Specifications

How to set up automatic email notifications when workorders are ready
If your shop is marking jobs "assembled" in LifeSaver, and you have an internet connection, it is possible
for the system to automatically email your clients when their order is ready. The message it sends can be
personalized with your shop name and information, as well as the order titles and amount due. For this to
work, you must have an email address on file for the customer, with "auto email" selected.
One time setup instructions:
From the main menu:
-Click CONFIGURE OPTIONS EMAIL SETUP→ →
-In the first field, enter your email address
-In the second field, enter the name you wish to display in the "FROM" field (your company name?)
-Check the box if you would like to receive a copy as well.
-Click SAVE
Customize the Email template
From the main menu:
-Click CONFIGURE OPTIONS EMAIL SETUP EDIT TEMPLATE→ → →
-Edit as desired. Variables will insert first name, the workorder(s) ready, and the amount due.
-Click the "X" on the top right corner when finished
-Click SAVE
Add auto emails as part of your daily closing routine
From the main menu:
-Click CLOSING PREFERENCES→
-Check "email workorder notices" ON
-Click SAVE
Shortcut: You can send emails from the CALENDAR, by right clicking the customer name → SEND EMAIL
How do I create a materials shopping list (pick list)?
To help with the ordering process, the system can print PICK LISTS. These lists will give information about
the mouldings, mats, mounting materials, and glazing you will need for recent orders. Using this list, you
can check your in stock inventory before placing your order(s), and have everything you need to do so. It
will sort by vendor, and client.
From the CALENDAR screen: (F2 at main menu, or click the calendar in WRITE INVOICE or FRAME-IT screens)
-Click RUN PICK LIST
-You will be asked for a starting workorder. It remembers where you left off. In most cases this is OK.
-Click OK to generate lists
-You have 3 option tabs/views to click on, which will preview the data on screen.
--Moulding By Vendor
--Mats By Vendor
--ALL Materials By Vendor
-To print the current view, click PRINT THIS LIST
-(optional) You may wish to export the lists to EXCEL with the EXPORT button(s).
Note: The results will be saved to c:\lifesaver\picklist\
Personal note: We generally do this once or twice per week, using the steps above. However, many shops
print them daily as part of their end of day/closing report. You can also call for a pick list at the daily
closing, to make use of the new WEBORDERS feature. (see other tip in this guide)
LifeSaver Tips & Tricks compiled by customer Mike Labbe www.getthepictureframing.com
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