Area List / Area Descriptions Setup
Areas or Items are all the things on which you will perform Services to (e.g. Bedroom, Living Room, Sofa, Loveseat, etc.), or are those things which you offer for sale. These different Areas and Items are grouped into Categories as well. EXAMPLE: Bedroom, Living Room, Dining Room, Den, Kitch ...
- City / Postal Codes / Zip Codes Setup
From the Misc/Setup pull-down menu, choose Cities/Postal Codes. This is the internal list of Cities and Zip/Postal Codes that is used for automatic lookup in Camelot. Each zip/postal code and city name have the following fields associated with them: State/Prov - This is the State or Province fo ...
- Company / Misc Info Setup Screen
From the Misc/Setup pull-down menu, choose Company/Misc Info. You then see the Company Setup screen, which has the following options: GeneralOn the General tab, you will enter your company information, such as your company name, your address, your phone number, etc. This information is used on s ...
- Data Conversion - Importing Data - Transferring Data
CAMELOT 3.0 NOTE: If you are using Camelot 3.0, then if you are upgrading from Camelot 2.6.5, to bring that data into the new 3.0 database, go to Tools > Import > Upgrade from Camelot 2.6.5, and it will walk you through the process. If you are a new user of Camelot 3.0, and you need to imp ...
- Data Display Formats
A Display Format is a text string that the program will use to know how to display a date, time, or numeric value. Below is a list of different display format text strings and examples of how the data would look when displayed using the format. Some common Date/Time Display FormatsFormat Text Ex ...
- Disabling Login in Camelot 3
To make Camelot3 open without asking for a username and password, you will need to add switches (command-line parameters) to the shortcut on your desktop that opens the program.Right-click on the Camelot3 shortcut on your desktop, and choose Properties. Then go to the Shortcut tab. In the box la ...
- Email SMTP Setup
In order to send emails from within Camelot, you must be able to use an SMTP connection. Most ISPs (Internet Service Providers) use this method for sending emails, but some do not. If you do not know the name of your outgoing SMTP mail host, then you will need to contact your ISP and ask them wh ...
- How do I add or change the Area / Item list?
Area/Item List Setup Areas or Items are all the things on which you will perform Services to (e.g. Bedroom, Living Room, Sofa, Loveseat, etc.), or are those things which you offer for sale. These different Areas and Items are grouped into Categories as well. EXAMPLE: Bedroom, Living Room, Dining ...
- How do I define different Payment Terms?
Go to the Misc/Setup pull-down menu, and choose the Payment Terms option. This screen allows you to set up the terms for payment that you allow for your clients, such as Net 10, Net 30, and Due Upon Receipt. These Payment Terms are used when an order is marked as “Done” to set up the Bills for a ...
- How do I delete old sources from my list without losing information about the old jobs that came from that source?
For many of the setup screens, you will be entering items that will be available in drop-down boxes on other screens (order form, client info, etc). Realize that when you make changes to your setup list, it will affect what is available in those drop-downs.So in the case of your source list, if ...
- How do I enable security / login?
By default, the user name for Camelot is "Manager" and the password is the word "password". These are both case-sensitive - meaning you have to enter them just like that (capital M, lower case anager, and all lower case password). Without you realizing it, it is automatically logging in as this ...
- How do I get my company name / logo onto the order form?
Adding Company Logo or Name to a Form Layout NOTE: You must have at least the Professional Edition of the software to use the Form Layout Designer. Most of the form layouts that come with the program have a place for your company logo at the upper left corner of the form. You can set the file us ...
- How do I setup my Zones? Using the Zone Creator
A Zone is a grouping of zip codes that is assigned a description and a color. This is utilized in scheduling so that each job you schedule has a color associated with it that represents the Zone or area of your service location where the job is, for better routing of jobs. The software has a uti ...
- How do I upgrade my software?
You can always contact us to purchase upgrades or inquire about them (click here for contact information).When you have purchased an upgrade from one edition of the program to another (e.g. Classic to Pro Single, Pro Single to Gold Network, or additional licenses for Gold Network), you will need ...
- How do I use Pricing Scales?
NEW IN VERSION 3.0! In version 3.0 and beyond of the software, you now have the ability to use a pricing scale where there is a minimum charge of a fixed amount as the first slot, and then after that there is a unit price for the scale. This was not possible before version 3.0. You also now hav ...
- Pricing Groups
Pricing Groups are yet another way of categorizing your services and products. You can create copies of your existing services in separate Pricing Groups so you can have a different set of prices for the same service. You may use this if because of a client being in a different town or somethin ...
- Setting up Commissions / Commission Levels
There are a wide variety of ways to set up commissions in Camelot. Mainly you can pay any flat commission of your making, any commission scale, plus a combination of other bonuses that are paid either flat or scaled. Take a look at the basic commissions and scales in the sample data to get an id ...
- Setting up Custom Fields
From the Misc/Setup pull-down menu option, choose Custom Fields. This is an advanced feature that is not essential to beginning to operate your software, but which can very dramatically help your business if used, perhaps more so than any other single feature, particularly if used in conjunction ...
- Setting up your vehicles / crews
To setup your vehicles, go to the Misc/Setup pull-down menu, and choose Vehicles.Scheduled jobs are assigned to a vehicle. So in order to schedule jobs later, you must have the vehicles that you plan to operate set up now. Vehicle naming, or labeling, can be anything that makes sense to you. It ...
