utilities Site Setup Promotions in Use Mitary 10 Discount H Military 15 Discount E Miltary 20 Discount E 7 8 Military 25 Discount lv Many common self storage discounts and promotions have Jiro 5 discount 8 already been preprogrammed here for your convenience araea sean 8 Place a checkmark beside any promotions the site intends leese p to use These will appear as options when you rent a new Doa 8 space 34 dP TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Giving a discount to an existing client on an existing space To give an existing client a discount on an existing space or on an additional space go to the Detail amp Alter Information screen by click
78. are is not designed intended or licensed for use in Life Safety or hazardous environments requiring fail safe controls including without limitation the design construction maintenance or operation of nuclear facilities aircraft navigation or communication systems air traffic control and life support or weapons systems Chamberlain Access Solutions specifically disclaims any express or implied warranty of fitness for such purposes 6 2 1 4 No oral or written information or advice given by Chamberlain Access Solutions its dealers distributors agents or employees shall create a warranty or in any way increase the scope of the Limited Warranty provided herein 6 2 1 5 The Limited Warranty does not apply to software provided to you free of charge for example pre releases demonstration product sampler all of which are provided AS IS or software that has been altered by you or your representative 6 2 1 6 This Limited Warranty is void if failure of the Software has resulted from force majeure accident abuse or misapplication Any replacement Software will be warranted for the remainder of the original Limited Warranty Period or thirty 30 days whichever is longer 1 10 7 10 11 12 d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE Limitation of Liability Sch TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY TORT CONTRACT OR OTHERWISE SHALL CHAM
79. ase Types prior to setting them up on this screen lecilty wath a ureque ID pu r andl prsg A lease be a each space the pacah ts move above ihe the left hand window Click New Insert above Asi De on Trae the Item Identification window in the center of the Re 2 screen Type the new space number in and press Sa Enter If there are more spaces of that size to be 2 f added and they are all consecutive numbers then e io click Add One for each additional consecutive space lf you make a mistake and need to delete a space C ip click on the space to delete and then click Delete To To set up spaces click on the space size or type in es E Tod eise 5 ADD ONE NOTE If the company has exceeded the number of Spaces shown on the registration tab the New Insert button will not be enabled NOTE Once a space has a history attached to it i e has been assigned a size and or rented do not delete if from TaskMaster as this will affect reporting in other areas of the system Display Sequence AA ak Thru Order Display Sequence Walk Through Order The Setup Spaces screen can be used to change the Walk Through 103 Order for the Walk Through Reports By moving spaces around in this 105 area you can change the sequence order in which the spaces appear ug on the report allowing the report to accurately reflect the order that the 1 manager encounters the spaces while performing a walk through of the 1 Site 112
80. ates are calculated differently by newer versions of Taskmaster Quick Assign Spaces The Quick Assign Spaces function is used when converting from an old management software or paper based system to TaskMaster You can quickly add clients to Spaces by going down the list of names and assigning a space If this function is needed technical support will guide you through the first few accounts Reset All Clients Late Days to Standard lf a change is made to the late fee structure due to law change or site policy change the change must be made in the Site Policies tab of the Site Setup function This will affect Select Client Berchande Jamie Bio Product Brewkowski Kade Carmichael Skippy Fairweather Mary Fallar Jess Fowler Fordham Jones Brian Jones Diane Juan DeLeon Kennedy Theodore King Lee Marscapone Luigi Mentales Gus Meyer Greg Minos Dom Morr lvanna Nazolides Jake Osburn Archie D Hal mna Ei Download Program Update v Reset Last Activity Date Time Recalc All Paid To Dates Quick Assign Spaces Reset All Clients Late Days to Standard Clear Network Locks Synchronize Access System Reset Access Hours to Standard Change Next Invoice Date Special Command Last Space Assign Description 1001 10x10 Next Assessment Leased Date 02 01 42005 01 31 2005 Security Deposit 0 00 Rent Balance Due 0 00 Nk en 1st Late Fee has been assessed 0 00 2nd
81. ation within Master Security This feature is no longer available on current versions of the software Billing Info Maintenance _ dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE DAILY OPERATOR TASKS EZ Task Searching in TaskMaster New Client Move In Take A Payment Vacate Space Move Out Transfer Lease an Additional Space Merchandise Sales Account Management Reports List of Clients List of Spaces d TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE EZ TASK The EZ Task screen is the default Main screen in TaskMaster where one can easily maneuver through the most common daily operations in TaskMaster To return to this screen from other areas of the CLIENT NAME x SEARCH HERE ES ge program Z er VEH From the Taskbar Click on the Client Data EZ Icon GRATED SYSTEMS From the Toolbar Click on the icon E E E gd From the Menu Click on View EZ Task NEW CLIENT VACATE SPACE PA Gei MOVE OUT TRANSFER REPORTS PS SE AN ACCOUNTING LIST OF CLIENTS LIST OF SPACES DDITIONAL SPACE The EZ Task screen contains ten EZ Task buttons MERCHANDISE SALES Take A Payment Enter customers rent payments and payment of any outstanding balances New Client Move In Wizard that walks through a complete move in Vacate Space Move Out Moves a customer out of their space Transfer Transfers a customer from one space to another Reports Contains all the preloaded reports needed to tr
82. ation Technology professional Chamberlain Access solutions does not provide this service The Master Workstation or Server can be used as a point of sale Therefore if the site needs two points of sale one will function as the Master Workstation Server and the other will be a Client Workstation This is only for file sharing purposes and has no visible impact on day to day users Client Server Network Master Workstation Server Workstation Workstation Workstation 93 d tasSKMASTER MANAGEMENT SOFTWARE USER GUIDE Network Setup within TaskMaster Once the Network is set up follow the steps below These steps should be performed only by a trained experienced Network Information Technology professional 1 Install TaskMaster and Pervasive Summit 10 on the Master Workstation Server and on all Client Workstations 2 Delete all W3 amp WB files from the C RTM folder and any subfolders on the Master Workstation Server and on all Client Workstations 3 On the Master Workstation Server share the c directory on which TaskMaster is installed On all Client Workstations map a drive to the Master Workstation Server 4 On all Client Workstations delete all files in the c RTM files folder 5 On all Client Workstations right click on the TaskMaster icon on the desktop and select Properties Target needs to read C rtm rtm exe WS drive D The Start In area must read mapped drive letter rtm E
83. cation screen to take a photo of the guest 30 d taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Access this screen by clicking on Tasks Documents Click on a previously printed document in the window near the center of the screen and reprint it by selecting Reprint from the Document section OR Print an invoice letter or lease by clicking the appropriate field The section next to the document section allows you to customize which letter invoice or lease to print Depending on the document selected different fields will be activated Letters can be e mailed by placing a checkmark in the E mail checkbox and filling in a valid e mail address Once the information is entered to print or e mail a document click Execute to print or send the e mail 31 d taskMASTER MANAGEMENT SOFTWARE USER GUIDE G REVERSING PAYMENTS The Reverse Payment window can be accessed by selecting Tasks Reverse A Payment This screen can be used to reverse any cash check or credit payment that was made within the last 60 days Reverse Payment Client Name Smith John You must first search for the client and have their account active before reversing a osem koroa ea ea e a pay ment ELSE 05 8 aM 123 5 To reverse a payment select the payment E to be reversed and click Reverse Payment Ion 6s 12998 Click Apply to accept the change The payment has been reversed AS wv Apply Xx Cancel Reversing cr
84. cess Hours To Time Found on the Access Tab of the Site Setup Weekend Gate Access Hours From Time Found on the Access Tab of the Site Setup Weekend Gate Access Hours To Time Found on the Access Tab of the Site Setup Fee assessed on generation of first default letter Found on the Site Policies Tab of the Site Setup Fee assessed on generation of second default letter Found on the Site Policies Tab of the Site Setup Fee assessed on generation of third default letter Found on the Site Policies Tab of the Site Setup Fee assessed on generation of fourth default letter Found on the Site Policies Tab of the Site Setup Fee assessed on generation of fifth default letter Found on the Site Policies Tab of the Site Setup Fee assessed on generation of sixth default letter Found on the Site Policies Tab of the Site Setup Fee assessed during the processing of an NSF check Found on the Site Policies Tab of the Site Setup Fee assessed for processing Overlock Found on the Site Policies Tab of the Site Setup d taSKMASTER MANAGEMENT SOFTWARE USER GUIDE Client Merge Fields The Data Insert Fields are coded only to client specific information Field Name Business Name Salutation First Name Last Name Street Line 1 Street Line 2 City State Postal Code Postal Ext Country Name Address Line 1 Name Address Line 2 Name Address Line 3 Name Address Line 4 Name Address Line 5 Home Phone Work Phone EMail Ident
85. cian installing your router o Port 80 o Firewall or Router with Port o Secure Port 443 Forwarding enabled e Secure Certificate for Microsoft IIS Available from a variety of providers such as Network Solutions www networksolutions com Verisign www verisign com or GoDaddy www godaddy com e Must have a registered Domain Name Available from a variety of providers such as Network Solutions www networksolutions com Domain Bank www domainbank com or GoDaddy www godaddy com We strongly recommend that installation and setup of all computers and any Chamberlain Access Solutions equipment be done by a certified licensed qualified and competent technician Chamberlain Access Solutions can recommend local dealers and installers but it is up to the customer to verify their qualifications and negotiate any pricing or contracts unless we have been specifically contracted in writing to do so for the customer The above information represents recommended minimum guidelines These guidelines are subject to change without notice With any computer setup or configuration some troubleshooting and adjustment of the configuration may be required This will differ with every computer setup depending on operating system software installed on it quality of components internet connection modem connection or any other variable introduced into the setup This troubleshooting and configuration may include purchasing additional equipment In no circumst
86. condary contact or true guest H HTTP Hyper Text Transfer Protocol A protocol that defines how web sites are formatted how they function and how they are displayed on the Internet Hub A common connection point for devices computers printers etc within a Local Area Network I J Icon Small pictures on the computer screen that represent functions or programs that can be run by clicking on them IP Internet Protocol A unique number assigned to identify a computer host on the internet Also called an IP Address Usually represented by groups of numbers separated by a period or dot For example 233 22 354 4 IT Information Technology A term referring to the study of computer processing and networks ISP Internet Service Provider A company that provides access to the internet Integer A term for a whole number without decimals or fractions Positive integers are greater than zero and negative integers are less than zero Intranet An in house web site that serves the employees of a business May be linked to the Internet but is not a site accessed by the general public K Kiosk A freestanding computer station similar to an ATM that allows tenants to rent soaces make payments and move out of spaces without having to interact with a site representative TaskMaster can interface with SAM and Open Tech Alliances Insomniac 115 d taSKMASTER MANAGEMENT SOFTWARE USER GUIDE L Late Fees A charge that may b
87. d amount and decide whether or not to eege Space charge for the current day s use Client Name Smith John Space ID Recurring charge to be removed Prorating the assessed amount gives the unused portion of rent back to the customer To charge the customer for the current een EEEE day s use check the appropriate box Paid To 0870172004 Expected Vacate n a Notice Given Gi D I b x x x Current Period Charges If the facility requires advance notice prior to a client moving out Fees of the facility there may be a fee showing in the Not Enough ee E e Assessed NotUsed Paid Available be Credited Notice field This fee can be altered or removed by changing es fon es an M the amount in the field To require notice prior to move out go Secutiy Depostto be Refunded 0 00 to Utilities Site Setup Policies The fee F is based on the ee the Cenis Account 000 se H otal Amount Refunding 0 00 amount of rent R divided by the number of days in the current ee month D multiplied by the number of days notice N that Not Enough None Selected z Notice Fees om F Auctioned should have been given R DxN F A Accent RK Cence You can also track the reason for the client discontinuing use for marketing purposes by clicking on the Why is the client discontinuing use drop down menu These answers can be modified in Utilities Site Setup Questions amp Answers Message 73214 Once this screen is complete click Accept Thi
88. d in the base purchase price but may be added at purchase or at a later date by paying an additional fee to Chamberlain Access Solutions 2 Grant of License 2l Subject to your compliance with all the terms of this EULA and the purchase of the software from Chamberlain Access Solutions Chamberlain Access Solutions grants you one single limited non exclusive personal non sublicensable restricted licence to install and use the Chamberlain Access Solutions software herewith on a computer in accordance with the purposes and functionality described in the documentation and only in accordance with this EULA 2 2 The Software is protected by copyright laws and international copyright treaties as well as other intellectual property laws and treaties 2 3 The Software is licensed not sold to you by Chamberlain Access Solutions upon purchase of this License from Chamberlain Access Solutions The License gives you limited rights to use the Software You do not become the owner of the Software licensed to you Chamberlain Access Solutions retains all rights title and interest in and to the Software and all copies thereof 2 4 All rights not specifically granted in this License including all U S and foreign copyright rights are reserved by Chamberlain Access Solutions 2 5 The Software in this package and any copies which this License authorizes you to make are subject to this License 2 6 The License granted by this EULA covers a single copy of
89. de legal counsel arising out of or relating to matters covered by this EULA You and Chamberlain Access Solutions agree that the decision from the arbitration may be entered in any court of competent jurisdiction You Chamberlain Access Solutions and the arbitrator shall treat all aspects of the arbitration proceedings including without limitation discovery testimony other evidence and briefs as confidential Upgrades and Updates 12 1 Chamberlain Access Solutions may from time to time present programming fixes modifications variations updates and revisions collectively updates to you including version updates to the Software You may accept or reject such updates to you including version updates at your sole discretion as long as you acknowledge that any obligation Chamberlain Access Solutions may have to support the previous versions of the Software shall be considered to have ended upon the date of availability of the update 12 2 If the Software is an update to a previous version of the Software you must possess a valid license to such previous version in order to use such update All updates are provided to you on a license exchange basis You agree that by using an update you voluntarily terminate your right to use any previous version of the Software As an exception you may continue to use previous versions of the Software on your computer after you use the update but only to assist you in the transition to the update provided that the
90. dit E MAIL GROUPS End of Day End of Week End of Month End of Year Recipient Name jw Active C None C None C None C None Brett Jones C E Mail E Mail E Mail C E Mail E Mail Address e E Mail2 C E Mail2 C E Mail2 E Mail C EMail3 E Mail C E Mail3 C E Mail3 briones yahoo com Site Maintenance Setup System Maintenance Setup Eji Regsrason T printers amp More ME Operators d Schedule Events EY internet Custom Settings LS Custom Settings Custom settings should only be changed by technical support Do not Default Label Change To Custom Identification Fields State Misc Number 1 Label add or change these settings AN eee ees Sg SS Fe Misc String 1 Label Second Code WH Pony cereal Site Maintenance Setup 52 dP TasSkMASTER MANAGEMENT SOFTWARE USER GUIDE SITE SETUP To access Site Setup on the Taskbar expand the Maintenance Tab and select System Setup then select the Site Maintenance Setup title bar BC General Data General Data contains information for the specific location aw including the name amp address information ere 1 A 1 Address 8271 E Gelding Dr This information will appear on the top of Sig u i SE all correspondence and reports aa FE paff A Phone JE 331 6224 Fax 809911335 2 X Cancel Modem 480 991 1259 Email finfo ptiaccess com RegionNo jo GroupNo 0 C3 General Data J site P
91. does not terminate any of Chamberlain Access Solutions rights or protection that have accrued under this EULA All provisions which must survive in order to give effect to their meaning shall survive any expiration or termination of this EULA including without limitation all of your representations responsibilities and indemnification obligations 14 Technical Support Services Chamberlain Access Solutions may provide you with Technical Support services related to the Software With respect to technical information you provide to Chamberlain Access Solutions as part of the Technical Support services Chamberlain Access Solutions may use such information for its business purposes including for product support and development Chamberlain Access Solutions will not utilize such technical information in a form that personally identifies you Chamberlain Access Solutions Technical Support service may have fees and costs associated with utilizing and engaging such services with the Software over and above the original purchase price of the License to use the Software By using or installing the Software and requesting that Chamberlain Access Solutions provide Chamberlain Access Solutions Technical Support service you agree to pay to Chamberlain Access Solutions these fees and costs including any reasonable collection fees late fees and interest in a timely manner as a part of this EULA Notice and Contact Information All notices requests demands and
92. e Interface If you wish to set up the gate interface to one of these companies contact technical support to obtain our side of the interface and then contact the Gate Access Control System for their side Once the interface is set up open TaskMaster and select Utilities Special Functions Synchronize Access System This performs the initial download to the Gate Access Control System Downloading to a Gate Access Control System During day to day operations the Gate Interface will automatically download to the Gate Access Control System whenever a client change occurs Anytime a space is rented suspended vacated or transferred the information will automatically download into the Gate Access Control System lf the Gate Access Control System connection is ever lost the system can be re synchronized by selecting Utilities Special Functions Synchronize Access System Gate Access information is input on the Security Access screen under Client Data on the Taskbar 95 d taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Security Access Screen SES The Security Access screen allows changes to a client s access when TaskMaster is interfaced to a Gate Access Control System This screen is accessed by clicking on Client Data Security Access On newer systems the only features used with these gate systems are the access code time zone alert and expiration date lf you are using swipe cards for access and you have the card swipe
93. e arrow Zi ol AIS buttons to move Up Down Left or Right You can also E mae S ahs Sni cy maneuver through the site picture by right clicking anywhere on the screen This changes the mouse pointer to the Move hand pointer Hold down the right click button and move the mouse around to drag the picture To jump to a specific space type the space number in the Center on ID field To magnify a specific area of the screen click Zoom In To see more of the site click Zoom Out To see the entire site click Zoom 100 lf changes are made to the screen click Refresh to update the view To view the screen in full screen mode click Full Screen 98 dP tasSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Viewing Space Information in Site Master Graphics In the Site Master Graphics screen you can obtain more information about a particular space by clicking on that space N Le Co N S L N Co EH Kei Co B 2026 2025 Clicking on Vacant Spaces Space History lf you click on a vacant space the Space Description Standard Rate Standard Deposit History window will appear This shows the E SES NI CientName ftom To Space number description Standard Rate event Men sg ren Een standard Deposit at the top of the screen The center of the screen shows the last client that rented the space the dates rented and the rate Rent Now Click on Rent Now to go to the New Client Move in wizard
94. e assessed if the tenant does not pay rent by the required time LAN Local Area Network Generally a small network located inside one building or business used to connect the computers together Levels User rights to access information within TaskMaster May be Unrestricted Level 1 Level 2 or Level 3 with Unrestricted as the highest amount of access and Level 3 as the least amount of access Letter Fees A charge that is assessed when a letter is printed such as a late letter or auction letter Even though this charge may be assessed with a late letter it is NOT the same as a late fee This is a separate charge M Main Site In Central Office this is where the software is run from Usually this is the headquarters Master Workstation A computer that acts as a server on a client server network but also can be used as a workstation Merge Fields Variables that may be placed within letters that reference specific information in TaskMaster that is different for each tenant Modem A device that allows computers to access the internet or another computer through telephone lines Multiplexer A connection point for door alarms within the Access Control system Also called a Mux Mux see multiplexer N NSF Non Sufficient Funds The state that occurs when a check that is presented against a bank account does not have enough funds on deposit to cover the check Network Two or more computers and other devices such as printers
95. e either Chamberlain Access Solutions or user of its rights and obligations that have previously accrued Terms herein that by their nature prescribe continuing obligations and rights shall survive the termination or expiration of this EULA This EULA is immediately terminated in the event you are refunded the purchase price for whatever reason and you may no longer use the Software without the written consent of Chamberlain Access Solutions Upon termination of this EULA you must destroy or certify in writing the destruction of the Software along with any backups and copies uninstall it from any computers and you must no longer use the Software in any way Chamberlain Access Solutions reserves the rights as listed in Section 5 to audit your compliance and ensure that you have destroyed all of your copies of the Software uninstalled it from any computers and that you are no longer using the Software in any way It is your responsibility to comply with the terms of this EULA and to obey the laws of your jurisdiction Your rights under this EULA will terminate immediately and without prior notice if you violate any term of this License including violating any applicable laws or rights of any third party including the intellectual property rights of any such third party You may be subject to legal action if you continue to use the Software in violation of this EULA Termination of the EULA by either party cancels any rights that you have under this EULA but
96. e exported or re exported into any country prohibited by the United States Export Administration Act to a national or resident of Cuba Iran Myanmar Burma North Korea Sudan Syria or any other country to which the U S has embargoed goods who intends to transmit or transport the products back to such country or to anyone on the U S Treasury Department s list of Specially Designated Nationals or the U S Commerce Department Table of Denial Orders By downloading or using the Software you are agreeing to the foregoing and you are representing and warranting that you are not located in under the control of or a national or resident of any such country or on any such list License Compliance ome You agree that Chamberlain Access Solutions or our authorized representative may audit your use of the Software for compliance with the terms of this EULA at any time upon reasonable notice of 30 days 5 2 In the event that such audit reveals any use of the Software by you other than in full compliance with the terms of this EULA you shall reimburse Chamberlain Access Solutions for all reasonable expenses related to such audit in addition to any other liabilities you may incur as a result of such non compliance including payment of additional license fees 5 3 Should legal action or arbitration be undertaken to enforce your compliance with this EULA you agree to pay all court or arbitration costs reasonable attorney fees fines and punitive damag
97. e magnetic strip This number is used to prevent fraud from stolen credit card numbers C The primary hard drive on most computers is referred to as the C drive 114 d TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE D Device Keypad multiplexer relay board or other equipment used with the Access Control System Desktop In Microsoft Windows the main screen of the computer Usually contains shortcut icons that allow users to quickly access commonly used programs Domain Unique name used to identify an organization on the internet Example www ptiaccess com Double click In a standard computer setup this means to quickly tap the button on the left side of a mouse twice E EZ Task The main screen of TaskMaster with shortcuts to the 10 most common functions E mail Electronic transmission of messages over a network F Field An area within a program where you can type data Usually a white box with a cursor Firewall A program or hardware located on a network gateway or server that protects the network from access by non authorized users FTP File Transfer Protocol A standard Internet protocol used to exchange files between computers on the internet E GL General Ledger Account codes used for business accounting for reporting purposes Group No Used to distinguish between remote sites for the Central Office Software or FTP uploading Guest An additional person on an account May be an emergency contact se
98. e release software will be announced or made available to anyone in the future that Chamberlain Access Solutions has no express or implied obligation to you to announce or introduce the pre release software and that Chamberlain Access Solutions may not introduce a product similar to or compatible with the pre release software Accordingly you acknowledge that any research or development that you perform regarding the pre release software or any product associated with the pre release software is done entirely at your own risk During the term of this EULA if requested by Chamberlain Access Solutions you will provide feedback to Chamberlain Access Solutions regarding testing and use of the pre release software including error or bug reports If you have been provided the pre release software pursuant to a separate written agreement your use of the pre release software is also governed by such agreement You agree that you may not and certify that you will not sublicense lease loan rent assign or transfer the pre release software Upon receipt of a later unreleased version of the pre release software or release by Chamberlain Access Solutions of a publicly released commercial version of the software whether as a stand alone product or as part of a larger product you agree to return or destroy all earlier pre release software received from Chamberlain Access Solutions and to abide by the terms of this EULA for any such later publicly released commercia
99. each person who is to receive e mailed reports Assign each e mail recipient into E mail Groups for End of Day End of Week End of Month and End of Year There are three possible e mail groups for each of these reports and these can be configured as needed When you have completed each entry click Apply System Maintenance Setup Bresson Q Drreessucre E Operes Schetse Evers CY internet E custom sosega ne SMIP mal Bel INTERNET PREFERENCES p 2 Web Login Name _ Web Password _ V Wart Results Notification F DiatUp Connection me Upload to Folder Lege tame Password Recipient Name _ Email Address ees e PT Syste Pot Domain o f lt gt Add C Em E MAIL GROUPS EndofDay Erd od Week Erd ad Month End of Year Recipiert Name WV Active e None None None None John Smith C EMail CEMal CEMal C EMail EMadAdtes ec Velos itr emad com R d mel W Ach X Conceal Site Maintenance Setup Step 3 Click on the Maintenance tab on the Taskbar and select Schedule a Task In the Activity drop down menu select Event Click on each System E mail report FOW EOM EOD and schedule the recurring times for these tasks Schedule A Task Start Date 06 15 2009 D I Notif Time dh Iv Recurin g 12 00 AM i System Email EOM System Email EOD System FTP EOD System FTP EOW System FTP EOM System FTP Backup Next Execution 06 15 2009 12
100. earch for a client by space ID or to find out who isin BIER e E Ster a specific space click Search by ID located below the 7 Search Here field This brings up the Find a Client by space ID window Type space number in this field and press OK To perform a more in depth search for a client or to search inactive clients click Search by Multiple Choices below the Search by ID button This window ENEE ee A allows you to search by Active Clients and Guests BNS Inactive Clients and Guests or All Clients and Guests by 1 veier Se Ge ZS clicking in the appropriate field fase ka imaga aust You specify to search by Agreement Number Business Name Cardcode Check Number Client ID Code Drivers License number Invoice Number Space ID Last Name Pass Code Phone Number Receipt Number Name Social Security Number or Vehicle License by using the drop down under the Search By field Berchande Jamie The size of the search result list can be limited by typing a number between 1 and 999 in the Maximum Search List field Once you have narrowed your search using the above fields a list of results appears in the lower left hand corner Enter a name in the Search For field to narrow the list Click on an item in the list to bring up more information in the fields to the right Once you have found the correct item click on it to highlight it and then click on Show to bring up the customer in TaskMaster dP taSkKMASTER MANAGEMENT SOFTWA
101. edit card payments requires additional steps depending on the status of the payment and batch Refer to the credit card section for more details If you reverse a check or credit card using reverse payments no NSF fee is charged and the bank deposit amount is reduced a NSF CHECKS The NSF Returned Funds window can be accessed by selecting Tasks NSF Returned Funds This screen is used to reverse a check payment that has been returned by the bank due to Non Sufficient Funds NSF To NSF a check payment select the payment D inm that you wish to NSF place a checkmark in the SE NSF checkbox Click Apply The check is now e ts marked as NSF and the client s account will Tamsin Ser soe S SG OD AM MST immediately be marked with any late fees and an NSF fee if your company charges one If you reverse a check or credit card using NSF checks an NSF fee is charged if applicable and the bank deposit amount is not reduced because the check was already deposited 32 dP TaASkKMASTER MANAGEMENT SOFTWARE USER GUIDE REFUND GCLIENT CREDITS Client Credits on a client s account can be refunded to the client by selecting Tasks Refund Client Credits You can elect to refund all or some of the client credits by placing the amount in the Amount to vital ak Refund field This field will default to the entire 29270 N Campbell Road Hoen 4A 85000 amount of the outstanding Client Credits Any amount that you do not r
102. efund will remain as client credits on the client s account Credit Amount Amount To Available Refund Refund Clicking on the Refund Cash button removes the pa SC SZ full amount from the day s cash receipts and the BE R Cancel bank deposit allowing a direct refund Leave this Cac Pace box unchecked to print out a voucher that the client can send to the main office for a refund MERCHANDISE RETURNS Merchandise that has been sold can be returned to inventory and the client s money refunded by selecting Tasks Merchandise Returns Return Merchandise Refund to Client Credits If merchandise is being returned from a E Se specific client search for the client in DaetTme TaskMaster and have their account active GE before performing the merchandise return Click on Tasks Merchandise Returns To return an item select it from the list and select the quantity of the item being returned If ae ee more than one type of item is being returned be sure to select each item on the list and the quantity Click Apply to complete the return The items will be listed back in the merchandise inventory and the refunded amount will be listed as a Client Credit on the client s account lf the return was for a non client click Merchandise Sales Place a checkmark in the non client sale checkbox The Client Name will show General Merchandise Sales as the name Click on the red pushpin on the toolbar to Add Client to Li
103. emoved from inventory under Add or Subtract as necessary You can also track reorder points and amounts quantities Ke on order and price changes on this screen After making changes to Item No UPC inventory click Apply Ge NOTE Once merchandise has been discontinued it should not be Unit of Measure reused Bags v General Ledger Account Merchandise Sales si MAINTAIN INSURANCE GARRIERS Uw o X Cancel Access the Maintain Insurance Carriers function by clicking on Utilities Maintain Insurance Info This screen allows a site to add edit or inactivate the insurance carrier The information on this screen will be provided by the insurance carrier s Mar To add a carrier click New Insert next to Add Edit Carrier and complete the information as necessary When complete click Apply To edit or inactivate the carrier click on the Name under Add Edit Carrier and make any changes necessary When complete click Apply 67 dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE MANAGEMENT TOOLS Automatic Reports Import Export Demographics amp Marketing Rental Agents 68 d TasSkMASTER MANAGEMENT SOFTWARE USER GUIDE AUTOMATIC REPORTS Reports can be scheduled to automatically print e mail or upload to an FTP server for management review To schedule and maintain automatic reports select Utilities Site Setup Automatic Reports E System Maintenance Setup Site Maintenance Setup FT
104. eni Laif sa Daa ten riaa Open Date Tine Aurrar Tax Total Due For what Date Ue ee 1S Pl SEs ARZANA A 13 PH 5 O11 w11 OF AUB Arzeit 4 Chaige T ee Aer Meru Assess a Charge Fee is basically the same as Attach a Fee except that assessing a fee will link the fee to the account rather attaching it to a specific space Detail amp Alter Information views the details of the selected space This screen is for maintaining rates and dates for current recurring charges that are assessed The lease rental number is displayed below the client name and to the right of that are the overlock and lockout check boxes If the lockout is checked and the site interfaces with a gate system the customer is suspended and will not be able to enter the site Chert Home SE seamy epost UI Ge Ate fn Hand UU Lese A Bega lirics ei is Achain nf Lade Fers upper Humbe x PEER Ove Leecked CO here Tirar Sihua Locke Chul Upd lte E j UDmom anmg Ure Hara Droe Fees hee ee BEN 1a 1000 1 D A e DARC e z d zi Zei 10 00 E Meat Arrercmert Pei To Date ze 3rd jam m mama Head Bebe ed nities ath 10 00 lo Fact Lote Note sl ooo D VT F TT Uss Fee Gurondr ac a 7 o the Hale ume Haa H ri Piel Lumsg Drool ls zam Hee m E Gard Hew Fate Eer Date Ree Uc Ellecteye Dale on Jm lone Top eona On DD Jons 0 00 proas On om PSLE om l AN Change of Hale Hobos
105. ent Data 28 CO FINNS CC 28 PVA ee 29 VTS TIVE e EE 29 BMO NWO DT 30 Ada USS EE 30 Beleg fi LEE 31 Reversing Payments cccceccceeeeceeeeneeeeseeeeseeeeeeeeee cess cess eeseaeeseeeseeeseneessaeessaeesseeesaeeeeas 32 PS e E 32 Ronna Cien i Credle eee ener nent eee ero Sener a ee ee eet one ne eee Tor ent neee Senne nee 33 Merchandise Returns ccccceccccececcccccececcacececeacecececcucecuaceneaceteeacsueauaceneauaueneaeseeneansnenss 33 d tasSkKMASTER MANAGEMENT SOFTWARE USER GUIDE DISCOUNTS e e le EE 34 GIVING a discount tO A NEW renter cc cceecccceeeeceeeeeceeeeeceeeeeceeeeeseeeeseeesseeeesseeeesseeeesaeees 34 FP ROMONONS in USE SEU EEN 34 Giving a discount to an existing client ON AN EXISTING opge 35 Giving a discount to an existing client renting an additional Space soannonnnennnennnennn 36 Rate CHANGES ccccceecccceeceeceeeeeeeeeeeaeeeeeeeeeeseeeeesaeeeeseeeeeseeeeseeeesseeeessaeeessusesseseesaeeessaeeeeas 37 Rate Change for an existing client ON AN EXISTING espace 37 Rate Change for an existing client renting an additional epace 38 M ANOO eege 39 SGUN Up ET ue 39 Sieten tee 10 E E CN 39 OO COI e 40 PEO TOO EE 41 Scrolling Marquee ceccccseececeeececeeeeeceeeeeseeeeeseeeesseecesseeeesseeesseeeesseeeeseueessaeeesseseesseeesaaes 42 Re 43 CVS CUMING E WE 43 Task Scheduler Notification Message nannnnennnennenennnnnnnsnnnnenrnnnrrnnrrnsnernnrrnenrrnnrrnenee gt
106. epts information in digital or similar form and manipulates it for a specific result based on a sequence of instructions 1 3 Documentation means any manuals technical support documents drawings diagrams associated media printed materials online or electronic documentation or help files that accompany this Software or can be obtained from Chamberlain Access Solutions regarding this Software as of the date of purchase 1 4 Chamberlain Access Solutions means Chamberlain Access Solutions located at 9160 East Bahia Drive in Scottsdale Arizona 85260 also referred herein as We Our and Us 1 5 User or user means the registered licensed purchaser or their assigned representative also referred herein as You or you or Your or your 1 6 Software means all of the contents of the files disk s CD ROM s or other media with which this EULA is provided the Chamberlain Access Solutions software program s and third party software programs in each case supplied by Chamberlain Access Solutions herewith and corresponding Documentation and all updates of the foregoing that are provided to you by Chamberlain Access Solutions including any and all additions copies Modules purchased by you versions variations revisions modifications or updates of the program s 1 7 Module means any optional software additions functions upgrades or components that are not normally include
107. er software continues to operate the same as shown in this manual NOTE The TaskMaster configuration should be set up to allow client credits so that customers can pay by credit card at the kiosk When the site manager sees notification of a kiosk payment they must apply the client credit to the client s account so that the customer gets credit for the payment While TaskMaster will recognize the client credit it will not automatically apply the credit to the clients amount due 92 d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE NETWORKING TaskMaster can be used on a client server network allowing multiple users to have the program open and in use at the same time Sites can have multiple employees taking payments renting spaces and doing other accounting functions at the same time This is often used on large sites with many customers and multiple points of sale After purchasing the main TaskMaster license for the server you must purchase an additional client license for each client computer that TaskMaster will be networked to A separate Pervasive Summit 10 Workgroup License is also required Up to 10 user workstations can be set up using Pervasive Summit 10 If more user workstations are needed then Pervasive Server must be purchased separately Each computer on the network must meet Chamberlain Access Solutions system requirements found in chapter 1 The Network should be set up by an experienced knowledgeable Network Inform
108. erlain Access Solutions Installation or use of this Software for any period of time constitutes your acceptance of this EULA and agreement to be subject to its contents You agree that any varying or additional terms contained in any purchase order or other written notification or document issued by you in relation to the Software licensed hereunder shall be of no effect The failure or delay of Chamberlain Access Solutions to exercise any of its rights under this EULA or upon any breach of this EULA shall not be deemed a waiver of those rights or of the breach The terms of this EULA shall be binding upon and inure to the benefit of all permitted transferees and assignees of Chamberlain Access Solutions and user Termination of EULA 13 2 1 13 22 13 2 3 13 2 4 13 2 5 13 2 6 This License is effective until terminated You may terminate this License at any time by destroying the Software and related Documentation and all copies thereof This License and your right to use the Software will terminate thirty 30 days after receipt of the Software unless the Software is registered with Chamberlain Access Solutions with appropriate compensation and registration information In the event that you fail to comply with this EULA Chamberlain Access Solutions may terminate the License and you must destroy or certify in writing the destruction of all copies of the Software in your possession The termination of this EULA does not reliev
109. es that are assessed Gei Join d i Greg 0 00 the iden lype a id TERA 12 21 2004 Gerad ol ae Face foo toda CS 7 pe eg s i E OnvAlter CH 1000 10x10 Discontinue Use Notice Given SE So If the rate change is to begin ona Gamm oam 2 am D A Next Assessment Paid To Date future date click in the first On noom z 03 05 2005 34 o oo 0 Next Scheduled Letter ath Toon 0 checkbox type an amount in the Ce Cs mm New Rate field then select an 03 15 2005 e Use Fee Amounts as a of the Rate Effective Date for the rate change Current Rate Rent Period Current Discount Elei 79 00 Monthly 0 00 Roche to begin New Rate ee Date New Discount SS Date Zeie In 00 Onf II Hon wi overage If you want the rate change to be for ES SES i S ifi 1 l ni n a specific period of time enter an RB p go po S ending date for the rate change by clicking in the next On checkbox and typing in the rate to take effect on the first billing date after the rate change ends NOTE It is important to remember to end rate changes This is the most common mistake that is made when making a rate change If you do not put an ending date then the rate change will never end If you give a rate change the Change of Rate Notice Will Print On field will activate Depending on local regulations the Change of Rate Notice should be printed and mailed at least 30 days prior to the change in rate Be sure to set this date to meet with local regulations
110. es that arise there from for yourself and for Chamberlain Access Solutions Warranty 6 1 Limited Warranty 6 1 1 6 1 2 Chamberlain Access Solutions warrants that the Software will perform substantially in accordance with the accompanying written materials for a period of one year from the date of receipt by user if installed and used as directed by Chamberlain Access Solutions Limited Warranty Period Any modification or attempted modification of the Software by user shall void this Limited Warranty Chamberlain Access Solutions does not warrant however that user s use of the Software will be uninterrupted or that the operation of the Software will be error free or secure During this Limited Warranty Period user s sole and exclusive remedy for the breach of the foregoing Limited Warranty shall be the correction of or replacement of the Software or if Chamberlain Access Solutions is unable to correct the Software using commercially reasonable efforts to terminate this EULA in which case only the user shall receive a full refund from Chamberlain Access Solutions for the amount paid for the License and Software If applicable law requires any other warranties or implied warranties with respect to the Software all such warranties are limited in duration to ninety 90 days from the date of delivery to user Some states jurisdictions do not allow limitations on duration of an implied warranty so the above limitation may not apply
111. eseeeesseeeesseseeseeeesaaees 81 PCC ONO BE 82 Using Credit Cards in RE EE TEE 85 ue OOE EE 87 SECUN UP We FA JOR YPN erennere E EEEE T E TETEE 87 NOTE Please discuss firewall settings with your IT professional to ensure data security at the site but still allow full communications Setting Up Central Office at the Main Site 87 Setting Up Central Office at the Main Gute 88 Setting Up Central Office at the Remote Greis 89 Using Central Office at the Remote Giele 89 Using Central Office at the Main Gite 90 WOD lS eebe 91 Eegen 92 let 92 Neiworkimg MOE 93 CIEE SER VCl INCU OU EEN 93 Network Setup within TaskMaster nnnannnannannnannnnnnennnennnnnnsnnnrnnnnrennrrsnrnnrrneresnrrsnrrnnenne 94 ree EE 95 SCW Tie Cate NMC EE 95 Downloading to a Gate Access Control System cccccccseeeeceeeeeeeeeeeseeeeeseeeeeseeeesaaeeeeas 95 DECUIILY ACCESS OTEC aerenga n eE i a e ironii enn ri inea 96 SAUE EEE e ele 97 Site Master Graphics Getunp 97 Navigating in Site Master Gr aphiCS cccccsecccsececeeeeceececeuceceuceceusessusessueessusessaeessasesees 98 Viewing Space Information in Site Master Graphce 99 System Funchons rtre rr arrear ESAEEErEEEEECAEESEEEREEEAEEC EEES EEEE EEEE Ennn Eene 100 PACKUP D ATIS oere E R E E A E ts 101 Automatic System FProcesSSiNO sce nccnceancccssentesenscctseentesdccogsechsconccuhsecdieed ai ainin 101 ADP Automall Dally ele e ME 101 AWP Automatic Weekly PIOCESSING EE 101 AMP Automatic Mo
112. f they didn t key out the last time they left the property They must go to the office to have the manager log them off the property Assess To impose a rate or fee to an account Alteration A change to an account Boot To start the computer by pressing the power button on the front of the CPU CG Central Office A module in TaskMaster that allows a main site headquarters to run reports and financial information from remote sites facility locations Client Credits A function that holds excess funds that have not yet been applied to the rent or fees ona space These funds are held in a bucket on the tenant s account until they are applied by the manager Client Server Network A network that has one Master Workstation or Server that acts as an information hub on the network along with one or more Client Workstations used to access this information Client Workstation A workstation or computer on a Client Server Network used to access information Convert To combine two or more spaces together into one space in TaskMaster Converter A device used to translate one electronic protocol language to another For example RS485 to RS232 or RS232 to USB Cursor A blinking line flashing box arrow or other symbol on the computer screen that shows you where you can type or allows you to select an icon or checkbox CVV2 Card Verification Value A three or four digit number on the back of a credit card that is not stored in th
113. field of the Credit Card Processor Site Setup screen Click Apply Si d TASKMASTER MANAGEMENT SOFTWARE USER GUIDE Batch Control Right click on the Credit Card Processor Wi icon in the System Tray cide Select Control This brings up the Batch Control screen eegen Site Setup Batch Control allows the user to control the batch process including Shut Down settling cards forcing transactions and reviewing previous transactions Close Menu for the site Batch refers to any group of credit card transactions that EENEG 2 10 07 aM have been approved by the credit card company but have not yet been settled Before the batch is settled individual transactions can be voided After settling the batch transactions cannot be changed Refunds are then done as a new transaction Batch Control When you set up your account Site IESSE Approvals From Through Batch 1 12 2005 v 12 2005 v 631 with the credit card processing Posi Pren Batch Amount GE SG e Inquire Settle Clear 645 31 Refresh company you will choose S Name on Card Date amp Time Event Amount Status Result Respor whether to automaticall ys ettle Berchande Jamie 2005 01 12 08 27 AM Sale 63 00 Approved APPROVED AY095502363001 0000001 00000004F gt i 2005 01 12 08 32 AM Sale OpenBatct 63 00 Approved APPROVED AY095502363001 0000001 00000004F io nc 2005 01 12 10 25 4M Sale OpenBatct 27 58 Approved APPROVED th e d al ly batc h d u rl n g th e i
114. for the space To exit the window without renting the space click OK Clicking on Rented Spaces If you click on a rented space the Client Information window appears This shows how long the client has been in the system and the current client status along with contact information access code Balance Due Total Current Monthly Bad Checks and a list of Spaces Leased items The Scrolling Marquee can also be accessed in this window There are several quick link buttons on this m Chent Spes 122004 Salus Acie S veces Code 155017 window Click on Name amp Address to go ge dt ah ety St arn directly to the Name amp Address screen for Re MEET eem Gees this client The 123 Accounting icon takes ES SES SEET Freak Jaman dijm com you directly to the 123 Accounting screen for mem 2012 z MN V l E ent Je once In ihe bnllea lasi time bt was here ey ore In the Manager unit this client The Payment icon takes you BEC SR directly to the Payment screen for this client Baanes Due 00d Tatal Current Vank OW opp Bd Check Clicking on Client Information Sheet prints a client information sheet that can be placed in their file To exit the Client Information Window click OK 99 oP taskMASTER MANAGEMENT SOFTWARE USER GUIDE SYSTEM FUNCTIONS e Backup Data Files e Automatic System Processing e Special Functions d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE BACKUP DATA FILES CH lt
115. fter making any changes to the screen click Refresh Click Close View to close the screen Click Inquire to send an inquiry to the credit card processing company and return an answer that lets you know how much the current open batch has outstanding This will appear as a line in the Batch Window along with the other transactions After the batch has been settled the inquiry will return a 0 00 amount CLEAR BATCH zero out Current Open Batch 12001 Click Clear to void all transactions in a batch This cannot be done after Amourtto Cear 4500 the batch is settled Enter the amount to clear and click Clear Void Batch IO This clears out all current transactions in the batch but does not settle the Ee batch Cancel To settle the batch manually click Settle If you have arranged automatic FE settlement this is not required On the Settle Close Batch screen enter the E amount to settle and then click Settle Close Batch Enter Settle Amount 11007 31 Settle Close Batch Cancel 32 d TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE To void a single transaction click on the transaction in the window on ROESCH the Batch Control screen Then click Void Only items that have not SE EE been settled can be voided Prior to settling a batch approved items opp will appear in light blue After settling a batch approved items will Name On Card appear in dark blue This will help distinguish between items that can Carmichael Sk
116. h of rent after they pay for 12 months but you do not end the discount then the client will have free rent forever once they have paid for the first year Example A This client is receiving a 10 discount that begins today Curent Discount Amt and ends on 03 01 09 0 00 fate Mew Discount Effective Date oni ooo oaveranns 2 bm Jam po par H Example B This client is receiving a 100 discount that begins in the Curent Discount Why Si ze as 4 future on 02 01 09 and ends on 03 01 09 Effectively the client will a of Rate Hew Discount Effective Date receive one free month of rent in February 2009 mm omg Onl 0 00 03 01 2009 Onl Dm Raum Example C This is an example of a stepped discount This client is Current Discount _why receiving 25 off the rental rate for 6 months beginning immediately CH TI opee New Discount Effective Date Then the discount is 15 off the rental rate for another 6 months and rem oema 5 off for the final 6 months The rate returns to normal on 03 01 2010 ba nmn 35 dP taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Giving a discount to an existing client renting an additional space From the EZ Task screen click Lease an a EZ TASK Additional Space to give the client a discount when the additional space is rented Wee SE ee Enter a discount amount in the Discount Prsi oaot crane ee z sexo Field If you just type a number in the box Co Aout ot Rentan this wil
117. hanged regularly This includes custom messages that can appear at the bottom of invoices the date and time of the next auction and other miscellaneous dates and time that can be used for anything that the site needs 58 dP taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE MAINTENANCE TOOLS The maintenance tools can be found under Utilities on the Menu bar These tools are used to maintain and change the most common tasks in Taskmaster Maintain Letters Merge Fields for Letters Maintain Lease Types Maintain Merchandise Maintain Insurance Carriers 59 dP taASKMASTER MANAGEMENT SOFTWARE USER GUIDE MAINTAIN LETTERS The Maintain Letters function is accessed by clicking on Utilities Maintain Letters This is one of the important functions for initial setup of a site in TaskMaster You should create a set of letters that can be used for your site A number of sample letters are available in the system already but it is extremely important that these letters are customized to your site and conform to your local laws and regulations We strongly recommend that all of your letters be reviewed by a lawyer or other legal resource for legality and regulatory requirements prior to using them at Wg DemoData TaskMaster 1 721 your sites Chamberlain Access ay ars Solutions is not liable or responsible Zone ae KE TE for this process and cannot be held liable if you send out letters that do not conform to legal requirements
118. he user initials for each entry You can scroll through the client s entire history in the comment box in the middle of the screen or it can be printed out for review You can also narrow the comments to those a CA Comments that have been entered Client amp Guest Comments entered can not be altered Smith John P Smith Jane E Smith Bobby er GRATED SYSTEMS m ad e by a S D ec l f C O D e rato r by C h a n g l n g th e 12 21 2004 03 09 PM Called client back to let him know we do have a site in Flagstaff that will meet hi oa By O pe rat O r d ro D S d OW n oe jon e e e Gegen if we had any other storage sites in Nort s 12 21 2004 03 01 PM Add a commen t here lte i S Paperwork for previous unit is stored in client s personal Del NOTE Once a comment is entered into the e Datt customer s file it cannot be removed GH SE Add a Comment lt lt gt gt 28 dP TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE NAME amp ADDRESS The Name amp Address screen is used to update general client information such as address phone client name and business name The Invalid Phone Number and Invalid Address checkboxes are used to alert the user to update that information the next time the customer comes in to make a payment You can switch between client and guest la Ba es information on this screen by clicking on the Grenn appropriate name in the Client amp Guest box at the sl Se
119. heck Line Sub Ac Header Credit Card Sub Acct Detail Credit Card Line Sub Acct S Z20LEMATRMINMD 20MINATRD 720MINMLFMATRD ot h cS r n ece S S a ry fi e d S O n th e Header Bank Description Detail Cash amp Check Description Header Credit Card Description Detail Credit Card Description N Deposits Cash amp Checks Credit Cards screen and click Export All 1 i Date Range From Thru information must exactly match the a Tase ee phere oe Accounting Software or the export EE at i File to be generated in the folder C RTMAES Where to will not work correctly 1072 CASHMGMT 20040813 20040919 tt _ Cancel 73 d taskMASTER MANAGEMENT SOFTWARE USER GUIDE DEMOGRAPHICS amp MARKETING Marketing TaskMaster has the capability to track demographics and marketing data for a site for analysis by site management To add change or deactivate these questions select Utilities Site Setup Questions amp Answers Client Name TASKMASTER provides for managment A reporting and analysis of marketing Brewkowski Kade There are a series of Questions and EE A un Answers that can be asked of clients when 2 they are rent transfer or vacate spaces These questions can be reviewed in report Question s Answers or graph form to determine why clients EES Ate chose the facility what they are using it for LE cacy why they left or for any other data to be purpose needed Eeen Business tr ac ked reese a 50 Tevdorce SC Access
120. his feature by filling in the Automatic Process Occurs On After Days Past Due field Automatic Process Occurs On After days pastdue 9 To add a service fee for automatic credit card processing Input Semiceree ooo i 8 i Print Receipt Print Authorization Form the fee in the Service Fee field Besse Place a checkmark in the Print Receipt box to automatically print a receipt that can be sent to the client after each automatic credit card processing This information can also be added to a client s account at a later date in the Billing Info screen under Client Data on the Taskbar Ss dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE To take an individual payment on a client s account using a credit card with the client s account active on Dech Card Number E Swipe the screen go to Tasks Take a Payment W7 iisss6 4226310020139377 Esp 1172000 Enter the amount to be charged in the Credit field Click Swipe You can also enter the Card Number in the field and the expiration date in the Exp field Click Apply Payment and then click Accept This brings up the Process Credit Card amp Response window If the client provided you with the credit card information over the phone place a checkmark in the MOPO checkbox Process Credit Card amp Response Input the CVV2 Number if available along with the SWIPED Postal Code If the Card is a Corporate Purchase Card EE enter the PO Number This is required f
121. ield requires the check number and bank routing number The Credit field requires the credit card number and expiration date A customer can pay a single amount using multiple forms of payment cash check or credit After entering the amount in the correct fields click Apply Payment This will bring up the buttons on the right hand side of the screen allowing you to accept the payment If you want to print a receipt for the client click Accept amp Print Receipt s To accept the payment without printing a receipt click Accept If the client has an overlock on the space then a reminder will pop up letting you know to remove the overlock at this time This space will also appear on the Overlock Report the next day as a reminder to remove the overlock dP taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Client Credits di Enter a payment ih Jet i Ka pi If you take a payment that is more than M Allow Client Credits BT Prepay for month s the monthly rent but isn t actually D eae rte prepaying for multiple months or if you Tendered Change transfer a client from a more expensive ajer ee e Check lt GL CHG gt Administratio 511 lt 1047 gt Administration Fees 511 ie dc 511 OF space into a less expensive space you vibo Can MedunBow Mecha 234 an o 234 OF e 8 32 lt 1 Paddlock gt Merchandi 8 32 0 00 0 00 8 32 OF may end up with Client Credits 3 mmm e Merchandise Returns also create client
122. igible under this Section to make a copy of the Software on any computer to assist a user with setup of the Software 107 dP TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE DAZ 2 13 2 14 3 1 5 2 Chamberlain Access Solutions software may be made available to you for a 30 day demonstration period for the purpose of evaluating whether to purchase a license to the commercial version of the program During this demonstration period you may receive sales related demonstration assistance but you are not entitled to full business support hard copy documentation or other full access assistance all of which is available only after the purchase of the Software and entry and acceptance to the terms of Chamberlain Access Solutions then current software end user license agreement Beta Testing In some cases Chamberlain Access Solutions software is made available under pre commercial release beta testing terms If the product you have received with this License is pre commercial release or beta software then the following Section applies 2 13 1 2 13 2 DAS 2 13 4 2 13 5 To the extent that any provision in this Section is in conflict with any other term or condition in this EULA this Section shall supersede such other term s and condition s with respect to the pre release software but only to the extent necessary to resolve the conflict You acknowledge that the software is a pre release version does not represent fi
123. iles About TaskMaster an Online Tutorial a list of Changes amp Fixes in each version and gege Bes definitions of File Error Messages File Error Messages TM Online Help Help Topics isip Teri Bex a ip A SafeSearch TM Online Help is available at anytime by ee ee clicking on Help Topics This brings up the pa Subtest ege TaskMaster Online Help You can search for Boe o Help topics in the Contents or Index or search ee a by keyword 3 accent alba bes About TaskMaster Clicking on About TaskMaster brings up a window that shows the version of TaskMaster installed on your system and provides links to technical support and our web site Changes amp Fixes Clicking on Changes amp Fixes brings up a file that lists the version of TaskMaster installed on your system and the additions changes and fixes to that version File Error Messages Clicking on File Error Messages brings up a window that lists recent Error Messages in TaskMaster This can be used by technical support and your onsite computer technician to troubleshoot errors Pervasive Error Message Log 12 23 2004 01 50PM 0 2 tr files CONF DAT 01 11 2005 01 43PM 0 OPEN FILE NOT FOUND tm files CCPSITE DAT 01 11 2005 01 43PM 1 CLOSE FILE NOT OPEN tr files CCPSITE DAT 01 11 2005 03 50PM 5 GET EQUAL KEY VALUE NOT FOUND tr files CCPT RAN DAT 01 11 2005 03 50PM 5 GET EQUAL KEY VALUE NOT FOUND tm files CCPT RAN DAT 01 11 2005 03 5
124. ill continue to be valid and enforceable to the fullest extent permitted by law User Remedies 11 1 Chamberlain Access Solutions and its suppliers entire liability and your exclusive remedy shall be at Chamberlain Access Solutions option either refund of the purchase price paid for or the repair or replacement of the Software Outside the United States neither these remedies nor any product support services offered by Chamberlain Access Solutions are available without proof of purchase from a Chamberlain Access Solutions authorized distributor 11 2 You agree that any legal challenge to this EULA or any dispute or controversy regarding the terms of this EULA must at the sole option of Chamberlain Access Solutions be pursued via binding arbitration in Maricopa County Arizona USA You agree to select an Arbitrator that is knowledgeable about software and is a member of a major national arbitration association that is acceptable to Chamberlain Access Solutions and you agree to pay for any and all arbitration fees You also agree that the arbitration will be binding and shall finally settle any dispute or controversy regarding the terms of this EULA and that you will pursue no further legal challenges lawsuits or appeals before or after the arbitration This agreement to arbitrate is also intended to include any disputes controversy or claims that you may have against any of Chamberlain Access Solutions employees agents representatives or outsi
125. ing Screen Total charges and fees due such as merchandise items and overlock fee admin fee or NSF fees except the actual rental rate or late fees Found on Payment Screen Invoice Fee Found in Site Policies under Site Setup Statement Fee Found in Site Policies under Site Setup Client Employer Street Found under the Identification screen Client Employer City Found under the Identification screen Client Employer State Found under the Identification screen Client Employer Zip Code Found under the Identification screen The total amount due on a clients account without considering prepaid amounts Found on the Payment Screen Total amount of prepaid money on a client s account Found on the Payment Screen The last four digits of the Client s Credit Card found on the billing screen The Client s Credit Card expiration date found on the billing screen The Client s Credit Card type found on the billing screen The Client s Credit Card holders name found on the billing screen The Client s Credit Card billing zip code found on the billing screen Drivers License State as found on the Identification screen Cellular Other phone number found on the Name amp Address Screen Cellular Other phone number found on the Guest Name amp Address Screen 63 dP tasSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Vehicle Manufacture Vehicle Model Vehicle Year Vehicle License No Vehicle State Clnt Vman Clnt Vmod
126. ing on Tasks 123 Accounting Select a space and click Detail amp Alter Information Mstse the tates b dates for Gert erat Has EELER Changes that Ap araman eg Jee Dec Depot Om Um Host Lesne Beni jnm sl Sech de d Le Fait Enter a discount amount in the Current Discount en RTE fa Field If you just type a number in the box this will fea ewan S be the dollar amount of the discount H you click on ae Pa Swe EC the Use as field then the number will be a 58 29 percentage of the rental rate for the space cnet GG tat wc If the discount is to become effective on the current E d par EL a day click Apply If the discount is to begin on a A ee fl future date click in the first On check box type an R SEHR Fs Pre amount under the New Discount field and then select an Effective Date for the discount to begin If you type a number under the New Discount field the system will treat it as a dollar amount unless you checkmark the Use as of Rate box Give the discount an ending date by clicking in the second On checkbox and giving a 0 or 0 discount on the first billing date after the discount ends NOTE It is important to remember to end discounts This is the most common mistake that is made when giving a discount If you do not put an ending date then the discount will never end For example if you give aclient a free mont
127. int out reports You can add reports to a Favorites folder to keep often used reports in one place by clicking on Favorites Add Remove As you select each report from the menu a description of the report will appear in the upper right hand window Shows te srg hairs deeg E steni alter Some reports provide options to narrow the Ze Eech date time or operator print an explanation DZ page alter the page setup for printing and ih highlight sections of the report to make it easier to read Select those options that you want to customize Not all reports have all of these options E Mail List PTI Technical Support support ptiaccess Com Ken Jac bso n kj125 msn com Tony He arrison info harrisonsecuri ity com Brett Jones brijones yahoo com From Date Through Date 0170172004 v 12 21 2004 e 12 01 00 AM 11 59 00 PM piahi All E Iw Explanation Page Landscape Highlighter Off To print a report click Execute If Preview Report is checkmarked the report will 7 Preview Papal appear in a window before printing You can Al Zi then print the report by clicking on the Print icon at the top of the window You can also click on the Export amp icon to export the report data to various other formats including Adobe PDF HTML Excel and Lotus 123 To e maila report click on one or amp c RTM RPTS Detailed Payments All P RPT more e mail address from the E mail list in the middle of the
128. ippy be voided and those that cannot Amount 7200 In the Void a Transaction window Enter the Reference Number in aj ence Number the field The reference number is found at the top of the window ooo Click Void The next time that you enter the Batch Control screen the voided transaction will show as approved but it will be in orange Void KSE This tells you that the transaction was originally approved but later voided It is possible to make a credit card transaction outside of TaskMaster using the Credit Card Processor This allows me eem a credit card transaction that is not done through a Laura s Storage 5 specific client account This is generally only used when Mame on Card Greg Pelon Sw IFE Create a Transaction returning merchandise for credit Biling Steet 123 Northem Pike Biling Postal 87654 In the Batch Control Screen click Create to bring up the ane gh Create a Transaction window Select the site name from frzsaa32112344321 227 io the Select Site drop down and complete the Name on Card Not Present MOP uo iene oer Card Billing Street and Billing Postal fields Generally SE PreAuthorize Only Jas Amount J J y 135 33 ke Return for credit you can receive a better rate from the credit card company if you have the Billing Postal fee completed Manual Force PO Humber Create Cancel To swipe the card click Swipe If you do not have the actual card inout the Card Number and Expi
129. is checklist prior to using the product This initial setup is very important and should be done by the highest unrestricted user owner district manager or high level manager You may need to review sections that are located elsewhere within this manual to complete these steps Carefully read and review this manual Also use this manual while practicing with the TaskMaster demo data before using it for the actual site lf the site is a conversion from another software to TaskMaster management software verify that all information has been transferred successfully A TaskMaster Conversion Follow up Recommendations document can be found on our web site or obtained from technical support This will help you through the initial process following a conversion lf your site has not received training on the TaskMaster management software please contact your sales representative to get details on training This is highly recommended for you to receive the best performance out of the software set up the fields that will be required for every new rental On the Taskbar select Utilities Site Setup Setup New Client Required Fields This will bring up a small window that will allow you to place a checkmark by any fields that you want to require with every new rental Masmi de E d taskMASTER MANAGEMENT SOFTWARE USER GUIDE Setup Promotions in Use by the site This feature
130. is important to regularly back up the data in TaskMaster This allows the system to be restored in the case of a computer data corruption theft damage to the computer computer crash or other catastrophic data loss To back up the site data select File Backup Data Files This will backup the data files to the C RTM Files Bkup folder This file can then be copied to an external data source such as a CD DVD Flash Drive or External Hard Drive We strongly recommend that this file be stored on an external data source to protect against computer theft or crash There is an automatic system backup that occurs each day when ADP runs This backup stores information for the previous seven days Each day this is overwritten with the new ADP backup This backup is used for extra system protection and should not be relied on as the sole backup NOTE The Restore Data Files feature is restricted to technical support personnel If you feel that you need to restore your site data please contact technical support AUTOMATIC SYSTEM PROCESSING TaskMaster uses Automatic System Processing functions to assess rent and fees update reporting and perform other internal system maintenance These functions are scheduled during the initial setup from System Setup Schedule Events ADP Automatic Daily Processing Automatic Daily Processing occurs each day generally in the middle of the night After all of the rents and fees are assessed and the financial info
131. itional spaces are added or there is a need to change the pricing requirements for current spaces the Maintain Lease Types screen will be used To Add a new Lease Type click on the Add Lease Type radio button Type a space name or size in the Enter field and a short description in the Abbreviated Description box Then complete the Standard Rates Late Fees Locations GL and Add Edit Sizes sections When you have completed all sections click Apply To Edit a Lease Type click on the Edit Lease Type box Make any necessary changes and then click Apply To make a space type inactive select it from the list and click Inactive then click Apply Clicking on Display Order will change the order in which the spaces display on the Rent Roll reports and on the New Client Move in and Lease A Space screens Clicking on Do Not Attach Sub Items allows you to create a monthly charge for items such as moving blankets or pallets that will be rented monthly but do not require an individual inventory of specific spaces Clicking on Exclude from SqFt Reports allows items such as RV spaces mailboxes sign rental blankets pallets and shelving units to be rented to a client without including in the square footage reports Use Standard Rates to modify the Street Rates for a space type For Current Clients allows you to change the rate for all clients in that space type by typing a new rate in the Next Rate field and then
132. ity Drivers License Social Security Employer Profession Date of Birth Last NSF Check Total Due Late Fees Due NSF Fees Due Total Fees Due Client Credits Last Payment Amount Last Receipt Number Secondary Salutation Secondary First Name Secondary Last Name Secondary Street Line 1 Secondary Street Line 2 Merge Field Clnt Bname Clnt Sal Clnt Fname ClInt Lname Clnt Str1 Clnt Str2 Clnt City Cint State Clnt Zip Clnt ZipExt Clnt Ctry Clnt NA1 Clnt NA2 Clnt NA3 Clnt NA4 Clnt NA5 Clnt Hphone Clnt Wphone Clnt Email Clnt d Clnt DL Clnt SS Clnt Emp Clnt Pro Clnt DOB Clnt LNC Clnt TD Clnt LD Clnt ND Clnt FD Clnt AC Clnt LP Clnt LRN Clnt 2Sal Clnt 2Fname Clnt 2Lname Clnt 2Str1 Clnt 2Str2 Description amp Location Client s Business Name Found on the Name amp Address Screen Client s Salutation Found on the Name amp Address Screen Client s First Name Found on the Name amp Address Screen Client s Last Name Found on the Name amp Address Screen Client s Street Address Line 1 Found on the Name amp Address Screen Client s Street Address Line 2 Found on the Name amp Address Screen Client s City Found on the Name amp Address Screen Client s State Found on the Name amp Address Screen Client s Zip Code Found on the Name amp Address Screen Client s Zip Code Extension Found
133. ity specific information Field Name Name Street City State Postal Phone Fax E Mail Identity Manager Weekday Access Hours From Weekday Access Hours To Weekend Access Hours From Weekend Access Hours To Late Letter Fee 1 Late Letter Fee 2 Late Letter Fee 3 Late Letter Fee 4 Late Letter Fee 5 Late Letter Fee 6 NSF Fee Overlock Fee Merge Field Fac Name Fac Street Fac City Fac State Fac Zip Fac Phone Fac Fax Fac Email Fac d Fac Mgr Fac Wafr Fac Waft Fac Wefr Fac Weft Fac LL1 Fac LL2 Fac LL3 Fac LL4 Fac LL5 Fac LL6 Fac Nsf Fac Olf Description amp Location Facility Name Found on the General Data Tab of the Site Setup Facility Street Address Found on the General Data Tab of the Site Setup Facility City Found on the General Data Tab of the Site Setup Facility State Found on the General Data Tab of the Site Setup Facility Zip Code Found on the General Data Tab of the Site Setup Facility Telephone Number Found on the General Data Tab of the Site Setup Facility Fax Number Found on the General Data Tab of the Site Setup Facility Email Address Found on the General Data Tab of the Site Setup Facility Identification Found on the General Data Tab of the Site Setup Site Manager s Name Found on the General Data Tab of the Site Setup Weekday Gate Access Hours From Time Found on the Access Tab of the Site Setup Weekday Gate Ac
134. l be the dollar amount of the _ EE KE discount If you click on the Use as field ee oc EEN then the number will be a percentage of a Ea ut ne STE the rental rate for the space Click on Click Here to Accept Rental A pop up will appear asking you to enter an ending date for the discount Enter the date on which the discount will end and click Set this Ending Date If the discount will never expire click No Ending the Discount Select a Discount Ending Date A pop up will appear asking why the customer is entitled to the discount Enter a reason and click We notice that you have given a discount that never ends Accept The Insurance Coverage screen will pop up IF this rs corect then click No Ending the Discount Enter the customer s insurance information and click 0270172009 caie Endino Dae Add or click Cancel if there is no insurance Coverage NO Ending the Discount 36 d taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE RATE GHANGES Rate Change for an existing client on an existing space To change the rate for an existing client select Tasks 123 Accounting Click on the space that is to have the rate changed and click Detail amp Alter Information Rate Changes are entered in the lower left hand corner of the screen Change of Rate Notice will print on IV REMOVE THIS CHARGE lt dl To make a rate change effective on Maintain the rates amp dates for current Shelves ae recurring charg
135. l change the site order displayed GE d tasSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Setting Up Central Office at the Remote Site s When you purchase Central Office technical support will turn the Setup module on at each site within TaskMaster during the configuration Transfer Status Send Update Now Once the FTP Server or VPN is set up each Remote Site will have to Transfer ALL Files have TaskMaster loaded on the computer and have the Central Office Shut Down oer 10 Transfer set up To do this right click on the Central Office Transfer Close Menu Interface icon in the System Tray of the computer and select Setup meas LJ 4 03PM from the list The Transfer Setup window will appear If the Central Office is being run through a VPN then enter the VPN name in the VPN Field If Central Office is being run through FTP then enter the FTP Address in the FTP Address field The IT professional should provide this information along with the Port and Passive settings TaskMaster Transfer Setup Note If you set up for YPN then FTP wll not work The Login and Password fields must match the Login vex and Password for the Update folder created for the ay FTP Address xxx vu KR MN remote site on the main site computer The Folder cr E l l Por pat field will be the actual name path of the update folder GC Pon Tee eran on the main site computer Wes S See rees Folder Set the Start Time and End Time fo
136. l versions of such pre release software Notwithstanding anything in this Section to the contrary if you are located outside the United States of America you agree that you will return or destroy all unreleased versions of the pre release software within thirty 30 days of the completion of your testing of such software when such date is earlier than the date for Chamberlain Access Solutions first public release of the commercial version of such software Modules 2 14 1 2 14 2 2 14 3 2 14 4 Certain optional software additions functions upgrades and or components known as Modules that are not normally included in the base purchase price of the License may be added at purchase or at a later date by paying an additional fee to Chamberlain Access Solutions Non purchased Modules may be visible within the software but non functional until purchased from and activated by Chamberlain Access Solutions You agree not to access or attempt to access these Modules without purchasing them from Chamberlain Access Solutions Purchase of Module s does not confer additional license s or entitlements Upon purchase the Module s become a part of the Software licensed under and subject to this EULA Restrictions amp Limitations All rights to Use the Software are granted on condition that such rights are forfeited if you fail to comply with the terms of this EULA Distribution 3 21 You agree not to make or distribute copies of the Softwa
137. laws and treaties Except as expressly stated herein this EULA does not grant you any intellectual property rights in or to the Software and all rights not expressly granted are reserved by Chamberlain Access Solutions 4 2 Intellectual Property Rights 4 2 1 Logos Trademarks code Product Names belong to us 4 2 1 1 Chamberlain Access Solutions logos product names source code software structure and organization copyrights and trademarks contained in the Software are the property of Chamberlain Access Solutions Third party trademarks trade names product names and logos may be the trademarks or registered trademarks of their respective owners You may not remove or alter any trademark trade names product names logo copyright or other proprietary notices legends symbols or labels in the Software This EULA does not authorize you to use Chamberlain Access Solutions or its licensors names or any of their respective trademarks 4 2 1 2 All images photographs animations video audio music text and applets incorporated into the Software the accompanying printed materials and any copies of the Software are owned by Chamberlain Access Solutions This EULA grants you no rights to use such content All rights not expressly granted are reserved by Chamberlain Access Solutions 4 2 1 3 Norights or licenses are granted by Chamberlain Access Solutions under this EULA expressly or by implication with respect to any prop
138. lients or just those already S AAA being invoiced It can also remove all invoicing at one time D e Actual Date 01 31 2005 _ Iw Set All Fees 1 00 Special Command v ok X caos Special Commands are used by technical support for certain unusual tasks Do not attempt to use this function without assistance from technical support Special Command Cancel Download Program Update Allows a site to update TaskMaster on a computer This should only be mem done under the guidance and instruction of technical support or a trained p representative at your Management Company Login Name Password Request Program Update Enter TASKMASTER release Cancel 103 dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE HELP There are several ways to get assistance with TaskMaster We offer a full range of training documentation and technical support to assist you with your technical issues and questions e Training e Help Menu d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE TRAINING Comprehensive training is available for every level of user We strongly recommend that every site take advantage of this training to help each user become familiar with the program This training can be customized to your sites specific needs Contact technical support for more information scheduling and costs Help H ELP M ENU E Help Topics Online Tutorial The Help menu offers several levels of Help and assistance Help F
139. ls down or on a specific space to reserve Bn i i i e C Remove From List e AddtoList Update Notes Click in the Add to List button and you will f UW Accept X Cancel be able to add a note stating the reason they want the space You can set the wait list to automatically drop the customer off the list on a specific date by clicking on Auto Remove and selecting a date After all information has been entered click Accept H The following are waiting for this Item Smith Juan When a renter vacates a space that someone has reserved a notification will pop up to alert the operator that someone is waiting for the space You can view the names in the WAIT List Also if an operator tries to rent the reserved space to a GE different person another notification will pop up to remind ee e 1 as peen waiting Tor tnis space since them that the space is reserved The space can still be Do you stil want to rent this space rented to someone else if the operator chooses 46 d TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE a RENTAL INQUIRIES The Rental Inquiries function can be accessed by selecting Tasks Rental Inquiries The Rental Inquiries function records information on potential clients who are interested in renting but don t want to be put on the waiting list This function allows the operator to follow up at a later date Fill in all required information Depending on how the site follows up with customer
140. ly power backup and surge protection is recommended Part PPWRUPSAPCBP350 Operating System e Microsoft Windows XP Professional Edition 32 bit with Service Pack 2 or e Microsoft Vista 32 bit with Service Pack 1 Supported Vista versions Ultimate Home Premium Business or Enterprise All necessary updates and service packs for Windows should be loaded onto the computer before beginning installation Not all operating systems support all software and some third party products Such as card scanners cameras or other peripherals may not function with some operating systems and or computers i e 64 bit operating systems may not support peripherals built for use on 32 bit or earlier platforms All Chamberlain Access Solutions software and peripheral products are manufactured to work on a 32 bit platform and are not compatible with a 64 bit platform Refer to the product manufacturer s documentation for compatibility information with the operating system in use Chamberlain Access Solutions is not liable for the functioning or reliability of any third party products and any products recommended are only done so based on historic examples of them working with our product Chamberlain Access Solutions cannot guarantee any third party product compatibility or their continued functionality Future releases updates upgrades or other modifications to these products may affect their compatibility with Chamberlain Access Solutions products or with
141. m paper books to software It is also used for clients that are to be placed on the waiting list or for clients who purchase merchandise on a regular basis but do not rent spaces Add a Client select File Add a Client Fill in the required The orly other irfomation needed aunt tobe assigned fields The only required fields on this page ar ise as are First Name and Last Name however It is Gi Name ane SwipeDL Card Swap a good idea to collect all of the other CG RE a D Smith information e 72 Once you have completed all necessary TET Ge information click on one of the three accept Postal Code ge buttons SR Tl u O S Driver License Number State sl Accept amp Assign a Unit Now e Time Accept amp Add to Client File Accept amp Assign a Space Now takes you to e Zone Aed Dn A Accept amp Go To Wait List the Lease a Space screen We do not Es Sy KN dn NS Dre ay recommend that you use this process as itis ween E rz more complicated and easier to forget to complete all of the information We recommend that you close this window when it opens and use the New Client Move In wizard from the EZ Task screen Accept amp Add to Client File button takes you directly to the Name and Address screen Use this button only on sites that do not need to do a conversion Accept amp Go To Wait List is used for clients who are to be added to the Wait List but are not currently renting a space This takes you directly
142. m the client account and allow the Poti fae ama company to keep them or to allow the client to keep the credits on Allow this client to have credits on the account their account ak NOTE If you allow a client to have Client Credits on their account and you leave money in their Client Credits it is possible for them to receive a late fee for nonpayment of rent the following month even if there is enough money in client credits to pay their rent The manager must apply the funds as a payment to prevent this It is possible to set up TaskMaster to accept all overpayments as Client Credits in the Policies Screen of Site Setup However we do not recommend this as the manager will have to go into each account every month and manually move the Client Credits to payments dP tasSkKMASTER MANAGEMENT SOFTWARE USER GUIDE VACATE SPACE MOVE OUT The Vacate Space Move Out button on EZ Task is used to move a client out VACATE SPACE of their space and assess any charges or refund any deposits if applicable MOVE OUT From the EZ Task Screen search for the client that you Client Move Out wish to move out Click Vacate Space Move Out The a Client Move Out window will pop up Select which space Select the Space that FEIER the client will be moving out of using the drop down EE menu Click on Click Here for Next Step Click Here For Next Step J pen The Removing Charge screen will appear and allows the user to prorate the assesse
143. manned site that is run from a main location Right Click In a standard computer setup this means to press and hold the button on the right side of the mouse while the cursor is placed over an icon Router A device used on a network that forwards data on through another network S SAM A kiosk that can be interfaced to TaskMaster Server A computer that controls and stores information on a network Single Click In a standard computer setup this means to quickly press the button on the left side of a mouse one time SMTP Simple Mail Transfer Protocol An internet protocol used to send e mail Start Bar see Task Bar System Tray An area on the right side of the Windows taskbar usually in the lower right hand corner of the screen used to display the status of various functions T Taskbar In TaskMaster the Taskbar is a bar along the left hand side of the screen that has icons to access different parts of the program Tiered Used in reference to late fees Late fees can be set up in tiers or levels based on the rent amount Time Zone Time Zones are a function of access control systems that work differently with each system With the Falcon and Falcon XT Access Control Systems Time Zones control the hours that a tenant is allowed to enter the site and the areas that they are allowed access into U NM USB Universal Serial Bus A port on computers that connects with USB compatible devices VPN Virtual Private Network
144. marily used with Document Merge Fields Field Name Current Date Current Time Current Date and Time Next Auction Date Next Auction Time Miscellaneous Date 1 Miscellaneous Date 2 Miscellaneous Date 3 Miscellaneous Date 4 Miscellaneous Time 1 Today 10 Days Today 15 Days Today 20 Days Merge Field Cur Date Cur Time Cur DT Auc Date Auc Time Mis Date1 Mis Date2 Ms Date3 Mis Date4 Mis Time1 Mis T 10 Mis T 15 Mis T 20 Description amp Location Current Date as of the letter or document printing Current Time as of the letter or document printing Current Date amp Time as of the letter or document printing Next Auction Date as set in the Document Merge Field Utility Next Auction Time as set in the Document Merge Field Utility Miscellaneous Date 1 as set in the Document Merge Field Utility Miscellaneous Date 2 as set in the Document Merge Field Utility Miscellaneous Date 3 as set in the Document Merge Field Utility Miscellaneous Date 4 as set in the Document Merge Field Utility Miscellaneous Time 1 as set in the Document Merge Field Utility Adds 10 days to the current date in the system in order to give a client 10 days notice Adds 15 days to the current date in the system in order to give a client 15 days notice Adds 20 days to the current date in the system in order to give a client 20 days notice Facility Merge Fields These Data Insert fields are coded only to site facil
145. module e TaskMaster management software version 1 537 or higher with PayXpress module e TaskMaster Credit Card Module e APEX series keypad version 1 57 or newer with a magnetic credit card reader Site Graphics The computer on which the Site Graphics software is running must include the computer requirements listed above as well as the following e PTI Graphics Serial Adapter Part PGRASIA e 16 MB Video Card or higher e 1024 x 768 Large Screen Monitor recommended Central Office e Business High Speed Internet required with an always online static IP T1 or Cable at the Central Office Site High Speed Internet at each remote site FTP host server software Firewall that is configured so as not to interfere with remote access or Central Office Each computer Main Site and all Remote Sites must meet or exceed the minimum system requirements d taskKMASTER MANAGEMENT SOFTWARE USER GUIDE Networking e Each computer on the network must meet Chamberlain Access Solutions system requirements e Each computer must allow remote assistance e Network must be a client server network with one Server amp one or more client workstations e Must be installed by a trained and experienced Network IT Professional Chamberlain Access Solutions is not responsible for setting up the network The user must contract a Network Information Technology Professional for assistance WebXpress e All TCP IP Ports Open Provide the following list to the techni
146. n the box in the lower left hand corner of the wizard EZ TASK Current cients wth simler names Street 123 Anywhere Street Name amp Address The first screen of the New RO Client Move In wizard Input basic information for spree oe oe eem the client including e mail address phone number J driver license number and gate code Pie E Ker ibcaien Code Not for Access wort Fax CewOther af taskMASTER MANAGEMENT SOFTWARE USER GUIDE Identification Input information to help identify the customer including date of birth and the type of vehicle that will be stored If the site is using the Camera Module you can also take a picture of the client at this time Billing Set up an alternate billing address if required and credit card billing information EZ TASK Marketing Captures general information from customers which is used to gather advertising and demographic information about the local market These marketing questions and answers can be customized to your site Refer to the Demographics and Marketing section Secondary Contact Add a guest that can access the space or a secondary emergency contact for the main client A secondary contact will receive collection letters in addition to the regular client Emergency contacts will not receive these letters Click on Add a Guest or Edit a Guest for a pop up screen that lets you enter or change
147. nal product from Chamberlain Access Solutions and may contain bugs errors and other problems that could cause system or other failures and data loss Consequently the pre release software is provided to you AS IS Chamberlain Access Solutions disclaims all warranties and liability obligations to you of any kind whether express or implied to the extent permitted by applicable law with respect to any pre commercial release software including but not limited to warranties of quality performance title non infringement merchantability of fitness for a particular purpose and warranties created by course of dealing course of performance or trade usage INNO EVENT SHALL CHAMBERLAIN ACCESS SOLUTIONS OR ITS SUPPLIERS BE LIABLE FOR ANY INDIRECT SPECIAL INCIDENTAL PUNITIVE COVER OR CONSEQUENTIAL DAMAGES INCLUDING WITHOUT LIMITATION DAMAGES FOR COMPUTER FAILURE OR MALFUNCTION LOST PROFITS LOST SAVINGS LOST BUSINESS BUSINESS INTERRUPTION LOSS OF DATA LOSS OF USE WORK STOPPAGE PENALTIES FINES OR OTHER INCIDENTAL OR CONSEQUENTIAL DAMAGES BY ANY PARTY EVEN IF CHAMBERLAIN ACCESS SOLUTIONS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES WHERE LIABILITY CANNOT BE EXCLUDED FOR PRE RELEASE SOFTWARE BUT IT MAY BE LIMITED CHAMBERLAIN ACCESS SOLUTIONS LIABILITY AND THAT OF ITS SUPPLIERS SHALL BE LIMITED TO THE SUM OF FIFTY DOLLARS U S 50 IN TOTAL You acknowledge that Chamberlain Access Solutions has not promised or guaranteed to you that pr
148. nformation E site on all output documents and Cite Name Pti negated Systeme Eemere Identification PT Address 8271 E Gelding Dr Site Manager John Q Smith City Scottsdale State AZ Postal 85260 Le App Phone 800 331 B224 Fax EIERE M Cancel Modem ja80 991 1259 E mail infoSptiaccess com Region Ho jo Group Mo IO CH General Data J Ste Poticies Financial Dea Ai Access fall Automatic Leters JI Automatic Reports EI Defui Gls 50 dP TasSkMASTER MANAGEMENT SOFTWARE USER GUIDE SYSTEM SETUP To access System Setup on the Taskbar expand the Maintenance Tab and select System Setup Registration The Registration screen p f f is reserved for use by technical support Sieger T res see peas O sree evens D ren E Systm sees It shows who the software is licensed to Rieti ls mig he and what modules are functional If you ie Sean Lead To are ever asked for your TM License D eeneg Number it can be found on this screen oe ey oo This screen can only be modified by oom State end Postal eeng technical support Phone Fax E mail e e r r e r e e Gate Wei Sal Site Maintenance Setup Syelam Maintenance Setup Printers amp More The Printers amp More screen contains basic setup parameters D EE em epes cdot e e s e d T hand ena eenn wanie Ured Slates Here Mors z including printer setup and ADP Automatic en es e
149. no line 5 If the second line of the street address is in line 4 then the city state and zip code will be in this line Client s Home Phone Number Found on the Name amp Address Screen Client s Work Phone Number Found on the Name amp Address Screen Client s Email Found on the Name amp Address Screen Client s Identification Number Found on the Name amp Address Screen if applicable Client s Drivers License Number Found on the Identification Screen Client s Social Security Number Found on the Social Security Screen Client s Employer s Name Found on the Identification Screen Client s Profession Found on the Identification Screen Client s Date of Birth Found on the Identification Screen Last Check returned for Non Sufficient Funds Found on the Payment Screen History Total amount of all charges due on a clients account Found on the Payment Screen Total amount of late fees for all Lease Items due on a client s account Found on the Payment Screen Found on the Payment Screen Total amount of NSF fees due on a client s account Found on the Payment Screen Total amount of all late letter and NSF fees due on a client s account Found on the Payment Screen Total amount of Client Credits that are credited to a client s account Found on the Payment Screen Amount of last payment made by client Found on the Payment Screen History Last Receipt Number Found on the Payment Screen History Seconda
150. nsequential damage or loss whatsoever caused by the malfunction of product due to products accessories or attachments of other manufacturers including batteries used in conjunction with Chamberlain Access Solutions products This warranty does not warrant the replacement of batteries that are used to power Chamberlain Access Solutions products The customer recognizes that a properly installed and maintained security system may only reduce the risk of events such as burglary robbery personal injury and fire It does not insure or guarantee that there will be no death personal damage and or damage to property as a result Chamberlain Access Solutions does not claim that the Product may not be compromised and or circumvented or that the Product will prevent any death personal and or bodily injury and or damage to property resulting from burglary robbery fire or otherwise or that the Product will in all cases provide adequate warning or protection Chamberlain Access Solutions products should only be installed by qualified installers The customer is responsible for verifying the qualifications of the selected installer Chamberlain Access Solutions shall have no liability for any death injury or damage however incurred based on a claim that Chamberlain Access Solutions Products failed to function However if Chamberlain Access Solutions is held liable directly or indirectly for any loss or damage arising under this limited warrant
151. nship Chamberlain Access Solutions will not be responsible for the dismantling and or re installation charges To utilize this warranty the customer must be given a Return Material Authorization RMA number by Chamberlain Access Solutions the customer must pay all shipping costs for returning the product to Chamberlain Access Solutions This warranty does not apply in cases of improper installation misuse failure to follow the installation and operating instructions alteration abuse accident tampering natural events lightning flooding storms etc and repair by anyone other than Chamberlain Access Solutions This warranty is exclusive and in lieu of all other warranties expressed or implied including but not limited to the implied warranties of merchantability and fitness for a particular purpose Chamberlain Access Solutions will not be liable to anyone for any consequential or incidental damages for breech of this warranty or any other warranties This warranty will not be modified or varied Chamberlain Access Solutions does not authorize any person to act on its behalf to modify or vary this warranty This warranty applies to Chamberlain Access Solutions products only All other products accessories or attachments used in conjunction with Chamberlain Access Solutions equipment including batteries will be covered solely by their own warranty if any Chamberlain Access Solutions will not be liable for any direct incidental or co
152. nsidered a percentage omg be of the rate Dollars and percentages can be mixed through the tiers 1 50 00 20 00 For example it is common to charge a fixed dollar amount fee for LR rental rates up to 100 and to charge 15 or 20 whichever is W nr WE Cancel greater for rental rates over 100 cas WS ix System Maintenance Setup f b di e After all Tiered Late Fees are set up click e B ss Zeg i M TASKMASTER wil use these policy settings Move Ins ove OK to Input the fees Se eee Wee hoes e iol e no transaction at rent on after day E one Exact Amount e Standard Assessments Late Charges te e Pi Once the tiered late fees are set up go to un Cech bo Tae sien awo oses Laie ER ven DTN e e ss 25 00 2 00 ees ut amp start letter cycle oT Utilities Site Setup Policies and place a ee gas eu ounting 123 checkmark in the Use Tiered Late Fee am ee 1 Le ee schedule box y recent Rete Fi zs i Gill om Minimum number of characters Second 9 09 On After oq nce late fees are de eebe Thid 9 00 On Atter 9 LEE Additionally a special command must be _ _ bs Ilza vg zl 0 Sei all new accounts to invoice how Daily 0 00 On Alter in xX Cancel run to ensure that the tiered late fees are I as i Ch General Daa El Site Policies H Franca en amp Access gA Automate Lesers Automatic Reports Zi Deist Gis applied to current users as well as new gg users To enter
153. nt from the list and click Process Event This takes the payment in TaskMaster To cancel or remove an event select it from the list and click Cancel Event dP tasSkMASTER MANAGEMENT SOFTWARE USER GUIDE WEBXPRESS The WebXpress module allows the site to have a web site on the internet where clients can rent spaces and pay their bills The web site can be designed by a web design company to be a part of an existing company web site or they can create a complete custom web site for your company Chamberlain Access Solutions does not provide this service the site must contract with the web design company directly As client s visit the site to rent spaces or pay their bills the information automatically updates in TaskMaster as if they had been at the site in front of the manager KIOSKS TaskMasier interfaces with two Kiosks the SAM and Open Tech Alliance s Insomniac These freestanding computer stations are often used to replace an on site manager allowing clients to rent spaces pay rent and perform other basic customer functions from a computer at the site without needing a manager All payment rental billing and other such functions are still handled in TaskMaster by a site manager or owner but the client uses the Kiosk software If you purchase a Kiosk along with TaskMaster the Kiosk company will set up the link and Kiosk Software for you as well as provide training in using the Kiosk software TaskMast
154. nt software however there are many useful tools within these modules that can help improve the efficiency sales and security of a site If you are interested in purchasing one or more of the modules please contact Chamberlain Access Solutions business development at 800 331 6224 Camera Module Electric Module Water Module Credit Card Module Central Office Web Sales WebXpress Kiosks Networking Gate Interface Site Master Graphics 76 d TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE ER CAMERA MODULE The Camera Module allows a site to take photographs of a client the client s driver s license or identification their vehicle or their guests This helps to prevent thieves from accessing spaces and allows instant access to a client s image if there is any doubt about the person trying to access a space Should the need arise a copy of the photo can be printed out and provided to the police or other authorities Each client s photo is stored in their file and there is no limit to the number of photos stored for each client Photos can be scrolled through at any time on the Identification screen Using the Camera Module follow these steps to take a client s photo Select Source 1 Make sure that you have an internet ready USB camera connected to the computer Click on the Maintenance tab on the Taskbar Select System Setup Printers amp More Select Photo Source Select the USB camera source from the drop down list
155. nthly ProCeSSing ccccscccsseceeeceeeeceeeceeeceeeecseeseeseueenseeseeeseeess 101 AYP Automatt Yearly Processing erreser err a AE E ENEE NENE ENES ESSENS 101 SPEC FUNCIONS eee nee Se cette EEEE E EEE 102 Reset Last Activity DAIS H ER 102 Recalc RECH e to RE 102 QUIS IF SSG EE 102 Reset All Clients Late Days to tandard 102 Clear TST ON LOCK S ee 102 Synchronize ACCESS System cceccceeccceeeeceneeeeeeeeeeceseecesseceseeeeseeeesueeseeeseeeesseeeseeeesees 103 Reset Access Hours toiandard 103 d taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Bier a gl ele 103 SPECA UMM AMO EE 103 FOG VAIN IOC E epe e a eu a a ee p EE EE a E EEE EEE REA 103 R O e E E E E E E eqs eeoeges neve 2o eset sees 104 PAO eS E E E ea aeeee sen eaeun eaoenent csseaeaeneamenr te 105 Help Menu 105 TM Online Help Relp TODICS seversen inne aE ETEEN E RE EEEE 105 eier fg TAS KMA E 105 Bue E 105 UC ETO NOSS Let 105 Voca lei 106 Software End User License Agreement 107 Standard 2 Year Equipment Warranmtv 113 GIOSSALY AE 114 EE 114 SE 114 Ee 114 RE 115 SEN 115 Bieber 115 E IA O E O A E E A N A EEE E cease eeeeees 115 eege 115 E ace tei EAE E E EAA E EEA E E EEE E E 115 KE 115 Eegen 116 VE 116 KE 116 Fae ce TIO E E eso geese cos ee ereoe grassed sgeper E 116 KE KEE 116 eege 117 EE 117 BE 117 BE AE A E E AE E EAA 117 Nee 117 INTRODUCTION e System Requirements e Opening TaskMaster e Initial Setup Checklist e Overview of
156. o Date These reports print automatically at the time set for the event in the Schedule a Task function o End of Month These reports print automatically at the time set for the event in the Schedule a Task function o End of Year These reports print automatically at the time set for the event in the Schedule a Task function o Audit Print by selecting File Print Audit Reports o Area Manager Print by selecting File Print Area Manager s Set After selecting the Scheduled Event click on the report that you want to print and then click Insert gt gt If you need to remove an event highlight the report and click lt lt Remove Continue selecting and inserting reports until each report that you want printed during the Scheduled Event has been selected After all selected reports for an event are selected highlight individual reports and use the Move Up and Move Down buttons to change the report order Click Apply to complete the setup for the event Repeat this process for each Scheduled Event to be scheduled New Month Starts on What Day allows a site to change the beginning of Its reporting month from the 1 to another date for accounting purposes The fields on the right side of the screen can be used to customize Automatic Reports Click Highlight Auto Reports to add highlight lines that make the reports easier to read Weekly reports are normally generated with month to date totals By clicking on For Weekly True
157. o names to checkmark them or uncheck them an SE Further limit the search parameters by selecting the number of days past due setting specific marketing questions or searching by space size tax exempt status e mail addresses or Birth SES me month To change your selections at any time hirer ation FO ons i Maladies fa click Reset Selections When you have selected all of the clients click OK I VALUPACK Kapi buant F Reset Selections x Cancel UY o The Export window will then appear Select the Delimiter type This is the character or space that will separate the information fields in the report Select whether you want quotes around the fields and click OK The file will be saved in the RTM E folder This file can be printed out or further exported to Microsoft Excel as needed To Export to QuickBooks select File Import Export Export Data QuickBooks Set up the Bank Name by clicking on Setup Click Export To Export to Solomon Cash Management Solomon Cash Disbursement or MAS90 Accounting Software click File Import Export Export Data Accounting Export to Accounting System Information Accounting System amp Type Solomon GL Cash Dispersement e In the Export to Accounting System p fat buten ee Wi n d OW S e e ct t h e Acc O u nt i n g GG Bank Acct reese e Line Bank Acct Header Credit Card Acct EC Card Line Bank Acct Syste m amp Type Co m D ete th e Header Bank Sub Acct Detail Cash amp C
158. oicies MJ Financial Data Access Ml AutomaicLeters automatic Reports Zi Default Gis Lb System Maintenance Setup Site Policies The Site Policies tab tracks the late fee schedule and fee charges as well as other miscellaneous Prorations My TASKMASTER will use these policy settings Move Ins Move Out amp automatically in managing the related transactions as Iw Tothelst D amp 15th m Refund Round Rent to N t they occur in the facility An entry of 0 00 will resultin Add one month s Davs Nob EE no transaction at all rent on after day 15 mm None Exact Amount e Do not make 2nd Rental options Changes to this page can affect Standar Assessments Late Charges the same dele as T3 e i b Return Check Fee Transfer Fee bial kh E to wan Ce Gm koiefizx ees Loc ul amp Start letter cycie site collection and fee practices so be PR Ce GE AE a ho ho All due check to clear days 0 sure to have these reviewed by someone og Lost AdinalLeaceFee f Use Tied Late Fee Sched SE 7 00 5 00 Fees Days Payment Overlock 0 00 On After 0 Allow Payments to Client Credits Payment Look ER familiar with local requirements and I Apply Payments to Rent Last First 10 00 On After 11 Ahead days ini Second On After Once late fees are stat u te S e 15 a oll elle alin 1000 2 7 assessed stop assessing required for comment alterations Third On After until
159. on the Name amp Address Screen Client s Country Found on the Name amp Address Screen First line used in addressing the client on invoices letters amp Receipts Will be the Business Name if there is one If not this will be the Client s first and last name Second line used in addressing the client on invoices letters amp Receipts If there is a Business Name in Line 1 this will be the Clients Name If the Clients Name is in Line 1 this will be the first line of the street address Third line used in addressing the client on invoices letters amp Receipts If the Client s Name is in Line 2 this will be the first line of the street address If the first line of the Street address is in Line 2 then this will be the Second line of the Street Address If there is no second line of the Street Address and if the first line of the Street Address is in Line 2 this will be the City State and Zip Code Fourth line used in addressing the client on invoices letters amp Receipts If the City State and Zip Code are in Line 3 Nothing will be in this line If the first line of the street address is in Line 3 then this will be the second line of the street address If the first line of the street address is in Line 3 and there is no second line of the street address then this will be the city state and zip code Fifth line used in addressing the client on invoices letters amp Receipts If there is no line 4 then there will be
160. or every user to maintain an audit trail preventing one user from making changes under another user s sign on We recommend that the time be set low for any unrestricted or Level 1 users to prevent more restricted users from accessing restricted functions Daily users and managers set to level 2 or 3 should be set higher as they will be using the program more frequently throughout the day and it becomes problematic if they have to log in every few minutes Possible Settings Unrestricted Users 5 minutes Level 1 Users 5 minutes Level 2 Users 45 minutes Level 3 Users 45 minutes dP taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE OPERATOR TOOLS Scrolling Marquee Task Scheduler Add a Client Wait List Rental Inquiries Add Client to List Calculator Ei d TASKMASTER MANAGEMENT SOFTWARE USER GUIDE SCROLLING MARQUEE The scrolling marquee tool appears at the top 7 center of most client screens in TaskMaster It EZ mamm AAA fa can be used to type a message about a client SJ Scrolling Marg el E Ei SEARCH BY ID that will appear whenever you have the client rEGRATED SYSTEMS account active in TaskMaster It can be used No Image Available for simple reminders to the manager about the ZS E E gd client Notes typed into the Scrolling Marquee ae Benia ipl K are permanently saved in the Notes screen The Scrolling Marquee can be used over and IG over again mtr LEASE AN ACCOUNTING LIST OF CLIENTS LIST OF SPACES
161. or Corporate SEENEN purchase cards E o Waz If you are forcing a transaction based on a previous Verity Now preauthorization input the six digit preauthorization Verify Later number in the Manual Authorization Number field Abert Stop After completing the Process Credit Card amp Response TN fields click Verify Now to immediately run the credit card for approval If for some reason the internet emsou connection is not working click Verify Later 2 fo 1017127005 zh Tough GES 3 to hold off verification until internet service SC has resu med g We 01 12 2005 04 39 PM If you elect to Verify Later you can always go back and click on the button in the Toolbar This brings up the Credit Card Maintenance for pending transactions Click Verify Transactions to finish processing 386 d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE un CENTRAL OFFICE JaskMaster Home Otic TaskMaster Central Office allows an owner of multiple sites or an owner that lives far away from the site s to manage marketing and financial data remotely This is also a useful tool for management companies Information can be downloaded from the TaskMaster data for an individual site or from multiple sites for comparative reporting Information from TaskMaster at the remote site s is automatically uploaded to the TaskMaster Central Office main site computer many times each day via FTP File Transfer Protocol or VPN Virtual Priva
162. orate card and will automatically highlight this section The client must provide a Purchase Order Number to R ss gleck e EC be input in the PO Number field After inputting the Tax and PO Number fields click Create zen 95601 2007 00000001 DO00004PPROVED The Show Activity button on the Batch Control screen can be used for troubleshooting credit card processing activity to see if there are problems in the process This Soro screen is primarily used by Show Activity Show Nova Process technical support Setup Shut Down Close Menu IESSE Rg DOTAN status Paymentech Processing 34 d TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE Using Credit Cards in TaskMaster On the New Client Move In wizard the Billing screen allows you to input credit card information for regular billing purposes If the client will be automatically paying each month with the card place a checkmark in the Automatically Charge checkbox The client must complete an Authorization form to allow this Click Print Authorization Form to print the form EZ TASK Credit Card Information Automatically charge To swipe the card click Swipe You can also manually input the information into the Type Number CVV2 Name on Card o Expiraiion Data Street City State and Postal Code fields Le 122005 ol Street The client s account can be set up to automatically charge the emeng account if the customer does not pay by a certain date activate t
163. ors 6 ADP Automatic Daily Processing 7 8 51 69 101 115 116 Agreement 2 12 106 107 Agreement Number 12 Alter Menu 23 Alternate Address 14 AMP Automatic Monthly Processing 7 101 113 Approvals 82 84 86 Area Manager 69 Assess a Charge 22 Assessments 18 22 79 80 101 Assistant Managers 6 Attach a Fee 22 Auction 58 61 115 Audit Reports 69 Automatic Letters See also Letters 54 Automatic Logoff See Also Log Out 40 Automatic Reports 54 68 69 70 72 101 Automatic Reports See also Reports 54 68 69 70 72 101 Automatic System Processing See also System Processing 100 101 Automatically Charge Credit Card 30 85 AWP Automatic Weekly Processing 7 101 113 AYP Automatic Yearly Processing 101 113 Backup Data Files 100 101 Bad Debt 23 Balance 16 20 23 99 Balance Due 16 20 99 Bank 4 16 32 33 53 73 81 113 Bank Deposit 32 33 81 Base Rate 79 80 Batch Control See also Credit Cards 82 83 84 Bed Debt 23 Billing 14 27 28 30 35 37 48 63 64 83 85 92 Billing Info 14 27 28 30 48 85 Billing Screen 14 27 28 30 35 37 48 63 64 83 85 92 Business Name 12 29 62 65 Business Partner 30 Calculator 41 48 Camera Module 3 13 20 29 30 51 76 77 78 Card Verification Value 83 85 86 Cash 16 17 32 33 73 Central Office 2 3 33 70 76 87 88 89 90 Central Office Module 2 3 33 70 76
164. p copy of the Software in machine readable form solely for backup purposes provided your backup copy is not installed or used on any computer You must agree to reproduce on any such copy all copyright notices and any other proprietary legends found on the original You may not transfer the rights to a backup copy unless you transfer all rights in the Software as provided under the Transfer section contained herein 2 11 In addition to the single License granted under this Section a current Chamberlain Access Solutions authorized dealer may make one 1 copy of the Software with the user s permission for the dealer s exclusive use on either a portable computer or a computer located at the dealer s business address provided the Software on such computer of the current Chamberlain Access Solutions authorized dealer is not used for any other purpose than initial setup of the user s single License under this Section or to service and troubleshoot the user s single License under this Section The Chamberlain Access Solutions authorized dealer may NOT maintain more than one single copy of any software sold by Chamberlain Access Solutions unless the dealer purchases other licenses The Chamberlain Access Solutions authorized dealer is also bound by this EULA with regard to the copy it maintains Dealers who are not currently authorized by Chamberlain Access Solutions or are put on inactive status by Chamberlain Access Solutions are not permitted or el
165. r the transfer NL Successful Transfer Generally this should be just before and just after business hours so that the transfer doesn t have to keep working through the night when no information is being updated Setting the start time at 12 00 am and 01717 2005 08 01 AM the end time at 11 59 pm will make the process occur D Cancel 24 hours per day Last Error Message amp Time Using Central Office at the Remote Site s The first time that Central Office is activated at a remote site right click on the Central Office Transfer Interface icon in the System Tray and select Transfer ALL Files This will start the initial update From that point forward any time that TaskMaster is open the Central Office Transfer will occur based on the intervals set aep up The remote site is not required to do anything for the Central e Office Transfer except to keep TaskMaster open during the day The Send Update Now Central Office Transfer Interface will be invisible to the remote site EEN Shut Down eer 10 Close Menu 422 fq oem a9 oP taskMASTER MANAGEMENT SOFTWARE USER GUIDE EH Using Central Office at the Main Site TaskMaster wti Once Central Office is set up at the Main Site and all Remote Sites the owner or management company can start using the program TaskMaster Central Office 2 016 Click on TaskMaster Central Office to zz res Hep start the Central Office program This is the same screen that lets you
166. ranscribed or translated into any language in any form by any means without written permission of Chamberlain Access Solutions 114A3874 d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE TABLE OF CONTENTS 1 MU OGL SUM sete eres sete gets ne sea esate es Sd vate en cee ne te sc Sats gh Selec duet as scien se ne eset cases 1 DY Stein POCUIFEMICNIS T A AT T T T T A T T 2 Computer Requirements ccccecccceececseececeeececseeeecseueeseeeeeseeeeeseeesseeesseusesseeesseeeesaneeeeas 2 Meran y BE 2 Camera ee 3 Credit Card Processing Bee ET 3 Proximity Cards Photo ID Badges Swipe Cards 3 FAVA DI OOO eege 3 EGIP S EE 3 RS ING O E 3 ING VOTING ca eicacen cece peenayecteen acne ce EEEE EEES EEEE EE EE EEEE 4 Ee Kei 4 Opening TaekMaeter 5 Jud SS le GS CN EE 5 Overview Of Function Navigaton 9 Dally Operator TaSKS eee ee ne EEE EEEE ene EA EE EEEE EN ane eee eee teen 10 SE EE 11 Searching IN TASKMASIGCL EE 12 ST te NEE 12 ING W CNG IG MOV E 13 Take a Payment cccccceeccceccceeeeeeeeseeeseeeeeeeeseeeseeeeseeeseeeeeueeseeeseueeeueeseeeseueeseeseeeseeeseeesaneens 16 SEET Ee e E E E EE EAE EE E AE 17 vaca S0aCe OVE OUT esre e E EEEE EE E EEE IE ET 18 INTE O a EE EE E ee te ee 19 Oa e MAdona Ee 20 Merc nando e o UO aeae eene EEIE EEE a KNEE eee 21 Account Management 22 AOF TAE 010 NEE 23 KODO erneer e a E a E E N E E EE E E E E E EEE 24 LAST OF CCI EC 25 Bergen le 26 Other Operator Taeke 27 Accessing and Editing Cli
167. ration Month and Year If the card is not present place a checkmark in the Card Not Present MOPO checkbox The CVV2 Card Verification Value field is used to help prevent fraud The CVV2 is a three or four digit number that appears on the back side of the card and is not stored in the magnetic strip The only way to acquire this number is to have the card in front of you If you get this number from clients and input it in the field you can generally receive a better rate from the credit card company American Express Discover Card MasterCard or Visa Front of Card above Back of Card next to Back of Card next to Card Number Card Number in Card Number in Right Side of Card Signature line Signature line Right Side of Card Right Side of Card S3 dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE To complete the Create a Transaction function input the Amount of the transaction If you are only preauthorizing the card click Pre authorize Only and click Create Preauthorizing the card sets aside the money in the account but doesn t actually transfer money This feature is often used as a security deposit for Truck Rentals If the client returns the truck with no damage and a full gas tank then the i money never comes out of the client s card Ce Select Site Processor Laura s Storage M NOTE TaskMaster doesn t release these funds if you Name on Card Greg Pelon don t use them the Credit Card Issuer does Therefore SWIPE Biling
168. rd 103 Resolution 3 Restore Data Files 100 Return for Credit 84 Returns 17 27 35 84 Reversing Payments 27 32 Router 4 SAM 92 Schedule a Task 69 70 72 Schedule Event 69 70 72 Schedule Events 7 52 69 101 Scheduling a Task 28 41 43 44 Scrolling Marquee 41 42 99 Search 12 18 19 20 21 32 33 46 Search By 12 Search by ID 12 Search by Multiple Choices 12 Search Here 12 Searching in TaskMaster 10 12 18 19 20 21 32 33 46 Secondary Contact See also Guest 14 30 62 63 114 Secure 4 55 Security Access 95 96 Security Deposit 65 84 Server 3 4 69 87 89 93 94 114 115 116 Set Mux amp Channel 26 Settle 82 Setup 1 5 6 7 14 17 18 19 24 34 39 40 49 50 51 52 53 54 55 56 57 61 63 67 69 70 71 72 73 74 75 77 81 82 85 87 88 89 90 91 92 93 94 95 97 101 103 113 114 116 Setup Lease Spaces 49 56 Setup New Client 5 Setup Tools 49 Site Maintenance Setup See Also Site Setup 81 90 Site Master Graphics 60 76 97 98 99 Site Policies 18 19 37 53 61 63 102 Site Setup 5 6 14 17 18 19 49 50 53 57 61 63 69 74 81 101 102 103 Social Security Number SSN 12 29 Software End User License Agreement 106 107 Solomon Cash Management 73 Space 10 11 12 14 20 22 26 34 39 45 46 48 56 63 67 73 74 77 79 80 95 97 99 102 113 Space ID 12 14 63 Special Comm
169. re 108 dP TaASkKMASTER MANAGEMENT SOFTWARE USER GUIDE 3 2 4 3 If itis essential to do so in order to achieve operability of the Software with another software program you must request Chamberlain Access Solutions to provide the information necessary to achieve such operability Chamberlain Access Solutions has the right to impose reasonable conditions and to request a reasonable fee before providing such information Any such information supplied by Chamberlain Access Solutions and any information obtained by you by such permitted decompiling may only be used by you for the purpose described herein and may not be disclosed to any third party or used to create any software which is substantially similar to the expression of the Software Requests for information should be directed to the Chamberlain Access Solutions Engineering Department Chamberlain Access Solutions does not guarantee that such requests will be approved or that such information will be provided 3 2 4 4 You may not include the Software whole or in part in any commercial package without Chamberlain Access Solutions written permission The Software may not be distributed for profit in any form including but not limited to electronic information service distribution bulletin board distribution user groups online services redistribution companies and magnetic or optical medium distribution unless explicitly stated in a separate writing and signed by an authorized rep
170. re or electronically transfer the Software from one computer to another or over a network 3 2 2 You agree not to sell rent lease lend sublicense grant a security interest in or otherwise transfer other than as permitted by the Transfer Section of this EULA your licensed rights to the Software or remove any proprietary notices on or in the Software 3 2 3 You agree not to use the software to intentionally or unintentionally violate any applicable local state national or international law or any regulations requirements procedures or policies in force from time to time relating to the Software 3 2 4 You acknowledge and agree that you may not alter merge modify adapt or translate the Software or decompile reverse engineer disassemble or otherwise reduce the Software to a human perceivable form or otherwise attempt to discover the source code of the Software except to the extent you may be expressly permitted to decompile under applicable law 3 2 4 1 You acknowledge and agree that you may not create derivative works based upon the Software 3 2 4 2 You shall not use the Software to develop any software or other technology having the same primary function as the Software including but not limited to using the Software in any development or test procedure that seeks to develop like software or other technology or to determine if such software or other technology performs in a similar manner or has a similar function as the Softwa
171. reader click Swipe and swipe the card through the Credit Card Reader which can scan access cards also After making any changes to this screen click Apply The access code and custom hours can be set for a client on the New Client Move in wizard on the Identification screen 96 d TaSkKMASTER MANAGEMENT SOFTWARE USER GUIDE SITE MASTER GRAPHICS The Site Master Graphics module allows the manager to have a graphic view of the site that shows the current status of each space from an overhead view If you have purchased the Site Master Graphics module click on Site Master Graphics to open the module The Site Master Graphics view shows the status of site spaces using color codes to show Available spaces Rented spaces Locked Out spaces Vacating spaces and Spaces In Repair Site Master Graphics Setup The first time that you use Site Master Graphics technical support will have to dial into your site s computer to set it up In most cases a Graphics Technician will draw the site based on a site layout map that you provide In some cases either you or the dealer may draw the site Fj TASKMASTER 1 579 Operator MPW if fe Se Ve aa ee He enG HE SEV IEB SA Saz BE FTU l ij pa Glier Data F Ei _ Wainlenance To customize Site Master Graphics for your site click Preferences sean This opens the Site Graphics Preferences window The Space Colors tab allows you
172. rent is paid Auto Assign Next Lease Numbers 0 00 0 p fo Fourth pm On After 0 gf fo Set all new accounts to invoice how Daily 0 00 On After 0 many days prior to next assessment Ch Genera Data Site Policies f Financia Daa Access Z8 Automatic Leters Automatic Reports ep Gis System Maintenance Setup Financial Data On the Financial Data er Maen Seh tab enter the contact info for the credit card processing service and bank Lix TASKMASTER wal use this information for all financial transaction activities Bank Information Name information as provided by these fortektoetos RastxkAccons ites institutions icc rrr a p a mm mmm Bank Fax Sc Contact Email RS into phaccess com Include credit card payments wih bank deposits f Pti Credit Card Processor ID 0 m aa Fone declined If a discontinue use date is set gave notice DO NOT process any auto ACH Processor ID 10 Convert Checks to ACH payments after that date charge card Tax ID Nova Information Systems GY Geseg Data Ste Policies Financial Data Access DP Avomatc Leters del Automate Reports i Deiat Gis 53 dP tasSkMASTER MANAGEMENT SOFTWARE USER GUIDE La System Maintenance Setup Access In Access enter the gate Site Maintenance Setup one RIT ASKMASTER allows you to set standard access hours for each day of the week access hours for the facility On
173. resentative of Chamberlain Access Solutions 3 2 4 5 You may not alter the Software code for the purpose of redistributing or selling this program as a free or commercial ae ay 3 2 6 Bled 3 2 8 IAI program under another program name or company name You may not permit other individuals to use the Software except under the terms listed in this EULA You may not separate the component parts of the Software for use on more than one computer If you receive the Software in more than one medium regardless of the type or size of medium that you receive you may use only one medium that is appropriate for your single computer You may not use or install the other medium on another computer You may not loan rent lease lend or otherwise transfer the other medium to another user except as part of the permanent transfer of the Software as covered in the Transfer Section of this EULA You shall not copy the Software except as set forth in Section 2 Any copy of the Software that you make must contain the same copyright and other proprietary notices that appear on or in the Software User Responsibilities 3 2 9 1 Various states and municipalities have specific limitations and requirements for taxes fees customer notifications auction processes collections procedures etc It is the user s sole responsibility to verify the information and conduct their business in compliance with all applicable laws and codes Chamberlain Access Solutions
174. rietary information or patent copyright trade secret or other intellectual property right owned or controlled by Chamberlain Access Solutions except as expressly provided in this License 4 3 Transfer of Software and License 4 3 1 4 3 2 4 3 3 Only users that purchased the License to the Software directly from Chamberlain Access Solutions or its authorized dealers shall have the one time right to transfer this EULA and the Software to another end user The initial user of the Software may upon payment to Chamberlain Access Solutions of the fee required by this Section make a one time permanent transfer of this EULA and the Software only directly to another end user This transfer must include all copies of the Software including the backup copy Documentation component parts the media and printed materials any upgrades and this EULA Such transfer may not be by way of consignment or any other indirect transfer The transferee of such one time transfer must agree to comply with all of the terms of this EULA including the obligation not to further transfer this EULA and Software and accompanying documentation In event of such transfer you must inform Chamberlain Access Solutions in writing within 30 days with all information about the previous licensee and the new licensee including business name contact person business address business phone number business email address and the reason for and date of the transfer Chamberlain
175. rmation updated automatic reports are printed These are selected from System Setup Automatic Reports AWP Automatic Weekly Processing Automatic Weekly Processing occurs each week generally on Sunday evening After the financial information is updated automatic reports are printed These are selected from Site Setup Automatic Reports AMP Automatic Monthly Processing Automatic Monthly Processing occurs each month generally on the last day of the month in the evening After the financial information is updated automatic reports are printed These are selected from Site Setup Automatic Reports AYP Automatic Yearly Processing Automatic Yearly Processing occurs each Year generally on the 1 day of the new year in the morning After the financial information is updated automatic reports are printed These are selected from Site Setup Automatic Reports dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE SPECIAL FUNCTIONS The Special Functions menu can be found under Utilities on the menu bar These functions generally should not be used without the guidance and instruction of technical support Reset Last Activity Date Time Resets the Date and Time in TaskMaster to match the date and time in the computer This is used if the computer s date and time has been changed for any reason Recalc All Paid to Dates Used only by technical support to make corrections to Paid to Dates on very early versions of TaskMaster Paid to D
176. rt 29 68 73 78 Import Export 68 73 Inactivate 6 13 67 Inactive 12 66 67 81 Inactive Clients 12 Index 105 118 Initial Setup Checklist 1 5 Initial TaskMaster Setup 1 5 45 60 79 80 91 Inquire 82 Insomniac 92 Insurance 20 27 39 59 67 Internet 2 3 5 24 52 71 76 77 81 86 87 91 92 105 106 114 115 116 117 Introduction 1 Invalid Address 29 Invalid Phone Number 29 Inventory 11 21 33 66 67 Invoice Number 12 Invoices 8 12 30 31 58 62 63 65 103 113 116 IP 3 4 87 101 d taskKMASTER MANAGEMENT SOFTWARE USER GUIDE TT 4 550 75 9 12 15 17 18 19 21 23 24 25 20 28 29 31 33 35 40 42 43 44 45 46 48 51 56 57 60 65 66 67 72 74 83 84 89 91 94 97 99 109 114 115 Keyboard 11 21 40 43 56 Keypad 115 116 118 Kiosk Module 76 92 115 Late Fee Schedule 53 Late Fees 32 57 62 63 64 66 113 117 Late Letters See also Letters 54 Law 7 60 102 107 Lawyer 7 60 Lease a Space 14 19 34 45 Lease an Additional Space 10 11 20 36 38 Legal 7 60 102 107 Letters 7 14 30 54 58 59 60 61 62 65 115 116 Level 1 See also Operator Access Levels 6 40 55 Level 2 See also Operator Access Levels 6 40 55 Level 3 See also Operator Access Levels 6 40 55 Levels 5 6 40 50 51 55 105 License 106 107 License Agreement 2 12 13 29 51 62 64 77 93 106 107 List of Clien
177. ry Contact Salutation Found on the Guest Name amp Address Screen Secondary Contact First Name Found on the Guest Name amp Address Screen Secondary Contact Last Name Found on the Guest Name amp Address Screen Secondary Contact Street Address Line 1 Found on Guest Name amp Address Screen Secondary Contact Street Address Line 2 Found on Guest Name amp Address Screen 62 Secondary City Secondary State Secondary Postal Secondary Postal Ext Secondary Country Secondary Home Phone Secondary Work Phone Secondary EMail Secondary Access Code Access Code Last Refunded Amount List Space ID s Last NSF Check Amount Merchandise Sales Due Merchandise Sales Tax Due Merch Sales Tax Due Last Payment Date Total Mo Rent Rate Total Mo Discounts Total Mo Tax Total Mo R D Total Mo R D Tx Total Rent Due Total Letter Fees Due Total Misc Due Total Tax Due Total Nonltems Due Invoice Fee Statement Fee Work Street Work City Work State Work Postal Total Due No Prepaid Total Prepaid Last 4 CC Digits CC Exp Date CC Type CC Card Holder s Name CC Billing Postal Code Drivers License State Other Phone Secondary Other Phone Clnt 2City Clnt 2State Clnt 2Zip Clnt 2ZipExt Clnt Ctry Clnt 2Hphone Clnt 2Wphone Clnt 2Email Clnt 2Acode Clnt Acode Clnt Ramt Clnt lids Clnt LNCa Clnt Msd Clnt Mstd Clint Mtot Clnt Lpdt Clnt Tmrr
178. ry of any current clients into the system Once these steps are complete the software is ready to use dP taASKMASTER MANAGEMENT SOFTWARE USER GUIDE OVERVIEW OF FUNCTION NAVIGATION There are 3 bars for navigation through TaskMaster Most functions are located in multiple places around TaskMaster to make it easy to find the task you want Menu bar located across the top of the TaskMaster window File View Tasks Utilites Help Toolbar located across the top of the TaskMaster window under the Menu bar Client Data EZ Taskbar located on the left side of the TaskMaster window The Taskbar is separated into three or four categories that can be selected by clicking on each category s tab The tabs will be located at either the top or the d bottom of the Taskbar depending on which one is currently in view ihe List of Clients Client Data tab contains screens used to view information about each client s account eee Client Task tab contains useful tools used when modifying an account or doing a task for a client such as taking a payment or adding additional spaces EES Sc Maintenance tab used for general facility maintenance ere ame amp Address Master Security tab this tab only appears if you are using the Master Fis Security module for access control It contains the tools and screens for use Identific
179. s a full mailing address or simply a phone number will be required so that the customer can be contacted in the future In the Size Required box select the size space the customer wants In the How Contacted drop down select the method the customer used to contact the site Use Business Name Fest Name Last Name Tm ones Street 321 Man Street City Tupelo Country Bullets Prompts R Click to Add There n no data to show Man Home Phone 605 555 4445 Work Office Phone Fax Phone Calda Other Phone Emal jamathy emad com Size Required Other Sze Sod Enter the Rate Quoted to the customer for the size space requested How Cortacted Phoe ts Date Needed _Show More into Rate Quoted 45 00 iV Follow Up Date 06 14 2008 ER Type of use Readertsal Comments 06 01 2009 How they found us eebe Pages Chant looking for ACCEPT Cancel smal une fot eariy summer UST ALL Enter the Date Needed that the customer provides and the Follow Up Date based on the site s practices Determine the Type of use the customer intends for the site and enter that in the drop down select the method the customer used to find the site In the Comments box enter any additional information about the customer Once all information is entered click Accept To see who is on the Rental Inquiries list click List All 47
180. s of each Lu FraLaeNoce K ah ek 5000 a aen a re to b e ri n te d 2nd Second Late Notice 28 days 0 00 5th Blank 0 00 x Cancel D S 3rd Third Late Notice 36 days 25 00 6th Blank 0 00 X Gi Copi Copies t of days for receipt v i h ET ee s WE j ae Manual st letter starts the processing on Dm umber of days of notice that is Mode or after how many days pastdue 11 2 fo 30 given prior to a rate increase letter 2nd letter is how many days following the 1st jio E o Discount Change Letter s also I Certified DR Number of days to wait if the clients I 31d letter ish davs followina the 2nd balance is going to change before rd letter is how many days fol owing nien 10 E E Geier Ab letter is how many days following the 3rd Ip 2 2 Re start letter processing once the clients a Certified Vv balance has been manually altered Iw 5th letter is how many days folowing the 4th 399 jo jo jz Stop all other automatic correspondence Certified after the letter processing has begun IV 6th letter is how many days bag the Sth 999 o o I Keep paid to DAY the same as assessment day Certified Cale a true paid to day when notice given Gy General Daa Zl Ste Policies fi Financial Data Access fh System Maintenance Setup Site Maintenance Setup Automatic Reports Automatic Reports i allows you to choose which reports are to EE feriene be printed during Automatic Processing DE ERY nee ew E
181. s the demographic and marketing data is collected over time reports and graphs can be printed from the Reports function which allows data to be reviewed and analyzed These reports and graphs are in the Reports Graphs amp Charts Demographics folder 74 dP TasSkMASTER MANAGEMENT SOFTWARE USER GUIDE RENTAL AGENTS Outside sales help Rental Agents is sometimes used to help get more clients into the site These persons are often paid on a commission basis The Rental Agent Function allows you to track these charges Rent Agents Sales Persons To enter the Rental Agent Function select Active Utilities System Setup Rental Agents Rocer Lome TE Commission Agent names are entered in the field below tel bess N the Active button Place a checkmark in the field if the agent is active and remove the E Eh Mee checkmark when they no longer work for the 25 com pany Frequency Quarterly Flat or Percentage commission can be input YK X canc Ent on a single or recurring basis If a recurring commission is selected the frequency of payment must be selected Once all information is entered click Add Click OK when you are finished entering Agents 75 d taSKMASTER MANAGEMENT SOFTWARE USER GUIDE MODULES amp OTHER OPTIONS There are 11 modules that can be added to TaskMaster to increase the functionality of the program TaskMaster does not require these modules to function effectively as a site manageme
182. s will pop up a Ths eg Steeg window asking whether you really want to proceed Once accepted BR the move out Is irreversible Click on the No checkbox to uncheck it and then click on the Yes checkbox to place a checkmark in it and click OK to confirm Repeat these steps for each space if the client is moving out of multiple soaces at the same time dP TaASkKMASTER MANAGEMENT SOFTWARE USER GUIDE TRANSFER The Transfer button on the EZ task screen is used to move a client out of their Space and into another one It will also apply any charges or deposits from the old space to the new space if applicable The process is similar to vacating a space TRANSFER TRANSFERRING Step 1 of 3 From the EZ Task Screen search for the client that you wish to transfer Then click Transfer The ee Transferring window will pop up Select which ll Transfering From LA space the client will be transferring out of using the drop Click Here For Newt Stop d 4 down menu Click on Click Here for Next Step Transfering to another Space Step 2 of 3 You can choose to charge the client for the current day s use by clicking in the check box next to Charge for Todays Use i ee nmn a i First Assessment 07 06 2004 lf your facility has a fee for transfers it will appear in the Transfer Newt sessment 0870172004 e e Paid To 09 01 2004 Fee field You can alter this by typing in the field To alter the SE agnya
183. set up Central Office Active License No Site Name Last Updated ata Folder Update Folder Iv leese ES SE ZP 2003 02 05 01 07 PM z5 T ie time starhills C TMCOT estStarhills vi NEVER SNE 2 TMCOTestPTI1 To view the data and run reports for a specific remote site select the site from the list and click Launch TaskMaster This launches TaskMaster with the most recent data from that site You can tell how recent the data is by looking at the Last Updated and Last Activity fields You can run reports inside TaskMaster on the specific site that you opened and view any data or customer information for that site NOTE Any changes made in TaskMaster data at the main site will not affect the TaskMaster running at the remote site This is a one way connection You can also run comparative reports on multiple sites Be sure that TaskMaster is closed Open the TaskMaster Central Office and click Reports Consolidated Reports The Consolidated Reports window will appear This allows you gt to print many different types of reports that compare contrast EES multiple remote sites or give specific information on a single Group 0 A Segen 0 Al remote site If you have set up the remote sites with group and fg 9 region numbers General Data Tab in Site Maintenance then you can use these to limit the site s that you run reports on You can Iv Preview also customize the Date range in the From and Thru fields view PE Active
184. setting the Effective Date Lease To Be Used allows you to specify the type of lease agreement that applies to the space This allows different lease agreements to be used based on the type of space 66 dP TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE MAINTAIN MERCHANDISE To access the Maintain Merchandise function select Utilities Maintain Merchandise The Maintain Merchandise screen allows you to control the inventory of merchandise sold by the site such as boxes bubble wrap locks etc The original merchandise items should be set up with the Configuration of TaskMaster To add a new item to the list click Add Item gt gt This will bring up the Add Edit Merchandise Item window Enter the Item Number or UPC code Item Description Unit of Measure and General Ledger Account Click OK to enter the item into the system To Edit an item click on the item onthe listandthen ss E click Edit Item gt gt This will bring up the Add Edit m Be Ge ZZ Merchandise Item window for that item to allow fee Eee ucdan S Ja Ek changes Price per item and Cost per item can be entered and changed as necessary sinia To make an item inactive select it from the list and SE mn E aai place a checkmark in the Inactive checkbox me e ie p ip X Ere Add Item nl Edi hem nl To add items to inventory as orders come in or to subtract items that are damaged select the item from the list and type the number coming into or being r
185. st and return to the EZ Task screen Select General Merchandise Sales account from the pinned accounts list on the lower right toolbar The Client Name on the EZ Task screen will change to General Merchandise Sales Go to Tasks Merchandise Returns To return an item select it from the list and select the quantity of the item being returned If more than one type of item is being returned be sure to select each item on the list and the quantity Click Apply to complete the return The credit will appear on the 123 Accounting screen Select Refund to the Client Select the type of refund cash check or credit card and enter the amount to be refunded 33 d taASKMASTER MANAGEMENT SOFTWARE USER GUIDE DISCOUNTS amp PROMOTIONS Giving a discount to a new renter EZ TASK On the New Client Move In wizard oa Au EE ees select Lease a Space Promotions Ces Sr Space Chk Here Many of the most common self storage e aue 000 promotions are already preset in T iei occ we ne ee TaskMaster This list must be set up eye OoOo seup ee 700 under Promotions in Use See EE mm E Promotions in Use for additional T Set Dacone Uso Date z Instructions rea ne wees Cas Next Assessment 04 01 2005 You can also give a discount on the Lease a Space screen by entering a discount in the Discount field on the right hand side of the screen if the required E ee X discount isn t included in the Promotions list A flat VE ee doll
186. t is connected to the electric meter for their space the initial reading will be put in the Last Reading field Enter this information and click Apply Repeat this process for each client that will be charged for electricity At the end of the month click Print List This provides a printout report of each space so that the manager can take a current reading at each meter writing the current reading down on the report The new reading is then entered into the Current Reading field After entering this information click Apply Do this for all client s that are set up for electricity even if they didn t use any in the current month and the meter reading is the same After all meter readings have been entered into the Current Reading field click Assess Charges to assess each client s account Change Utility Rate Old Base Rate New Base Rate lf the rates change at the site click Change Rates Make any rate oo fpo changes and click Apply to set the rate changes for all clients This SAN tae EA can also be used during the initial setup if everyone s Base Rate and l F Usage Rates are the same e Luesesegt NOTE Schedule an event to reoccur each month to remind the manager to read the meters and add the charge to each account 79 dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE WATER MODULE The Water Module allows a site to pass on water costs to clients that use water within their spaces or connect RVs mobile homes and boa
187. te Network Depending on the number of remote sites and the bandwidth of the internet connection s data can be transmitted with a low lag time Each remote site functions independently in TaskMaster The remote site must be manned and all client functions in TaskMaster must be controlled from that end i TaskMaster Central Office is yf de ee merely a one way conduit of DIE data coming from the remote Seng VW a ee Danial site to a central computer at ee Ze Office the main office Main Office ee TaskMaster Central Office Remote Site 1 TaskMaster Central Office Remote Site 3 Setting up the FTP or VPN We strongly recommend that the FTP or VPN be set up by an experienced knowledgeable Network Information Technology professional We do not provide this service The FTP or VPN server should be located at the Main Site and have an always on static IP business high speed internet connection Each remote site should have a computer with TaskMaster and a high speed internet connection NOTE Please discuss firewall settings with your IT professional to ensure data security at the site but still allow full communications S 7 dP taskMASTER MANAGEMENT SOFTWARE USER GUIDE Setting Up Central Office at the Main Site Technical support must dial into the Main Site computer and upload the main site files They will set up two programs TaskMaster Central Office Disbursement TMHOD and TaskMaster Central Office T
188. that are connected together into one system allowing information to be accessed from multiple computers Non Client Sale A sale of merchandise to a customer who is not an existing tenant or client within the TaskMaster Database LI Open Tech Alliance A company that sells a kiosk that can be interfaced to TaskMaster P Q P2P Peer to Peer A network setup where each computer on the network acts as the server as needed Generally used for small household networks TaskMaster Networking does NOT work on a Peer to Peer Network PayXpress A module within TaskMaster that allows tenants to pay rent and fees at the keypad Pending Folder Location where letters invoices and automatic credit cards have to be printed if they are not set to print automatically during the ADP process Provider See ISP Protocol Rules governing transmitting and receiving of data See RS232 RS485 and USB d TaASKMASTER MANAGEMENT SOFTWARE USER GUIDE R Region No A number used to distinguish between sites for Central Office and FTP uploading Relay board A device used to control lights elevators and access Available from Chamberlain Access solutions in 2 or 8 channels Remote Site In the TaskMaster Central Office module these are sites that are connected to the Central Office but are actually in a different location Most commonly these are the actual self storage business locations In the Access Control system a remote site is an un
189. the Credit Card Processor icon in the system Tray Select Site Setup Shut Down Close Menu In the Site Setup window click Add Click the Active checkbox Enter LASS 10 07 am the site information and the credit card processing information In the drop down menu for Processor select the PTI CREDIT CARD amp ACH PROCESSOR Site Setup company being used to process credit card i transactions Enter the information required by the credit card processing company Phone JESS Verify the Use Internet for Connections box is Pacae roche MID Merchant ID 700000002010 checked and then click Accept and Close E ll Login User Name SCOTTSDALE85260 To add another site repeat the process Sites can be SES made inactive at anytime by removing the checkmark DoNOT ste sae cad anonte to paces een Sho from the Active checkbox To edit a site highlight the site name in the window make the modifications select Accept and Close Credit Card Module Setup within TaskMaster W Include credit card payments with bank deposits Click on the Maintenance tab on the Taskbar and select deus ee System Setup From the Site Maintenance Setup ACH Processor ID fo window click on the Financial Data tab At the bottom of the screen click on the Include Credit Card Payments with Bank Deposits checkbox if your bank provides that service Otherwise leave the checkbox empty Input the Credit Card Processor ID found in the ID Number
190. the Scroll buttons Delete a picture by clicking Delete Keep a picture as the current one showing by clicking Last WW O OOO 78 dP taASKMASTER MANAGEMENT SOFTWARE USER GUIDE ELECTRIC MODULE The Electric Module allows a site to pass on electrical costs to clients that use electricity within their spaces or connect RVs mobile homes or boats at a marina to the site s electricity Each space that is being charged for electricity must have an electric meter to take readings thee ede If you have purchased the electric module the oe E E function can be accessed by selecting Utilities d Gr Em oma 8 ei Power amp Water Modules Electric Module e Gre mmm arem 5 Every space on the site will be listed on this screen Select a space to be charged for electrical GE om DE use Input the Base Rate This rate is the monthly s SA Ui Ci WO Caso Ua Uo aS e l jes nia BEE 121690 Nz pe charge for using the service Input the Usage Rate v a Te This rate is the charge per unit of electricity The eme os El Usage Rate will be multiplied by the number of Units Used each month Units are often kilowatt hours but can be any measurement that the site chooses Input the Min to Charge This rate is the minimum usage rate to charge Any usage below this amount will be charged at this rate Any usage over this amount will be charged the actual usage rate multiplied by the number of units used The first time that the clien
191. to you 6 2 Warranty Disclaimer 6 2 1 As is 6 2 1 1 You expressly acknowledge and agree that use of the Software is at your sole risk The Software is provided AS IS and on an AS AVAILABLE basis The above Limited Warranty is exclusive and in lieu of and Chamberlain Access Solutions disclaims all other warranties whether express implied or statutory to the extent permitted by applicable law with respect to the Software including but not limited to warranties of quality performance title non infringement merchantability or fitness for a particular purpose and warranties created by course of dealing course of performance or trade usage The user acknowledges that it has relied on no warranties other than the express Limited Warranty set forth above and that no warranties are or have been made by Chamberlain Access Solutions dealers 6 2 1 2 Any data downloaded through the use of the Software or from any Chamberlain Access Solutions source including but not limited to the Chamberlain Access Solutions web site Chamberlain Access Solutions FTP site or remote connection by Chamberlain Access Solutions employees or representatives is done at your own discretion and risk even if recommended by a Chamberlain Access Solutions employee or representative and you will be solely responsible for any damages to your computer system or loss of data that results from the download or use of any such material 6 2 1 3 The Softw
192. top of the main page See the Maintain Merchandise section amp Accept amp Pay W Accept X Cancel Click on any item to select it for sale Double click the item to add a single item at a time Double right click to subtract a single item at a time When you have finished click Accept to add the item s charge to the client s account or click Accept amp Pay to go directly to the Payment screen If you have begun a merchandise sale and clicked on Accept amp Pay and then need to cancel it for any reason click Cancel Merchandise Sale under Tasks on the Menu bar or click Cancel Sale d taskMASTER MANAGEMENT SOFTWARE USER GUIDE ACCOUNT MANAGEMENT ACCOUNTING Use the 123 Accounting button on the EZ Task screen to manage account information for all the spaces that a client is currently leasing along with any current charges or balances From this screen you can also access historical account information about a client Balances prepays and client credits are displayed in the ledger lines across the top below the customer s name The Paid To date for each space is displayed under the Paid To column in the Current Leased Spaces screen The Remove Transfer button will move out the customer or transfer the customer to another space Clicking Remove This Charge will start the move out sequence MAI nl E Lier H aam Emih Joke ny d Wacste eg DIN Remove Trara Anai R
193. ts 10 11 25 List of Spaces 10 11 26 Log See also Access Log 5 26 27 40 88 113 Log In 5 27 40 72 89 91 Log In Log Out 27 40 Log Out 27 40 Logo 8 Mail Order Phone Order MOPO 83 86 Maintain Insurance Carriers 59 67 Maintain Insurance Items 39 Maintain Lease Types 56 59 66 Maintain Letters 7 58 59 60 Maintain Merchandise 15 21 59 67 Maintenance 7 9 15 21 26 39 40 50 51 53 55 56 58 59 60 66 67 69 71 77 81 82 83 84 86 90 Maintenance Log 26 Maintenance Tab 51 53 Management 2 5 68 69 73 74 76 87 90 102 103 Management Company 90 103 Management Tools 68 Manager 5 6 17 42 48 56 61 69 70 79 80 82 91 92 97 113 Manual Authorization 86 Marketing 14 18 68 73 74 87 MAS90 73 Menu Bar 9 11 15 18 19 21 24 32 33 39 40 43 46 47 51 55 56 57 58 59 60 66 67 69 73 74 75 79 80 91 95 101 102 105 Merchandise 10 11 15 17 21 27 33 45 59 63 67 115 Merchandise Returns 17 27 33 Merchandise Sales 10 11 15 21 33 63 Merchandise Sales Screen 10 11 15 21 33 63 Merge Fields 59 61 Meter 79 80 Microsoft 4 60 73 78 Modems 3 51 Modules 2 3 9 13 20 29 51 76 77 78 79 80 81 89 92 97 113 116 MOPO Mail Order Phone Order 83 86 Mouse 98 114 116 Move In 10 11 13 19 34 39 45 74 96 99 Move Out 10 11 17 18 19 20 22 60 74 84 8
194. ts at a marina to the site s water Each space that is being charged for water must have a water meter to take readings Water Module If you have purchased the water module the er EEN function can be accessed by selecting Utilities Power amp Water Modules Water Module Every space on the site will be listed on this screen Select a space to be charged for water use Input the Base Rate This rate is the monthly La charge for using the service Input the Usage nie Base Date Usage Hale Laag Reading Curent Bezecke Lrs Used emp Rate This rate is the charge per unit of water The it Sp fe i f Fa Change Halet ae Usage Rate will be multiplied by the number of SS Geh e SS Units Used each month Units are often gallons but can be any measurement that the site chooses Input the Min to Charge This rate is the minimum usage rate to charge Any usage below this amount will be charged at this rate Any usage over this amount will be charged the actual usage rate multiplied by the number of units used The first time that the client is connected to the water meter for their space the initial reading will be put in the Last Reading field Enter this information and click Apply Repeat this process for each client that will be charged for water At the end of the month click Print List This provides a printout report of each space so that the manager can take a current reading at each meter writing the current reading do
195. und on the Payment Screen History Total amount due for merchandise in a client s account Found on the Payment Screen Amount of tax owed for all merchandise in a client s account Found on the Payment Screen Total amount of merchandise due plus tax in a client s account Found on the Payment Screen Date the Client last made a payment on any space leased to the client or on any merchandise purchase Found on the Payment Screen History Total monthly rent rate for client for all spaces leased to a client for a normal month Found on the Detail amp Alter Information Screen Total monthly rent rate discount for all soaces leased to a client for a normal month Found on the Detail amp Alter Information Screen Total monthly rent rate for all spaces leased to a client for a normal month Found on the 123 Accounting Screen Total monthly rent rate for all spaces leased to a client for a normal month minus the discount Found on the 123 Accounting Screen Total monthly rent rate for all spaces leased to a client for a normal month minus the discount plus tax Found on the 123 Accounting Screen Total current rent due for all spaces leased to a client Found on the Payment Screen Total current letter fees due for all spaces leased to a client Found on the Payment Screen Total current other fees due for all spaces leased to a client Found on the Payment Screen Total Taxes Due for all spaces leased to a client Found on the 123 Account
196. unt of late fee tax due for the Lease Item Amount of rent and taxes due for the Lease Item Amount of late fees and taxes due for the Lease Item Total amount due for the Lease Item including rent fees and taxes Amount of letter fees due for a Lease Item Amount of late and letter fees due for a Lease Item Amount of late and letter fees due plus tax for a Lease Item Amount of attached fees due for a Lease Item Amount of attached fees plus tax due for a Lease Item Next effective rate less the discount plus tax for a Lease Item Refund Voucher Number This number is found on the Documents Screen 64 Owner Business Name Owner Salutation Owner First Name Owner Last Name Owner Street 1 Owner City Owner State Owner Postal Code Owner Postal Ext Owner Country Owner Name Address Line 1 Owner Name Address Line 2 Owner Name Address Line 3 Owner Name Address Line 4 Owner Name Address Line 5 Leased Date Standard Rate Next Rate 1 Current Rate Total Charges Due Total Clients Non Spaces Security Deposit On Hand Itm Bname Itm OSal Itm OFname im CO name Itm OStr1 Itm OCity Itm OState Itm OZip Itm OZipExt Itm OCtry Itm ONA1 Itm ONA2 Itm ONA3 Itm ONA4 Itm ONA5 Itm Ldt Itm StdR Itm NR1LR Itm CDNI Itm SOH d TaAskMAasSTER MANAGEMENT SOFTWARE USER GUIDE Primary Clients Business Name Found on the Name amp Address Screen Primary Client s Salutation
197. wn on the report The new reading is then entered into the Current Reading field After entering this information click Apply Repeat this process with each client that is using water even if they didn t use water and the meter reading is the same After all meter readings have been entered into the Current Reading field click Assess Charges to assess each clients account Change Utility Rate Old Base Rate New Base Rate lf the rates change at the site click Change Rates Make any Dm Dm changes and then click Apply to set the rate change for all clients Old Usage Rate New Usage Rate This can also be used during the initial setup if everyone s Base Rate P 0 and Usage Rates are the same v ze E Coe NOTE Schedule an event to reoccur each month to remind the manager to read the meters and add the charge to each account a0 d TaASkKMASTER MANAGEMENT SOFTWARE USER GUIDE CREDIT GARD MODULE The Credit Card Module allows a site to accept credit cards for payment through NOVA Systems PaymenTech PCCharge Pro and ECHO In addition to purchasing the Credit Card Module you must also maintain an account with the credit card processing company Credit Card numbers can be typed in or a swipe reader can be purchased to allow credit cards to be swiped for payment Set u p Control Show Activity The Credit Card Processor will start automatically when TaskMaster is Show Nava Process Site Setup started Right click on
198. x D is the mapped drive thus in the Start In area it should say D RTM 6 Copy the contents of the rpts folder from the C rtm rpts on the Master Workstation Server to C rtm rpts all Client Workstations 7 Copy RTM exe from the C RTM folder on the Master Workstation Server to the C rtm folder on all Client Workstations 8 Contact technical support at 888 528 7826 to activate the Network and verify operation 94 dP taSkKMASTER MANAGEMENT SOFTWARE USER GUIDE GATE INTERFACE TaskMaster can be interfaced to many Gate Access Control systems allowing clients who do not pay their bills to be automatically locked out from accessing the property When the client pays their bill then the system can automatically restore the client s access privileges or in the case of checks wait ten days to restore access Also as new clients are added to TaskMaster their access code and some client information will automatically transfer into the Gate Access Control System i TE KAN ili Setting up the Gate Interface We recommend that TaskMaster be interfaced to the Falcon or Falcon XT Access Control systems for a truly integrated system and to increase your satisfaction with the overall performance of the interface However we also offer an interface to many other gate access control systems including Frame 500 Demco Sentinel MSTC Minimax DigiGate Wham and SSI Generally these companies will charge a fee for the Gat
199. y or otherwise Chamberlain Access Solutions maximum liability will not in any case exceed the purchase price of the Product which will be fixed as liquidated damages and not as a penalty and will be the complete and exclusive remedy against Chamberlain Access Solutions d taSKMASTER MANAGEMENT SOFTWARE USER GUIDE GLOSSARY A ADP Automatic Daily Processing Daily processing that assesses rent and late fees prints invoices and reports and closes the credit card batch This MUST be run daily generally before the start of business hours This is usually set up to run automatically AMP Automatic Monthly Processing The monthly processing that computes monthly totals for reporting Generally this takes place on the last day of the month and is set up to run automatically AWP Automatic Weekly Processing The weekly processing that computes weekly totals for reporting Generally this takes place on Sunday and is set up to run automatically AYP Automatic Yearly Processing The yearly processing that computes all yearly totals for reporting Generally this takes place on the last day of the last month of the year and is set up to run automatically Anti passback An access control function meant to prevent tailgating through gates or doors that are controlled by keypads It works by preventing a tenant from using the exit keypad if they didn t key into the entrance keypad OR preventing a tenant from using the entrance keypad i

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