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

QuickBooks Desktop Pro

4.4
#0 Alternative to PTM-VISION
QuickBooks Desktop Pro automates billing and invoicing in addition to work orders. Users can link bank accounts, define...

karmaCRM

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

Quickbooks Online

4.3
#2 Alternative to PTM-VISION
QuickBooks Online is a complete small business accounting solution which allows users to manage all their financial...

prix

5
#3 Alternative to PTM-VISION
Prix is a real time pricing solution that uses artificial intelligence to help revenue managers review strategies and...

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

Already have PTM-VISION?

Software buyers need your help! Product reviews help the rest of us make great decisions.

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 7/24/2020

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 7/24/2020

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 8/15/2020

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
Pete
Overall rating
  • Industry: Automotive
  • 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 9.0 /10

Garbage in Garbage Out

Reviewed on 7/27/2020

Just in the efforts alone that [SENSITIVE CONTENT HIDDEN] gave , really made me feel comfortable...

Just in the efforts alone that [SENSITIVE CONTENT HIDDEN] gave , really made me feel comfortable with the system and wanting to learn more about its capabilities, which is when everything changed when I met [SENSITIVE CONTENT HIDDEN]. She is very customer service oriented and learned exactly what our needs were. She was able to work with myself and other members in establishing a training curriculum that helped with the financial management of the system. what we had learned was that a lot of the issues we were experiencing were of our own creation, hence the term Garbage in Garbage Out. Since then we have seen better results in the accounting portion of the program. However we still were experiencing severe issues with the stability of the system and again working with [SENSITIVE CONTENT HIDDEN], we decided to go with their on site server program, which has been phenomenal. The rollout was a breeze with the great assistance by [SENSITIVE CONTENT HIDDEN] who had us up and running within an hour with no disruption to our data or business. We also went with the charge card processing system that directly works with our service and invoicing system making everything more efficient and saving us time.

There is still a long learning process, because there is so much that can be done with this software. The help tutorial is very helpful but overtime and with the support given by Pluss which has been great I see us utilizing it to its full potential which should result in immediate results and profitability to our company.

Pros

When I first came on board, the Vision software was not very well liked by my company and some of its users, including our hi level management. The system had severe issues with lag time, crashing and other issues involved with the accounting functions. However over the past year I have worked closely with the Pluss Team and have been able to address a lot of those past issues. My First experience was with the Inventory Control functions. In a nut shell our inventory was way off, mainly due to procedure issues. The first step was to install the Vision Mobile App, that would allow to label and scan items, which helped in our reconciliation of the Inventory. At first I ran into installation issues with the hardware but after working with [SENSITIVE CONTENT HIDDEN] from Pluss, we were able to get it running. Kudos to [SENSITIVE CONTENT HIDDEN] who out in a lot of time and effort, as most of the issues we incurred were because of my IT Support. But [SENSITIVE CONTENT HIDDEN], was a champion and helped me also navigate the system. We now have a great system in place, we are processing the flow of parts exactly as intended and have actually started to see great results coming out of our parts department especially with returns and cores.

Cons

honestly since we upgraded to the onsite server, I have yet to find any major issues with the program.

Steve
Overall rating
  • Industry: Consumer Services
  • Company size: 11-50 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

Vision review

Reviewed on 7/27/2020

Overall the experience has been good. I have always appreciated the people who help me repair...

Overall the experience has been good. I have always appreciated the people who help me repair issues with software, hardware and when we make boneheaded mistakes. I have always been a fan of how relatively easy the software is to learn and use. It has been a great business tool for TSI.

Pros

When we made the change from Karmac to PTM the driving factor at that time was cost. We were forced to make changes due to Y2K and it was a much better choice to switch than to pay a high fee just to get a patch job from Karmac. My bookkeepers at that time had some experience with the accounting features of PTM due to our Florida branch was using the software. That alone had a large impact on our decision to go with PTM. Later we also learned to appreciate the inventory and point of sale features.

Cons

Trying to get software to completely fit the way we run the business is always a challenge. Attempts are made to make it more of a custom fit but you usually have to bend to the ways of the software since things are designed to fit the masses. Other than that the purchase order functions have always seemed to have some issues that we have learned to deal with.

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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