Pocket LoadMate User Manual
Contents
1. International TECHNOLOGY FOR THE MOVING INDUSTRY MESS loadmate jpg USER MANUAL LOADMATE INVENTOR Y 23121 Verdugo Drive Laguna Hills CA 92653 Tel 949 837 6283 www techmateinternational net support techmateintl net TABLE OF CONTENTS 1 1 INTRODUCTION 1 2 HARDWARE 1 3 GETTING STARTED 2 1 INVENTORY PROGRAM 2 2 OPEN NEW EXISTING FILE 2 3 SHIPMENT INFORMATION 2 4 ORIGIN ADDRESS 2 5 DESTINATION ADDRESS 2 6 INVENTORY TAGS 3 1 DESCRIPTIVE INVENTORY 3 2 TAG NUMBERS 3 3 SELECTING A NEW ITEM 3 4 ENTERING CONDITIONS EXCEPTIONS 3 5 CUSTOM LOCATIONS EXCEPTIONS 3 5A CUSOTMIZING ITEMS 3 6 ENTERING NOTES 3 7 DESCRIPTIVE TERMS 3 8 PBO VERSUS CP CONTAINERS 3 9 PLURAL ITEMS DELETING CONDITIONS 4 1 COMPLETED INVENTORY 4 2SWITCHING TAGS 4 3 VOIDING AN ITEM 5 1 ELECTRONIC SIGNATURE 5 2 PRINTING 5 3 PRINT SETTINGS 5 4 CONTAINER SUMMARY 6 1 CAR INVENTORIES 6 2 PIANO INVENTORIES 7 1 NOTES 8 1 DESTINATION 8 2 CHECK ALL 8 3 EXCEPTIONS 9 1 HELP FILES 10 1 DESTINATION SIGNATURES PRINT 11 1 EMAILING 11 2 ATTACHING FILES 11 3 SENDING FILES 12 1 DELETING FILES 13 1 FREQUENTLY ASKED QUESTIONS 1 1 INTRODUCTION Thank you for purchasing the LoadMate Inventory package We are proud to have you as a customer and consider you to be a partner in progress LoadMate empowers drivers to wirelessly print or email inventories directly from residence The systems easy to use features mir2. Dining Customized Items 3 6 ENTERING NOTES To enter particular notes for a given item select the notes 1 A 1 cz krziripiryc inary dE 05 section marked notes Any notes will be reflected in E EA e o wo Tess LEKI parenthesis behind your item conditions 3 7 DESCRIPTIVE TERMS Descriptive terms can be added by selecting the Description button Descriptive Terms 3 8 PBO VERSUS CP CONTAINERS PEL aaa matur dena Boxes will always have the condition PBO packed by owner or CP Carrier Packed Any time a box is added whichever button PBO or CP is currently selected will be added to the condition of that box For example if CP is green and if a box is added to your inventory the default condition will be CP or Carrier Packed i i i e E A A p p i a E You can also add the condition PBO and CP to refer to items AS such as bureaus and chests CP vs PBO Containers 3 9 PLURAL ITEMS DELETING CONDITIONS To add more than one item 1 e legs select the Greater Than button located on the bottom left of the screen gt 1 To delete a condition or set of conditions touch the item field The last section of conditions that were entered both locations and exceptions will be automatically highlighted Select the red Delete button to remove the highlighted section 4 1 COMPLETED INVENTORY BF Descriptive Inventory 11 22 GO 12 5C CH 16 BH
3. Refriqerator 10 D 9 5 5C 9 4 Clothes Hamper 4 8 CU CH 5 7 E Computer 10 50 5T Chair Arm 10 5 50 CH 3 5 4 9 G 5C RU Once your inventory has been completed select the red arrow to bring you to the Descriptive Inventory page which provides a complete listing of your items Items can be edited at any time by touching them once with the stylus and then selecting the Edit button ATT D File Options Help Customize E Inventory Summary 10 4 2 SWITCHING TAGS are e fag Oeierigiiw brecabory dE HIT OO LoadMate incorporates the option to move items around on Be your inventory screen To complete this task touch one of ber iun B the items that you want to move and select Insert This NE will bring you to a screen that allows you to move one item Ad tas ram ber in place of another Once you have switched two items all other tag numbers will be adjusted accordingly Insert Item Example By switching tag number l in place of tag number 10 item number 1 would become item number 10 and all other tag number would shift up to fill the void left by the removal of number I former item number 2 would become number 1 the former item number 10 would now be item number 9 etc 4 3 VOIDING AN ITEM To void an item s from your list select the item s by highlighting them with the stylus and then press the Void button The item s will be crossed out and will print out with the condition reflecting VOID
4. You can also remove the Void for an item by reselecting it with the stylus and touching the Void button again 5 1 ELECTRONIC SIGNATURE i JE EZ eeta From this screen both the driver and shipper are able to sign to indicate both the items and conditions of those items pra SHIPPER DATE CARRIER SIGNATURE Gid CARRIER DATE I feck frao gt File Print Help E Signature Screen 11 5 2 PRINTING To print out your inventory including car and piano inventories select Print and then the appropriate item To print your inventory in Code select Print Coded To print in standard English select Print Standard To print your car inventory select Print Car To print your piano inventory select Print Piano Note that in order to print the infrared connections must be lined up between the handheld unit and the printer 5 3 PRINT SETTINGS LoadMate allows you to print in multiple formats including z Z Fr Sete dE Sg Coded English Without Lines With Lines Letter Paper 30 lines per page Legal Paper 50 lines per page With Company Information printed on top Select Blank Without Company information printed using pre printed forms Select Pre printed Print Setting Screen These settings are defined at the beginning of the program by selecting Options Print Settings from the main first TechMate Inventory Screen 5 4 CONTAINER SUMMARY CP containers entered as
5. part of the inventory will be captured in a Container summary that will be automatically printed as the last page of your inventory 12 6 1 CAR INVENTORIES LoadMate incorporates picture inventories for cars To enter a car inventory select the CAR button located on the first peset teventory 44211 E signature capture screen Conditions for the car can be drawn in on the screen with the stylus To obtain an alternate view of the car select the dual arrow button located between the Notes and Clear buttons The NOTES section enables you to enter notes for the car at origin and destination and to include odometer readings at both origin and destination Te l dag Pesciptive reaktory aj 3 13 GO Morat wake PG YEAR PLOR PSI E uren zar el AITUAL buru The CLEAR button removes all conditions that have been previously entered on the screen The DESCRIPTION button allows you to enter pertinent information about the vehicle such as model year color and license plate number By selecting the green forward arrow signatures can be entered for the car and or piano conditions 6 2 PIANO INVENTORIES Te l Kg Descriptor breeabory dE 3 16 c previously entered on the screen The DESCRIPTION button allows you to enter pertinent information about the piano such as manufacturer serial number and the conditions of the keys By selecting the green forward arrow signatures can be entered for the car and or
6. piano conditions LoadMate also enables you to record graphic images for various types of pianos To record your conditions simply draw them in with the stylus To obtain an alternate view of the piano or an alternate type of piano touch the dual arrow button located between the Notes and the Clear button The NOTES section enables you to enter notes concerning the piano at origin and destination The CLEAR button removes all conditions that have been Zipren tertu dE LF OO KBE OTRAS UME BATE cone oF meve FETA A EO MARGMAAE Lee SIL i eramana a BOF PIECES ES eraren IRFORMATOO EE x UTHREKSTACEPTOEH Ppa S wot Facar 5 1 DESTINATION At destination items off of the truck Touch an item to indicate that it was delivered and an X will appear next to that item 8 2 CHECK ALL In the event that the shipment was exclusive 1 e the shipment contained only the goods of one shipper the EE CHECK ALL button enables a driver to select all items By KE S p selecting the CHECK ALL button twice the X s will all be Sen EE RP removed ae a b Dragzlzi tar ireeabory aj 3 26 GO 9 1 HELP FILES Help files are available by selecting Help Topics from the menu bar By selecting Help Symbol Chart you can view a list of abbreviated terms for Exceptions Locations and Descriptive items as seen in the main inventory screen 7 1 NOTES Notes can be entered for the inventory These wil
7. E The LoadMate package was designed for use on all PocketPC devices Supported printers include e Canon BJC 50 55 85 e Canon Pixma I Series e HP 450 and 460 If you purchased both Software and Hardware through TechMate your package should entail the following Pocket PC Printer Ruggedized Case Software A Optional items include Keyboard and Car Charger 1 3 GETTING STARTED Prior to reading this manual you should have installed your mobile software reference attached installation documentation and plugged in your handheld unit If you purchased your hardware through TechMate then the software has been preloaded onto your handheld unit For help with this process please contact Technical Support at 949 837 6283 or support TechMateintl net 2 1 INVENTORY PROGRAM To enter the program press Start Programs and then select the LoadMate Inventory icon Screen 1 Company Settings To set default company driver information select Options Company Information You can edit these settings at any time Once you have completed all of the relevant information select OK in the upper right hand corner This will bring you to the Customize Printing option Any information that you enter here will print out on the bottom of your inventory just above the electronic signatures ES tomare Fralile dE 2 50 GO ES konpar Profe E 251 GO ALA LAL AAA dak b A parie Marian Comp Customize Primii ETXEEI We bn rhacka
8. I GERA EA i e s e Selecting an item Entering conditions Entering Desc Items 3 2 TAG NUMBERS Once you have entered the locations and conditions for a given item select the right arrow to move forward This will then move you to the next tag number and allow you to select a new item 3 3 SELECTING A NEW ITEM When you select a new tag number by hitting the forward arrow located in the upper right corner of your mobile unit 1 you will see the following screen e ES Grazi ter imeaiory age aT I To select an item you can either type it in or select from the predefined list The item list is alphabetical and incorporates auto complete functionality By typing M you will automatically move to the section containing items that begin with the letter M Once you have found the item simply touch it once with the stylus to select that item and the keyboard and item list will disappear Inventory Screen 3 4 ENTERING CONDITIONS EXCEPTIONS are e Ge Ootcriptiee brecabery fe 239 KE Once an item has been selected you can begin entering the race ATTA conditions and exceptions for that particular item Simply touch on the locations and the exceptions to indicate areas of pre existing damage LoadMate will automatically add in the appropriate comas hyphens and forward slashes When you have finished adding the conditions for a given item touch the right facing arrow in the upper right corner to pr
9. ci xl thes tern EEE GE TZEI arm pected rekrirreby STATE IIF E ciate lt ct Ha de EMAIL EMAIL KOMET aira WEE a 234 5 617 lolol e Tal rit jun ARROA aleje jElrlel olei jalw e r jtjrju t jojo tl CHET aji laln HA SOL DE il gees File Options Help Opening Screen 2 2 OPEN NEW EXISTING FILE To open a new file select File New and then choose from the listed shippers To open an existing file select File Open Open 11 02 Open Name ao E Personal 1 File Options Help E 2 3 SHIPMENT INFORMATION This screen enables you to enter shipment reference information such as Van numbers agent information and carrier numbers Geur INFORMATDO de 253 E SARAIDKT AEFEACHCE KUMEA 1433 EOHTRAET DF DEL SUELA DOT TLAVIEE CEDLA BUM Reference Numbers Vie ALEEA AE LET Once this section is complete select the green arrow located in the da bottom right corner of the screen If you do not see this arrow it is usually because the electronic keyboard is covering it To deselect the keyboard option touch on the miniature keyboard on the gray menu bar Reference Info Fie Help mj e 2 4 ORIGIN ADDRESS ES foc ances dios E 5 de Y This screen enables you to enter the origin address and contact information for your customer Information that is entered onto this screen will print out on the top of the inventory form Hare When appropriate fields have been completed touch the
10. do I know how much battery life I have left The system will give you numerous warnings if your battery life is running low You can also check your battery power by selecting Start Settings Systems Power 16 While the handheld includes a backup battery it is imperative that you not let the battery life run down to zero In this event you run the risk of losing not only your files but also the program Backing up your files to a storage card or a desktop or laptop computer is recommended Do I need to close all programs before shutting off my unit No simply depress the button on the top right hand of the unit It is recommended however that you periodically close all programs When you depress the button again to power on the unit you will find that you are on the same screen as when you shut the system down How do I change the backlight settings To edit the backlight settings choose Start Settings System Backlight Brightness and then slide the scroll bar to the appropriate level Does PocketPC offer different methods for data entry Yes The iPAQ offers four distinct data entry methods To edit your mode of entry select the black arrow on the bottom right corner of your unit located adjacent to the keyboard icon The system will then bring up four different options from which to select including the Keyboard Transcriber Block Recognizer and Letter Recognizer While this is a subjective decision the Technical Staff at TechMa
11. green ia arrow to move forward You can also edit your entries at any time eeren by selecting the red arrow located in the bottom left hand corner of Ze 1535154 ed i MILEJ your screen Origin Address Zure EATE dioss B 2 5 DESTINATION ADDRESS ae un 50 Sussex Poo oil omy Toarmmak Enter the customer s destination address and contact information kase EO Information that is entered onto this screen will print out on the oo top of your inventory form Destination Address Zpeiz trreestory dE 556 Baber Ip ihe bald i sp r sj ia iw attain 2 6 INVENTORY TAGS LST i EJERS Med TLD E All information is required on this screen You must enter a Lot cj Tag Color and Tag If a new inventory lot is required while in the middle of an inventory select Options New Role and you will be able to enter a new lot color and tag Tag Information 3 1 DESCRIPTIVE INVENTORY This screen enables you to complete a comprehensive driver inventory HI Write notes on item b gt 41 SE f PBO DESC m dja na cage E le IB TEJ 1 Item tag Number 3 2 8 CP PBO Boxes 2 Delete Button 9 Options New Inv Role 3 Locations 10 Plural button 4 Exceptions 11 Back to inventory 5 Additional Notes 12 Inventory Conditions 6 Descriptive Terms 13 Item 7 Customize Inv Loc Except Fra z ra 3 Tyl E Zpeiz treet ory izar ES Eg Deseriptirt lrcabery de 2354 KE o dE 305 JK E asa RE
12. l then be reflected on the notes section located at the bottom of your inventory printout EG Descriptive Inventory dz 12 29 gt can be checked off as they are delivered File Cabinet 4 drw Refriqerator Clothes Hamper Computer Chair Arm Desk Larqe 12 5C CH 14 a 10 D 9 5 5C 4 8 CU CH 9 10 50 5T x x x x 10 5 5C CH A 4 9 G 5C R x 10 50 5ST 14 X CP MIE Desk Larqe 10 5 5C CH Chair Straight 15 W 4 CH 6 s 5SC CH 1 Chair Stool E 8 3 EXCEPTIONS To indicate items with Exceptions select the EXCEPTIONS button which will bring you back to the inventory screen You will be able to enter any new exceptions which occurred during shipping but unable to edit the previously entered conditions from origin Vantrax Inventory Help Files m General Flow of Fwontorz Shen 1 Compara Settings Foral len Clon POZEZ SO Desticabior Aces reg Z Cea z DO teg 2 Completos mes body Shen Electronic GOSE Ae Pore ore i Car Mea Steg dz Pare merio Shen UZ Hobes je view Find 5 Help File Topics 14 Bip Sionature GEZA 10 1 DESTINATION SIGNATURES PRINT SHIPPER SIGNATURE eik SHIPPER DATE CARRIER SIGNATURE CARRIER DATE Once the inventory has been completed and all items have been checked off as having been delivered both the shipper and carrier must electronically sign When the signatures have been obtained you are ab
13. le to print out your completed inventory see section 5 2 File Print Help E Signature Screen 11 1 EMAILING LoadMate comes with a built in email function that allows you to electronically mail completed inventories in an html format Email functionality can be accessed from any signature screens by selecting Email from the menu bar This will bring up the TechMate Mail screen which integrates directly with Microsoft s Pocket Outlook program By selecting the drop down arrow it is possible to view any email addresses that are already loaded into the user s contact list It is also possible to enter new email addresses directly into the email field by using the keyboard Once you have selected and or entered an address click Add There is no limit to the number of email addresses that can be added Both the subject and message of the email are predefined however they are also editable 11 2 ATTACHING FILES Before sending your email it is necessary to identify which forms will be sent The options include Standard Inventory in standard English format Coded Inventory in standard Coded format Car Graphic depiction of Car Piano Graphic depiction of Piano TechMate Mail To attach files place a check mark next to each of the files that you would like to email Once you have placed these check marks select the Attach button Please note that it may take up to several minutes to attach the files contingent upon the amo
14. oceed to the next item l i TZ ee pe bo Fie Options Help Customize E3 Inventory Screen 3 5 CUSTOM LOCATIONS EXCEPTIONS E fustam Location Estes dE GUA OO Leathe eon uonane Custom locations and exceptions can be added by selecting either the custom location button or the custom exception MESA button both of which are located in the bottom right of their TE T respective categories An alternate approach is to select oma Custom Item Location You will then be prompted to enter a custom location and a custom exception When these have been updated select Done to return to the main page Custom Location Exception Screen Note that customized locations and exceptions can only be edited one time per shipment Any other unique conditions must be entered through the notes section 3 5a CUSTOMIZING ITEMS LoadMate comes with a predefined list of 200 articles Items that are not included on this list can be added for a particular circumstance by utilizing the keyboard there is no need to rely on the drop down list It is also possible to customize the drop down list of items In order to do this select Customize Item This will allow you to add edit and delete items on the drop down list Because the system uses an auto complete function to reference this drop down list it is strongly suggested that custom items are categorized by users 1 e Chair Arm Chair Straight Table
15. rams are currently open depress the button on the bottom right hand corner of your unit marked with an arrow that curves up and to the right if you are using a Dell this will be the Switch bar This will bring up all programs that are currently running How do I close a program By selecting the button on the bottom right of the iPAQ or the Switch bar on a Dell see prior FAQ you will bring up all currently open programs If you select a particular program with the stylus and hold the stylus on the program you will be given the option to Close this Task Close All Tasks or to Close background Tasks It is suggested that you close all tasks every day or two and not leave too many programs running concurrently I selected the at the top right hand of the program but it was still running The X simply minimizes the program you are working with it does not close it To learn how to close the program reference the prior FAQ My system is frozen what should I do Occasionally you may run into a situation where your Handheld freezes on a particular screen If this occurs tilt the iPAQ forward so that you are looking at the bottom of the unit On the right hand side there is a small hole Insert the stylus into the hole and you will effectively complete a Soft Reset This is the equivalent of pressing Ctrl Alt Delete on your desktop computer On a Dell the Soft Reset button is located on the left hand side How
16. ror the existing paper process to minimize the learning curve Completed surveys can be printed in English or in Coded format LoadMate offers a more professional appearance a faster cleaner inventory process and a reduction in claims LoadMate is designed to Reduce excess paperwork Produce clear and concise inventories Print in code or in English Provide Exception Reports Complete piano and car inventories Offer Container Summaries Enter Customizable Articles and Conditions Create Flexible Print Options Wirelessly Print Email Inventories Generate Electronic Signatures Print one sheet or multiple copies at a time Drivers will be able to hold over a hundred inventories and have up to 12 hours of continuous battery life The addition of options such as a digital camera GPS and wireless connection make this the perfect tool for the over the road driver This manual should help you to navigate the LoadMate software We encourage you to read through this document in its entirety prior to contacting us A copy of the manual is posted on your company s web page at www TechMateinternational net TechMate s goal is to offer you the very best mobile solution and to provide you with a maximum return on your investment Please contact us at 949 837 6283 or support TechMateintl net with any questions or suggestions for the software Your feedback provides the foundation for future developments and is always appreciated 1 2 HARDWAR
17. te recommends using the Letter Recognizer as a fast and efficient method If you have additional questions pertaining to the LoadMate program please feel free to contact our office during normal business hours at 949 837 6283 or online at support TechMateintl net We appreciate your patronage 17
18. unt of data contained in your inventory 11 3 SENDING FILES Once you have attached the appropriate files and received the message indicating Attachment s Added select the Send button to electronically mail your inventory files If you are utilizing a wireless handheld these files will be sent out directly from the handheld unit If you are sending these files via a laptop or desktop computer they must first be transferred to your email s outbox via the syncing process 15 12 1 DELETING FILES For optimum performance it is recommended that you periodically remove files from the mobile unit Although your handheld can hold numerous files it is suggested that you remove files on a regular schedule once a week or once every two weeks In order to remove files you can take one of the two following steps 1 On the handheld unit select Start Programs File Explorer 2 To eliminate files from both the handheld unit and the desktop place the Handheld into the cradle While synchronized open up the folder entitled Pocket_PC My Documents Any files that you delete from this folder while the unit is synced will be permanently deleted It is advisable to copy estimate files to another folder prior to deleting them to avoid permanently losing information 13 1 FREQUENTLY ASKED QUESTIONS I selected LoadMate from the program files and it will not open This is usually because the program is currently running To see which prog
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