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PMXpert Connection
Volume 2, Issue 2
April 2008

What's New? A Year in Review
Feature in Focus: Increase Productivity, Save Valuable Time
Software Update: Version 10.2.3.292
Helpful Hint: Customize Header Buttons
Did You Know? Import Records, Save Time

What’s New? A Year in Review

PMXpert Software is pleased to announce that its parent company, Profit Systems Inc., is establishing a new branch in Australia. The Australian branch will provide software sales and support services for PMXpert, EventPro and EventPro Planner Software customers in Australia, New Zealand, South Pacific and Asia.

Steve Mitchell, CEO of Profit Systems Inc., anticipates that customers will notice the benefits of the new branch. “With the Australian branch, our customers will now have direct access to PMXpert Software’s expertise and commitment to superior customer service,” said Mr. Mitchell. “The Australian branch will be fully backed by our Canadian head office, which can provide the knowledge and experience gained from over twenty years in the software industry.”
Mr. Mitchell also expects the new branch will be a base from which to pursue new business opportunities. “This is an exciting time to increase PMXpert’s presence in the Eastern Hemisphere. With the assistance of the Australian branch, we look forward to expanding sales and services in Australia, New Zealand, South Pacific and Asia,” said Mr. Mitchell.
Glen Smallwood will be managing the new branch in Australia. Mr. Smallwood has worked as an EventPro Software Business Analyst for three years, and brings to the branch a wealth of experience in software support, training and customer management. Also joining the Australian branch is Debbie Russell, in sales and distribution, and Luke Simons, in implementation and training services.
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Feature in Focus: Increase Productivity, Save Valuable Time

Does your facility receive a constant stream of service requests day in and day out? Is your day filled with phone calls and notes from people needing things fixed? Then you need PMXWeb, a brand new online module available for PMXpert Software. PMXWeb provides all the convenience and benefits of the Service Request Module, plus more!

PMXWeb can be accessed from any Internet browser. To report a problem, simply log into PMXWeb online and create a New Request. If you know the piece of equipment that needs to be fixed, select the Category and Asset from the drop-down lists – no more confusion or follow-up questions. Is the request extremely high priority or just something that should be done in the future? PMXWeb allows you to select the Priority level for the request. If you need to add more explanation beyond the title of the request, the New Request form has a large Description area for additional notes.
Everyone knows that work moves along more efficiently without frequent interruptions. With PMXWeb, you can now check service requests on your own schedule, instead of on demand of the requester. If you don’t feel the matter is urgent, you can simply assign the problem to the asset and PMXpert can generate the problem on the next service work order. The requesting individual can also monitor the progress of a request online, instead of bothering the maintenance department with check-in calls. The Request List displays the requests, including their current Status, Priority, Received date and Asset. The requester can click the View button to see additional information, such as Received From, Performed By, Work Order number, Work Order Status and more.
Reduce phone calls and eliminate interruptions while still getting service requests done when needed. For a FREE DEMONSTRATION of PMXWeb, contact our Sales Department today. Call (306) 975-3737 (press 1 for Sales) or email Sales@PMXpert.com.
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Software Update: Version 10.2.3.292

To download the latest Software Update, log in to the PMXpert Support Website at http://www.pmxpert.com/usersupport/supportmain.cfm. Click on the Downloads tab and click on the PMXpert V10.2 (10.2.3.292) link.

Software Updates are only available to customers with a current Upgrade Protection Plan. If your Upgrade Protection Plan has lapsed, contact our Sales Department at Sales@PMXpert.com or (306) 975-3737 (press 1 for Sales). They can provide you with information on how to reactivate your Upgrade Protection Plan so that you can continue to get the maximum advantage out of PMXpert Software.

Check for new updates or review previous updates at any time by logging in to PMXpert Support at http://www.pmxpert.com/usersupport/supportmain.cfm and clicking on “What’s New?
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Helpful Hint: Customize Header Buttons

Q. How can I easily identify the progress or condition of my Assets, Purchase Orders, Requests and Work Orders using a standard system in PMXpert?

A: Use PMXpert’s Status Codes. When you set up status codes under Setup | Status Codes, select a unique background color for each status. Your custom color-coding scheme allows you to quickly and easily identify the status of each record. For example, as a Purchase Order moves through the stages of opened, authorized, back-ordered and received, you can identify the current Status in the upper right corner of the Purchase Orders screen. In the Calendar, the colors of the cells identify the status of the various Services. If you sort requests by status code in the Requests screen, you can easily find which requests are assigned, unassigned and performed.
For more information about status codes, refer to Chapter 1: Setting Up PMXpert, Step 8: Status Codes in the PMXpert User Manual.

This is just one of many FAQs (Frequently Asked Questions) included on our website.
Have a Question? Check out http://www.pmxpert.com/Support/FAQ/FAQ.html.
The answer you need may be just a click away!

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Did You Know? Import Records, Save Time

Did you know…that when automatically generating Purchase Orders, you can now modify, delete and add items to the purchase orders?

When you click the Generate button on the Purchase Orders screen, PMXpert will automatically create purchase orders for any parts and fluids in your inventory that have fallen below the minimum level you set earlier. In the Generate Purchase Order window, you can now view the items included on each automatic P.O. If you know that you need something else, and would rather add it to one of these purchase orders instead of creating a new one, simply click the New Item button. If there is something you want to skip ordering this time, select it and click the Delete Item button. If you want to cancel an entire P.O., click the Delete button above. Any items or purchase orders you delete here will be automatically pulled in again the next time you auto-generate purchase orders, as long as inventory levels are still below the minimum level.
Next time you generate purchase orders, take a look at the new options and see if you can use them to your advantage. To learn more about purchase orders, download the PMXpert User Manual and review Chapter 7: Purchase Orders.

Use PMXpert with confidence and efficiency.
Learn what to do and why in the PMXpert User Manual.
Download it at http://www.pmxpert.com/Support/Manual/manual.html.

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