- EBMS Knowledge Base
- Labor
- MyDispatch
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Setup MyDispatch
Complete the following steps to setup MyDispatch for a service department organizing service bays or individual workstations:
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Install MyDispatch on the dispatcher's or manager's MS Windows desktop, tablet, or laptop that will be used to organize or schedule tasks. MyDispatch requires the MS Windows 10 OS and is downloaded from the Windows Store.
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Install MyTime or EBMS tasks on MS Windows tablets or laptops normally located at the service bay or workstation. The service workstations may consist of any or a combination of the following:
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MyTime: Configure MyTime for the LAN connection to EBMS which does not require remote users or advanced communication. Review MyTime > Setup > Connections and User Settings for installation instructions.
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EBMS Tasks: Review Tasks > Getting Started > Using Tasks as Work Orders for details on how to use EBMS to manage work orders.
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MyTasks: Review MyTasks > Overview for instructions to set up MyTasks.
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Assign users for either (or both) MyDispatch for dispatchers and MyTime for technicians within EBMS by selecting Labor > Labor options > Apps from the main EBMS menu and complete the following:
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Configure the homepage for individual dispatchers: Review MyDispatch > EBMS User Configuration for steps to configure MyDispatch app settings for each dispatcher or manager.
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Configure the homepage for individual technicians: Review MyTime > Setup > EBMS User Configuration for steps to configure the MyTime homepage and settings for individual users (workers). Review MyTasks > Query and Users Settings for steps to configure the MyTasks settings for each user.
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Disable Automatically recalculate estimated hours to keep the Estimated hours to the original value rather than adjusting the Hours value when Estimated is greater than Hours. Enable only to make EBMS backwards compatible and recalculate the Estimated hours when it exceeds Hours using the method used in version 8.4 and earlier. Review Tasks > Scheduling Tasks > Estimated, Billable, and Actual Time for more Estimated time information.