March 2011 Newsletter


  1. Upcoming Trade Shows
  2. Feature Article - Understanding PM Scheduling Set Up
  3. Upcoming Web Training
  4. Tip of the Month - How to Enter a Miscellaneous Receipt in VMS
  5. Reminder - VMS Referral Program
  6. Joke of the Month

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*Reminder*

The Upcoming 8th Annual VMS User’s Conference is  May 5th- 7th 2011.   The deadline for the early bird sign up fees is today so please sign up soon!

Visit our User's Conference site.


HVACR Week- "Where the Industry Meets"

September 21-23, 2011
Indiana Convention Center-
Indianapolis, Indiana

VMS is pleased to announce participation in “HVACR Week” scheduled September 21st through 23rd, 2011 at the Indiana Convention Center in Indianapolis, Indiana.  We will be located at Booth 661.

HVACR Week brings together three events to create a single, comprehensive industry expo under one roof. This mega-event will be a true destination for the HVACR industry, covering the gamut from design to installation to maintenance and service.

Residential and commercial HVACR contractors will team with designing/specifying engineers and facility managers to learn about the latest trends in the industry and the best business improvement tactics. Plus, the top manufacturers and industry suppliers will be on hand to show off their latest products and services.

We look forward to seeing you at Booth 661.




Understanding PM Scheduling Set Up

PM Scheduling consists of a group of programs designed to manage inspection service calls.  Options to print PM lists, create a schedule, create and print service tickets for the PM calls, and transfer the service tickets to the dispatch board are available with this program. It is suggested that a Problem Code be created to identify the PM Service Calls. 

In order for PM Scheduling tasks/subtasks to print on the Service Ticket, there are a few steps that need to be done first.

Click HERE to read more and follow the steps.



Generic Price Service Interface

Date: Wednesday, April 13th, 2011
Session Length: 1 hour                                      
Session Time: 1:00pm - 2:00pm Central Time
Location: WebEx (login instructions to be provided upon registration)
Cost: No Charge
Trainer: Jim Snyder

Generic Price Service Interface is an application that enables you to build and maintain your inventory data base from electronic price books provided by your equipment/parts suppliers.  These price books may be provided via Excel spreadsheets or CD's.

This webinar will cover the following: 

  • Establishing the rules to import items into your inventory data base
  • Creation of cross reference tables if your supplier's part number differs from your own
  • How to maintain inventory pricing information from your supplier's price book
  • How to add selected items from your supplier's price book into your inventory
  • Answer questions

We expect a high number of attendees for of this session and would encourage you to sign up as soon as possible.

To register please call or email Linda Bishop: (800)-476-0094.

 

Ventus Power Reporting: How to Make Reports Work for You

Date: Wednesday, April 20th, 2011
Session Length: 1-2 hours                                        
Session Time: 1:00pm Central Time
Location: WebEx (login instructions to be provided upon registration)
Cost: $200
Trainer: Diana Hall

This webinar will cover the following: 

  • How to determine which reports can be customized.
  • Keys to Report Filtering: Understanding the Report Options “Filter” criteria.
  • Keys to Field Settings: Customizing basic report elements (headers, fonts, column widths, etc.).
  • Demonstration of advanced functions: Adding fields and understanding how the sub elements of the report work.
  • Review of how to use report search, edit document set up, export in different formats.
  • Discussion of how reports work together.

We expect a high number of attendees for of this session and would encourage you to sign up as soon as possible.

To register please call or email Linda Bishop: (800)-476-0094.




How to Enter a Miscellaneous Receipt in VMS

From time to time you may find yourself needing to enter a miscellaneous transaction (or receipt) that you do not want to put to a customer. The system makes it quite easy to do with a quickly set up Miscellaneous Customer Code to only be used for these types of transactions.

Click HERE to read more and follow the steps.



VMS Referral Program

Please click image to open up pdf document.

 

 


Chocolate Easter Bunnies


 

The goal of our monthly newsletter, the VMS Connection is  to provide a higher level of service to our new and existing users by keeping you connected and helping you optimize your software.   We encourage you to email Linda Bishop with comments, suggestions and ideas for future articles. We look forward to hearing from you!