USER ON-LINE HELP MANUAL

This manual is intended as a guide to using the various function of hire-man pro software. This manual contains similar information as is contained in the help file that comes installed with the Hire-Man pro system on your computer. The web version contains a FreeFind powered search-engine and the most up to date on-line help available and may contain information on new features not yet contained in the standard Hire-Man help manual.

* = Some features mentioned in this help file may only relate to version 4 or greater of Hire-Man Pro. Some screen shots may differ if you are using an old version of Hire-Man.

Welcome

• Welcome to Hire Man Pro eXP!

• WELCOME TO VERSION 5!

• Welcome to Hire-Man Pro Enterprise!

• F.A.Q. (Frequently Asked Questions)

Using Hire Manager Professional

• Getting started

• Logging On

• Sorting Columns

• Filter box (Searching lists) *

• Built-in filters *

• Start a new hire

• Invoice a hire-contract

• Start a new invoice (non-hire)

• Using tree-view screens

• Printing contracts and invoices

• Wild characters

• Setting up codes

• Key shortcuts (Global)

Searching

• Customer search screen

• Account trees *

• Product search screen

• Product advanced searching

• Contract to invoice tree *

• Finding a contract from an invoice

Customers

• Account customers

• Cash customers

• Creating cash customers on the fly *

• Copying cash customers from contracts

• Customer search screen

• Customer price groups

Products

• Getting started

• Adding a new product

• Duplicating Products

• Selecting products, navigating

• Product search screen

• Categories

• Charge Schemes

• Charge Scheme examples

• Minimum periods

• Prompt for price (products) *

• Carriage items

• Shortcut keys

• Selling a hire item

• Products service history tab *

• Product service periods and dates *

• Return to repairs setting *

Collections

• Collections Wizard *

• Collections

• Collection items and details

Price Groups

• Price Groups

• Copying items to the price group table

• Batch updating

• Customer Price Group

• Calendars

Hire Contracts

• Start a new contract

• Invoicing a contract

• Options when invoicing contracts

• Global time tool *

• Printing a contract

• Doing a dry run (Preview invoice value)  

• Finding invoices created from a contract

• Contract to invoice tree *

• Account trees *

• Batch invoicing (End of month)

• Batch dry run *

• Disputed contracts *

• Selecting items

• Arrow key navigation on contracts and invoices *

• Adding new items

• Deleting items

• Returning and off-hiring items

• Seeing detailed information on items

• Item info screen

Invoices

• New invoice

• New credit note

• Posting invoices

• Posting invoices to Sage Line 50

• Disputed invoices *

• Printing invoices (One at a time)

• Printing and previewing invoices (Multiple at once)

• Finding contracts from the invoice

• Account trees *

• Selecting items

• Arrow key navigation on contracts and invoices *

• Adding new items

• Deleting items

• Selling hire items

• Seeing detailed information on items

• Item info screen

• Free-text lines

• Giving discounts on invoice total

Return & Off-Hire

• Finding items for return & off-hire

• Return & off-hire from the contract screen

• Batch returning

•  Return to repairs setting *

Payments

• Payments

Repairs

• Repairs

• Add items

• Put back into stock

• Using the Repair button

• Write-off items

• Item info screen

• External repairs for customers

• Products service history tab *

• Product service periods and dates *

• Repairs due list *

• Return to repairs setting *

Reports

• Reports

• List editor (Custom reports) *

• Filters 

• Print toolbar

Modules

Jobs

• Jobs

• Floating search tool

Bookings

• Bookings Module

• New booking

• Transferring a booking (To hire)

• Active bookings

• Cancel a booking

• Adding items to existing booking

• Removing/Deleting items

• Using lists

Archiving

• Archiving *

Mdb Accounts

• Editing credit accounts

Settings

• Users

• Application options

• Local options

• Company details

• Times & Rates

• Accounts package settings

• Report settings

• System settings

• Sage wizard
  

• Sage 200

• Calendars

• Global time tool *

Trouble Shooting

• Before calling support

• F.A.Q.

• Know problems