Pocket SalesMate Summary

This video represents an overview of the Pocket SalesMate application

FirstMate Summary

This video provides a summary of the FirstMate application and it’s feature set.

LoadMate Summary

This video walks you through a summary of the LoadMate driver inventory solution.

Training Video 1
Getting started with your PDA

“Discusses some of the basic concepts in working with a handheld device and highlights some of the differences between working with a PocketPC versus a Desktop computer.

FirstMate Setup

“This video will walk you through the process of configuring users, tariffs, containers and valuation files on the FirstMate system.”

Pocket LoadMate

Pocket LoadMate Summary

This video walks you through a summary of the Pocket LoadMate driver inventory solution.

Training Video 2
Basic PDA settings

“Reviews the device settings in order to help you configure the pda to meet your particular needs”

FirstMate Primary

This video walks through the process of entering data into the primary screen and setting up a prospect in the FirstMate program.

Getting started with your PDA

“Discusses some of the basic concepts in working with a handheld device and highlights some of the differences between working with a PocketPC versus a Desktop computer.

Training Video 3
SalesMate Setup

“Outlines the process of setting up your SalesMate estimating tool for use in the field.

FirstMate Survey

Outlines the process of completing a survey and utilizing many of the resources and tools within the application.

Basic PDA settings

“Reviews the device settings in order to help you configure the pda to meet your particular needs”

Training Video 4
Entering Primary Data

“Walks you through the process of entering customer data onto the SalesMate application”

FirstMate Rating

Offers a synopsis of rating a shipment and generating an Estimate/Order for Service.

Training Video 5
Entering Survey Data

“Provides training on how to work with the electronic cube sheet”

Master Inventory

This video will walk you through the process of editing the master inventory list in the survey screen.

Training Video 6
Entering Rating Data

“Completes the process of providing an on-site customer estimate (rating a move)”

Setting up a mobile device

This video will explain the process of connecting a mobile device (SalesMate) to FirstMate.

Training Video 7
Data Entry

“Offers a few different options for entering data into your PDA in order to help expedite the estimation process.”

Sending Information to a Tablet/Pocket PC from FirstMate

This video will instruct you on sending information, including Tariffs, Container Files, Valuation Files and the Master Inventory List, from FirstMate to a mobile Tablet or Pocket PC.