• Introduction
  • Use of the Help file
  • QuickStart for Beginners
  • Suggested Order of Setting Up AyaNova once Licensed
  • What's new in AyaNova 7
• Basic Installation
  • AyaNova computer requirements
  • Default AyaNova installation
  • Erase the AyaNova database
  • Sample users and passwords
  • Evaluation trial AyaNova restrictions
• Tips & Tricks
  • Dashboard
  • Localize field labels
  • Scheduling
  • Edit what displays in popup on the Schedule screen
  • Creating new workorder for client
  • Creating new workorder for a unit
  • Don't know the client's name?
  • Create workorder for client not yet entered into AyaNova
  • Filtering a grid 
  • Jump buttons via grids
  • Jump buttons via entry screens
  • Listing all workorders for a specific client or unit or loan item
  • Drop-down fields
  • Part entry on the fly in a workorder
  • Convert scheduled items to labor easily
  • Date and Time selection
  • Currency, Date & Time Display
  • Time Zones & what date/time displays
  • Current Date & Time feature in workorder entry screen as a timer
  • Common entry screen menu options
  • Changing menu images size (small or large)
  • Change the font used in AyaNova to your OS's default font
  • Accelerator Keys
• Customization of AyaNova
  • Localization - customize labels
  • Custom Fields
  • Report Templates
  • Navigation pane display
  • Grid columns display
  • Name display format
  • Selection lists - Workorder Statuses, Categories, etc
  • Display/non-display of fields in order entry screen
  • Display/non-display of subsections in order entry screen
• Feature Details
  • Navigation Pane
    • Navigation Pane overview
    • Setting the Navigation Pane order
    • Setting the Navigation Pane display
    • Pin, hide and dock the Navigation Pane
    • Main AyaNova Menu Bar
    • Main AyaNova bottom bar
  • Grids
    • Grid menu options
    • Accessing data displayed in main grids
    • Filtering a grid
    • Using the Filter Drop List
    • Moving and sorting columns in a grid
    • Ascending / descending the sort order
    • Pinning a column
    • Resizing grid rows
    • Setting what columns display in a grid
    • Main grids - Adding, editing and deleting data
    • Subgrids - Adding, editing and deleting data
    • Printing from a grid
  • Service Workorders
    • What do I use a service workorder for?
    • Service grids
      • Service Workorders grid
      • Items grid
      • Scheduled Users grid
      • Parts grid
      • Labor grid
      • Travel grid
      • Loans grid
      • Expenses grid
      • Custom Fields grid
      • Service Template grid
    • Security group rights to create/edit a workorder
    • Create a new Service Workorder
    • View an existing Service Workorder
    • Service Workorder entry screen
      • Workorder numbers
      • Order entry screen security settings
      • Workorder entry screen menu options
        • Main Workorder entry screen menu options
        • Workorder Item menu options
        • Scheduled Users menu option
        • Parts menu option
        • Labor menu option
        • Travel menu option
      • The Order Header
      • The Service Workorder Header
      • Service Workorder Items
      • Service Workorder Items SubItems
        • Unit
        • Scheduled Users
        • Tasks
          • Task Groups & Tasks
          • How to create a new Task Group
          • How to edit an existing Task Group
        • Parts
          • Parts subgrid
          • Part Requests subgrid
        • Labor
          • Labor Banked Service
        • Travel
          • Travel Banked Service
        • Loans
        • Expenses
        • Outside Service
        • Custom Fields
      • Multiple users editing the same workorder at the same time
      • Having multiple workorders viewable at the same time
    • Service Workorder Templates
    • Customize what fields display in Service entry screen
  • Quotes
    • What do I use a quote for?
    • Quotes grid
    • Create a new Quote
    • View an existing Quote
    • Quotes entry screen fields
    • Parts selected in a Quote do not affect On Hand amounts
    • Quote order entry screen security
    • Quote Templates
    • Customize what fields display in Quote entry screen
  • Preventive Maintenance
    • What do I use a Preventive Maintenance order for?
    • Generator and Preventive Maintenance
    • Preventive Maintenance grid
    • Create a new Preventive Maintenance order
    • View an existing Preventive Maintenance order
    • Preventive Maintenance entry screen fields
    • Next Service Date field importance
    • Parts selected in a PM do note affect On Hand amounts
    • PM order entry screen security
    • Preventive Maintenance Templates
    • Customize what fields display in PM entry screen
  • Schedule screen
    • What do I use the Schedule Screen for?
    • Schedule Screen Date Navigator
    • Schedule Calendar
    • View saved on exit
    • Menu - New Service Workorder
    • Menu - Edit selected workorder item
    • Menu - Add selection to active workorder item
    • Menu - Printing from Schedule
    • Menu - Display single day view as time line / regular
    • Menu - Display Merged / Separate
    • Menu - Refresh
    • Menu - Show Open and Closed or Open Only
    • Menu - Scheduleable User Groups
    • Scheduled item that spans a full day
    • Next Appointment / Previous Appointment
    • Workorder Item Summary Display popup
    • Status of scheduled item
    • Schedule Markers / Follow Ups
    • Schedule Marker grids
    • Menu - New Schedule Marker
    • Menu - Edit selected Schedule Marker
  • Inventory
    • Benefits of inventory
    • Parts
      • What are Parts for?
      • Parts grid
      • Part Inventory menu option
      • Part entry screen
    • Adjustments
      • Inventory Adjustments
      • Adjustment Items grid
    • Purchase Orders
      • What are Purchase Orders for?
      • Purchase Orders grid
      • Purchase Orders Items
      • Statuses of a Purchase Order
      • Purchase Order menu options
      • Purchase order entry screen
      • Purchase order entry screen items
    • Purchase Order Receipts
      • What are Purchase Order Receipts for?
      • Purchase Order Receipts grid
      • Purchase Order Receipts Items grid
      • Purchase Order Receipts entry screen
    • Part Warehouses
    • Part Inventory Grid
    • Part Requests
  • Clients
    • What do I use a Client for?
    • Clients grid
    • Clients entry screen
  • Head Offices
    • What do I use Head Offices for?
    • Head Office grid
    • Head Office entry screen
  • Banked Service
  • Contracts
  • Projects
  • Customer Service Requests
    • What do I use Customer Service Requests for?
    • Customer Service Requests grid
    • Viewing a Customer Service Request
    • Accepting a Customer Service Request to a New Service Workorder
    • Accepting a Customer Service Request to an Existing Service Workorder
    • Rejecting a Customer Service Request
    • Deleting a Customer Service Request
  • Unit Models
  • Units
    • What do I use a Unit for?
    • Units grid
    • Unit entry screen
    • Unit Meter Reading
  • Loan Items
  • Vendors
  • Memos
  • Notification Subscriptions
    • What do I use Notifications Subscriptions for?
    • Requirements for Notification Subscriptions
    • Notification Subscriptions available to subscribe to
    • How to subscribe to a Notification
    • Pop-Ups
    • Notification Deliveries (last 7 days) grid
  • Global Settings
    • Business Settings - Global
    • Company Info - Global
    • Display Settings - Global
    • Workorder Item Summary Template tags
    • Use Inventory & Auto Refresh - Global
    • Language Settings - Global
    • Notification - Global
    • Signature - Global
  • Client Notifications
    • Automatically  send your client notifications
    • Requirements for Client Notifications
    • Example of setting up WO Closed notification with tags
    • Example of WO Status Changed with attached report
  • Regions
    • What are Regions used for?
    • Region entry screen
  • Security Groups
    • What do I use Security Groups for?
    • security group rights
    • Security Groups grid
    • Security Groups entry screen
    • Security Group objects identified
    • Service workorder entry screen security
    • WBI Client security group settings
  • Users
    • What do I use Users for?
    • Users grid
    • Users entry screen
  • Localized Text Designer
  • Custom Field Designer
  • Report Templates grid
    • Report Templates grid
    • Importing a report template
    • Exporting a report template
    • Rename a report template
    • Delete a report template
    • Set a report template to inactive
    • Restrict access to report template by security group
    • Restricting access to report template by Region
  • Report Template Designer
    • What do I use Report Templates for?
    • How to creating a new report template
    • How to open an existing report template in the Designer
    • The Report Designer
    • Difference between Summary and Detailed report template
    • Using scripts in a report template
    • Accessing additional data fields not available in Field List
  • Printing
    • Printing from a grid
    • Printing from an entry screen
    • Printing reports from the Schedule Screen
    • Graphical printout from Schedule Screen
    • Exporting a report to a file
    • Sending a report via email
    • Changing printers
  • Search Database
  • Documents
  • Wiki
    • Wiki
    • Editing a Wiki page
    • Pasting into a Wiki page
    • Copying from a Wiki page
    • Embed image into a Wiki page
    • View who last edited Wiki page
    • Upload files via a Wiki page
    • Editing or deleting embedded files
    • Files In Database
  • AyaNovaLink
  • SubGrids
    • How to add / edit / delete / make inactive
    • Client Groups
    • Dispatch Zones
    • Part Assemblies
    • Part Categories
    • Part Warehouses
    • Priorities
    • Rates
    • Tax Codes
    • Unit Model Categories
    • Units of Measure
    • Unit Service Types
    • User Certifications
    • User Skills
    • Workorder Categories
    • Workorder Item Types
    • Workorder Statuses
• How do I ...?
  • Basic overview of a workorder
  • Schedule user for new workorder item via the Schedule Screen
  • Schedule user for an existing workorder item via the Schedule Screen
  • Quickly find workorders for a client or a unit
  • Filter a grid and print a report for the records that show
  • Create a custom filter
  • Create new workorder with client not yet entered
  • Create and view Follow Up in a workorder
  • Filter my user's Schedule Markers grid to display specific records
  • Move a workorder item from one workorder to another
  • Generate a service workorder from a quote
  • Manually generate a service workorder from a preventive maintenance
  • Automatically generate a service workorder from a preventive maintenance
  • Create a new schedulable user
  • Create a security group to limit what features a user has rights to
  • Edit what pops up on Schedule screen for workorder item
  • Create a Schedule User Group
  • Edit a Scheduleable User Group
  • Delete a Schedulable User Group
  • Duplicate a Schedule Marker
  • Print out a graphical day view of the Schedule
  • Print out dispatches for myself from the Schedule screen
  • Turn off inventory
  • Enter opening inventory
  • Create a Purchase Order based on Part Requests
  • Receive a Purchase Order
  • Create a Purchase Order based on Restock Level for Parts for that Vendor
  • Enter a manual Banked Service
  • Apply Labor against Banked Service automatically via a Service Workorder
  • Enter a manual Unit Meter Reading
  • Enter a Unit Meter Reading via a Service Workorder
  • Associate a document to an AyaNova object
  • Create custom fields for a Unit
  • Create custom fields for a Workorder Item
  • Create new custom locale using Localized Text Design
  • Customize an existing locale on the fly
  • Change the starting workorder number?
  • Put my company logo on a report template
  • Add additional datafields to a report template
  • Display multiline text with carriage returns in reports?
  • Create a report template using the Wizard
  • Create a label report template using the Wizard
  • Use Barcodes in a report template
  • Calculate an Automatic Summary in a report template
  • Show signature image on a report
  • More report template examples on the AyaNova Support Forum
  • Check out the Tips on the AyaNova Support Forum
• Generator for use with Notification & PMs
  • What is the Generator?
  • Network Generator installation steps
  • Generator testing steps
• Network & Remote Installation
  • AyaNova network installation
  • Which database server should I use?
  • Network AyaNova database server requirements
  • Network Firebird Server configuration
  • Network SQL Express configuration
    • SQL Express installation example
  • Network SQL Server configuration
  • Data Portal for use by remote users
    • What is the AyaNova Data Portal?
    • DataPortal Requirements
    • Step #1: DataPortal Installation
    • Extra: If do not want to use Default Web Site
    • Step #2: DataPortal Configuration
    • Step #3: DataPortal Testing
    • DataPortal Common Issues
  • RI - optional responsive remote interface
    • What is RI?
    • RI Requirements
    • Step #1: RI Installation
    • Extra: if do not want to use Default Web Site
    • Step #2: RI Configuration
    • Step #3: RI Testing
    • Step #4: Client RI Configuration & Testing
    • IIS restart if any changes to Global, licensing, user account, security
    • RI Common Issues
    • Client RI configuration & customizations
      • Client RI login
      • Client RI configuration
      • Client RI Custom Header Footer
      • Client RI custom company logo
    • RI Feature Details
      • IIS restart needed if any changes to Global, licensing, user accounts, localization 
      • RI Login Logout
      • Navigation menu for RI
      • Menu options for records via RI
      • Viewing and editing existing records via RI
      • Creating new records via RI
      • Drop down selections via RI
      • RI Dashboard
      • RI Search
      • RI Recent...
      • RI Schedule
      • RI Service Workorder
      • RI Print & Export to file
      • RI Browser Settings 
      • Override Timezone in RI
      • Global Settings & RI
    • RI How do I...?
      • Create a new workorder / quote / PM via RI
      • Add a serialize Part to workorder via RI
      • Cause a Part Request to be created when adding an out of stock part to workorder via RI
      • Enter Meter Reading for a Unit via a service workorder via RI
      • Upload files/images to a service workorder via RI
      • Create an additional workorder item for a service workorder via RI
      • Obtain Client's signature for a workorder via RI
      • Use filters to display specific workorders, quotes or PMs
      • Edit details of an existing Client
      • Edit Part Inventory via RI
      • Use 3rd-party mobile credit card processing to get paid faster
  • WBI - optional web browser interface
  • MBI - optional minimal browser interface
    • What is MBI?
    • MBI Requirements
    • Step #1: MBI Installation
    • Extra: If do not want to use Default Web Site
    • Step #2: MBI Configuration
    • Step #3: User settings to be able to access MBI
    • Step #4: MBI Testing
    • MBI Use
• Optional Add-ons
  • PlugIns
  • AyaNova OLI - Outlook Interface
    • OLI Installation
    • Connecting to AyaNova via OLI
    • OLI - AyaNova Schedule Export to Outlook
    • OLI - AyaNova / Outlook Contacts Import/Export
      • Map Phone and Address Fields Option
      • All Items - Import AyaNova Contacts
      • All Items - Export Outlook Contacts
      • Selected Items - Import AyaNova Contacts
      • Selected Items - Export Outlook Contacts
    • OLI - Create AyaNova service workorder from Outlook Email
    • OLI - Create AyaNova Schedule Marker from Outlook Email
  • Export to Outlook Schedule Plug-in
    • Outlook Schedule export
    • Outlook Schedule export installation
    • How to export scheduled items to Outlook
  • Export to XLS Plug-in
    • Export to XLS
    • Export To XLS installation
    • How to Export to XLS
  • Quick Notification
    • Requirements for Quick Notification
    • Sending a Quick Notification
  • ClientRemover
  • Client Merger
  • XTools
  • ImportExport.csv
    • ImportExport.csv overview
    • ImportExport.csv Duplicate option 
    • ImportExport.csv installation
    • ImportExport.csv format for each type of record
    • ImportExport.csv - exporting into csv format file
    • ImportExport.csv - importing into AyaNova
  • Remote access options
  • QBOI - QuickBooks Online Interface
  • QBI - Desktop QuickBooks interface
  • PTI - US Sage 50 / Peachtree interface
• Backup & Restore
  • Important information to review
  • If using the stand-alone single computer default installation
  • If using the network Firebird Server configuration
    • Backup for AyaNova network Firebird Server configuration
    • Restoring for AyaNova network Firebird Server configuration
  • If using the network SQL configuration
    • Backup for AyaNova SQL configuration
    • Restoring for AyaNova SQL configuration
• Updating from an older AyaNova version
  • Updating if stand-alone AyaNova
  • Updating if networked Firebird AyaNova
  • Updating if networked SQL Express AyaNova
  • Updating if networked SQL Server AyaNova 
• Moving from AyaNovaLite to full AyaNova
• End User Software License
• Go to the AyaNova Support Forum
• Go to the AyaNova web site