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User Manual

Getting started

3
  • Data Table Management
  • Software structure
  • Company Settings

Installation & Setup

5
  • Database and Network
  • Activating the Software
  • Software Updates
  • Migrating the Software to Another Computer
  • Company Settings

Settings & Configuration

13
  • Database and Network
  • Users & Privileges
  • Notifications
  • General Settings
  • Format Settings
  • Printout settings
  • Logo and Signature Settings
  • Unit Settings
  • Company Settings
  • Attachment Settings
  • Table Settings
  • Email Settings
  • Update Settings

General Features

2
  • Data Table Management
  • Software structure

Modules

0
  • Articles coming soon

Troubleshooting

0
  • Articles coming soon
Frequently Asked Questions

Installation

a

How can I install the software on Windows?

Category: Installation
  1. Download the Installer:
    • Navigate to the official software website or the provided download link.
    • Click on the ‘Download for Windows’ button.
    • Save the installer (.exe file) to a location on your computer, such as the Downloads folder.
  2. Run the Installer:
    • Locate the downloaded installer in the folder you saved it to.
    • Double-click on the installer file to begin the installation process.
  3. User Account Control Prompt:
    • You may see a prompt asking if you allow the app to make changes to your device. Click ‘Yes’ to proceed.
  4. Welcome Screen:
    • Once the installation wizard opens, you’ll be greeted with a welcome screen.
    • Click ‘Next’ to continue.
  5. License Agreement:
    • Read the terms and conditions or license agreement.
    • If you agree, select the ‘I accept the terms of the License Agreement’ option.
    • Click ‘Next’ to proceed.
  6. Choose Installation Location:
    • The installer will suggest a default location to install the software.
    • Don not change it, but if you wish to change this, click ‘Browse’ and select your desired directory.
    • Once set, click ‘Next’.
  7. Select Components (if applicable):
    • Choose the components or features you want to install.
    • After making your selections, click ‘Next’.
  8. Begin Installation:
    • Click the ‘Install’ button to start the installation process.
    • Wait for the installation to complete. This may take a few minutes, depending on your system’s speed.
  9. Completion:
    • Once the installation is finished, you’ll see a completion message.
    • You may be offered the option to launch the software immediately.
    • Click ‘Finish’ to close the installer.
  10. Run:
    • Navigate to the Start Menu or your desktop (depending on where the shortcut was placed).
    • Click on the software icon to launch the application.

Congratulations! You have successfully installed your software on your Windows computer. If you face any issues, please refer to the official documentation or contact the support team.

a

How can I transfer data and settings between two programs?

Category: Installation

Our software are compatible with each other so you can transfer data from one program to another by saving and loading the data in the main menu:

  1. Save the database and/or settings to an external drive: Menu (top left corner) > Save data
  2. Load the database and/or settings from the file in the other program: Menu (top left corner) > Load data

a

How can I use the software on multiple computers?

Category: Installation

All software of version 3 support server-client mode. If you set the program mode to server in one computer and set the mode to client in another computer, the client can connect to the server and use the servers database.

To set up the network communication needs a network specialist who understands the network protocols. JobCard uses TCP/UDP on port 1527. When the communication is enabled on port 1527 JobCard 3 has to connect.

In most cases the Windows Firewall or the antivirus blocks the communication.

To connect the client to the server do the following:

  1. Set the server side JobCard 3 mode to “Server” (Menu > Settings > Database > Mode > Change > Server mode)
  2. Check the name of the server computer (Menu > Settings > Database > Server settings > Server name)
  3. Set the client side JobCard 3 mode to “Client” (Menu > Settings > Database > Mode > Change > Client mode)
  4. Set the server name in the client (Menu > Settings > Database > Client settings > Change)
  5. Configure the Windows Firewall with Advanced Security: add incoming and outgoing rules for TCP and UDP port 1527.
  6. Configure the normal Windows Firewall (Allow a program or feature trough Windows Firewall > Select the javaw.exe of the JobCard installation directory
  7. Configure the router and the antivirus if needed.

Licensing

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Can existing licenses be modified or upgraded?

Category: Licensing

Yes, existing licenses can be modified or expanded. If you need more workstations or additional features, you can upgrade your current license to a higher package or request a custom license that fits your needs. When changing licenses, the remaining value of the current license will be deducted from the price of the new one. It is also possible to transfer a license to another company.

a

How do I activate the software?

Category: Licensing
  • Go to the Main Menu and select Product Activation.
  • Enter the activation code you received by email.
  • Click the Activate button.
  • The program will confirm if activation was successful.
a

What is free license, and what are its limitations?

Category: Licensing

The free license allows you to try the software with its core features at no cost. However, some modules such as invoicing, email sending, statistics, and reminders are only available in a limited way, and customer support is not included. It also does not allow adding your own logo to printouts.

See more FAQs…

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