Management

Click the link below to watch a video on how to connect the Disto E7100i lase...

Please click the link below to learn how to draw in Sitedraw. http://sitedraw...

Click the link below to learn how to draw angles and radius in Sitedraw. http...

Please click the link below to learn how to add doors in Sitedraw. http://sit...

Please watch the video below to learn how to reset FloorRight. If settings ar...

OverviewThe Wibukey is the green USB license key every FloorRight user has pl...

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This video is for the License Manager administrator. The administrator has pe...

Video Instruction:In this video the administrator will learn how to sign back...

Overview:Watch the video below to learn how to use FloorRight without interne...

How to reset your password in FloorRightReset StepsYou can reset your Passwor...

How to Log Out a FloorRight user from the Cloud License Management Portal. S...

Change Company Logo for Room Report Video - 6:30 MinutesHow to Customize a Ro...

How to View the Different Reports Video - 4:30 MinutesPrint Stock Report Vide...

Follow the steps below to save materials created in FloorRight.Click "File" a...

Connect FloorRight with JobRunner or FloorManager Video - 3 MinutesImport Cus...

The Edit Tile tool can be used for different color tile overlays or accent ti...

OverviewHow to create a Herringbone pattern in FloorRight.

Creating a 3D Room Video - 11:30 MinutesRotate Wall Tile in 3D Video - 1:30 M...

Overview:Learn how to tag corners and edges with trim pieces on 3D walls.

OverviewRoll lengths can be added during material setup at the beginning of t...

OverviewHow to extend material up a wall with the Cove Tool. In the video bel...

OverviewAfter you learn how to use the Cove Tool you can learn how to add ite...

OverviewLearn how to draw square and rectangular rooms as well as rooms with ...

How to Draw Curved and Angled Walls Video - 14 Minutes   

In the video below the user will learn how to use the Find Rooms drawing tool...

Watch the video below to learn about the "Subtract Room" tool in FloorRight. 

How to Create a Herringbone Pattern Video - 8 Minutes

How to Create a Hexagon Flower Pattern Video - 6 Minutes

How to Create a Basket Weave Pattern Video - 9:30 Minutes

Set Up Ceramic Tile, Carpet, and Vinyl Base Video - 10:30 MinutesSet Up Ceram...

Add Adhesive, Labor, and Heat Welding Video - 5 MinutesAdd Adhesive, Labor, a...

How to Create a Versailles Pattern Video - 11:30 MinutesHow to Create a Versa...

Overview:Learn how to recover lost work if FloorRight closes.

In FloorRight click "File" at the top and left click "Save" from the menu.   ...

Manually Set the Scale of Imported Plans Video - 3:30 MinutesManually Set the...

Watch the video below to learn how to setup keyboard shortcuts in FloorRight ...

Learn about some of the basic settings to get started using FloorRight.

Learn the How To's of Toolbars in FLoorRightToolbars and individual Tools/But...

Import PDF Plans into FloorRight Video - 4 MinutesImport PDF Plans into Floor...

How to Update FloorRight Video - 4:30 Minutes

OverviewLearn how to setup a FloorRight trial so the user can save their work...

How to Install FloorRight Video - 2 MinutesSteps to Take During InstallationC...

Overview: New users that will be accessing/using a FloorRight License will n...

Overview Closing jobs can take place on a job-by-job basis or en masse thro...

How to Create a Sales Tax Credit Criteria of the Job The job must be inv...

Overview Placing a Hold against a material record prevents that record from...

Overview FloorManager calculates commission on a job-by-job basis. You mu...

Overview Returning job-related material to StockJob Material to Stock in JobR...

Overview Learning how to set up and use the Spread Rate feature in the Produc...

  Activating Cyncly Payments powered by Payments Flex  If you are interes...

Pacific Solutions does not support accessing the core ERP solution on an iPad...

Issue: JobRunner or FloorManager has frozen and you are unable to exit. Warni...

OverviewIssue: When closing Foundations training, the user is presented with ...

Overview Instructions for upgrading to Windows InstructionFileMaker 6 downloa...

OverviewPacific Solutions' management systems (JobRunner and FloorManager) us...

Overview When clicking on the U drive shortcut  on a hosted JobRunner/FloorM...

Clearing Temporary Files on Pacific Solutions Hosted ServersThis guide will g...

FileMaker Admin Console This document walks you through accessing the File...

Issue: Client reports FileMaker Server is offline. When trying to restart the...

1. Open the FortiClient VPN program.2. Click on the hamburger  menu next to V...

Overview Issue: JavaScript Error when Launching FortiClient When a use...

Overview This article explains common reasons why SSL VPN negotiation may st...

Overview This article explains common reasons why a workstation is unable to...

Some users may now see an extra security warning when opening our Remote Desk...

Welcome to Cyncly Academy!The Cyncly  Academy is an online educational platfo...

Signing Up for Cyncly Academy  We have created an online academy for onl...

Completing a Course in Cyncly Academy Course ComponentsEach course in the Cyn...

OverviewCyncly Academy is a tool that assists your team members by offering F...

How to Sign Up for Access to the Help Center. Register. Navigate to t...

Market Sectors You have the ability to note different classifications of ...

Learn how to navigate the product and labor catalogs and how they relate to ...

A reminder that the "name" displayed there is the name of the workstation as ...

Join Remote Support SessionJoining session using Session IDGo to Pacific Conn...

FileMaker Admin Console This document walks you through accessing the File...

JobRunner and FloorManager Best Practices This document is based on Pacific S...

What happens when you Freeze a PeriodAfter you have completed your Month/Year...

Conditions About Conditions are statements on quotes, invoices, sales ag...

Barcode Font  Click the link below to download and install the barcode font f...

Your iPad must be able to run the most current version of Apple® iOS. You are...

FileMaker Admin Console This document walks you through accessing the ...

Overview Pacific Solutions offers two systems to manage your business; Floor...

Overview This paper will use several external sources to assist in th...

Cause of InterruptionsPacific Solutions technicians have seen the following i...

Version 21b2.19 Overview A Kit is a quick, easy way to populate lines i...

Overview The management system calculates GST and PST in specific ways depe...

Overview Sales taxes are calculated based on the Tax  Code and Tax Type a...

OverviewThe management system has a feature called Languages that gives the u...

Overview There are several forms built into the system, as well as the abili...

Warehouse Creation and ModificationWarehouse CreationWarehouses are used t​​​...

Disable and enable warehouse locations from system drop down value lists by n...

Training-v22b10-20230526DN-KB

Overview Sitefotos© is a photo organizing solution for projects. Please...

OverviewThe installer notes field has the ability to utilize Google Translate...

Creating A New GL Account & Sub GL AccountFrom time-to-time organization find...

Profit Centers Setup Pacific Solutions’ management systems have the abi...

OverviewFrom time to time your organization may need to add a checking accoun...

Adding a Branch Navigate to the admin panel Select Store Information fr...

Overview Logos may be added by store location/branch as well as by personnel ...

The video below will guide you through the process of activating new Features...

Setup Process Running these reports, in this order, once a week will create ...

JobRunner MAC Client Install Instructions for FileMaker 15 PLEASE NOTE: Fil...

FloorManager MAC Client Install Instructions for FileMaker 15 PLEASE NOTE: Fi...

JobRunner MAC Client Install Instructions for FileMaker 11 Be advised: FileMa...

OverviewUse the Inventory Record to Receive Less on a Job-related Purchase Or...

OverviewUse the "Transfer" button at the top of the Inventory Record screen t...

OverviewThe following will guide when to mark an Inventory Record as Incomple...

OverviewWhen you get down to the last cut on a roll of carpet and the balance...

OverviewWhen a bill in AP is being Verified, the full quantity of the Invento...

Overview Learn how to Stage pick tickets in preparation for delivery. Deliver...

Disclaimer Each set of release notes covers only the changes made in that yea...

Overview This document outlines the new features and system enhancements fo...

Important Videos to Review Please review these two webpages before you upda...

Why would you update/upgrade? Updating refers to maintaining a current ...

This document will continue to change as patch notes are added throughout th...

Overview These release notes may be updated periodically for corrections and ...

Overview Info: These release notes may be updated periodically for correct...

Pacific Solutions V25b1 Update Release NotesOverviewInfo: These release notes...

Overview Instructional video on printer set up and connection to iPad. VideoS...

Overview Printing bin labels for an organized warehouse. Printing Bin Labels ...

Warehouse Management Module   Introduction Direct link for education/tr...

Please see the Warehouse Management Module video library for a full list of e...

OverviewBelow is the list of hardware and supplies that Pacific Solutions rec...

Before creating or tracking a claim, please follow the link below for the s...

Overview Vendor claims are agreements or statements suppliers or vendors mak...

OverviewMost of the journal entries in the system are created by automated ev...

Set upYou will need specific GL accounts for this process. If these or compar...

Using a Holdback Journal Entry  Holdback Journal Entries can be used to enter...

Learn how to make a simple journal entry and how to close a job. This is fro...

Overview If the payment has already been assigned to an invoice or assig...

Overview You may apply all or a portion of a client’s A/R credit invoice....

Overview When the customer leaves a balance due on an AR Invoice which you wi...

Customer Payments Minus Credit Card FeesOverviewThis article describes best p...

Customer RefundsOverview Using the Customer Payment > Refund Wizard, you can ...

Customer Refunds Version 19 Overview A Customer Refund can be created from ei...

1099 Setup and Process v21b1 Setting up Employee/Sub Contractors and Vendors ...

Certain actions in the system create automated general ledger/journal entries...

These functions exists only in EFS and are not a function of the the ...

The super 4 reports can now be run as Mission Control filter reports. Use the...

The Inventory To Order Report can be a useful tool to help proactively mainta...

Overview Commission may be set on a job by job basis or en masse throug...

The system can email out Customer Statements for you automatically.  Avail...

Exporting Customer Emails Version 19Overview It is possible to mark a custome...

OverviewThis video is an overview of the multiple ways users can create and p...

Learn how to create a new contact or customer. This is from the Foundation E...

OverviewThe UpNext module of JobRunner and FloorManager can be utilized to vi...

Accepting Customers, Vendors, Subcontractors/Installers In order to Accept a ...

Overview When printing checks for the first time, or perhaps you just bought...

OverviewVoid the original payment which will make the invoice unpaid again...

OverviewHow to Void a check once it has been Accepted and Posted to the check...

OverviewSome operations use a practice often known as "Positive Pay", wherein...

OverviewTransferring a line of credit account to the checking account. Create...

Overview Heartland payroll can be mapped, and the journal entry integra...

Overview Information on setting up and using the Quick Sale module.   Quick S...

Overview Processing the Payment for a Quick Sale is four system acti...

OverviewInstaller/Subcontractor Documents such as Worker's Comp and General L...

Overview Learn how to create a vendor in the vendor file. This is from the...

OverviewAdd emails and contact names to the vendor record so that they can be...

OverviewSystems on versions v21b8 or higher have a feature at the vendor leve...

OverviewThis Help Center article will cover how to remove a vendor from the d...

OverviewThe series of videos will instruct users on the setup process, instal...

Overview Using Cost verification features when processing a vendor invoice ...

Overview Learn how to pay bills in accounts payable and process bank deposit...

Overview There are situations when the material arrives on one vendor invo...

Overview When vendor bills arrive that involve material pricing costs that ...

OverviewOnly one Purchase Order per pink Accounts Payable is allowed.  One PO...

OverviewWhen you need a Deposit from your Customer to get a job started, and ...

v20b4.8 - PresentCorrecting Rounding Imbalances Video - 2:30 Minutes If you ...

OverviewIn Floor Manager you invoice for the full desired amount then once th...

Overview Learn how to make simple accounts receivable invoices. This is from ...

Overview This video is an overview of the project billing functionality in Jo...

Overview of Accounts Receivable Every Sales Order in the system will ultimate...

Overview Video for adding and editing resources for Enterprise Scheduler.Addi...

OverviewNavigating Enterprise Scheduler, including detailed information on Us...

Overview Enterprise Scheduler creating and editing appointments.Creating and ...

Overview Learn the work order basic skill for Enterprise Scheduler and the Us...

Overview The Appointment List (Agenda) in Enterprise Scheduler can be a usefu...

Learn how to schedule work orders on the main system calendar. Modify and or...

General InformationPS Export is a quick way to export existing product catalo...

Overview The product catalog is an ever evolving, changing entity....

OverviewThe Stocking Filter in the Product Catalog can be a useful tool for q...

Overview Having a clean Product catalog is important to ac...

Overview In the Product Catalog, you can use a "Mass Edit" feature to make...

OverviewIn the Product Catalog > Inventory tab, you can set the Min/Max level...

Overview A video library for creating, splitting, adding, and adjusting work ...

Overview Learn how to cost piece rate and hourly labor to the job. This is f...

Overview Discover how installers in the field can view, edit, and submit thei...

PS Mobile Introduction PS Mobile is a web-based system optimized for viewing...

OverviewWhen a PO is created the staff can be notified about the status of ma...

Overview Editing the quantity on a job-related/special order PO.  Editing a P...

OverviewUse the Purchase Order creation process to split one material line be...

Overview When a vendor requires a deposit (in part or in whole) for mat...

OverviewPO sidemarks may be omitted when printing purchase orders. Look for t...

Overview Learn how to make a stock material purchase order for company-owned ...

OverviewCompanies that operate as labor houses need a better way to work with...

Overview In the Opportunities area, there is a Bid Register to help Estimat...

OverviewOpportunities are a way to track customer contacts and sales leads. I...

When an opportunity is started,  users can list information of all the potent...

JotForm JotForm is a third-party, online form builder in which you can create...

Copy Quote   Overview From the existing Proposal/Quote screen, use the "Copy...

OverviewUse the "Import Lines" feature to combine lines from multiple quotes ...

Unawarded proposal searching can be accomplished by using the “not awarded” c...

Overview There are several forms built into the system, as well as the abi...

The Tax Code and Tax Type of a proposal or sale get populated one of three wa...

Upgrades When a customer wants to upgrade materials and you need to keep trac...

This article will cover how to use one workstation for multiple users during...

OverviewSystem Users would like certain pages of the system to open at a spec...

The most common instance for running confirming routines in JobRunner or Floo...

About When you have products that are not sourced from B2B vendors, you have...

OverviewThis article will cover how to revise pricing on non-B2B materials in...

OverviewProduct Gateway is a product catalog portal for CCA Global members. T...

Video Instruction If you cannot see the video above click here. Set U...

The following is a list of commission types with definitions. Total Profit:  ...

Commission structures are set up in the admin area under the store personn...

New User AccessWhen new employees come on board, establishing the users acces...

How to Deactivate a user from the log in screen and remove them from the sale...

Overview When establishing new access for a user or providing updated access,...

Licensing Please reach out to Support to purchase licenses for PS Mobile: su...

How to Set Up Employee Access to Reports Step 1 In Admin > Per...

V21b8.16IntroductionThe default color selection for the header bars in the pr...

Should you need to refer back to your Software Agreement at any time, you can...

Overview FloorManager and JobRunner will recognize terms set for each vendor/...