Category: How To

Invoice Summary by Month, Quarter and Year

If you’re looking for a quick way to view the Totals for your Invoices, it’s easy to view them by Month, Quarter and Year.

Go to the My Invoices list, and click the Invoice Summary button:

Choose the Year from the drop down list, and click Select:

If you want a more detailed list, click the button that matches your refined list (Quarterly, Monthly, or Parts Summary):

This is what the Monthly Summary style looks like:

This is what the Invoice Parts Summary report will look like:

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More questions? Need help? Contact us at (540) 217-4471
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Use the “Scratch Pad” While Reading an AD

Did you know you can use the “Scratch Pad” to record your AD Remarks while reading an AD listed in your Report?

The “Scratch Pad” is conveniently located to the left side of the AD document, so you can read the AD, and make AD Remarks at the same time:

Once your Remarks are done, click the Save & Return to Report button, (or if you want to instantly view the next AD, just click Save & Next AD):

You will see that the text written in the “Scratch Pad” will transfer over into the Method of Compliance, Date/Hrs, Next Due fields in the AD line of the Report:

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Have questions? Need help? Contact us at (540) 217-4471
9 AM -5 PM M-Thurs Eastern Time
Closed Friday thru Sunday

Recurring ADs

How do you know if an AD is Recurring, or not?

Look under the Recurring column, towards the right side of your AD Report:

      • Yes* – This means that the AD is recurring but a specific action in the AD terminates the recurring requirement.
      • Yes – This means that the AD is recurring.
      • If the recurring column is blank, this means the AD is NOT recurring.

These fields can be modified, so you can remove the word Yes or Yes*.

If the field is blank, but the AD is recurring to you, then you can type in the word “Yes” or even state the frequency, such as “100hrs”.

RELATED ARTICLE:

Print Recurring ADs Only

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More questions? Need help? Contact us at (540) 217-4471
9-5 Monday -Thursday, Eastern Time
Closed Friday-Sunday

How to Add a “Flat Rate” to Invoices and Work Orders

If you’d like to create a “FLAT RATE” item in your Work Orders and / or Service Invoices, there’s a simple way to go about it, and there are several options to consider.

Flat Rate in Work Orders:

Open an existing Work Order, or create a New one.

Either Add a new Discrepancy, or click View to Edit an existing line.

Under the Assigned Mechanic section, leave the Labor Hours at 0.00 (zero).

In the Labor Rate box, type in your final Total Charges for the Flat Rate:

Click Save, and Return to Work Order button in the upper right hand corner.

If you click the Convert to Invoice button, this is how your Flat Rate will appear in the Invoice:

Flat Rate in Invoices:

Open an existing Invoice, or create a New one.

Go to the Labor section.

What Can You Get in 1 Click?

With the AD Toolbox Online, sometimes there are some great features that are only just 1 click away!  Why is “1 Click” a benefit?

“1 Click” helps make your work faster and easier, saves time, and improves accuracy.

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More questions? Need help? Contact us at (540) 217-4471
9-5 Monday -Thursday, Eastern Time
Closed Friday-Sunday

Multi-User Account: Update Your Name, Company Name, Email Address, etc

Wondering how to update or change the information for a Multi-User account?

On a Multi-User account, you can update your:

      • Company Name
      • Address
      • Phone
      • Logo
      • Password
      • and Users Names, Cert #s and email

*For security and account reasons, we have to change your master account EMAIL from our end here. Please call or email us to get that changed.  We cannot update your account email u less you are fully Logged Out of your account.  Closing the browser window with the red X is NOT logging out.  You must click the word “Logout”.  Once you are absolutely logged out, let us know.  Wee can then change your account email address.

Click MY PROFILE (in the upper right hand corner of your screen), and make any updates needed:

Click the Multi-User Manager button to Edit Users Name, Cert # and Email address and email notifications, Add or Delete a User entirely:

Just click the EDIT button to make individual User changes, including Email Notification Preferences:

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Have questions?  Need help?  Contact us at (540) 217-4471
9 AM -5 PM   M-Thurs Eastern Time
Closed Friday thru Sunday

Single-User Account: Update Your Name, Company Name, Email Address, etc

Wondering how to update or change the information for a Single-User account?

On a Single-User account, you can update your:

      • Company Name
      • Address
      • Phone
      • Logo
      • Password
      • and Users Names, Cert #s and email

*For security and account reasons, we have to change your master account EMAIL from our end here, also we must change the Primary IA Name. Please call or email us to get that changed.   We cannot update your account email u less you are fully Logged Out of your account.  Closing the browser window with the red X is NOT logging out.  You must click the word “Logout”.  Once you are absolutely logged out, let us know.  Wee can then change your account email address.

Click MY PROFILE (in the upper right hand corner of your screen), and make any updates needed:

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Have questions?  Need help?  Contact us at (540) 217-4471
9 AM -5 PM   M-Thurs Eastern Time
Closed Friday thru Sunday

Quickly Remove IA Name from All AD Report Lines

Do you need to remove the IA Name from ALL the lines in your AD Report?

1. First, open the AD Report you need to change.

2. Towards the top of the screen, beside Airframe Info, click the EDIT link:

3. In the pop-up window, towards the bottom right, click the white Remove IA Name/Cert from ALL Report Lines button:

4.  Now, all the lines in the Report show no name.  You can manually type the name and cert# in each line.  Remember to SAVE OFTEN, to avoid data loss!

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More questions? Need help? Contact us at (540) 217-4471 9-5 M-F Eastern Time

Create Website Shortcut to Desktop in Edge Browser

When using the Edge browser on a Windows machine, just drag and drop the “Lock” icon to your desktop! 

Follow these steps:

    1. Launch your browser
    2. Open the web page whose shortcut you want to create (https://www.airworthinessdirectives.com/Account/Login)
    3. Click and hold the lock icon  just before the URL in the address bar.
    4. Drag the icon to your desktop, release.
    5. The web shortcut will be created
    6. Now, when you click on it, the desired web page will load right away.

*You might want to “rename” the shortcut!  Do this by:
      • right-click of mouse, on the shortcut icon
      • select Rename
      • type the words “AD Toolbox“
      • hit Enter on your keyboard.

The shortcut will appear with its new name “AD Toolbox“:

Repeat these same steps for our Support site at Zook Aviation:
https://www.zookaviation.com/blog/

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Want to change the Icon for the Shortcut?  Here’s how:
  1. Right-click the shortcut and select “Properties.”
  2. Go to the “Shortcut” tab.
  3. Click “Change Icon.”
  4. Choose an icon from the list, or browse for a custom icon file (see below for the AD Toolbox icon).
  5. Select the icon and click “OK” or “Apply.”
  6. Confirm changes in the Properties window.
  7. Close the Properties window.

To save the icon below, right-click on the image and choose Save As, or Save Image As:

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More questions? Need help? Contact us at (540) 217-4471
9-5 Monday -Thursday, Eastern Time
Closed Friday-Sunday