The purpose of the calendar feature in OASIS was to give users the ability to see company activity based on the creation of transactions, events, reminders, bidding jobs, etc in a calendar view. OASIS can schedule events/meetings for certain persons or the entire agency. This is done through the Event tool.
In the Calendar, go to File, then New, then New Event.
"I actually look forward to the opportunity as it helps keep me grounded with our mission here at Ingen Software. To be honest, I learn more from end users than I can ever explain."
There are many reports built into OASIS and not every group wants to see the same style. For this reason OASIS has many views of the same data whether reporting from within the section such as Orders, Project, Invoices, etc or using the Top Down reporting tool.
On many jobs, you may need to quote different distributors/customers. You may quote distributors, contractors directly, or quote contractors for distributors. In any case, OASIS will keep track of all of these for you, even if a contractor changes counts from the original quoted quantities.
It's a new year and a lot has changed. Maybe you have new employees, maybe your address has changed. Please do us a favor by filling out the attached document.
Follow-up reports using (new) Customizable Quote Listing
This is a great way to follow up on jobs. With some minor adjustments, the report may be used to follow up on jobs that have been quoted, or to find out who actually won the job if lost.
Call us to set up one or more sessions. The schedule can get backed up quickly so get your name on the schedule as soon as possible.
Online Web Training
Looking to have a dedicated trainer work with one or more people from your company? We offer one hour blocks where one of our staff will cover the topic that you need; from basic quotes, to detailed reports we are here to assist.
Onsite Training
The onsite schedule is currently backed up several months out. We have 3 trainers that stay very busy. We want to help you and are trying to meet everyone’s needs.
