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User Manual - Zipline Tools

1. g gt IG Ii il ill HU ili Wu E Clicking the little blue table icon will open up a pick list for choosing the number of columns and rows for your table you can change this later Highlight rows and columns with your mouse and click to finish A new table will appear in your document Project Details amp Instructions Home Objects O Font Name Size Af Back to Table of Contents You can fill in the table s cells just like you would any spreadsheet You can also use any of the font or paragraph attributes to format the text in your table ie right justify numbers in a price column Project Details amp Instructions Home Objects L a Font hame Size A Paragraph 3B Ee wie t Ha Bo C e Bibs g Install new wobble washers 250 This is a list of materials needed for the job This is item 1 To edit the attributes of the table itself such as width borders and placement on the page click the little red table edit icon on the editor s toolbar Here you will find all sorts of settings to change the look and feel of your table Don t be afraid to experiment with the settings to get your desired outcome Table Properties AutoFit Properties Style Width AutoFit to contents Fixed table width 600 pixels AutoFit to window Height AutoFit to contents Fixed table height pixels Y AuboFit to window cancel apply ok Back to Table of Conten
2. Move records the Archives by tagging them and clicking the Move Selected to Archives button Any field Contains Logged on as Demo Print Selected Bill Attachments L g out Crealo Project Name Orders lnmvwces Active a amp Demo Joe s eaiood 555 Walmart Blvd Project 2526234 2003 2 24201 ee Billed ae Search You can move a group of records to Archive based on any regular search criteria or a set of between dates set in the Zippy Search panel found on the left above the menu Moving projects to Archive also moves associated Time and Materials records to archive If you Un Archive a project all of its associate Time and Materials records will be un archived as well Back to Table of Contents Drill Down Views some lists like Time or Material records can grow to the point where it becomes difficult to find the records you are looking for This is where a Zip Search comes in handy Zip Searches have special search capabilities allowing you to filter a long chaotic list down to a relevant short list Logged on as Demo Add mew hime Add Edil selected Delate selected Print selected Log out Dae Employee Orders Code Semice Billabie Hrs Rate Esension ra 252015 Bob Worker 2002 353945 Thisis a senice 200 55 00 110 00 a 2242015 Boo Worker 2000 35345 Thisisasemice 9 00 55 00 495 00 ores O B Aas O 242015 Bob Worker ati 4560787 This iS a specialized senica 500 55 00 ef oO as
3. 2 A242015 Bob Wormer 206 35945 Thisisa senice 500 5500 275 00 nh 2 So C 2aaeols poo Wormer 2007 35345 Thisisasemice 2 00 65 00 130 00 Lo 2262015 Fred Ambbetious 20M 127345 This is some soloi sence work 2 00 55 00 110 00 sh Total 25 00 Totai 1 295 00 Bob Wi WEST Fred Amiiious Dashboarc e The Time Zip Search allows you to search on Order and between dates You can also click on an employee name to filter the list by employee e The Materials Zip Search allows you to search Material records by Order or product code e The Archive Zip Search allows you to search the Archives for Order or billed between dates Don t forget that you can also sort Zip Searched records by clicking the column headings Back to Table of Contents Linking to External Documents You may have relevant external documentation in pdf format that you would like to associate with a project You can do this easily This article describes how to share and link to documents using Google Drive Create a new folder on Google Drive call it whatever you like Right click on the folder and click share You can share your documents from this folder with one person several others or the whole world you choose Next copy all your shared pdf s into this folder Right click on any pdf then click Get Link A url will come up in a little window Make sure the url is highlighted then hold down the ctrl key and press C This will copy the link t
4. Ball of Maaterials blire Aiie Eat selected Delete secie Projece Hame Ted eS 26294 Dimers want Cote Maianal Price evi Eransk AHL 200 LS Sorne sort ol product Foe 1 500 0a Tal S00 00 Time amp Labour Dale Empa oer Cote Sepira Bilahle Hrs Fals siensinn 21S Bes Worker Aa 25345 Thisis a gemie 5 00 55 0 95 50 Total 2 00 Titel 495 00 If you discover a mistake in a Billed project you can re edit the project if you change its Project Folder back to Complete Back to Table of Contents Searching for Billed Projects Your Billed project list will tend to become quite long over time The Billing folder has a special Zippy search panel above the menu to help you find things quickly If you don t see the search panel as shown in the screenshot below it s just hidden Click the little up down arrow control to make it show or hide Any field Contains Y Logged onas Demo Delete selected Log out C Creator Project Nal amp pp O Demo pe s Siafood 555 Walmart Blvd Project 25 es Billed ae pire Search Zippy Search Panel Dashboard Using the Zippy Search panel you can quickly search for a specific order number or a project that falls within the range of two dates Back to Table of Contents Archiving Projects Over time your Billed Project list will become very long and unwieldy You can move all the older or inactive records to the Archives to maintain a manageable current record list
5. Feb 27 2015 auto populate price field from line items for materials added expense time field changed customer table added contact table to allow unlimited contacts for a customer Back to Table of Contents enabled linking to a PDF from detail field enabled rich text editor for order details fields completed this user manual cosmetic changes to reports fixed bug in BOM report causing PHP error v 1 01 Feb 25 2015 cosmetic changes to view pages added dashboard auto refresh every 60 seconds show version in page heading add header links v 1 00 Feb 20 2015 production version installed on VM in Google cloud Back to Table of Contents
6. Hrs field when adding time and labour to an order Time amp Labour Inline Add Edit selected Delete selected Date Employee Order Code Service Expense Hrs Billable Hrs Rate Amount E A i2015 Bob Worker 2011 35345 This is a service 5 00 55 00 275 00 TOTALS 0 00 5 00 275 00 If the expense time is something like sweeping the shop floor or washing the boss s car then it can be posted under Drill Down Expense Time Records This input form allows you to post expense time not related to a customer project Time Expense Add new record Date Code 072342015 ia X 999999 Shove Y Add new Employee Service Fred Ambitiou Add new shoveling snow Expense Hrs 5 Notes Another freak snow storm and the guys are all busy shoveling again Cancel Back to Table of Contents Working with Completed Projects When your work on an Active project is complete you can set its Project Folder dropdown to Complete This will take it out of the Active folder and move it to Complete Complete records are now out of the direct line of fire Material and Time records have all been added descriptions tweaked dates added and work finished You can now run a pre bill report on any or all Complete records To Print a Pre bill tag the record s you would like to print Click Print Selected Prebills Your Pre bill report will look like this Prebill Report Page 1 of 1 Ordernum Customer Address Project Name Start Date Invoice Charlie
7. using the records per page control at the top right hand corner of the Dashboard F Zipline User Manual Contact Support i p Send Feedback Export results Details found 1 Page lofl Records Per Page 200 T Back to Table of Contents Pipeline optional module The Pipeline or funnel as it is sometimes called will help you to keep track of new contacts prospects and potential work How much work do you have in the pipeline right now The sort of random stuff that you know is out there and could turn into good paying projects but you have no real method for staying on top of it Orders Add new record Creaior Project Name Dema Custer Adi Date Phara schist T Ackil rica UAZ Address Follow Up Address Project Descrimicn HeT C is Fan Tj Fort Hase Sire ae BiUus Contact Please select T Add mew Fone Email MHes save cI IT oe Eta oe ur O _ E i m 4 Porogeph Az The Pipeline module will track all this random information for you and allow you to set follow up dates on it so you don t forget to take actions that could win you this customer or project Pipeline projects will turn pink on the list page when a follow up item is due Pipeline projects can easily be transformed into a real project with one click to convert them to an Estimate or Active project Back to Table of Contents Procedures optional module Every business has procedures
8. v 1 31 Apr 4 2015 added view export time amp materials records within archives moved Google VM to new hardware updated to Ubuntu 14 04 1 LTS on VM added SSL cert to cloud server created om zipline tools sub domain v 1 30 Mar 21 2015 fixed columns throughout that were not sortable default sort order set to customer on all lists arrange columns in consistent order across lists don t allow duplicate item or service codes removed archive choice from billed dropdown removed address column from all lists enabled export on all pages cosmetic fixes on pipeline and procedures fixed search box on time list page cosmetic changes on reports address2 and fax fields added across the board v 1 28 Mar 12 2015 added type field to orders changed expense time notes to 300 char and entry as text area tweaked sub menu colours v 1 27 Mar 11 2015 re arrange vertical menu to work better on small screens update menu icons for better clarity connect materials quantity with inventory quantity on hand added apps to menu added procedures to apps added pipeline folder fixed bug in time archiving v 1 26 Mar 10 2015 add note field to expense time record add totals to pre bill report Back to Table of Contents v 1 25 Mar 9 2015 reconfigured archive to move records to separate archive table move associated time and materials records to archive tables too fully implement pipeline and procedures modules added dropdown b
9. Most do not have them documented in any sort of formal way So what happens when a key employee goes away on vacation Do the wheels fall off What about training a new employee Do you want a previous employee passing on their bad habits Do you as a manager even know the procedures and processes used in your office every day What about the ones that aren t used every day just occasionally How long does it take you to remember how to do those and how many mistakes do you make Franchises like McDonalds know the importance of documenting processes Find something that works then document it so it is easily repeated by anyone Zipline Order Engine now has an optional module for creating and maintaining your business procedures Procedures Edit record ID 7 Frequency Tite 1 Daily he Prepare Work Orders Last Performed Procedure 012015 grj Hams Cheers a O SP Fortmame Size ri Pamrah 3 Be ee a a ay t BiUewriA BER FEE B00 AM Do this Do that Sort this Print that Daily weekly bi weekly monthly annual and random procedures All at your fingertips Take the time to document your procedures It will improve your efficiency cut down on errors and even increase the resale value of your company Back to Table of Contents Developing an Estimate Zipline Order Engine is an excellent tool for creating estimates for customers then when an Estimate has been accepted by a customer you can quickly convert it
10. Zipline Zipline Tools 2015 Order Engine v 1 33 User Manual This online document will be regularly updated reflecting changes and additions to the Zipline Order Engine program It is in PDF format so you can download or print it as required Always be sure you are working from the current version of the document i Throughout this document you will see these boxes They are designed to draw your attention to something important or noteworthy Context Sensitive help is available on each page of the Zipline Order Engine app Click the ZIPLINE HELP Show link on any page You can email support at support zipline tools if you get stuck and can t find your answer here Zipline Table of Contents Table of Contents What is Zipline Order Management Who Can Use Zipline Order Engine Work Flow Getting Started Starting a New Project The Dashboard Quick Tips Navigation Searching sorting Number of Records per Page Pipeline optional module Procedures optional module Developing an Estimate Working with Active Projects Adding Materials to an Active project Adding Time Labour to an Active Project Printing a Work Order Printing a Bill of Materials Expense Time Working with Completed Projects Working with Projects in Billing Folder Searching for Billed Projects Archiving Projects Drill Down Views Linking to External Documents Settings Innova Editor Font Settings Paragraph Settings Creating a hyperlink Creati
11. age E Demo Sue s Welding 55 Industrial Drive Acme Test Project 2 2001 212412015 timate Manage 1a Demo Bob DaBuilder 1234 Overthere Road Test Project 3 2002 Joe Estimator 2 24 2015 2 24 2015 1 Active Manage Clicking Manage will route you to a project s folder and list only that project in the folder Back to Table of Contents Quick Tips Navigation To navigate to the various project folders Estimates Active or Billed click the menu bars on the left of the Dashboard This will take you directly to the folder containing each specific type of project Acme Service Company Order Management v 1 30 Logged on as Demo Log out Dashboard Folders 5 Pipeline Drill Down o Estimates Apps ating Fj Complete Billing Archives Drill Down takes you to some table views where you can view sort and filter time and materials records Apps are optional add on modules which extend the functionality of Zipline Order Engine Under Settings you can add edit company info customers inventory items employees and other system information files Back to Table of Contents Searching You can search through all of the projects in any folder by using the advanced search bar at the top of the List screen This will filter and display only records which match your search criteria Acme Service Company Order Management al Any field Y Contains Y searc Logged on as Demo Add New Project Log out Creator Customer O Demo PhilDi
12. aterial Price ea Extension Fig LJ 2002 10 00 45678 Wobble washer blue 10 00 100 00 Be O 2002 5 00 45678 Wobble washer blue 10 00 50 00 Total 150 00 Add materials prior to printing the Bill of Materials for a project Adding Time Labour to an Active Project While you re at the bottom of the Active edit popup you will also see the entry point for Time Labour Add actual time records here as your projects progress Time amp Labour Inline Add Edit selected Delete selected LJ Date Employee Order Code Serice Billable Hrs Rate Extension a C 2 24 2015 Bob Worker 2004 456787 This is a specialized service 5 00 55 00 215 00 Rg _ 2 24 2015 Fred Ambitious 2004 12345 This is some sor of service work 2 00 55 00 110 00 Total 7 00 Total 385 00 Time records can be added to an Active project at any time They do not need to be added before a Work Order or Bill of Materials can be printed Back to Table of Contents Printing a Work Order send your workers out with their marching orders for the day The work orders printed from Zipline Order Engine show the customer details project details labour budget and also double as a timesheet for workers to record their actual time on this project Acme Service Company 123 Main St Unit2 Kalamazoo BC E1E 101 Workorder 555 555 5555 joeacme com WAW acme com Project Name Test Project 5 Order 2011 Customer Bob DaBuilder Contact Bob Addressl 1234 Overthere Road Phon
13. ctive and complete edit popups It enables some extensive formatting of Estimates in particular so that your customers get a professional looking document from you Project Details amp Instructions ete a Lj sf FontName Size 4 Paragraph Be oe Se t oe a lt E UFRJ AD FB22H2 UW March 5 2015 We will do something and we will do something else This is a list of materials needed for the job This is item 1 250 This is tem 2 250 TOTAL 500 This is some comment after the table Make a mistake Don t worry just click the Undo button Project Details amp Instructions undo Honre e Paragraph 2E Ze a e t Ha lt gt Se as lal Back to Table of Contents Font Settings You can set the font type size bold italics underline strikethrough superscript and colours Highlight the text you wish to change then choose font attributes from the editor s header Project Details amp Instructions Honte Objects E Zs pei e tr o i lil Ilill he font attributes Paragraph Settings In most editors like Innova a paragraph is one line or more of text For example the heading above can be considered as a paragraph just like the text in this paragraph you are reading Set the attributes of a paragraph here Project Details amp Instructions Home Objects a O Fort Name Size gt Af Bo i UPB AD settings Style indent outdent left center right justification and b
14. e 555 555 5555 Address Email bob hotmail com Fax Project Details gsdigsdigsdl Labour Budget 3 00 hours Date Employee Task Hours Work Completed Date Back to Table of Contents Printing a Bill of Materials Sending workers out with the proper materials for each job can be a challenge How much time do you lose when employees have to return to the shop 3 times to pick up items they forgot or didn t know were part of the job Put a stop to these inefficiencies by printing a BOM which doubles as a picklist for each of the day s projects Bill of Materials Order Customer Address Project Name Active Project Folder 2011 Bob DaBuilder ae ite Overthere Tost Project 5 3 24 2015 1 Active Code Description Quantity Picked 123 456 Wobble Washer red 2 00 a 45678 Wobble washer blue 400 a 98098 Some sort of product 3 00 E Print a Work Order and a Bill of Materials for each job on the agenda for the day Your workers will know where they are going what they are doing how long they have to do it and what materials they need to take with them Back to Table of Contents Expense Time Quite often your employees will have non billable tasks they have to perform These tasks need to be tracked and controlled just like billable time Zipline Order Engine gives you two ways to track expense time If the non billable time is associated with a work order you can enter it in the Expense
15. ist is colour coded to reflect the status of each project Estimates are blue Actives are yellow Completed are green and Billed are white Dates are automatically entered as a project moves through the system enabling you to easily see how long each project has been in each folder during the trek from Estimate to Billed Add Wew Proper Cres ues Bours Ser Hape rt Esyrogied by Esinmie fine Complete Sted Pred eoa Damo PRICer industries SSS Industia Drive Acme TestOrmject1 2000 D247015 OEsimain Maran e O Deno Sue s weiding SS Industiai Drive Acme Test Project 2001 Daas Eaimae Marao E Demo Bob Dabulder IA Ceerther Road Tesi Project 3 2002 Joc Esmaa 22a01S 22ee00s 1 Ace oe ae a D Beamon Funky Rarara 173 Paal Si Tasi PmjadT 7007 Paros T Archer Marans p Geno Joe s Saai 535 Water Bbw Propet 12 20S aan 1 Acme hane E Demo John s Varner 125 Jos Flaca Thi ls Primi 20 22a 1 Ache et ge Damo Chanivsfres 123 King Sr Tost Proje S 200 DANS 220s 2Comeele parage Demo foe s 52rd 355 Wama Bhd Project e224 Fin ee JATT JZAJOIY SEBO 3 Bdled kre The Dashboard allows you to navigate easily to your project records For example if you want to work on any single project on the Dashboard list just click the Manage link at the end of the project row Creator Customer Address Project Name Order Estimated by Estimate Active Complete Billed Project Folder pa Demo Phil Diller Industries 555 Industrial Drive Acme Test Project 1 2000 2 24 2015 0 Estimate Man
16. lerin Dashboard D Demo Sue s w el di When you are finished working with the filtered list of records you can reset the filter to default by clicking the Show All button Acme Service Company Order Management pupae Any field Y Contains Y 2003 Logged on as Demo Add New Project Log out Creator Customer Address Project Name Order Estima r Demo Joe s Seafood 555 Walmart Blvd Project 2526234 2003 Dashboard Back to Table of Contents Sorting You can re sort any list by clicking any of the column headings For example to sort by Customer click the Customer heading To return to the default sort order just refresh the page You can sort on multiple columns at the same by holding down the Ctrl key when clicking the column headings Add New Project a Creator Customer Address Project Name Crder E K Demo Phil Diller Industries 555 Industrial Drive Acme Test Project 1 2000 Pp Demo Sue s Welding 55 Industrial Drive Acme Test Project 2 2001 PP Demo Bob DaBuilder 1234 Overthere Road Test Project 3 2002 Jc re Demo Funky Banana 123 Peel 5t Test Project 7 2007 p Demo Joe s Seafood 555 Walmart Blvd Project 1234 2005 Pp Demo John s Variety 123 Joe s Place This is Project 4 2006 2 Demo Charlie sFries 123 King St Test Project 5 2004 EJ Demo Joe s Seafood 555 Walmart Blvd Project 2526234 2003 Number of Records per Page By default your Dashboard lists 200 projects per page You can list more or less
17. ng and Using Tables Recommended Hardware In the Works Zipline Order Engine Change Log Back to Table of Contents What is Zipline Order Engine Zipline Order Engine is a process automation tool for service companies If you bill customers for time and materials then Zipline Order Engine will take care of the paperwork for you from Estimate to Archives Zipline Order Engine operates in the Google Cloud so your data is private safe and easily accessible You have no expensive software to download install or maintain You have no backups to worry about we do that for you Zipline Order Engine operates on any system that has a web browser including tablets and smart phones It will run from anywhere you have an internet connection Who Can Use Zipline Order Engine Anyone in the service business can use Zipline Order Engine Some examples are Computer service Appliance repair Web developers Graphic designers Small engine repair Window installers Roofers Renovation specialists Work Flow All service providers have the same basic work flow Estimate Active Complete Billing Archive It doesn t matter if you are servicing refrigerators or computers Designing websites or graphic arts The process is the same You are doing work tracking your time and materials and billing your customers Zipline Order Engine streamlines and automates this process for you Back to Table of Contents Getting S
18. o your clipboard Name t PoF ZiplineOM User Manual pdf 6 Only specific people can access this file https drive google com open id 0B TYV Sharing settings Back to your Zipline project Edit Project Details and Instructions field Type a name for the document you will be linking to ie Floorplan Network Layout etc Highlight the name Click the link button on the top menu bar Click in the URL box then hold down the ctrl key and press V The url will be pasted into the box Just below select Target blank then click Insert Link Project Details amp Instructions Home Objects aF O Fon Name Size lt 4 Paragraph gt 32 Ee gf ma E 2 aad lt gt e utza se 1 2 ij me he lill lilil My New Link Hyperlink S Source http Y www company com fe Bookmark b Target Blank Y Highlighted Title Text cancel insert Back to Table of Contents Settings Under the Setting tab you can customize many things that are specific to your company Most of them will be self explanatory Apps Settings Company Customers Contacts Employees Suppliers Labour Rates Line Items Materials Line Items Services Order Types You should check your settings in each of the settings tables so that correct system information is available to all modules of the program Back to Table of Contents Innova Editor The Innova editor is now incorporated in the Zipline estimates a
19. ox to select modules inventory pipeline and procedures still under construction v 1 24 Mar 7 2015 squashed bugs in Innova editor cosmetic changes to edit screens to accommodate Innova update this document with Innova tutorial added subtotals to time and materials on bill summary removed budget numbers from bill summary added expense time to zip views v 1 23 Mar 6 2015 enlarged details edit field installed Innova editor then uninstalled after timeout errors cosmetic changes to add edit pages added header links to inventory pipeline and procedures not fully implemented yet cosmetic changes to vertical menu v 1 22 Mar 4 2015 changed extension to amount on various reports and screens cosmetic changes to vertical menu to work better on small display added inventory pipeline and procedures to menu not active yet fixed a bug preventing adding material code on the fly v 1 21 Mar 3 2015 fixed missing labels on estimate and work order fields added estimate as folder choice on active order don t show empty fields on views cosmetic changes on pre bill bill summary and BoM v 1 20 Mar 2 2015 moved services out of inventory to separate table fixed bug in billing attachment not showing html fixed price not auto filling in material add added modules to menu fixed bugs in lists not displaying address field correctly added recommended hardware to user manual hide empty fields on view screens v 1 10
20. p down selector Enter the date of your Estimate and then choose Estimate folder Click Save Back to Table of Contents To print an Estimate tag it tick box then click Print Selected Estimate Note you can tag multiple Estimate records for printing They will print on separate pages To convert an Estimate into an Active project click the Edit button beside the estimate Change the Project Folder to Active in the dropdown list Save Done The project is now active in the Active folder Acme Service Company 123 Main St Unit 2 Kalamazoo BC ELE 101 Estimate 555 555 5555 joei acme com waw acme cOm Project Name Acme Test Project 1 Estimate 2010 Customer Phil Diller industnes Contact Bob Address 555 Industrial Drive Phone 555 555 5555 Address2 Email bob hotmail com Fax Estimated by Joe Estimator Estimate Date 2 27 2015 Project Details March 5 2015 Ve will do something and we will do something else This is a list of materials needed for the job This is item 1 250 This is item 2 250 TOTAL 500 This is some comment after the table Labour 345 00 Materials 456 00 Subtotal 601 00 Tax 104 13 TOTAL 005 13 This Estimate is valid for 30 days All pices quoted are in Canadian dollas HST 13 is applicable on ali DORMS ami Servis Back to Table of Contents Working with Active Projects The Active projects folder is where all the action happens Here you can describe the project in detail add budget time
21. s Fries 123 King St Test Project 5 Al24 A015 This is a description of the work we will be doing This is a description of the work we will be doing This is a description of the work we will be doing This is a description of the work we will be doing This is a description of the work we will be doing This is a description of the work we will be doing This is a description of the work we will be doing Budget Time and Materials Time 5 00 Hours 500 00 Materials 1 000 00 Actual Time Hours Rate Extension This is some sort of service work 2 00 55 00 110 00 This is a specialized service 5 00 55 00 275 00 Actual Materials Qty Price Extension Wobble Washer red 20 00 10 00 200 00 Wobble washer blue 20 00 10 00 200 00 The Pre bill shows budget to actual comparisons and allows you to tweak your projects before sending them over to billing Back to Table of Contents Working with Projects in Billing Folder OK so your Completed orders have all been fine tuned They re ready to go to Billing Send any Complete order to Billing by selecting Project Folder Billed Once a project is set to Billing you will be unable to edit most fields on the order This is to prevent accidental changing of an order after it has been billed You are allowed to add edit an Invoice and change the default Billed Date on a Billed order Hiliad Eat record 0 181 CSS Te Ehe Joe s Sealand TAZAS Address Invainn Prakan Folder 3 Hild 7
22. s and costs add time and materials and print Work Orders and Bills of Material Start by clicking the Edit button beside a project The edit popup appears Actwe Edit record Order 2027 t Progect Mama Project Datas amp Insiructons Emeen Project 1 r HHTH objects Onder Typa a Lla FortNere re gt 4 Parsgeaph 4 Ze olen ar Emapa T ene Bo Hiuptsa A Ta 2 S35 CUSsTOMer This is an active project You can describe it in great deta bere Leave instructions for workers who will see this info on a printed workorder Bob DaSwljer Address 1234 Cremer Road fuidress url Join AB Fax S0 TIT Dorntart Bah Phone 553 555 5555 Email bo hoimail com Notes This sa note aor o gt kF i iba nsstairarel Budget Material Charges Pos 555 00 Bugger Hours Authorized by 44 00 Budget Labour Charges Active Dare 4444 00 ORT LA015 ES a Gz Describe your project in detail under Project Details amp Instructions Add Budget Material Charges Budget Hours and Budget Labour Charges These fields will show on a printed Work Order Back to Table of Contents Adding Materials to an Active project At the bottom of the Active popup is the entry point for actual Materials Click on Inline Add Add all materials you will be billing out to your customer You can edit existing Materials records by clicking the Edit button Bill of Materials Inline Add Edit selected Delete selected J Order Quantity Code M
23. tarted Starting a New Project New projects are always added from the Dashboard screen Click on the Add New Project button Logged onas Demo Add New Project Log out Creator Customer Address Demo Phil Diller Industries 555 Industrial C ioios Demo Sue s Welding 55 Industrial Dr oO Se Demo Bob DaBuilder 1234 Overthere ee S2 Demo Funky Banana 123 Peel St A pop up window will appear At this point you will be adding a skeleton project with just basic information the project name customer info and the type of order you would like to create You can pick customers from a list or add customers on the fly by clicking Add new beside the Customer name Estimate or Active Selecting Active skips the Estimate process altogether and bumps the order into the Active folder Orders Add new record Creator Derma Project Name This is a fest propect ZIPLINE HELP Show CUSHHT T Phi Diler ndusinies 7o Add nea Address 555 mius Crea Pare 449 399 3955 Contact Phil Address 12 Union Si Phone gac fo0 cae0 Email Poul hotmall com When you are finished filling out the Add form click Save You will return to the Dashboard list and your new project will appear in the list If you created it as an Estimate it will be blue Active projects are yellow Back to Table of Contents The Dashboard The Zipline Order Engine dashboard gives you a snapshot view of all the projects currently traveling through your system The l
24. to an Active project in the system To get started switch to your Estimates folder by clicking on the main menu Estimate tab This will open up the folder containing all of your active Estimates Click the Edit button for the project you wish to work on The edit screen pops up Fsimate Eat record Order 7024 Progecct Aare Project Dais amp naruci Teast Projact 99 Home ibe Order Type a OC Fortheme Ske 44 Parag 45 Be lle a OG On site Acid naw ral BEiu tasa A a wis eS ma Customer Funky Bartana this is some junk Address this is some junk this 5 some junk this is some junk this amp some junk this is some junk 123 Peel 5l Rees e ihis amp some junk the is some junk this B some junk ths is some junk this amp some junk this is some jonk this amp some junk Fax Contact Mraz Fiii Fhorsa EmA mema Email oT Mates sgmalhing Unique about mrs tunky Project Foker D Petrie Estimated Material Charges Estimated by 55000 Joe Estimator ale Estimated Hours Estimate 10 00 gamals E Estimated Labour Charges 1000 00 So 3 Begin with this form to develop your Estimate for a customer The Project Details and Instructions field allows you to describe your work in great detail everything your customer needs to know to make a decision on your quote Next you will need to enter the Estimated Material Charges Estimated Hours and Estimated Labour Charges Select employee from the Estimated by dro
25. ts Recommended Hardware Zipline programs run in a web browser on most any platform You do not need any special hardware One item though which will make your job easier is a large landscape format LCD monitor Not only will this be helpful for Zipline displays but it will make working on spreadsheets much happier These monitors are not expensive these days well worth the cost Acme Service Company oe ain Liika F ail iTi Lo zipline iy ist T a ziski TE kjp le L Peel oe M p I See Le Exhar SBE aur Ces ime lame wi Eee Coe J Sar Prag ie ais Be oat By E k Be ee ee a T Ce TT AET a Be Ae ate h ees fee Daca Tad Pree PLL bela RG Mn ot Clie Lunes i a PLU or ead a F ATE m e Bi ai om les r Pima EL BPR ey od a Ee be od Pea mip Pee as DEI ding Soe mifen i aaa ya Engram Pes MTA le 2 ey ee A un AM rari Avira h Bama By MS Se LE y DR ika sal Pete ane Oar TS Sees Back to Table of Contents In the Works Mobile add orders time and materials remotely Automatic scheduled email status reports Charts and graphs Data Connectors to Quickbooks Wave accounting and Freshbooks Recurring orders System user logs Back to Table of Contents Zipline Order Engine Change Log v 1 33 July 6 2015 change sort order to code on materials add date to work order set default records per page to 200 fixed bug in order type add v 1 32 May 14 2015 added estimate archiving fixed bug in contact add
26. ullet lists are the paragraph settings available The settings will be applied to any highlighted text on your page Back to Table of Contents Creating a hyperlink Hyperlinks can be embedded in your Innova document Simply highlight the text that is to become your new link Click on the link button Project Details amp Instructions Home Objects O FortName Size l Paragraph 4 Wo Dts A Hyperlink 2 My New Link Yp Source http Y www company com a Bookmark T Janek Blank 7 Highlighted Title Text cancel insert A little popup window will let you define the parameters of your link Setting the target as blank will make the link open in a new browser window without closing the original window your viewer Is using Click insert when finished A hyperlink can reference not only a website but it can open up a pdf document for your customer to view or it can also be used as an email link which your customer can click on to contact you via email These are more advanced use of hyperlinks that may require configuration on your end Please contact us for help if you get stuck here Back to Table of Contents Creating and Using Tables Tables are a great way to format and display tabular information like parts lists or services and prices so that everything stays lined up in nice columns and rows like a spreadsheet Project Details amp Instructions Home Objects aa O Fort Name Size i

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