JobRunner/FloorManager – Pacific Solutions

Admin Panel

How to check your JobRunner, FloorManager, and FileMaker versions
This article shows you how to find the version of JobRunner or FloorManager a...
Custom Forms
Adding a Custom Form to a Project and Sending to a Customer Whether they are...
Creating New Users
New User AccessWhen new employees come on board, establishing the users acces...
Header Bar Custom Colors
V21b8.16IntroductionThe default color selection for the header bars in the pr...
Incoming Email Settings
Setting Up Incoming Email in JobRunner and FloorManager Prerequisites: ...
Email Settings and Email Templates
Overview Pacific Solutions will only support Outlook 365 and Google Works...

Buyers Tab at Opportunity
When an opportunity is started, users can list information of all the potent...
Correcting Customer Payments Entered Under The Wrong Contact
Qualifications This process is for correcting Customer Payments where addit...

Buyers Tab at Opportunity
When an opportunity is started, users can list information of all the potent...

PST and GPM Calculation Sequence in Management System
PST and GPM Calculations in JobRunner and FloorManager In our management sy...
Find and Modify Job Tax Information in List View
The proposal and sales order find screens have search fields for tax type and...
Importing Proposals into JobRunner PS XLXS
Overview JobRunner allows proposals/quotes to be imported into the system us...
Project Management Module
Overview The project management feature offers you a way to add more project ...
Proposal Quote Building Basics
Learn the basic steps to creating a proposal quote. This is from the Foundat...
Spreadsheet for Importing Proposals in JobRunner
OverviewThe import feature in Proposals in JobRunner requires a specific PS X...

Editing Product Structure
Overview Product Structure is editable in your database. Any changes to...

Closing Jobs in a Batch
OverviewClosing jobs can take place on a job-by-job basis or en masse through...
Job Material to Stock in JobRunner
Overview Returning job-related material to StockJob Material to Stock in JobR...

Creating and Tracking Claims
Before creating or tracking a claim, please follow the link below for the s...

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

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

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

Processing AR Payment to AP Bill Payment
Create or Locate a Misc Payment GL Locate the Customer Invoice Create the p...
Correcting Customer Payments Entered Under The Wrong Contact
Qualifications This process is for correcting Customer Payments where addit...

Correcting Customer Payments Entered Under The Wrong Contact
Qualifications This process is for correcting Customer Payments where addit...
Unlinking Customer Payments From Invoices and Orders
Overview Correcting payments applied to the incorrect invoice or job can easi...

General Journal Import Process
Creating Journal Entry via Import Create Spread Sheet Using the format...

Hourly Matrix/In House Installer Set Up
Overview The Hourly Labour Matrix is designed to help you cost the hours to t...

Custom Forms
Adding a Custom Form to a Project and Sending to a Customer Whether they are...
PS Mobile Training Video Library
PS Mobile Introduction PS Mobile is a web-based system optimized for viewing ...
Header Bar Custom Colors
V21b8.16IntroductionThe default color selection for the header bars in the pr...
Email Settings and Email Templates
Overview Pacific Solutions will only support Outlook 365 and Google Works...
Tableau integration for JobRunner and FloorManager
Tableau integration provides JobRunner and FloorManager users with web-based ...
How to request a JobRunner or FloorManager update, FileMaker upgrade, or server migration
Pacific Solutions takes care of your JobRunner or FloorManager updates, FileM...

Cyncly Academy-Canceling a Course
OverviewCyncly Academy is a tool that assists your team members by offering F...
Multiple Users Doing Foundations on One Workstation
This article will cover how to use one workstation for multiple users during...

Creating New Users
New User AccessWhen new employees come on board, establishing the users acces...
Cyncly Academy- Staff Education
Welcome to Cyncly Academy!The Cyncly Academy is an online educational platfo...
Cyncly Academy-Signing Up
Signing Up for Cyncly Academy We have created an online academy for onl...
Cyncly Academy-Canceling a Course
OverviewCyncly Academy is a tool that assists your team members by offering F...
Multiple Users Doing Foundations on One Workstation
This article will cover how to use one workstation for multiple users during...