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The document provides an overview and introduction to Auto Maintenance Pro software. It allows users to track vehicle maintenance and preventative maintenance. The software automatically calculates maintenance due and provides alerts. Users can customize maintenance services and schedules. Maintenance performed on vehicles can be recorded and reports can be generated. The system requirements and getting started information are also outlined.

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0% found this document useful (0 votes)

12 views65 pages

Fleet

Uploaded by

Islam Shoukry

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PPTX, PDF, TXT or read online on Scribd

You are on page 1/ 65

Contents I

Table of Contents
Part I 4
Overview .........
1 Introduction
4
........................
2 System Requirements
Part II Getting
4 4
Started .........
1 Introduction
4
..............
2 The Main Menu
................
5
.....................
3 Adding Vehicles
8 ...............................
...............................................
4 PM Schedule Setup
9 ............................................
5 The Equipment Manager
......................
11
Part III6 Recording
Vehicles/Equipment
Maintenance Performed 19
13
1 .......................
Vehicle Information
7 Viewing
19 the Maintenance History
15 ....................................
2 Adding a vehicle/equipment
8 ........................
Generating Reports
21
16 ......................................
3 Editing Vehicle Data
22...............................................
................................
4 Deleting a vehicle/equipment
22.....................
5 Recording Maintenance Performed
......................................
23
.............
6 Configuring Last PM Data
25...............................
.............
7 Viewing PM Status
25
Part IV8 Viewing
Preventive Maintenance
Maintenance History
33
26........ 33
1 Schedules
9 Fuel Schedules
Tracking ...... Setup Screen
28
33 Expense History
10 General Adding a PM service
29
34 Editing a PM service
11 Cost Statistics
...........................
31 .....................
34 Deleting a PM service
................ .
35 Service Entry Screen
.......
35 Im port Maintenance Services Screen

36 Im porting a m aintenance service

I
II Auto Maintenance Pro Version 11

.......
4 PM Types

Part V Recording Maintenance

Performed
...............................................
..........................................
41 ..........................................
............................................
1 Recording Maintenance Performed
41
Part VI Parts Database 45
2 Adding Maintenance Performed
...............
1 Parts Database
43
45
.............
3 Editing Maintenance Performed
2 Adding a part44
.............
46
4 Deleting Maintenance Performed
...............
3 Editing a part
45
47
Part VII Fuel Tracking 47
4 Deleting a part
1 Fuel .......................
47History Screen
47
............................
2 Adding a fuel purchase
............................
49
..............................
3 Editing a fuel purchase
49 ............................
4 Deleting a fuel purchase
Part VIII Vendors
50 50
1
5 Vendor ....................................................
Printing Database
fuel purchases Management Screen.
50
..................
2 Adding a vendor
..................
52
....................
3 Editing a vendor
52 ....................................
4 Deleting a vendor
Part IX 52 53
Reports
1 .................
5 Printing Reports
Vendor Information
53
52 ......................
2 Generating Reports
.........................
53

Part X3 Print
TipsPreview
& Tricks
Screen 57
56
.............
1 Filtering Data
57
...............
2 Exporting Data
..............
58
................
3 Batch Printing
59
Part XI Contact Information 60
4 History Viewing
60

© 2009/2010, Innovative Maintenance Systems, all rights reserved

Contents III

.......................
1 Contact Information
60
...............................
2 Technical Support Policy
Part XII Frequently
61 Asked Questions 61
1 FAQ - ...............................
General Questions 61

Index
63

© 2009/2010, Innovative Maintenance Systems, all rights reserved

III
4 Auto Maintenance Pro Version 11

1 Overview

1.1 Introduction
Auto Maintenance Pro makes it easy to track and organize preventive and repair maintenance
information on your vehicles. However, it is flexible enough to allow you to track as little or as much
information as you like.

Along with helping you organize your vehicle information, Auto Maintenance Pro will also automatically
calculate and report maintenance due for your vehicles. When you start Auto Maintenance Pro,
automated and color-coded PM (preventive maintenance) alerts instantly show you which vehicles and
are due for service at all times.

In addition to pre-defined maintenance services, ranging from changing the oil to performing an engine
tune-up, you have the flexibility to define your own PM services and set their desired intervals. When
maintenance is performed on a vehicle, it can be recorded and saved to the history so you can easily
monitor PM, repair, parts, and overall operating costs to help prevent future problems and increase your
resale value. Print detailed reports and specify report-filtering criteria to analyze only the data you need.
Auto Maintenance Pro also tracks vendors, fuel purchases, insurance data, registrations, purchasing
details, and loan/lease information. Auto Maintenance Pro is very flexible and it is also very easy to use.

2. System Requirements
To use Auto Maintenance Pro, we generally recommend the following minimum requirements:

 Pentium 1Ghz or better processor

 256MB of RAM
 75MB of free disk space
 1024x768 screen resolution
 Windows 2000, ME, NT, XP or Vista

© 2009/2010, Innovative Maintenance Systems, all rights

reserved
Getting Started 5

The first sections will discuss the Main Menu and the Equipment Manager, which are the primary
screens of the program. Then, we will step through the procedure for setting up the program and
entering your vehicles. Finally, we will cover some of the more common features of the program such
as recording maintenance performed, viewing maintenance history, and reporting.

2.2 The Main Menu

The main menu is the central location where all features can be activated from within the program. Just
like many applications, there is a drop-down menu and also a main menu toolbar that contains the most
commonly accessed features. The main menu toolbar and drop-down menus are discussed below:

The Main Menu Toolbar:

Click the "Add" button to add new vehicles. Corresponding menu command: File/Add...

Click the "Edit" button to modify or view the selected vehicle's general information that was entered
when the vehicle's record was first created. Corresponding menu command: File/Edit...

The "Delete" button will delete the selected vehicle after answering "Yes" to the confirmation message.
Corresponding menu command: File/Delete...

The "Record Mtc" button should be used to record maintenance that was performed on a vehicle.
Corresponding menu command: Equipment/Enter Maintenance Performed...

The "Record Fuel" button is used to add in fuel purchases for the selected equipment. Corresponding
menu command: Equipment/Record Fuel...

The "Mtc History" button displays the complete maintenance history for the selected vehicle.
This screen will display the preventive maintenance and repairs performed on the selected
vehicle.
Corresponding menu command: Equipment/Maintenance History...

The "Fuel" button activates the "Fuel History Log" screen, where you can log fuel purchases and to
calculate fuel usage, averages, costs, and vendor purchases. Corresponding menu command:
Equipment/Fuel History...

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6 Auto Maintenance Pro Version 11

The "Mtc Due" button displays a list of maintenance that is currently due (or soon due) for the selected
vehicle. Corresponding menu command: Equipment/Maintenance Due...

The "PM Status" button displays a list of all of the preventive maintenance services and their
current status. Corresponding menu command: Equipment/Current Maintenance Status...

The "PM Schedule" button displays the "PM Schedule Setup" screen. From this screen, you can add,
modify, or delete PM tasks for the selected vehicle. Corresponding menu command: Setup/PM
Schedule...

The "Last PM" button manually configures the "Last Performed" parameters (date or metered units) for
the PM services assigned to the selected equipment. When you add equipment into the software, you
will be provided the opportunity to view this screen to configure the "Last Performed" date and/or
metered values so Auto Maintenance Pro can automatically determine when they are next due. Once
initially configured, you should not need to visit this screen again as Auto Maintenance Pro will
automatically update these values when history is recorded via a maintenance entry. Corresponding
menu command: Equipment/Last PM...

The "Vendors" button displays the "Vendor Database Management" screen. Use this screen to add,
edit, or delete vendor information. Corresponding menu command: Setup/Vendor Database...

The "Parts" button displays the "Parts Inventory Management" screen. Use this screen to add, edit, or
delete parts.

The "Graphing" button displays the "Equipment Statistics" screen, which shows a detailed cost
analysis graph that is filterable by vehicle and date ranges. Corresponding menu command: Equipment/
Graphing...

The "Quit" button exits Auto Maintenance Pro. Corresponding menu command: File/Exit

The Main Menu Commands:

The menu commands are located in a row across the top of the main menu screen and provide access
to all of the features included with Auto Maintenance Pro.

© 2009/2010, Innovative Maintenance Systems, all rights reserved

Getting Started 7

File - Add, edit, duplicate, or delete vehicles. Also includes database backup / restore features and
access to program options.

Setup - Edit PM schedules, vehicle categories, vendors, and drop-down choices lists.

Equipment - Vehicle specific functions such as recording maintenance performed, viewing maintenance
history, etc.

Tools - Contains database features such as backup/restore, optimize/repair, and program options.

Reports - Contains all of the reports available in the program.

Window - If applicable, options in this menu allow you to tile and/or cascade open windows on the
screen.

Help - Supplies online help, common help issues, technical support information, contact information,
version information, and website information here.

© 2009/2010, Innovative Maintenance Systems, all rights reserved

8 Auto Maintenance Pro Version 11

2.3 Adding Vehicles

Adding vehicles is a simple process and does not require a wealth of details. As an example, we will
add a vehicle with the most basic information.

To add a new vehicle:

1) On the Main Menu or Equipment Manager screen, click the button.

2) Choose the meter type of the new vehicle: Mileage, Kilometers, or Hours.

3) Enter the Year, Make, Model, Current Mi/Km/Hrs, Base Mi/Km/Hrs, and Base Date.

Note: The base information is used to initialize the PM service's Last Performed Date and Mi/Km/Hrs
data which is used when calculating maintenance due. This last performed data can be adjusted for
accuracy after the new vehicle/equipment is added, if needed. You will see this in Step #5. Also, the
"Base Mi/Km/Hr" figure is used when calculating Cost Per Mi/Km/Hr. For example, if you are just
starting to track maintenance on a vehicle with 30,000 miles, enter 30,000 miles into this field. If you
have old maintenance records you plan to enter into Auto Maintenance Pro prior to 30,000 miles, enter
in the earliest mileage for which you have records (ie: 2,300 miles).
Note: We have just entered all of the required inform ation. You can enter as m uch or as little inform ation in
the other fields as you like.

© 2009/2010, Innovative Maintenance Systems, all rights reserved

Getting Started 9

Custom Fields:
There are a total of 28 custom fields you can define on the vehicle information tabs. Tabs that contain
the custom labels are "General" (5), "Specifications" (18), "Purchase" (2), "Expirations" (2), and "Loan/
Lease" (1). All custom fields read "(click to define)" when you are adding a new vehicle. Simply click on
the "(click to define)" text to define the label. An input box will be displayed showing the current label
name. Alter the name to your liking and then click "Ok".

TIP: Once the custom labels are changed to your liking, they can be saved as defaults by checking the "Save
Custom Labels as Default" checkbox on the bottom of the screen. They w ill then be used as defaults for each
subsequent vehicle you enter.

4) Click the button to save your vehicle.

5) Lastly, you will be asked if you wish to configure the PM services at this time. Clicking "Yes" will take
you to the "PM Setup" screen for the selected vehicle. From there, you can add, edit, or delete any of
the default maintenance services. You should also ensure that the "Last Performed" date
and/or mi/km/hrs is accurate. Again, the "Last Performed" data is used when calculating maintenance
due. You should tell Auto Maintenance Pro when the services were last performed, or let Auto
Maintenance Pro assume the Base Date and Base Mileage figures for the last performed data. To
learn more on the "PM Setup" screen, see the "PM Setup" help topic. Note: If you choose "No", You
can always configure the "Last Performed" data at a later time by clicking the "Last PM" button on the
main menu screen.

Your new vehicle has been created!

2.4 PM Schedule Setup

When adding vehicles into Auto Maintenance Pro, you should define the PM schedule that will be
assigned to the vehicles/equipment you are adding. The maintenance schedule contains preventive
maintenance services that are required to be done on a date and/or mileage/km/hr interval. An example
of a preventive maintenance service would be an "Oil & Filter Change" with a 90 day or 3,000 mi/km
interval. Auto Maintenance Pro uses these interval parameters to inform you when maintenance is due
for a vehicle. Auto Maintenance Pro ships with over 80 default PM services that can be used to generate
your schedules. Common services like "Oil & Filter Change", "Air Filter Replacement", "Tire Rotation",...
etc. are already defined for you to use in your maintenance schedules. You can also define your own
custom PM services or simply use the default items we provide.

There are two methods you can use to access the PM services for your vehicles/equipment. After adding
a vehicle into Auto Maintenance Pro, you will be asked if you wish to configure the PM service's for the
vehicle. If you choose "Yes" the "PM Schedule Setup" screen will display. For a vehicle already added,
select the vehicle on the main screen. Then, you can gain access to the "PM Schedule Setup" screen

by clicking the icon.

© 2009/2010, Innovative Maintenance Systems, all rights reserved

10 Auto Maintenance Pro Version 11

To add a PM service:

1) On the "PM Service" toolbar, click the button.

2) You can enter the Service Name and set your desired date and/or meter interval values.

3) Click the "Save" button.

In order to save time when setting up your maintenance schedules, you can import PM services from
other schedules. Some of your schedules may differ only slightly from others and importing would
eliminate re-typing the same PM services you already entered in another schedule.

To import services from another schedule:

4)Click on the button to display the "Import Maintenance Services" screen.

5)Of the left side of the screen, choose the schedule you wish to import from using the "Import From
Schedule" drop-down list. The PM services associated with the selected schedule will be populated in
the "Services Available" box.

6)In the "Services Available" box, click on the service(s) you wish to import. You can select multiple
services by using the Ctrl-Click or Shift-Click methods. If you wish to import ALL services, click the "
Select All Services" check box below the source list to highlight ALL maintenance services in the
source list.

7)Click the button to add (import) the selected service(s) to the "Current Schedule" on the right side
of the screen.

© 2009/2010, Innovative Maintenance Systems, all rights reserved

Getting Started 11

5) Click "OK" to return to the "PM Schedule Setup" screen.

For additional information on the import screen, see Import Maintenance Services screen help topic.

2.5 The Equipment Manager

Just like the main menu, the Equipment Manager screen is automatically loaded when you launch Auto
Maintenance Pro. The Equipment Manager shows your list of vehicles and information pertaining to
them. In addition, the Equipment Manager will indicate which vehicles are due for service at all times.
Vehicles that are shaded a "red" color are due or overdue for service. Vehicles that are shaded a
"yellow" color are SOON due for service as per the threshold settings in the program options.

Equipment M anager Screen:

You will notice in the screen above that one vehicle is highlighted "red". This red highlight indicates the
vehicle is due or overdue for service. A yellow highlight would indicate that the vehicle is soon due for
service. The color coded indicators automatically appear when the vehicle is due or soon due for service
based on the preventive maintenance schedule settings you define for your vehicles. The configuration
of preventive maintenance schedules was discussed in an earlier section.

In addition, by clicking the " +" indicator to the left of the vehicle, the vehicle row will expand to show the
exact PM services, repairs, and vehicle expirations that are due or soon due as seen in the image
below:

© 2009/2010, Innovative Maintenance Systems, all rights reserved

12 Auto Maintenance Pro Version 11

The Vehicle Listing

The vehicle listing displays the vehicles/equipment that are currently loaded into Auto Maintenance Pro.
When you click on a vehicle in the list, its corresponding vehicle information is loaded into the tabs on
the right. For each vehicle, there is a "General", "Specifications", "Purchase", "Expirations", "Loan/
Lease", "Insurance", "Photo" and "Notes" tab to maintain information about the vehicle. The tabs are
discussed in more detail below.

Vehicle Information

The vehicle information section contains all the descriptive details about the selected
vehicle/equipment separated into 9 pages (tabs) of information. For each vehicle, there is a "General",
"Specifications", "Purchase", "Expirations", "Loan/Lease", "Insurance", "Photo", and "Notes" tab to
maintain information about the vehicle. Each tab is briefly described below.

"General" tab screen - contains information most significant to the vehicle such as year, make, model,
mi/km/hr, and a few custom fields you can define on your own. Required information: "Year", "Make",
"Model", "Base Date", "Base Mi/Km/Hr", and "Current Mi/Km/Hr".

"Specifications" tab screen - This tab contains additional descriptive fields and custom fields. Click on
the labels to the left of the data fields to re-define the label value. All data is optional on this tab screen.

"Purchase" tab screen - Contains information regarding purchase date, mi/km/hrs, dealership, and cost.
All data is optional on this tab screen.

"Expirations" tab screen - Contains license information such as plate #, state, and expiration. Enter the
expiration of your registration tag and the program will automatically notify you at startup when it is due
to be renewed. All data is optional on this tab screen.

"Loan/Lease" tab screen - Enter information about the financial institution and contacts. All data is
optional on this tab screen.

"Insurance" tab screen - Contains insurance information such as company, policy #, term dates,
premium, deductible, ...etc. All data is optional on this tab screen.

"Photo" tab screen - Save photos (in .JPG or .BMP format) of your vehicle. All data is optional on this
tab screen.

"Notes" tab screen - Enter any other information for the vehicle/equipment. All data is optional on this
tab screen.

"Configure" tab screen - Contains vehicle setup information such as location, department, maintenance
schedule, ...etc.

© 2009/2010, Innovative Maintenance Systems, all rights reserved

Getting Started 13

6. Recording Maintenance Performed

When preventive or repair maintenance is physically performed on your vehicle, you need to inform
Auto Maintenance Pro by recording a maintenance entry. When a maintenance entry is recorded, Auto
Maintenance Pro will reset the preventive maintenance service's "Last Performed" parameters and clear
any outstanding repairs that were indicated by your maintenance entry. In addition, a historical record
will be written for the vehicle indicating the services performed, costs, and other details.

To record a maintenance entry:

1) Select a vehicle.

2) Then, click the button. You will be presented with the following screen
providing you options to automatically populate the maintenance entry with the maintenance due
for the vehicle:

3) Click "OK" to proceed to the "Record Maintenance Performed" screen. You will notice that the
maintenance due will be pre-populated for you:

© 2009/2010, Innovative Maintenance Systems, all rights reserved

14 Auto Maintenance Pro Version 11

Record M aintenance Performed Screen:

4)Enter the required data for the maintenance entry: Date, M ileage, and at least one preventive
maintenance or repair entry. The "Maintenance Task s" area may already be populated with the required
maintenance depending on your option choice in Step #2.

5)If you need to add maintenance tasks that were performed, click on the button. Choose a PM
service or Repair item from the list and if desired, indicate parts and/or labor costs that were involved
and click "Save".

6) We have entered the minimal information on this screen. You can enter additional details if you like.

7) Click the "Save" button to save the maintenance entry.

At the moment you click the "Save" button, provided all due (or soon due) maintenance has been
satisfied, the vehicle will not longer be color shaded on the "Equipment Manager" screen. The
maintenance data has been updated for the tasks performed, and the date/meter values will be
automatically advanced to the next respective due date/meter. In addition, the maintenance entry
details will be recorded in the maintenance history for the vehicle.

© 2009/2010, Innovative Maintenance Systems, all rights reserved

Getting Started 15

Expirations:

Vehicle expirations such as registration renewals, MVI notifications, emissions, etc. may be updated
from the Equipment Manager screen by right clicking on the expanded service list and selecting "Update
Expiration". A calendar will be displayed for you to select the next expiration date.

7. Viewing the Maintenance History

When maintenance is performed on a vehicle, a record is logged to the maintenance history indicating
the preventive or repair maintenance performed, parts/labor costs, and more. The maintenance history
is useful for analyzing costs and trends in neglect, abuse, or aging equipment.

To view the maintenance history for your vehicle:

1) Select a vehicle.

2) Click the button.

M aintenance History screen:

There are 4 tabs located on the history screen: "History Entries", "Maintenance Tasks",
"Repairs", and "Parts"

© 2009/2010, Innovative Maintenance Systems, all rights reserved

16 Auto Maintenance Pro Version 11

The "History Entries" tab displays the history records logged for the chosen vehicle on the "Equipment
Manager" screen. You can see greater detail for an individual history record by selecting a particular
history record and clicking on the other tab screens to view PM details, repairs, parts, etc. In addition,
multiple history records can be selected on this screen by using the <Ctrl> or <Shift> keys. As you
select multiple history records, the PM, Repairs, and Parts tabs will be populated with the details of ALL
selected records..

On the bottom of the screen, you will notice date interval viewing parameters and totals for all PM,
repairs, parts, and labor:

The date interval settings allow you to view the history between a certain date period. Check the "Enable
date range" check box and use the calendar selection controls to adjust the dates accordingly. The
date interval parameters can also be set in the program options to maintain the same date interval
settings each time the maintenance history screen is displayed.

The "Totals" section is calculated based on the history entries being viewed. If you have a date
interval setup for the current year, the totals will only be calculated for the current year. The cost per
mi/km/hr (located just above the "Totals" section) is calculated in the same manner.

2.8 Generating Reports

Auto Maintenance Pro ships with numerous reports that detail just about every aspect of your vehicle
data.

All of the reports can be activated from the "Reports" drop-down menu on the main screen. The reports
are categorized so you can easily find the report you are looking for. In addition, many of the screens in
Auto Maintenance Pro contain a "Print" button where you can generate reports that are associated with
that screen.

When you choose a report to be printed, the following screen will appear:

© 2009/2010, Innovative Maintenance Systems, all rights reserved

Getting Started 17

Depending on which report you choose, the available filtering controls will be displayed on this screen.

Filtering and Sorting Options

Auto Maintenance Pro lets you define the data you wish to be displayed in the report by providing
filtering criteria. Depending on the report you select, there will be filtering and sorting options that will
appear on this screen. The filtering and sorting options for each report vary by the type of report
being printed. For example, a report that does not have any date criteria available will not display the
date filtering options.

Below is a description of the available filtering methods:

Equipment Selection Filtering:

If the selected report is equipment based (i.e. history), the equipment filtering options will be
displayed:

This feature allows you to print by equipment selection. The choices are:

 "All Equipment" - prints the selected report for all of your vehicles.
 "Selected equipment only" - prints the selected report for the selected vehicle on the "Equipment
Manager" screen. You may multi-select vehicles on the "Equipment Manager" screen. .

Date Filtering

If the selected report contains date information, the date filtering option will be displayed:

© 2009/2010, Innovative Maintenance Systems, all rights reserved

18 Auto Maintenance Pro Version 11

Check the "Print records where..." check box to enable date filtering for the selected report.

Then, if there are multiple date fields in the report, choose the date field for which you wish to filter. In
the example above, "Date Completed" is the chosen date field.

Next, to save time, Auto Maintenance Pro provides a quick list of available date filters (i.e. Current
Year, Current Quarter, Last Year, Last Month, ...etc). Choosing one of these quick filters will
automatically fill in the date boxes with the appropriate dates. You can also adjust the dates manually
if you like.

Additional Filter Criteria

If you need to be more specific, Auto Maintenance Pro also provides an area for you to filter by
essentially any field in the report. Just check the "Specify additional filter criteria" check box to
enable this section. Then, choose the "Field" you wish to filter by, the "Condition", and finally the "
Value".

Sorting Options

You can sort your report using up to three fields. Each report has its own default sorting fields which
will be displayed in this area automatically. Therefore, you don't have to choose a sorting method
unless you want to sort your report differently than the default settings.

TIP: Keep in m ind that grouping in a report's design can interfere w ith the sorting fields you choose.

© 2009/2010, Innovative Maintenance Systems, all rights reserved

Getting Started 19

Use the sort field drop-down lists to choose each sort field. If you don't want to sort by any particular
field, choose "(none)" from the list.

Other Options

"Print" - Choose "Print" to print the report directly to the printer. You will be provided with a print
screen that allows you to select the printer, copies, and other options prior to printing the report.

"Preview" – Choosing preview will preview the report on the screen prior to printing. The preview
window also provides options for searching, e-mailing, and other view options. A print button is also
provided in order to print directly from the preview screen. To get additional help on previewing
reports, see the "Print Preview" help topic.

This concludes the Auto Maintenance Pro "Getting Started" section. There are many additional features
included with the program which we did not cover. Other features include the tracking of vendors, fuel
usage, and more. For additional information, please view the online help provided with the program or
obtain the full manual from the CD-ROM or web site. Please visit w w w .mtcpro.com frequently for the
latest updates and information.

3 Vehicles/Equipment

3.1 Vehicle Information

Many types of information can be entered for each vehicle. Below are the different detail tabs
available when adding a new vehicle:

"General" tab screen - contains information most significant to the vehicle such as year, make,
model,

© 2009/2010, Innovative Maintenance Systems, all rights reserved

20 Auto Maintenance Pro Version 11

mi/km/hr, and a few custom fields you can define on your own.

"Specifications" tab screen - This tab contains additional details you can record about the vehicle
including additional custom fields. Click on the labels to the left of the data fields to re-define the label
value. All data is optional on this tab.

"Purchase" tab screen - Contains information regarding purchase date, mi/km/hrs, dealership, cost,
depreciation, and 2 custom fields. All data is optional on this tab.

"Expirations" tab screen - Contains expirations such as plate #, registration, MVI, or custom defined,
as well as 2 custom fields. All data is optional on this tab.

"Loan/Lease" tab screen - Enter information about the financial institution and contacts. All data is
optional on this tab.

"Insurance" tab screen - Contains insurance information such as company, policy #, term dates,
premium, deductible, ...etc. All data is optional on this tab.

"Photo" tab screen - Select to store a photo of the vehicle in JPG format. Imported photos should be
in JPG or BMP format. RIGHT click on the photo box, choose "Add Image", and then browse to the
desired photo. All data is optional on this tab.

"Notes" tab screen - Enter any other information for the vehicle. All data is optional on this tab.

"Configure" tab screen - Contains vehicle setup information for detail tabs. All data is optional on this
tab.

© 2009/2010, Innovative Maintenance Systems, all rights reserved

Vehicles/Equipment 21

3.2 Adding a vehicle/equipment

Adding vehicles is a simple process and does not require a wealth of details. As an example, we will
add a vehicle with the most basic information.

To add a new vehicle:

1) On the Main Menu or Equipment Manager screen, click the button.

2) Choose the meter type of the new vehicle: Mileage, Kilometers, or Hours.

3) Enter the Year, Make, Model, Current Mi/Km/Hrs, Base Mi/Km/Hrs, and Base Date.

© 2009/2010, Innovative Maintenance Systems, all rights reserved

22 Auto Maintenance Pro Version 11

4) Click the button to save your vehicle.

Your new vehicle has been created!

3. Editing Vehicle Data

After a vehicle is added using Auto Maintenance Pro, the vehicle information can be edited from the
Equipment Manager screen.

To edit a vehicle:
1) On the Vehicle Manager screen, double click the vehicle that you wish to edit -OR- click once on
the

vehicle and click the button.

2) At this point, you can modify any of the vehicle information on any of the tab pages. If modifications
are made, you will need to click the button to save your changes.

4. Deleting a vehicle/equipment
Deleting a vehicle from your list will delete all repairs, maintenance data, history, odometer data,
miscellaneous expense data, and fuel data for the vehicle. If you want to maintain this information, do
not delete the vehicle.

To delete a vehicle:

1) Select the vehicle you wish to delete.

© 2009/2010, Innovative Maintenance Systems, all rights

reserved
Vehicles/Equipment 23

2) Then, click the button on the Equipment Manager screen.

3) Click "Yes" to permanently delete the vehicle -OR- click "No" to cancel the deletion of the vehicle.

Note: When deleting, only one vehicle may be deleted at a time. As a precaution, multi-
selection deletions are not supported.

5. Recording Maintenance Performed

To record a maintenance entry:

1) Select a vehicle.

2) Then, click the button. You will be presented with the following screen
providing you options to automatically populate the maintenance entry with the maintenance due
for the vehicle:

3) Click "OK" to proceed to the "Record Maintenance Performed" screen. You will notice that the
maintenance due will be pre-populated for you:

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24 Auto Maintenance Pro Version 11

Record M aintenance Performed Screen:

6) We have entered the minimal information on this screen. You can enter additional details if you like.

7) Click the "Save" button to save the maintenance entry.

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Vehicles/Equipment 25

Expirations:

6. Configuring Last PM Data

The accuracy of all PM maintenance data is crucial when calculating maintenance due. The "Last Date
Performed" and "Last Mi/Km/Hrs Performed" parameters for each PM service are particularly important
when the calculations are performed. There are 3 methods by which the "Last Performed" maintenance
data can be updated while using Auto Maintenance Pro:

1) Base Information - When adding a vehicle into Auto Maintenance Pro, you are required to enter a " Base
Date" and "Base Mi/Km/Hrs" value. The base information (date and mi/km/hr) is used to initialize the
PM service's last performed data for the vehicle. For example, when the vehicle is saved, ALL of its PM
services (for the chosen schedule) will have the "Last Date Performed" and "Last Performed Meter" set
to the "Base Date" and "Base Mi/Km/Hrs" respectively (i.e. Oil Change; last performed on 1/22/2005
@ 24,736 mi/km/hrs). When adding a vehicle, Auto Maintenance Pro will assume that you are starting
from scratch tracking maintenance for this vehicle and the base information will default to the current
date and current meter as a starting point. If you have old maintenance records you plan to enter into
Auto Maintenance Pro, enter in the earliest date and mileage for which you have records for the "Base
Date" and "Base Mi/Km/Hrs" fields when adding vehicles into the software.

2) PM Setup Screen - After a vehicle has been added, you can adjust the "Last Performed" data for each
PM service using the PM Setup Screen. To activate the "Last PM Setup" Screen, select a vehicle
and click the button.

3) Recording Maintenance Performed - After initially setting up your "Last Performed" data, Auto
Maintenance Pro will take over from there. When maintenance is performed on a vehicle, it is
recorded using the "Record Maintenance Performed" screen and the "Last Performed" data is updated.

3.7 Viewing PM Status

At any time, you can view the current status of the PM services defined for a vehicle. This function
will allow you to see what PM services are currently in need of attention and the status of the other
maintenance operations that are not in need of attention. To ONLY report the maintenance due,
click the "Maintenance Due" button.

To view the Current M aintenance Status:

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26 Auto Maintenance Pro Version 11

1) Select a vehicle.

2) Click the button.

Current M aintenance Status screen:

3)The Current Maintenance Status screen displays a list of PM services that details the following for
each:

 Date and mi/km/hr that the service was last addressed.

 Desired interval at which the service should be addressed.
 The calculated date and odometer reading at which the service will be due.

4)You can easily see what is currently due by the RED color coded interval data. The YELLOW interval
data is what will soon be due. These parameters can be changed on the Configure Auto Maintenance
Pro screen (File-->Options). Plain interval text simply indicates the service is not currently due.

3.8 Viewing Maintenance History

To view the maintenance history for your vehicle:

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reserved
Vehicles/Equipment 27

1) Select a vehicle.

2) Click the
button.

M aintenance History screen:

There are 4 tabs located on the history screen: "History Entries", "Maintenance Tasks",
"Repairs", and "Parts"

On the bottom of the screen, you will notice date interval viewing parameters and totals for all PM,
repairs, parts, and labor:

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28 Auto Maintenance Pro Version 11

settings each time the maintenance history screen is displayed.

3.9 Fuel Tracking

Using the "Fuel History Log" screen, you can track a vehicle's fuel consumption by recording information
from fuel purchases. For all the recorded transactions, Auto Maintenance Pro calculates a wide range of
statistics based on the logged entries.

To get to the fuel history screen, be sure a vehicle is selected and click the button.

Fuel History Screen:

The "Fuel History" contains a list of fuel purchases that have been recorded for the vehicle. There
are numerous pieces of information that can be recorded when an entry is added:

 Purchase Date - The date of the transaction.

 Fill M ileage - The odometer reading of the transaction.
 Gallons Consumed - The amount of fuel consumed during fueling. After this is entered and you tab
to the next field, the MPG or L/100km will automatically be calculated and displayed in the "MPG or
L/100km" box.
 Price - The price per unit of fuel (gallon or liter). Once entered and you tab to the next column, the
"Total Cost" will be automatically calculated by multiplying Price * Gallons/Liters Consumed.
 Fuel Type - The type of fuel.
 Brand - The brand of fuel.

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reserved
Vehicles/Equipment 29

 Vendor - Vendor where the fuel was purchased.

 Comments - Comments you wish to associate to the fuel entry.

Date Interval Settings:

The date interval parameters allow you to view the fuel purchases between a certain date period. For
example, companies with large fuel histories may want to only view fuel purchases for the current year.
The date intervals can be set in the "Date Interval Settings" section using the calendar selection
controls.

Fuel Statistics:

The "Fuel Statistics" section contains important statistical information based on the fuel entries for a
vehicle. The fuel statistics reflects only the data being viewed. Therefore, if a date interval is
specified, the statistics will only reflect the data between the date intervals provided. Each statistic is
defined below:

 Total Cost – The sum of all fuel entries listed.

 Total Gallons – The sum of all fuel consumed for the entries listed.
 Total Mileage - The total distance traveled based on the entries listed.
 Cost Per Mile – The actual fuel cost per mile based on the mi/km/hr range between the first and
last entry listed.
 Average Cost – The average fueling cost based on the entries listed.
 Average Gallons – The average fuel consumed per fill-up.
 Average Mileage - The average distance traveled between purchases.
 Overall Miles per Gallon – The average MPG based on the entries listed.

See also:
Adding a fuel purchase
Editing a fuel purchase
Deleting a fuel purchase

3.10 General Expense History

Using the "General Expense History" screen enables you to record, track and view your expenses. (ie.
insurance, registration, loan/lease)

To access the "General Expense History" screen, select a vehicle. Then, click on the "Equipment"
menu, scroll down to "Histories", and then select "General Expense History".

General Expense History screen:

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30 Auto Maintenance Pro Version 11

Enable Date Range allows you to view the entries that are within the specified date period.

To add a general expense entry:

1) Click on the button and then enter the expense (ie.insurance,registration, loan/lease ect) the
cost and notes.

2) Click the button when you are complete.

To edit a general expense entry:

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Vehicles/Equipment 31

1) Select a general expense entry on the "General Expense History" screen.

2.) Double-click or click the button. The "Edit General Expense" screen will appear. You
will be able to change your information on this screen.

3) Click when you are done.

To delete a general expense entry:

1) Select a general expense entry on the "General Expense History" screen.

2.) To DELETE click on the button. A confirmation screen will appear asking if you want to
Delete the selected entry.

3) Click "Yes" to permanently delete -OR- click "No" to cancel the deletion.

3.11 Cost Statistics

The cost statistics screen displays detailed cost statistics for each unique PM service and repair.
Statistics can be viewed for just a selected vehicle.

PM Cost Statistics
screen:

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32 Auto Maintenance Pro Version 11

Choose which vehicle for which you wish to calculate statistics, and click the "Cost Statistics" button.

The Grid Columns

 PM Service – This column lists the PM maintenance services that are available to the vehicle.

 Total Cost – This column provides the total costs for each PM maintenance service. For example, if
you have 2 "Oil Changes" in the history at $19.95 each, this column will display $39.90.

 % of Total – This column represents the percent of the total history costs for which each maintenance
operation accounts. This column can easily show you where most of you money is invested in the
vehicle.

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Vehicles/Equipment 33

Note: The GRAND TOTAL for all of the maintenance in the history is beneath the "Total Cost" column.

View Settings

Here, you can specify a date interval and view the cost statistics within the date range. By default, this
will be set to the "Maintenance History" date interval settings.

To print this information, click the button.

To exit this screen, click the button.

4 Preventive Maintenance

4.1 Schedules
4.1.1 Schedules Setup Screen
Use the "PM Schedule Setup" screen to define preventive maintenance schedules that are assigned to
your vehicles. Maintenance schedules contain preventive maintenance services that are required to
be done on a date and/or mileage/km/hr interval.

PM Schedule Setup screen:

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34 Auto Maintenance Pro Version 11

PM Services: Toward the bottom of the screen, you will see the "Services" toolbar in which you can
add, edit, or delete maintenance services assigned to the schedule. You can also "Import" maintenance
services from other schedules to avoid re-typing the information. (See the "Importing Maintenance
Schedules" topic for additional information). Use the "Print" button to print the selected schedule
information.

PM Se rvice functions:

Adding a PM service
Editing a PM service
Deleting a PM service
Importing
maintenance services

4.1.2 Adding a PM service

To add a PM service to a schedule:

1) On the main menu, click the icon.

2) On the "Service" toolbar toward the bottom of the screen, click the button.

3)Enter the Service Name, Type, Days, and M i/Km/Hr interval.

4)Click "Save".

4.1.3 Editing a PM service

To edit a PM service in a schedule:

1) On the main menu, click the icon.

2) Click on the service you wish to edit on the grid display.

3) On the "Service" toolbar toward the bottom of the screen, click the button.

4)Make the necessary changes.

5)Click "Save".

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Preventive Maintenance 35

4.1.4 Deleting a PM service

To delete a PM service in a schedule:

1) On the main menu, click the icon.

2) Click on the service you wish to delete on the grid display.

3) On the "Service" toolbar toward the bottom of the screen, click the button to delete the
selected service. A confirmation message will be displayed.

4) Click "Yes" to delete the selected PM service.

4.1.5 Service Entry Screen

Use the Service Entry screen to add or edit PM service entries on the "Maintenance Schedule Setup"
screen. Clicking "Add" or "Edit" on the "Maintenance Schedule Setup" screen will display this screen.

The following data is required:

Service Name - The name of the PM service.

Service Type - The type of PM service. See the "PM Types" topic for information on adding, editing, or
deleting maintenance types.
Days - The maintenance interval in days for which this item needs flagged. Enter "0" to disable days
tracking.
Mi/Km/Hrs - The maintenance interval in mileage, kilometers, or hours for which this item needs flagged.
Enter "0" to disable odometer tracking.

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36 Auto Maintenance Pro Version 11

Click the button when you are completed.

4.1.6 Import Maintenance Services Screen

Import M aintenance Services Screen:

On the left side of the import screen is the maintenance schedule you are importing from (the source
schedule). On the right side of the screen is the schedule you are importing to (the destination
schedule).

You can select multiple services in either list by holding the <Ctrl> key and clicking on the PM services
you wish to select. If you wish to import ALL services, click the "Select All Services" check box below
the source list to highlight ALL maintenance services in the source list.

Use the ">" button to add the selected service(s) to the destination schedule.

Use the "<" button to delete the selected service(s) from the destination schedule.

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Preventive Maintenance 37

4.1.7 Importing a maintenance

service
To import a maintenance service:

1) On the main menu, click the icon.

2)Click on the button to display the "Import Maintenance Services" screen.

3)On the left side of the screen, click on the service(s) you wish to add (import) to the schedule you
selected in Step #2.

Note: You can select multiple services b y holding the <Ctrl> key and clicking on the PM services you wish
to select. If you wish to import ALL services, click the "Select All Services" check b ox b elow the source list
to highlight ALL maintenance services in the source list.

4) Click the ">" button to add the selected service(s) to the schedule you selected in Step #2.

5) Click "OK" to import the services and return to the "Maintenance Schedule Setup" screen.

6) Click the button to return to the Main Menu.

4.2 PM Due Screen

To view or print maintenance due, select a vehicle on the Equipment Manager screen. Then, click the
"Maintenance Due" button.

PM Due screen:

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38 Auto Maintenance Pro Version 11

The information that is shown on this screen is the maintenance that is currently due. Warning
maintenance is also shown, which is maintenance that will SOON be due (shown in yellow).

The "Preventive M aintenance Due" tab:

The "Preventive Maintenance" tab contains all of the preventive maintenance that is currently due.
For each service that is due, the following information is provided:

PM Service Name - The PM service name that is currently due (ie: Oil Change).
Type - The maintenance type of the PM service (ie: Normal, Inspection, ...etc.)

Last Performed:
Date - The date the service was last performed.
Mi/Km/Hr - The mi/km/hr of the vehicle from the last PM service performed.

Track ing Parameters:

Date Interval - The maintenance interval in days for which this item needs flagged.
Mi/Km/Hr - The maintenance interval in mileage,kilometers and hours for which this item needs flagged.

Next Due:
Date - This will be calculated from your tracking parameters and give you the date of when the next PM
service needs to be performed.
Mi/Km/Hr - This will be calculated from your tracking parameters and give you the mi/km/hr of when
the

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Preventive Maintenance 39

next PM service needs to be performed.

Intervals that flag the maintenance due are shown in red (default). Intervals that are SOON due for
service will be shown in yellow(default). Intervals that are not due and/or not close to being due will
be shown in plain text.

Printing the results:

You can print the results by clicking the button.

"Maintenance Due (Detailed)" - Prints a detailed list of maintenance due based on the
maintenance check parameters you specified. Each vehicle's details will be printed on a
separate page.

Click "OK" to print the report.

3. PM Status
At any time, you can view the current status of the PM services defined for a vehicle. This function
will allow you to see what PM services are currently in need of attention and the status of the other
maintenance operations that are not in need of attention. To ONLY report the maintenance due,
click the "Maintenance Due" button.

To view the Current M aintenance Status:

1) Select a vehicle.

2) Click the button.

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40 Auto Maintenance Pro Version 11

Current M aintenance Status screen:

3)The Current Maintenance Status screen displays a list of PM services that details the following for
each:

 Date and mi/km/hr that the service was last addressed.

 Desired interval at which the service should be addressed.
 The calculated date and odometer reading at which the service will be due.

4. PM Types
PM (preventive maintenance) types can be defined to organize your maintenance services.
Maintenance services can be defined on the "Pick List Maintenance" screen.

To add, edit, or delete maintenance types:

1) On the Main Menu, scroll to Setup -> Choice Lists -> Maintenance -> Maintenance Types.

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Preventive Maintenance 41

2) To:

 Add a PM type - Click the button.

 Edit a PM type - Select the PM type you wish to edit. Click the button.

 Delete a PM type - Select the PM type you wish to delete. Click the button. Click "Yes"
to permanently delete the PM type -OR- "No" to abort the deletion.

5 Recording Maintenance Performed

1. Recording Maintenance Performed

To record a maintenance entry:

1) Select a vehicle.

2) Then, click the button. You will be presented with the following screen
providing you options to automatically populate the maintenance entry with the maintenance due
for the vehicle:

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42 Auto Maintenance Pro Version 11

3) Click "OK" to proceed to the "Record Maintenance Performed" screen. You will notice that the
maintenance due will be pre-populated for you:

Record M aintenance Performed Screen:

5) If you need to add maintenance tasks that were performed, click on the button. Choose a
PM

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reserved
Recording Maintenance Performed 43

service or Repair item from the list and if desired, indicate parts and/or labor costs that were involved
and click "Save".

6) We have entered the minimal information on this screen. You can enter additional details if you like.

7) Click the "Save" button to save the maintenance entry.

Expirations:

2. Adding Maintenance Performed

To record maintenance performed:

1) Select a vehicle.

2) Click the button.

3) Enter the required data for the maintenance entry: Date, Mi/Km/Hrs, and at least one preventive
maintenance or repair entry. For this exercise, we will add a preventive maintenance entry.

4) Click on the button to display the "Select Maintenance Performed" screen.

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44 Auto Maintenance Pro Version 11

5)Highlight a PM service item in the "Available PM Services" list on the left side of the screen and click
the button to move it to the "PM Services Performed" list. (Note: You can select multiple services by
holding the <Ctrl> key and clicking the mouse)

6) Click OK to save the selected PM Services to the "Record Maintenance Performed" screen.

We have entered the minimal information on the "Record Maintenance Performed" screen. You can
enter additional information if you like. There is more discussion on the details of this screen in the "
Record Maintenance Performed" screen help topic. This is simply to get us started!

7) Click the button to save the maintenance entry.

3. Editing Maintenance Performed

To edit a maintenance entry:

1) On the Equipment Manager screen, click the "History" button to display the "Maintenance History"
screen:

2) Select the history entry you wish to edit. If many entries are present, use the Date Interval Settings
to filter the data.

3) Then, click the "Edit/View" button to display the "Edit Maintenance Performed" screen:

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Recording Maintenance Performed 45

4) Make the necessary changes to the maintenance history.

5) Click the button to save changes and return to the "Maintenance History" screen.

4. Deleting Maintenance Performed

To delete a maintenance entry:

1) On the Equipment Manager screen, click the "History" button to display the "Maintenance History"
screen.

2) Select the maintenance entry you wish to delete. If many entries are present, use the Date Interval
Settings to filter the data.

3) Then, click the "Delete" button. A confirmation message will be displayed.

Click "Yes" to permanently delete the history entry along with the associated PM, repairs, and parts
costs. Click "No" to abort the deletion and return the "Maintenance History" screen.

6 Parts Database

6.1 Parts Database

The "Parts Database" screen is the control center for your parts. From this screen, you can add, edit,
delete, or print parts defined in the parts database.

Parts Inventory M anagement screen:

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46 Auto Maintenance Pro Version 11

The parts inventory listing contains a list of all parts entered into Auto Maintenance Pro. You can add,
edit, delete, or print the parts listing using the toolbar just below the part listing. This screen also
supports the advanced filtering methods. See the filtering topics in the "Tips & Tricks" help topic.

To leave this screen, click the button.

See also:
Adding a part
Editing a part
Deleting a part

6.2 Adding a
part
To add a part
to the parts
inventory:
1) On the Main Menu, click the button.

2) Click on the
button.

3) Once the information is entered, click the button to save the part and return to the "Parts
List" screen.

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Parts Database 47

6.3 Editing a part

To edit a part in the parts inventory:

1) On the Main Menu, click the button.

2) Select the part you wish to edit from the parts listing.

3) Click on the button.

4) Make the necessary modification to the data.

5) Click the button to save the changes and return to the "Parts List" screen.

6.4 Deleting a part

To delete a part from parts inventory:

1)On the Main Menu, click the button.

2) Select the part you wish to delete from the parts listing.

3) Click on the button. A confirmation message will be displayed.

4)Click "Yes" to permanently delete the part -OR- click "No" to abort the deletion and return to the
"Parts List" screen.

7 Fuel Tracking

7.1 Fuel History Screen

To get to the fuel history screen, be sure a vehicle is selected and click the button.

Fuel History Screen:

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48 Auto Maintenance Pro Version 11

The "Fuel History" contains a list of fuel purchases that have been recorded for the vehicle. There
are numerous pieces of information that can be recorded when an entry is added:

 Purchase Date - The date of the transaction.

Date Interval Settings:

Fuel Statistics:

 Total Cost – The sum of all fuel entries listed.

reserved
Fuel Tracking 49

See also:
Adding a fuel purchase
Editing a fuel purchase
Deleting a fuel purchase

2. Adding a fuel purchase

To add a fuel entry:

On the "Fuel History" screen:

1) Click the button to insert a new entry in the grid display.

2) Enter the purchase date. By default, the current date will be entered as the default in the "Purchase
Date" column. Edit the date by typing or using the drop-down calendar.

3) Enter the "Fill M ileage" value (or current mi/km).

4) Next, enter the "Gallons Consumed" amount. As soon as the "Gallons Consumed" amount is entered
and you navigate to the next column, the MPG or L/100km will automatically be calculated and
displayed as the "MPG or L/100km" value.

5) Enter the "Price" value. Once this is entered and you tab to the next column, the "Total Cost" will be
automatically calculated by multiplying Price * Gallons Consumed.

6) The remaining information is optional:

 Fuel Type - The type of fuel.

 Brand - The brand of fuel.
 Vendor - Vendor where the fuel was purchased.
 Comments - Comments you wish to associate to the fuel entry.

7) Click the button to save the fuel entry.

3. Editing a fuel purchase

To edit a fuel entry:

On the "Fuel History" screen:

1) Select the information you wish to edit by clicking on the appropriate grid cell.

50 Auto Maintenance Pro Version 11

2) Make the necessary changes to the data using the keyboard.

3) To save changes to the fuel data, click the button.

4. Deleting a fuel purchase

To delete a fuel entry:

On the "Fuel History" screen:

1) Select the entry you wish to delete by clicking the entry in the grid display.

2) Click the button. A confirmation message will be displayed.

3) Click "Yes" to permanently delete the entry -OR- "No" to abort the deletion.

5. Printing fuel purchases

To print the "Fuel History":

On the "Fuel History" screen:

1) Click on the button. The print pop-up screen will be displayed.

2)Set date interval options if desired.

3)Choose to either "Print" or "Preview" the report using the option buttons. See the topic: Print
Preview Screens for more information about previewing reports.

4) Click "OK" to print/preview the report.

8 Vendors

8.1 Vendor Database Management Screen

Auto Maintenance Pro's Vendor Database stores your vendor information such as name, contact,
address, phone number, e-mail, and other numerous data fields. Use the "Vendor Database
Management" screen to add, edit, or delete vendors.

Vendors 51

The following information is stored for each vendor:

Name (required)
Contact
Address1
Address2
City
State/Prov.
Postal Code
Country
Phone1
Phone2
Fax
E-mail Address
Type
Terms
Website
Comments

Note: The
only
required
vendor
inform ation
is "Nam e".

See also:
Adding a vendor
Editing vendor
information Deleting a
vendor
Printing vendor
information

52 Auto Maintenance Pro Version 11

8.2 Adding a vendor

To add a vendor:

1) On the Main Menu, click the button.

2) Click the button.

3) Type a new vendor name. This is the only required information.

4) To save the vendor data entered, click the button.

3. Editing a vendor
To edit a vendor:

1) On the Main Menu, click the button.

2) Double-click on the vendor you wish to edit, or select the vendor you wish to edit and click the "Edit"
button.

3) Make the necessary changes to the data.

4) To save changes to the vendor data, click the button.

4. Deleting a vendor
To add a vendor:

1) On the Main Menu, click the

button.

2) Click on the vendor name you wish to delete.

3) Click the button to delete the selected vendor. A confirmation message will be displayed.

4) Click "Yes" to permanently delete the selected vendor -OR- click "No" to abort the deletion and return to
the "Vendor Database Management" screen.

5. Printing Vendor Information

To print vendor information:

1) On the Main Menu, click the button.

2) Use the filtering abilities of the grid to display only vendors you wish to print. See "Filtering Methods" in
the "Tips & Tricks" help topic. If you wish to print all vendors, do nothing and move to the next step.

3) Click the button to and choose a particular vendor report.

4) Choose to either "Print" or "Preview" the report using the option buttons.

reserved
Vendors 53

5) Click "OK" to print/preview the report.

9 Reports

1. Printing Reports
There are two methods by which to print reports in Auto M aintenance Pro:

1) You can print reports from many of the data screens in Auto Maintenance Pro. Screens that contain a
print button will generate a report for the data on that screen. When you click the "Print" button a
popup menu will allow you to choose from the available reports for that screen. Once you choose a
report, a screen will appear that will allow you to provide filtering to the data (if desired). For additional
information on filtering, see "Data filtering methods" in the "Tips & Trick s" help topic.

2) On the main menu, click on the "Reports" drop-down menu at the top of the screen and choose a
report. Once you choose a report, a screen will appear that will allow you to provide filtering to the data
(if desired). For additional information on filtering, see "Data filtering methods" in the "Tips & Trick s"
help topic.

9.2 Generating Reports

Auto Maintenance Pro ships with numerous reports that detail just about every aspect of your vehicle
data.

When you choose a report to be printed, the following screen will appear:

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Depending on which report you choose, the available filtering controls will be displayed on this screen.

Filtering and Sorting Options

Below is a description of the available filtering methods:

Equipment Selection Filtering:

If the selected report is equipment based (i.e. history), the equipment filtering options will be
displayed:

This feature allows you to print by equipment selection. The choices are:

Date Filtering

If the selected report contains date information, the date filtering option will be displayed:

Reports 55

Check the "Print records where..." check box to enable date filtering for the selected report.

Then, if there are multiple date fields in the report, choose the date field for which you wish to filter. In
the example above, "Date Completed" is the chosen date field.

Additional Filter Criteria

If you need to be more specific, Auto Maintenance Pro also provides an area for you to filter by
essentially any field in the report. Just check the "Specify additional filter criteria" check
box to enable this section. Then, choose the "Field" you wish to filter by, the "Condition", and finally
the "Value".

Sorting Options

TIP: Keep in m ind that grouping in a report's design can interfere w ith the sorting fields you choose.

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Use the sort field drop-down lists to choose each sort field. If you don't want to sort by any particular
field, choose "(none)" from the list.

Other Options

9.3 Print Preview Screen

The "Print Preview" screen will display the a report on the screen with the option of sending to the
printer. The "Print Preview" screen has several toolbar commands described below:

The "Print Preview" toolbar:

Reports 57

Starting from the left of the toolbar:

 Click on
to send the displayed report to the printer.
 Click on
to email the displayed report.
 Click on
to search for text in the report.
 Click on to display the report as a whole page in the print preview window .

 Click on to scale the report to the width of the print preview window.

 Click on to scale the report to 100%.

 Use the box to manually adjust the print preview scale of the report.

 Click on
to go back to the beginning of the report.
 Click on
to go to the previous page of the report.
 Click on to go to the next page of the report.

 Click on to go to the end of the report.

 Click on the Close button to close the report.

10 Tips & Tricks

10.1 Filtering Data

Most data grids in Auto Maintenance Pro support advanced filtering methods. Use the advanced filtering
methods to search or specify viewing criteria for your data.

Each grid that supports advanced filtering methods will contain a button in each column of the grid
display. For example, the "Parts" screen contains a filtering button on each column.

By clicking the button in the "Name" column, we may be presented with the following:

58 Auto Maintenance Pro Version 11

The listing includes all possible name choices for the parts. To only view the "10-30wt oil" part, click on
"10-30wt oil" and the "Parts" screen will only display parts with a "10-30wt oil" date in the "Name"
column. To view all parts, click the again and choose "(All)".

Another method of filtering is a "Custom" filter. Once again, click the button on the "Name" column
and then choose "(Custom...)". The following "Custom Filter" screen will be displayed:

Using this screen, you can filter the data by certain criteria. There are numerous filtering functions on
this screen that can be used to filter your data.

You may also filter the data grids by checking the row filter checkbox located on the bottom toolbar of
some screens:

This will show a filter row that you may enter filtering criteria into:

In this example the filter will display all parts with the name "Air" in them.

10.2 Exporting Data

Most data grids in Auto Maintenance Pro support exporting capability. Exporting is a powerful feature
that lets you export your data for use in other applications such as spreadsheets or text files.

To export the data in a particular grid, RIGHT click on the grid display and choose "Export..." from the
pop up menu. The following screen will be displayed:

Tips & Tricks 59

Export To - Choose a destination for the export from the options listed above. The following exports are
supported:

 Text File
 Microsoft Excel (XLS)
 HTML File
 XML File

Export Options

 Export all records - Exports ALL records listed in the grid. If certain records are not listed due to
filtering methods that have been applied (See the Filtering Data topic for more information), those
records will not be exported.
 Export selected records - Exports ONLY the selected record(s). Some grids support single
selection and others support multi-selection. To multi-select in a data grid that support multi-
selection, hold down the <Ctrl> key while clicking on the rows you wish to be selected.

Text File Options (only applicable when "Text File" is chosen)

 Column Separator/Delimiter - This character will be used to separate the column data when it is
exported.
 Begin/End symbol strings for cell values - Specify symbols to be used at the beginning and end of
each data value in a column.

When you are finished setting your options, click the "Export..." button. You will be prompted to select
a location for the file using a save dialog box. Select a location and type the name for your file. Click "
Save" to export the data.

10.3 Batch Printing

Auto Maintenance Pro's reporting capabilities allow batch printing. Batch printing is when you can
generate reports for a number of vehicles at one time. You do not have to print reports for your
equipment individually.

Using Auto Maintenance Pro's report filtering features, you can create batch reports based on selected
equipment, or all equipment. The "Selected equipment" choice will print the equipment that are selected

60 Auto Maintenance Pro Version 11

on the "Equipment Manager" screen. To multi-select equipment on the "Equipment Manager" screen,
hold down the <Ctrl> key while clicking the equipment for which you wish to have reports.

You can also generate batch reports by selecting the equipment for which you wish to generate reports
on the "Equipment Manager" screen. Then, click the "Reports" menu item on the top of the main menu
screen. Choose a report from the drop-down menu to generate a report based on the selected vehicles
on the "Equipment Manager" screen.

10.4 History Viewing

While viewing the history screen, there are numerous ways your can view and manipulate your data.
Each record on the "History Entries" tab is considered the main history record. For each record on the
"History Entries" tab there can be many "Maintenance Tasks", "Repairs", or "Parts" on the
corresponding tabs. For example, if you select the first record on the "History Entries" tab, the
corresponding PM, repairs, and parts, will be displayed based on the selected entry.

You can multi-select entries on the "History Entries" tab as well. When you do this, ALL PM, repairs,
and parts will be displayed for the selected entries. This can be useful to see how much is spent on a
particular maintenance service for the year. To do this:

1) Navigate to the history screen.

2) Right click on the history grid and choose "Select All" to select all history entries.
3) Click the "PM Services" tab to display ALL PM that was performed for the selected entries.
4) Using the filtering box on the bottom of the "PM Services" tab, right click and choose "Unselect
All".
5) Then, click to check a single PM service like "Oil Change". You will see the total cost adjust on the
"PM Service" tab for the selected service only.

This can be done with any tab on the history screen. You can also view "Cost Statistics" for your PM
Services. This will detail how much was spent on each PM service within a specified date period. See
the "Cost Statistics" topic for more information.

11 Contact Information
11.1 Contact Information
Although we prefer using e-mail for efficiency and a guaranteed quick response, feel free to contact us
using any of the methods listed below.

E-mail

Sales sales@mtcpro.com s
Support upport@mtcpro.com im
General s@mtcpro.com http://
Web site www.mtcpro.com

US Mail

Innovative Maintenance
Systems 152C Freeport Road
PO Box 142
Lyndora, PA 16045

Contact Information 61

11.2 Technical Support Policy

All of our products are designed, developed, and supported by our company. When you purchase a
license for one of our products, you automatically receive free technical support. This includes technical
support e-mail (support@mtcpro.com) and online technical support resources.

 Unlimited e-mail technical support.

Upgrades

Maintenance upgrades (i.e. 1.01, 1.1, 1.5) are released periodically and based on customer feedback,
provide minor enhancements and correct any bugs reported by our customers. Maintenance upgrades
can be accessed and downloaded from our website in the "Support" area.

Major upgrades (i.e. 1.0 to 2.0) add features and significantly enhance the product. If you purchase one
of our products and a major upgrade becomes available within 60 days from your purchase date, you are
entitled to a free upgrade to the new version. Major upgrades are discounted to all customers with prior
versions of the software.

Contact Information

Web Site: http://www.mtcpro.com/support.htm

On our support web site, you will find maintenance upgrades, FAQs, and online forms to report a bug
or make suggestions for our products.

Email: support@mtcpro.com

12 Frequently Asked Questions

12.1 FAQ - General Questions
Question: "If I enter data into the evaluation version, can I transfer it to the full version?"
Answer: YES. All of the data you enter in the evaluation version will be maintained in the full
version.
Question: "If I choose to order the CD-ROM, do I receive manuals with the program?"
Answer: When you choose the CD-ROM option, you receive a CD-ROM which includes electronic
manuals on the CD. You can print the manual for the program directly from the CD-ROM.

Question: "If I choose to order a CD, how long till I receive the software?"
Answer: All orders are processed and shipped the same day using the United States Postal Service.
Generally, you can expect to receive your software within 3-5 business days.

Question: "If I choose to have the software shipped via e-mail, how long till I receive the software?"
Answer: All orders are processed and shipped the same day via e-mail. Generally, you can expect to
receive your software via e-mail within 24 hours.

Question: "What kind of support can I expect to receive if I purchase Auto Maintenance Pro?"
Answer: Feel free to e-mail us at support@mtcpro.com. Our technical support e-mail is answered
frequently throughout the day during normal business hours.

62 Auto Maintenance Pro Version 11

Question: "How can I check for updates to Auto Maintenance Pro?"

Answer: First, go to the website at http://www.mtcpro.com. Click "Support", and then click "Software
Updates and Downloads". Finally, choose your program (Auto Maintenance Pro).

Question: "What is your upgrade policy?"

Answer: All maintenance and minor upgrades are issued free of charge via the web site. These updates
are posted monthly or more frequently if required. Upgrades (major revisions) that significantly enhance
the software by providing major feature enhancements are priced at a discount to existing customers.
Upgrading is always optional.

Question: "How many vehicles can I track using Auto Maintenance Pro?"
Answer: Auto Maintenance Pro can track up to 10 vehicles and/or equipment depending on which edition
you purchase (Standard or Professional).

Question: "What are the system requirements for running Auto Maintenance Pro?"
Answer: See the "Systems Requirements" help topic.

Question: "How do I backup my Auto Maintenance Pro data files?"

Answer: From the main menu screen, click the "File" menu and then choose "Backup data files". The
backup utility can generate a compressed backup onto a floppy disk or to any location you specify. To
restore your data, click the "File" menu from the main menu screen, and choose "Restore". Then,
choose the backup file you wish to restore into Auto Maintenance Pro.

Question: "How do I edit the common repairs list that is displayed when I enter maintenance
performed?"
Answer: From the main menu screen, click the "Edit" menu and choose "Common Repairs List" to
display the "Common Repairs Editor". Make the necessary alterations to the list from there.

Question: "How do I determine what maintenance is currently due for one of my vehicles?"
Answer: From the main menu screen, click on the vehicle in question and then click the "Maintenance
Due" button on the toolbar.

Question: "How do I modify the last performed date and/or meter after a vehicle has been entered into
the
program?"
Answer: From the Vehicle Manager screen, click on the vehicle for which you wish to adjust the last
performed information. Then, click the "PM Setup" button on the toolbar to display the "PM Setup"
screen. From there, you can alter any PM service's last performed data.

Question: "I receive a "header information corrupt" error message during program execution and my data
does not display. What do I do?"
Answer: The "Header Information Corrupt" error is usually caused by a power outage or unexpected
program termination. The corrupt database error can easily be fixed. On the main menu screen, click
"Tools" menu and choose "Optimize/Repair Utility". Next, click the "Optimize/Repair Now" button
to repair the database. After it is complete, click "OK" to the "success" message. You may need to exit
and re-start the program after the utility is complete. That will take care of the problem.

Question: "How do I export data from Auto Maintenance Pro?"

Answer: All of the data grids in the program have a built-in export feature. To use it, RIGHT click on
the data grid and choose "Export". You can export to an Excel spreadsheet, text file, HTML, or XML
formats. For example, RIGHT click on the vehicle object listing and choose "Export". Choose your
export format, and click the "Export" button. The report data is also exportable via the preview window.

Index 63

equipment

Index adding
8, 21 custom
fields
new 8,
8, 21

-A- expirations
exporting data 19 58

adding 8, 21
equipment
fuel
8, 21purchases 49
-F-
parts to inventory FAQ 61
46 PM services 34 filtering 16, 53
vehicles 8, 21 filtering data
vendors 52 57 fleet manager
expirations
screen 11
-B- 11
toolbar 11
vehicle functions 11
batch printing
fleet reporting
59
59 fuel
-C- adding purchases
data 28, 47
49

color coding 25, 37, 39 date interval viewing 28, 47

configure deleting purchases 50
configuring last PM dates
19 editing purchases 49
25 contact 60 history 28, 47
cost statistics 31 printing purchases 50
costing 31 statistics 28, 47
current maintenance status 25, 39
custom fields 8, 21
custom filtering 57 -G-
general
-D- 19

date 15, 16, 26, 28, 47, 53 -H-

interval
parts from inventory 47 history 60
deleting
costs
vendors 52 date interval viewing 15, 26
15, 26
deleting a vehicle
external services 15, 26
22
labor 15, 26

-E- parts
PM
15, 26
15, 26
editing repai 15, 26
parts inventory rs
tabbed information 15, 26
viewing 15, 26
47 vehicle data
editing history screen 15, 26
vendor data
22 electronic 61 history viewer 15,
52 26 How to
email 61

64 Auto Maintenance Pro Version 11

How to
add a part to inventory 46
add a PM service 34 -N-
add a vehicle/equipment
new vehicle/equipment 8, 21
8, 21 add a vendor 52
add fuel purchases 49
configure last PM data 25
delete a part from inventory 47
-O-
delete a PM service 35 ordering 60,
delete a vehicle 61
22 delete a vendor 52
delete fuel purchases 50 -P-
edit a PM service 34 parts
edit fuel purchases adding 46
49 edit parts inventory deleting

47 edit vehicle data 22 47

edit vendor
import a PM data 52
service PMediting 47
schedule setup
37 print fuel purchases PM schedule
33 PM service costing 31
50 print vendor data 52 9 services
PM 34
view maintenance history 15, 26 adding
view PM status 34, 35
25, 39 deleting
HTML 58 35
entry screen 35
PM editing
-I-
setup 25
PM 34, 35
status 25, 39
PM types 40
import PM services screen36
preview screen 56
importing a PM service 37
insurance 19 previewing reports 56
introduction 4 print preview
56 printing
fuel purchases 50
-L- maintenance due
PM check results
37

last PM data 37
vendor data
25 license 19
licensing 60, 61 52
loan/lease 19 printing reports 53
purchase 19

-M- -R-
repairs due 37
maintenance Report Generator 16, 53
PM status reporting 59
25, 39
methods
maintenance due 37
schedule 9 preview screen 56
maintenance schedule setup 53
Report Generator
33 maintenance summary 31 16, 53
maintenance types 40 screen based
53
© 2009/2010, Innovative Maintenance Systems, all rights reserved
reports
Index 65

reports management screen

report generator 16, 53 50 vendors
screen based 16, 53 adding 52
sorting 16, 53 deleting 52
types 16, 53 editing 52
printing 52

-S-
schedule setup 33
-X-
scheduled repairs 37 XML
searching 56, 57 58
service costing 31
setting up schedules
33 shipping 61
specifications 19
spreadsheet
58 status
PM services

25, 39
system
requirements

-T-
technical support

61
text file 58
types 40

-- V
U --
upgrade
vehicle
61 user- 8, 21
adding
defined 8, 21
custom fields
PM Types 40
deleting
editing
22 22
new 8, 21
tabbed information 19
vehicle data 19, 22
vehicle information
19 vehicles
last PM data25
vendor
data 50
© 2009/2010,
Innovative Maintenance
Systems, all rights
reserved

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