You will notice when you first open EZ-PCR, most of the controls are disabled. This is to insure the program gets the information it needs in the correct order. Each step will enable the next control.
STEP 1: Name the work order folder by pasting the subject line from your email into the "Work Order Title" Box. This will also enable the "Save To" button.
STEP 2: Click the "Save To" button and the "Browse for Folder" window opens. You may save the job anywhere on your computer. (I like to work on the desktop) Once you have selected a folder, click "OK". Now the "Task" drop down box is enabled.
STEP 3: Click the "Down Arrow" button on the right side of the drop down box, and select a task from the list.
STEP 4: Click the "Add Task" button to instantly create the folder and sub-folders for that task. Now the "Done" button is enabled, but don't click it yet. Repeat this step until you
have added all of the tasks you need for this job.
(EZ-PCR knows which sub folders are needed for each task.)
STEP 5: Once you are sure you have added all of the necessary tasks, click the "Done" button. Now the "Open Folders" button is enabled.
STEP 6: Click the "Open Folders" button and a "Windows Explorer" window will open to the new folders you just created. Notice that our "Grass Cut PCR" has been placed under the grass cut folder. EZ-PCR knows or can learn what reports go with each of the tasks you have selected, and will place them here for easy access. Simply open the PCR, fill it out, save it, close it, and drag it to the correct folder. Now add your pictures to the appropriate "Before", "During", and "After" sub-folders, and close the window.
STEP 7: Now that you have added your reports and pictures, click the "Zip It" button, and you're done. This job is ready to be emailed.
After you've finished, you have the options to start a new job, exit the program, or open the settings window.
The "Task Settings" Window.
With the "Task Settings" window you can customize EZ-PCR's tasks to meet your specific needs. From here, you control which sub-folders and PCR's each task will provide for you. You may also add new tasks, or delete unwanted tasks.
The task drop down box in the settings window has the exact same task list as the main program. To load a task for editing, simply select it from the list. To remove a task from the list, click the "Delete" button. To add a new task, just type it in at the top of the task drop down box, and click the "Save" button.
Once you have a task loaded, you will see which options are already assigned to that task. To change the sub-folder options simply add or remove the check marks in the "Task Sub Folders" section. To assign a report, click the "Browse" button.
Clicking the "Browse" button will open the "Assign Report" window. Here you can browse your computer to find the appropriate report for the task. Once you have found your report, either double click the file name, or single click the file name and press the "Open" button.
When you are satisfied with the tasks options, click the "Save" button. Now you can either load a new task for editing, or return to the main program by clicking the "Exit" button.
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