About PTM-VISION

PTM-Vision is a trucking software designed to help businesses of all sizes automatically create purchase orders, manage suppliers, and track repair and truck parts inventories. Finance teams can utilize a built-in accounting platform to automatically update transaction details in the general ledger, review customer credit history, and print monthly billing statements.

With PTM-Vision’s inventory management system, administrators can search for parts by line codes, part numbers, or descriptions, track open/sold items, and set up the minimum stock level. The application enables employees to manage point of sale transactions, customer accounts, and invoicing operations on a centralized dashboard. The integrated barcoding solution helps professionals generate and print barcodes or universal product codes (UPCs) to streamline cycle counting and analyze supply usage.

PTM-Vision facilitates integration with Quickbooks, enabling employees to automatically synchronize information related to vendor records, invoices, and customer details across systems. It also provides a business analytics and reporting module, which allows supervisors to gain insights into financial activities and track the performance of employees.

Pricing starting from:

US$96.00/month

  • Free Version
  • Free Trial
  • Subscription

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

US$96.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

PTM-VISION Software - PTM-Vision work orders
PTM-VISION Software - PTM-Vision inventory management
PTM-VISION Software - PTM-Vision customer file
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PTM-VISION video
PTM-VISION Software - PTM-Vision work orders
PTM-VISION Software - PTM-Vision inventory management
PTM-VISION Software - PTM-Vision customer file

Features

Total features of PTM-VISION: 30

  • API
  • Accounting Integration
  • Accounting Software
  • Activity Dashboard
  • Alerts/Notifications
  • Barcode / Ticket Scanning
  • Billing & Invoicing
  • Contact Database
  • Customer History
  • Inventory Management Software
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Maintenance Management Software
  • Maintenance Scheduling
  • Mileage Tracking
  • Order Management Software
  • Order Tracking
  • Point of Sale (POS)
  • Purchase Order Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Repair Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Scheduling Software
  • Vehicle Information
  • Vehicle Management
  • Work Order Management

Alternatives

Fullbay

4.7
#1 Alternative to PTM-VISION
Fullbay is a web-based repair shop management solution for heavy duty truck shops, providing invoicing, parts billing...

karmaCRM

4.5
#2 Alternative to PTM-VISION
karmaCRM is a customizable CRM tool for small businesses to engage with customers and keep track of the leads that...

NetSuite

4.1
#3 Alternative to PTM-VISION
NetSuite provides organizations with an integrated system of cloud applications that helps them run their business....

QuickBooks Desktop Pro

4.3
#4 Alternative to PTM-VISION
QuickBooks Desktop Pro automates billing and invoicing in addition to work orders. Users can link bank accounts, define...

Reviews

Overall rating

3.8 /5
(33)
Value for Money
4.1/5
Features
3.8/5
Ease of Use
3.6/5
Customer Support Software
4.4/5

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Showing 5 reviews of 33
John
Overall rating
  • Industry: Automotive
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Using Vision Daily

Reviewed on 2020-07-24

I love the company. We started with Jim back around 2003-2005 I think. We have been with Pluss...

I love the company. We started with Jim back around 2003-2005 I think. We have been with Pluss for many, many years. My father had Pluss software before it was Vision, it was called something else and it was on a DOS platform. About 2011 we switched to Windows based Vision Software. We love that Vision is, for the most part, easy to use. It can be complex at times but the staff is accommodating to us when we have questions.

Pros

I love the functionality of the Work Orders and Sales Orders. It is so simple to go in and write a work order and to set up labor codes. Set up pricing. The program is fast in this regard. It flows well and makes the transaction with the customer go well also. For instance, if a customer asks for an estimate, it is very simple to pull them up, create an estimate and pull the unit from the choices previously entered in. Work orders, sales orders and processing them though is very simple. Accounts payable and accounts receivable are also very simple and straight forward. Pulling these reports is simple and easy to do to manage the business as well.

Cons

Some reports are difficult to find. Many keystrokes to get a report - for instance, to pull a commission report for my parts manager takes around 12 - 15 keystrokes and has me searching for the data. I have the process to pull it up written down and have to look at it every time as it is complicated. I have enough to do without complications from trying to retrieve data. I don't even know what reports I may be missing out on, because they are so complicated to retrieve. I need more data on inventory reports but I was directed that I should spend quite a bit of money and time to come take a class in Montana. I don't have time to leave my business for a class. We are in the middle of a Pandemic where I am hoping just to survive all of the economic downturn created by Covid 19, Riots and Anarchy. I just need a manual on what reports there are, how they may benefit me and the keystrokes to pull them up. That would truly benefit me.

Rhonda
Overall rating
  • Industry: Consumer Services
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Truck repair operating software.

Reviewed on 2020-07-24

We purchased the system after reviewing the on-line demo. The only issue I have is training. We...

We purchased the system after reviewing the on-line demo. The only issue I have is training. We have a small office, each of us wear many "hats". It would have been great if it were cost effective for us to have on-site training that we could have done in the afternoons or on Saturdays.

Pros

The reporting features of this software are very good. The customer service is amazing, they are quick to return a phone call and to assist with any questions or training you may need.

Cons

We have had issues with making the work orders work with our Mitchell estimating program. We would love for our estimates to be able to be converted directly to a work order and then an invoice. We now have to process an estimate then enter a work order from the estimate and then close the work order and process the invoice.

Alternatives Considered

QuickBooks Desktop Pro

Reasons for Choosing PTM-VISION

We needed more updated software that could handle our work orders and truck repair tickets.

Reasons for Switching to PTM-VISION

We needed a system that could handle inventory with multiple locations . Pluss had better solutions for our accounting needs and our inventory system. They were also much more helpful during the investigating process.
Jeff
Overall rating
  • Industry: Automotive
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 5.0 /10

Decent software but needs an update

Reviewed on 2020-08-15

We are still using the software with hopes that there will be some improvements to the overall...

We are still using the software with hopes that there will be some improvements to the overall program. Vision certainly has some big potential if the developer is willing to invest the time and resources to improve upon some of the downsides rather than simply using work arounds.

Overall our experience has been so-so with some ups and downs and I wouldn't go out of my way to either recommend nor discourage anyone else from using it.

Pros

I like that Vision is an install based platform. This means that even with network outages I can still operate my business. Vision has some features that after some time to learn them can be very helpful.

Cons

The GUI is very dated and certainly brings me back to the 90's. A GUI update in additiion to the simplifion of multiple features and the deletion of some old features that "no one uses anymore" would be highly appreciated. Their pricing structure for the software can be prohibitive to smaller business and adding features beyond the basic (very basic set up) adds up very quickly.

Implimentation was a bit of a nightmare unfortunately which we can certainly take some blame for however, we were put in a position of manually entering all of our data which would have taken months or paying them an extra fee to have them use their propriatary systems to do it for us. This hasn't been the norm for other software we have used or looked into. The required training was also fairly pricy especially considering the overall monthly cost to use the software.

As a Canadian user the overall cost is quite a bit more with the exchange rate as the company has no Canadian pricing structure.

Hardware integration has also been less than desierable as the list of compatable hardware devices (Printers, Scanners etc.) is fairly short. We would have to downgrade some of our equipment to be able to be compatable with Vision and take full advantage of the features.

Alternatives Considered

NetSuite and Fullbay

Reasons for Choosing PTM-VISION

We had outgrown the capabilities that quickbooks could provide.

Switched From

Quickbooks Online

Reasons for Switching to PTM-VISION

Install based
Johnny
Overall rating
  • Industry: Automotive
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Company that helps you Succeed

Reviewed on 2022-06-15

Awesome they have been one of the Keys to our success and just darn good people to work with

Awesome they have been one of the Keys to our success and just darn good people to work with

Pros

I have been with PTM for 24 Plus years they have always worked to make there Product better to help you as a Business succeed, They seek the input of me the customer and end user of what we need to make our operation efficient and successful

Cons

The only Complaint I have is the Accounting Module is made for accounts and doesn't work well with with us that are not accountants

Roseanne
Overall rating
  • Industry: Automotive
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Glad for the customer support

Reviewed on 2022-03-11

Glad we have the application and it's support team.

Glad we have the application and it's support team.

Pros

As far as the software, we like the inventory, account setup, accounts receivable, and accounts payable features the most. We also like the integrated credit card processing.
Customer support for VISION is great.
You get real people right away (very good thing during a time that requires a call to support.) They listen, respond, follow up. And they're patient and kind about it.

Cons

Like most applications, one must learn to work with it's little quirks.
The billing feature is our least favorite. It seems to take longer to get good at using it, however, that may make sense, as it is likely one of the more complicated features in the application.

Showing 5 reviews of 33 Read all reviews

PTM-VISION FAQs

Below are some frequently asked questions for PTM-VISION.

PTM-VISION offers the following pricing plans:

  • Starting from: US$96.00/month
  • Pricing model: Subscription
  • Free Trial: Available

PTM-Vision offers a free trial for new users, after which the software is available starting at $96/month.

PTM-VISION has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

PTM-VISION supports the following languages:

English

PTM-VISION supports the following devices:

PTM-VISION integrates with the following applications:

Amazon Aurora, QuickBooks Online Advanced

PTM-VISION offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

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