DEALER C-WIZ USER INSTRUCTIONS
Create New Customer
• Open the ‘Customer’ icon on the Contract Wizard tool bar.
June 23, 2008
• Open ‘New’
• Completely enter Customer Name, Street, City, State, Zip Code, Contact, Phone, E-mail.
(Customer Name, Street, City, Zip Code required or it will not save).
• Enter ‘Save’
Create New Job
• Open the ‘Jobs’ icon on the Contract Wizard tool bar.
• Open ‘New’
• Enter ‘Job Name’ (Customer name or quote number or quote name or combination).
• Enter ‘Customer Information’ (Pick from list).
• Enter ‘Salesperson’ (Pick from Dealer list)
• Change to ‘LE’
• Disreguard ‘Folder’ (Document will print as Proposal)
• ‘Save and Load Job’
Build Contract
• Option Tree will appear on left side, the Current Contract appears on right side.
• Starting with 0. / Customer, double click ‘0.1.10 Required Option Selections’. (The options shown should be used as a guide to make sure that Road Rescue has all the required information it needs for construction Please make sure you add these options. Once you are done building the Contract, delete this option).
• Go down the Option Tree and double click on the options needed.
• The Option Tree includes the following sections with multiple options in each section that allow you to customize compartments, cabinets, electrical, etc.
0.
Customer Information
1.
Chassis Requirements
2.
Module Requirements
3.
Module Exterior
4.
Module Compartments
5.
Module Interior
6.
Electrical General
7.
Electrical 12V
8.
Vehicle Systems
9.
Emergency Systems
10.
Exterior Lighting
11.
Interior Lighting
12.
Electrical 110V
13.
Environmental Systems
14.
Medical Systems
15.
Paint and Decals
16.
References and Standards

Build Contract - continued
• In each option section there will be options that say (STANDARD) at the end of the description and should be added to the Contract for the benefit of your Customer and Road
Rescue Production. In some cases the Standard will not apply if you are choosing a custom option.
• You may search for an option at any time by clicking on the ‘Search’ button in either the
Option Tree or the Current Contract Screen. Type a search word into the field. Click on
‘Search and it will bring up a number of options. Choose the one you want and double click.
Editing an Option
• To modify an option, double click the option in the Current Contract.
• Click on ‘Make Special’. ‘Editing Option’ screen will appear.
• Modify the verbiage in the Contract section and also the Specification section.
• Click on ‘Spell Check’ and it will check and give you the option to correct the Contract and the Specification.
• To allow the factory to see the changes you have made, highlight the verbiage you changed and click ‘Flag Word’.
• Click on ‘Save and Close’
• Change Cost to $0 and consult factory. (NOTE: The price for any line item marked Special must be approved by the factory). You can manually change the price at your own risk.
• The Quantity button allows you to multiply the option price by the quantity you select.
Normally for ship loose items. Enter the multiplier and click ‘OK’
• The ‘Revert’ button changes the verbiage you changed to it’s original text.
• If you decide you want to delete an option while in the Editing Option screen click on
‘Delete Option’ or you can right click on the option in the Current Option screen and click on
‘Delete Option’.
• You can scroll through your Current Contract options by clicking on an option and then clicking on ‘Next’, ‘Previous’, ‘First’ or ‘Last’.
• NOTE: You will not use ‘Percent Markup’ as it does not calculate correctly. ‘View Old Text’ and ‘Archive Item’ currently does not work.
Option Groups
• On the ‘Contract Wizard’ tool bar click on ‘Option Groups’. This is used to create your own option groups that you would normally add to your contracts.
• Click on ‘New Group’.
• Enter the name of your option group such as Demo Options, LED Options, etc.
• Highlight the group and click on ‘Edit Group’.
• From the Option Tree select an option, left click and hold, drag the text to the ‘Option
Group’ lower section. Continue adding options until done.
• These Option Groups can then be added to any Contract by highlighting the group by clicking on ‘Dump In’. This will add all of the options to the Contract that you have opened.

Loading an Existing Job
• On the ‘Contract Wizard’ tool bar click on ‘Jobs’.
• Highlight the job you want to open and click on ‘Load
• NOTE: The down arrow on ‘Jobs’ will show you your list of jobs in specific categories and is generally not used.
Option List Selection
• On the ‘Contract Wizard’ tool bar click on ‘LE Options’ if the option list that appears for your Contract is something other. The ‘LE Options is the only option list that is used. All other selections are not used or are not currently working.
Editing Specifications
• Specifications are created as you are building a Contract. Click on the ‘Specs’ icon on the
Contract Wizard tool bar. The Specification Writer tool bar will appear.
• Click on the ‘Base Specs’ icon. This will allow you to ‘Add or Remove Chassis Specs, or
‘Add or Remove Module Specs.
• Review Specifications line by line for accuracy.
• Edit within the specification line item and it will automatically save.
• To delete a spec line item left click on the spec line to highlight then click on the Delete icon.
• The ‘Make Appear’ and ‘Remove’ icon is used to make a description appear or disappear from the Contract. Highlight the spec line then click on ‘Make Appear’ or ‘Remove’.
• The ‘Copy to Spec’ icon is used to create a specification in the line item and copies the
‘Contract Text’ to the ‘Specification’. Edit as needed.
• NOTE: The ‘Spell Check, Delete, and Search icon’s are used in the same manner as they are in the ‘Contract Wizard’ tool bar.
Printing a Contract Report
• In the ‘Current Contract’ tool bar click on the ‘Reports’ down arrow.
• Select ‘Contract - No Prices’ (Used for sending to customer) or ‘Dealer Prices’.
• This will open up a screen that allows you to print in C-Wiz format directly to a printer.
• NOTE: The e-mail function on this screen is generally not used.
Printing a Specification Report
• In the ‘Specification Writer’ tool bar click on the ‘Reports’ down arrow.
• Select ‘Spec – No Check Box’ or ‘Spec – Check Box’
• This will open up a screen that allows you to print in C-Wiz format directly to a printer.

Exporting to Word for Windows
• In the ‘Current Contract’ tool bar click on the ‘Export down’ arrow.
• Select ‘Word – No Prices’ or ‘Word – Dealer Prices’
• Enter the name you want the Word document to have, such as customer name, quote number or combination of customer name and quote number.
• Click on ‘OK’ and the word document will appear.
• You can then save in your hard drive for e-mailing to customer.
• Specifications in Word format are done in the same manner by selecting ‘Spec – No Check
Box’ or ‘Spec – Check Box’.
Exporting Contract to E-Mail
• At the top of the ‘Contract Wizard’ tool bar click on ‘Import/Export’.
• Click on ‘Export’. The Export Job screen will appear.
• Choose either Desktop or your Hard Drive. Click on ‘Save’.
• Open your e-mail and attach the file. The file will be sent in C-Wiz format.
Importing a Contract from E-Mail
• Open your e-mail and save the file to either Desktop or Hard Drive.
• From the Contract Wizard tool bar click on ‘Import’. The Import Wizard screen will appear.
• Highlight job to be imported and click on ‘Open’. Job information will be shown.
• Click on ‘Next’. If this is a new job choose ‘New Job’. Click on ‘Next’.
• Click on ‘Import’.
• If the Customer or Dealer is not found Import Wizard will ask if you want to add it.
Answer Yes or No.
• A screen will appear that says Done. Click on ‘OK’
• To overwrite an existing job choose ‘Overwrite Job’.
• Highlight job to overwrite and click on ‘Next’
• Click on ‘Import’. A screen will appear that asks if you want to overwrite.
Answer Yes or No.
• When the the Done screen appears click on OK.
NOTE: The ‘Contract’, Specs’ and ‘Word’ icons on the Contract Wizard tool bar are used for changing back and forth between documents. The ‘Tool’s, ‘E-Mail’ and ‘Settings’ icons on the
Contract Wizard tool bar are currently not being used.