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Profit Tools Client Installation Instructions

Profit Tools Customer Service
  • Updated

This document explains the steps to setup Profit Tools on a new workstation. You should be logged in as a Windows Administrator prior to proceeding with the following steps.

Installation Instructions

  1. Map the network drive to the Profit Tools shared folder on the Profit Tools database server.
    • Mapping a network drive in Windows (https://support.microsoft.com/en-us/help/4026635/).
    • Make sure to use the same driver letter that is being used in the Profit Tools system settings and on the other client workstations.
    • The drive letter "P" is typically used, but your drive letter may be different.
    • When mapping the drive, make sure that all clients use the same drive letter and "Reconnect at logon" is selected. You may also configure the drive mapping via group policy or a Window login script.
  2. Install Profit Tools on the workstation.
    • Open Windows File Explorer, browse to your Profit Tools mapped drive (ex. P:), open the "PTClient" folder, and run "Setup.exe". Follow the prompts to complete the installation. A reboot of the workstation is recommended after completing the installation, but it is not required.
      • Note that Profit Tools does not support Windows Home Edition operating systems and you must upgrade to a Windows Professional Edition operating system prior to proceeding with the Profit Tools client installation.
  3. Launch Profit Tools after the installation is completed using the shortcut in the start menu.
    • You may need to adjust the file path in the Profit Tools shortcut if it fails to launch. To adjust the shortcut path, right-click on the Profit Tools shortcut, select "Properties". and validate the file path (ex. P:\PTApps\trucking.exe), select "OK" to apply your changes.
  4. Send a copy of the Profit Tools shortcut to your desktop.
    • Right-click on the Profit Tools shortcut in the start menu and select "Send to - desktop (create shortcut)".
  5. Download and install the PTEncryption component (ex. P:\Install Files) to enable sending secure email and utilize SFTP.
  6. Download and install the Pegasus imaging components (ex. P:\Install Files) to allow you to view the document imaging windows.

    https://profittools.zendesk.com/hc/en-us/articles/360018660194-Document-Imaging-Setup

  7. If you are using PC*Miler, run the PC*Miler installation using the PC*Miler servers UNC path (ex. \\SERVERNAME\PCMILER33\Network\Setup.exe).
  8. Complete the required QuickBooks setup if you are using a direct billing integration with QuickBooks. This is not required if you will not be using the workstation for billing.
  9. Confirm all of the required invoice transfer components have been installed and configured.
    • Right-click on the Profit Tools icon and select "Run as administrator".
    • Login to Profit Tools as PTADMIN and go to Billing and select Billing.
    • In the bottom right corner you will see a list of the invoice transfer requirements and you will want to select Fix it and install the Ghostscript components and make sure any other requirements are met.
    • Manual Sybase DataWindow PS printer setup and Ghostscript setup instructions are included in this article.

Common Installation Problems

  • If you are unable to launch Profit Tools after the installation due to an ODBC error, please try temporarily disabling the firewall or security software on the workstation to see if that resolves the issue.

Please contact Profit Tools Customer Service if you require assistance setting up the workstation.

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