Guidelines for use

<< Click to Display Table of Contents >>

Navigation:  Introduction >

Guidelines for use

Previous pageReturn to chapter overviewNext page

To get the best results and fastest use of Digital Wrench, a little preparation goes a long way.


Go the setup button at the top of the screen and enter your company name, address, etc. Put in the tax, or taxes for your state. Type in any memo's you want printed on the invoice and estimate, they can be changed at any time. Do NOT Guess! Call us if you have a question.. it is much easier in the long run.


If you have any inventory it should be added before you put the program into use, although you can enter your inventory on the fly. As a matter of fact, you don't need inventory at all. The program will be easier to use if the parts are there when you make the estimate or work order. Parts that you special order can be put into inventory, or you can add them as you make the Work Order.


It is a good idea to add the labor categories that you use the most. You can add these as you build the Work Order, but the program will be easier to use if the most common labor categories have been put into the labor file.


The Other Charges section of the program is good for adding disposal fees. From the Inventory menu at the top of the screen choose add/edit other charges and add the ones you want. You can of course simply add them to the RO as you go.


Your best customers can be added to the program before you start using it or you can add them as they come in. From the Customers menu at the top of the screen choose add/edit customers. You can also do a one time import of your customers if you have them in another program. That program will need to be able to export to either a CSV file format, or Excel, which can be saved as a CSV (Comma Delimited).


Once the basic inventory, parts, and other charges have been added to the system you are ready to start making estimates and work orders.


Normal procedure for a transaction would be to create an Estimate and print it for the customer. Then (assuming the customer gives you the OK), transfer the estimate to a Work in Progress by clicking on that button from the Work Order browse screen. When the estimate is transferred to work in progress, the parts are put on hold and taken out of inventory (quantity). When the Work in Progress is completed, the finance information is transferred and the parts are taken off hold status by reducing the parts on hold quantity. You can of course simply start with a Work in Progress, many do.


If you entered the minimum and maximum quantities in the inventory, the program will automatically put parts in the suggested order section of the program. You can print this list, or order parts that have reached their minimum level. You can also delete the item from the list and edit the levels to re-order from inventory. Should you forget to print the customer an invoice, you can go to Completed Work Orders and print the invoice at any time.


As you use the program, keep in mind that only the most common options have icons at the top of the screen. The program has many more options available in the menus above the icons. Explore these options to get the most from Digital Wrench. If a menu item has an icon next to it, there is an icon shortcut in the toolbar. This will save you some click time.


For support during setup, or questions later, call 541-582-4744. We are in the office from 9am to 5pm pacific time. Emergency support calls will be transferred before or after these times. If you have questions please call during normal business hours.


The File Manager is used to repair damaged data files. In the event your program is doing something odd, like displaying an item twice, or not transferring items where they belong go to the Start/Programs/Wrench and choose File Manager (Make sure you shut down Digital Wrench first!). Click on Tag all then click on Build. Click on done when this is finished.


(You can now run File Manager from the Run Menu within Digital Wrench). Make sure all computers running Digital Wrench on your local area network do NOT have Digital Wrench Running.. very very important when using File Manager or the backup program.


DO NOT  play with options in File Manager!


If the build does not work to repair the problem then call VMT Software.


Keys used all through this program, and what they mean.


Insert                        - Used to ADD a Record.

Delete                        - Used to REMOVE a record.

Select                        - Used to PICK a record.

Cancel                - Used to Change your mind and not do something.

Exit                        - Used to QUIT the program.

Shift & TAB                - To back up to the last field.

TAB                        - To select an item, or move to the next item.

OK                        - To Confirm an entry, or a delete.


Enter or Double click will also select an item from a lookup.


Information is entered in forms. When you pick INSERT or ADD from a list of items, the entry form displays allowing you to enter information. If an entry is required you MUST enter something. Type in the information you want in each entry line, press TAB. Pressing TAB will move you to the next entry line. To back up to the last entry line press SHIFT and TAB. (If you have a mouse you can click on the entry line you want)


When you pick Delete from one of the tables, the information you want to delete shows on the screen in gray. In order to actually delete the information you must pick OK with the arrow keys, or the mouse.


Forms are used to enter information. Sometimes the first entry will be REQUIRED. This means that something has to be typed for that field. A field is any place where something is typed, like name. In most forms you can leave a piece of information, (A Field), blank. The buttons available in all forms are:


OK or Check                        - Complete the form, save all information and return.

Cancel or Cross                - Return from the form and NOT save information.


Browse Tables are the screens where items, inventory, customers and other things are shown.


The keys available in Browse Tables are:


Insert                        - Used to add a new piece of information.

Change                - Used to change information already entered.

Delete                        - Used to remove information already entered.

Select                        - Used to pick the information highlighted on the screen.

Exit                        - Used to leave the Table and return to the last screen.