Glossary
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Glossary
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Account Manager
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Account managers are responsible for the customer relationship. |
Active Status
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Indicates that the record can be used to produce results. |
Agreement: Auto Renew%
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Indicates the amount percent of increase for the renewal. |
Agreement: Billable Checkbox
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When checked, indicates that the agreement can be billed. |
Agreement: Billing Total
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The total contract amount. |
Agreement: Commission Rate
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The commission rate that will be used when billing the agreement. |
Agreement: Contact
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The customer or site contact that handles the agreement. |
Agreement: Deferred Revenues Total
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The total deferred revenues posted to date. |
Agreement: Frequency
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The billing frequency. |
Agreement: Gross Profit Contact Billed to Date
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The agreement's gross profit based on billings to date. |
Agreement: Gross Profit Contract Term to Date
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The agreement's gross profit recorded on the contract to date. |
Agreement: Labor Budget Balance %
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Percentage of labor budget balance to date. |
Agreement: Labor Budget Used %
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Percentage of labor budget used to date. |
Agreement: Labor Budget Hours Used to Date
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The number of budgeted hours billed to date. |
Agreement: Labor Hours Balance
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The remainder of the budgeted hours to date. |
Agreement: Labor Hours Budget
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The number of labor hours budgeted for the contract's term. |
Agreement: Last Increase
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The increase amount from the last renewal. |
Agreement: Number
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Agreement numbers are used the identify agreements. On the Job forms it indicates the agreement that may be used to cover transactions. On the PM Schedule form it indicates the agreement that is attached to the schedule. |
Agreement: Parts Billed to Date
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The amount billed to date for parts. |
Agreement: Parts Budget
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The total amount budgeted for parts on the agreement contract. |
Agreement: Parts Budget Balance
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The remainer of the amount budgeted for parts to date. |
Agreement: Parts Budget Balance %
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Percentage of parts budget balance to date. |
Agreement: Parts Budget Used %
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The amount of the parts budget billed to date. |
Agreement: Price Level
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The price level that will be used when billing the agreement. |
Agreement: Pricing Method
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Agreements can be priced based on the different methods.
Blanket: One price covers all items on the agreement.
By Site: Each site can have a different price.
By Equipment: Each equipment record can have a different price.
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Agreement: Purchase Order
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The purchase order provided by the customer for the agreement. |
Agreement: Renewable
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Indicates that the agreement is eligible for renewal. |
Agreement: Renewal Amount
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The amount that will be billed on agreement renewal. |
Agreement: Renewal Method
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The renewal method field is used when determining the renewal contract amount. The contract amount can be a fixed amount, or changed based on a change percentage.
Fixed Amount: The renewal will use the exact amount in this field.
Change Percent: Increases the contract amount by the percent in the Renewal Amount field.
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Agreement: Renewal Months
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The contract months to use on the renewal. |
Agreement: Renewal Text
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The text that will be displayed on the agreement renewal invoice. |
Agreement: Renew As
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Used to indicate the type of invoice that will be created upon renewal. |
Agreement: Revenues Total
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The total amount billed for the contract to date. |
Agreement: Salesperson
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The salesperson that should be assigned to the invoices when billing occurs. |
Agreement: Status Code
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The status code is used to track the agreements progress through the renewal process. |
Agreement Type
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Used to organize agreements by type. Agreement types are also used to establish setting for agreements by default. |
Agreement Type: Code
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The code used to identify the agreement type. |
Agreement Type: Description
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The description used to identify the agreement type. |
Agreement Type: Contract Months
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The number of months for new agreements. |
Agreement Type: Cover Parts Checkbox
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When checked, the parts covered by the agreement will have no charge. |
Agreement Type: Cover Labor Checkbox
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When checked, the parts covered by the agreement will have no charge. |
Agreement Type: SLA Checkbox
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Check this box, if the agreement qualifies for SLA service. |
Agreement Type: SLA Priority Code
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The SLA qualified priority code to use for new agreements. |
Agreement Type: Message
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This message will appear on the agreement. |
Agreement Type: Labor Hours Budget
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The budgeted number of labor hours. |
Agreement Type: Parts Dollars Budget
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The budgeted parts dollars. |
Agreement Type: Percent Used >=
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Percentage of labor budget used. |
Agreement Type: Dollars Used >=
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Percentage of parts dollars used. |
Agreement Type: Auto Number by Type
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When checked, new agreements will auto-number using the value int he Next Number field. |
Agreement Type: Next Number
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Used when auto-numbering agreements. |
Agreement Type: Enforce Defaults
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When checked, the agreement type defaults cannot be changed on the agreement. |
Agreement Type Planned Invoice Options: Billable
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When checked, the agreements assigned to the agreement type will be billable by default. |
Agreement Type Planned Invoice Options: Frequency
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The billing frequency. |
Agreement Type Planned Invoice Options: Tax Class
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The tax class assigned to invoice billing invoices. |
Agreement Type Planned Invoice Options: Allocation
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The allocation that will be assigned used when processing agreements. |
Agreement Type Planned Invoice Options: Deferred Revenues
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When checked, new agreements will use the deferred revenue feature. |
Agreement Type Planned Invoice Options: Pricing Method
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The pricing method used when processing agreement transactions.
Blanket: One price covers all items on the agreement.
By Site: Each site can have a different price.
By Equipment: Each equipment record can have a different price.
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Agreement Type Planned Invoice Options: Include Site Details on Invoice
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When checked, the site details will appear on agreement invoices. |
Agreement Type Planned Invoice Options: Include Equipment Details on Invoice
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When checked, equipment details will appear on agreement invoices. |
Agreement Type Planned Invoice Options: Include Site Summary on Invoice
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When checked, a site summary will appear on agreement invoices. |
Agreement Type Planned Invoice Options: Include Equipment Summary on Invoice
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When checked, an equipment summary will appear on agreement invoices. |
Agreement Type Planned Renewal Options: Renewable Checkbox
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When checked, the agreement will be marked renewable on creation. |
Agreement Type Planned Renewal Options: Renewal Months
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The number of default renewal months on new agreements. |
Agreement Type Planned Renewal Options: Renew As
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The default renew as value for new agreements. |
Agreement Type Planned Renewal Options: Include Site Details on Invoice
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When checked, the site details will appear on renewal invoices. |
Agreement Type Planned Renewal Options: Include Equipment Details on Invoice
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When checked, equipment details will appear on renewal invoices. |
Agreement Type Planned Renewal Options: Include Site Summary on Invoice
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When checked, a site summary will appear on renewal invoices. |
Agreement Type Planned Renewal Options: Include Equipment Summary on Invoice
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When checked, an equipment summary will appear on renewal invoices. |
Agreement Type Planned Maintenance Options: Create a Job for each Equipment
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When checked, planned maintenance will create a separate job for each equipment record assigned to the schedule. |
Agreement Type Planned Maintenance Options: Create Transactions
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When checked, planned maintenance will automatically add the transactions to the generated jobs. |
Agreement Type Planned Maintenance Options: Price Transactions
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When checked, planned maintenance will add the transactions, with pricing, to the generated jobs. |
Allocation
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Allocations are used to distribute the agreement dollars to the required general ledger accounts. |
Allocation: Description
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The description used to identify the allocation. |
Allocation: Revenue Type
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Indicates if the allocation will be a percentage or fixed amount. |
Allocation: Pricing Method
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Agreements can be priced based on the different methods. Allocations define the price method the can be assigned in agreement types.
Blanket: One price covers all items on the agreement.
By Site: Each site can have a different price.
By Equipment: Each equipment record can have a different price.
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Allocation: Price
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The allocation price.
Blanket - Enter one price for the entire contract.
By Site - Enter the price for each site.
By Equipment - Enter ethe price for each equipment.
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Allocation Details: Type
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The type of general ledger entry.
Deferred Revenue: Posts to a deferred revenue account.
Revenue: Post to a sales revenue account.
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Allocation Details: Miscellaneous Item
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The miscellaneous item to use when posting to the ERP system. |
Allocation Details: Allocations Account
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The account that should be affected by the allocation transaction. |
Allocation Details: Amount
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The amount of the allocation transaction. |
Back Office Transaction Entry: Work Order
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The transaction will be assigned to the selected work order. |
Back Office Transaction Entry: Stock Radio Button
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Toggles the Inventory search to inventory only items |
Back Office Transaction Entry: Non-stock Radio Button
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Toggles the Inventory search to non-inventory only items
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Back Office Transaction Entry: Find by Item Code
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Used to search for an item by item's code. |
Back Office Transaction Entry: Find by Item Description
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Used to search for an item by item's description. |
Back Office Transaction Entry: Servicer
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The servicer that will be assigned to the transaction. This field controls the warehouse list. |
Back Office Transaction Entry: Agreement
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The agreement attached to the selected work order. |
Back Office Transaction Entry: Warehouse
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The warehouse from where the item will be sold. |
Back Office Transaction Entry: Cost Type
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Used to assign general ledger account allocations. |
Back Office Transaction Entry: Equipment
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The equipment attached to the selected work order. |
Back Office Transaction Entry: Covered
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Indicates whether or not the transaction should be covered by either warranty or agreement. |
Back Office Transaction Entry: Item Code
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The item code that will appear on the invoice. |
Back Office Transaction Entry: Trans Description
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The transaction description that will appear on the invoice. |
Back Office Transaction Entry: Vendor List
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Used to attach a vendor to the transaction. Purchase transactions only. |
Back Office Transaction Entry: Start Date
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The date the labor transaction started. Labor transactions only. |
Back Office Transaction Entry: Trans Date
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The transaction date. Inventory and Purchase transactions only. |
Back Office Transaction Entry: Start Time
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The time the labor transaction started. Labor transactions only. |
Back Office Transaction Entry: End Date
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The date the labor transaction ended. Labor transactions only. |
Back Office Transaction Entry: End Time
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The time the labor transaction ended. Labor transactions only. This field is only available for use when multiple day transactions is on. |
Back Office Transaction Entry: No Units
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The number of units sold. |
Back Office Transaction Entry: Taxable
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Checked when the transaction is taxable. |
Back Office Transaction Entry: Price
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The price of the item. |
Back Office Transaction Entry: Hidden Line
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When checked the item will not appear on the invoice. |
Back Office Transaction Entry: UOM
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The selected item's unit of measure. |
Back Office Transaction Entry: Ext Price
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The unit price multiplied by the number of units. |
Back Office Transaction Entry: Billed Status
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Indicates the transaction's position in the billing process.
N = Not billed
I = On an unposted invoice
Y = On a posted invoice
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Button: Assigned
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When clicked, displays all items assigned to the selected record. |
Button: Not Assigned
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When clicked, displays all the records not assigned to the selected item. |
Chains
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Sites can grouped by chain. |
Chains: Name
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The name used to identify the chain. |
Chains: SLA
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When checked, indicates the chain is an SLA chain. SLA chains have a expiration time for when the work is expected to be completed. |
Chains: Inbound Path
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The inbound path. |
Chains: Outbound Path
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The outbound path. |
Chains: Store Type Code
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Stores can be organized by type. |
Chains: Store Type Name
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The name used to identify the store type. |
Classification
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The classification is used in sales and cost account assignments. Classifications are assigned to Cost Types and Items. |
Button: Remove all Assignments
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When clicked, removes all assignments from the selected record. |
Commission Rate
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The amount of commission that is earned when an item is sold. |
Contact: Address
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The contacts mailing address. |
Contact: City
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The city of the mailing address. |
Contact: Contact by Email Checkbox
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When checked, indicates the customer would permit contact by email. |
Contact: Contact by Fax Checkbox
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When checked, indicates the customer would permit contact by fax. |
Contact: Contact by Mail Checkbox
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When checked, indicates the customer would permit contact by mail. |
Contact: Contact by Phone Checkbox
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When checked, indicates the customer would permit contact by telephone. |
Contact: Country
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The country of the mailing address. |
Contact: Email
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The contact's email address. |
Contact: Established Date
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The date the contact record was established. |
Contact: Fax Number
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The contact's fax number. |
Contact: First Name
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The contact's first name. |
Contact: Last Name
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The contact's last name. |
Contact: LinkedIn
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The contact's LinkedIn handle. |
Contact: Name
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The contacts full name. |
Contact: Opt Out Checkbox
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When checked, indicates that the contact does not want to be contacted for the purpose of marketing. |
Contact: Phone
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The contact's telephone number. |
Contact: Salutation
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The salutation that should be used when communicating with the contact. |
Contact: State
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The state of the mailing address. |
Contact: Teams
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The contact's Teams handle. |
Contact: Title
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The contact title. ex: Mr., Mrs. |
Contact: Twitter
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The contact's Twitter handle. |
Contact: Type
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Types can be used to organize contacts. |
Contact: Web
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The contact's website address. |
Contact: Zip
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The postal code of the mailing address. |
Cost Type
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Cost types are used to manage general ledger sales and cost account allocations on transactions and billing. |
Cost Type: Cost Account
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The cost account that will be assigned to transactions assigned this job type and cost type. |
Cost Type: Cost Subaccount
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The cost sub-account that will be assigned to transactions assigned this job type and cost type. |
Cost Type: Description
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Used to describe the cost type. |
Cost Type: Inventory Checkbox
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When checked, indicates that the cost type can be used for inventory transactions. |
Cost Type: Labor Checkbox
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When checked, indicates that the cost type can be used for labor transactions. |
Cost Type: Purchases Checkbox
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When checked, indicates that the cost type can be used for purchase transactions.
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Cost Visibility
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Cost visibility is the ability to hide cost from users. Cost visibility is set at the user level in Account Management. If the checkbox is marked, the user will be able to view cost.
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Customer: Account Manager
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The company representative that manages the customer's account. |
Customer: Address
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The customer's mailing address. |
Customer: Billing Contact
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The primary billing contact assigned to the customer. |
Customer: City
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The customer's mailing address city. |
Customer: Country
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The customer's mailing address country. |
Customer: Email
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The email address for the primary customer contact. |
Customer: Ext
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The main telephone numbers extension. |
Customer: Facebook
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Link to the customer's Facebook account. |
Customer: Fax
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The customer's contact fax number. |
Customer: LinkedIn
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The customer's linked in accounnt handle. |
Customer: Name
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The name of the organization that will be billed. Jobs can be created without a customer assignment, but not billed. |
Customer: Number
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Customer numbers can be used to help identify a customer. Customer number requirement is based on ERP system. |
Customer: Price Level
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The customer's price level. Price level requirement is based on ERP settings. |
Customer: Phone
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The customer's business telephone number. |
Customer: Salesperson
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The salesperson assigned to the customer's account. |
Customer: State
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The customers address state. |
Customer: Twitter
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The customer's twitter handle. |
Customer: Zip Code
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The customer's address zip code. |
Dispatch: Card Number
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Dispatch cards are numbered from 0 up. |
Dispatch: Number
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The number used to identify the dispatch card. |
Dispatch: Priority
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The priority assigned to the dispatch card. |
Dispatch: Primary Dispatch Card
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Once a job is created, the primary dispatch card is created. Users can also generate additional dispatch cards. |
Dispatch: Schedule Date
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The dispatch card's schedule date. |
Dispatch: Schedule Time
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The dispatch card's schedule time. |
Dispatch: Servicer
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The servicer that is assigned the work. |
Dispatch: Status
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The status assigned to the individual dispatch card. |
Equipment: Code
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Equipment codes are used to identify equipment. Codes can be manually, or automatically assigned. |
Equipment: Comments
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Comments related to the equipment record. |
Equipment: Coverage Date
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The date coverage begins for the equipment record. |
Equipment: Description
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Used to describe the equipment. |
Equipment: Item
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Equipment records that are also inventory items will have the Item Code in this field. |
Equipment: Install Date
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The date the equipment was installed on site. |
Equipment: Labor Warranty Checkbox
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When checked, indicates the equipment is covered by a labor warranty. |
Equipment: Labor Warranty End
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The date the labor warranty ends. |
Equipment: Labor Warranty Start
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The date the labor warranty begins. |
Equipment: Level
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Levels are linked to models. If the level does not appear in the Level drop-list, check the selected model’s setup. |
Equipment: Manufacturer
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The equipment's manufacturer. Manufacturers are linked to the equipment type. If you do not see the manufacturer in this list, verify that it is linked to the selected equipment type. |
Equipment: Model
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The equipment model. Models are linked to a manufacturer. If the model does not appear in the model drop-list, check the selected manufacturer's setup. |
Equipment: Parts Warranty Checkbox
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When checked, indicates the equipment is covered by a parts warranty. |
Equipment: Parts Warranty End
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The date the parts warranty ends. |
Equipment: Parts Warranty Start
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The date the parts warranty begins. |
Equipment: Sale Date
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The date the equipment was sold to the customer. |
Equipment: Serial Number
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The equipment's serial number. This is not required. |
Equipment: Type
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Equipment types are used to organize equipment. Manufacturers are assigned by equipment type. |
Equipment: Position/Locations
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Indicates the physical location. |
Equipment Type
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Equipment types are used to groups equipment. Grouping can include manufacturer, model and levels. |
Equipment Type: Code
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The code that identifies the equipment type. |
Equipment Type: Description
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The description used to identify the equipment type. |
Equipment Type: Prefix
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The three digit prefix to use when auto-numbering new equipment records. |
Estimated Dollars
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The estimated billing amount required to complete the work. |
Estimated Hours
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The hours estimated to complete the work.
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FTP Server
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The server address required to log into your ftp server account.
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FTP Username
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The server username required to log into your ftp server account.
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FTP Password
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The server password required to log into your ftp server account.
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Hidden Checkbox
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When checked, the item to which the checkbox is assigned will be hidden on invoices. |
Inventory: Commissionable
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When checked the item is commissionable. |
When checked, an equipment record will be generated each time the item is billed. Equipment build has a set of defaults that are defined for use during the process.
Prefix: Used when equipment auto-numbering is activated.
EQ Type
Model
Manufacturer
Labor Warranty Period: The number of months for labor warranty coverage.
Parts Warranty Period: The number of months for parts warranty coverage.
Comment
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Inventory: Item Code
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Used to identify the item. |
Inventory: Item Description
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Describes the item. This information comes from the ERP system. |
Inventory: Item Type
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Indicates the type of Item. |
Inventory: Prefix
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Used for equipment auto numbering. If a matrix is in use that calls for this prefix, the system will use the value in this field. |
Inventory: Price Code
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The item's price code. The price code is used when calculating transaction pricing. |
Inventory: Product Line
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The item's product line. |
Inventory: Sales UOM
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The item's unit of measure. |
Inventory: Servicer Mobile Button
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When checked, a mobile button will be made available in mobile for quick entry. |
Inventory: Short Description
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A short description for the item. |
Inventory: Split Commission
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When checked, commission on the item can be slit. |
Inventory: Trade Discount
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When checked, discounts are allowed. |
Inventory: Unit Cost
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The item's cost. |
Inventory: Unit Price
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The price for the item when added to a transaction. |
Inventory: Use in Mobile
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When checked, the item will be available for use in mobile. |
Inventory: Warehouse
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The item's default warehouse. |
Job: Billed Status
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Indicates where the job is in the billing process. |
Job: Contact
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The site or customer contact assigned to the job. |
Job: Contact Email
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The email address for the job contact. |
Job: Extension
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The extension number for the contact telephone number |
Job: Job Type Code
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Used to recognize the job type. |
Job: Main Number
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The job's main contact telephone number |
Job: Notes
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Job notes are unlimited and can be printed on documents. |
Job: Number
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Used to identify the job. |
Job: Payment Method
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The default payment method. |
Job: Phone
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The contact telephone number for the job. |
Job: Primary Servicer
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The primary servicer for the job. New jobs will automatically use the primary servicer. |
Job: Received Date
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The date the job was received from the customer. |
Job: Received Time
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The time the job was received from the customer. |
Job: Reference Number
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The default payment reference number. |
Job: Salesperson
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The salesperson for the job. *Certain ERP systems require a salesperson. |
Job: Service Type
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Service types are used to organize jobs. Service type are organized by job type. |
Job: SLA Checkbox
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Check this box, if the job qualifies for SLA service. This defaults from the site. |
Job: SLA Expiration Date
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The date the technician has to start the work in order to meet the SLA criteria. |
Job: SLA Expiration Time
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The time the technician has to start the work in order to meet the SLA criteria. |
Job: Status
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Status codes are used to determine the job's position in the work process. |
Job: Status Bar
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The status bar indicates the job's status progress. |
Job Type: Description
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Used to describe the job type. |
Job Type: Estimated Hours
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The hours estimated to complete the job. |
Job Type
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Job types are used to organize jobs by type and service types. Job types are tied to the billing sales and cost accounts for transactions. |
Job Type: KPI Call Count Checkbox
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When checked the jobs assigned the job type will be counted in the KPI analytics. |
Job Type: Opportunity
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Marks the job type as a job opportunity. |
Job Type: Quoted $s
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The dollars quoted for the job. |
KPI
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KPI fields are indicators of job profit and profitability. |
KPI: Departure Date
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The date the job was changed to the departed status code. |
KPI: Departure Time
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The time the job was changed to the departed status code. |
KPI: Job Start Date
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The date the job started. |
KPI: Job Start Time
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The time the job started. |
KPI: Job Complete Date
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The date the job was marked complete. |
KPI: Job Complete Time
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The time the job was marked complete. |
KPI: Job Revenues
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The total revenues to date. |
KPI: Job Elapse Time
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The time between the received date/time and the job close date/time. If the job is not closed the current date is used as the cut-off. |
KPI: Job Repair Time
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The labor hours posted to date. |
KPI: Job Response Time
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The time between the received date/time and the arrival date/time. |
KPI: Job Profit
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The job's profit to date. |
KPI: Job Invoice Status
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The job's billing status. |
KPI: Invoice Date
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The date the job was first invoiced. |
Levels
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Models can be grouped by levels. Levels can be grouped by type. |
Levels: Code
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The code used to identify the level. |
Levels: Description
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The description that identifies the level. |
Levels: Prefix
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The three digit prefix to use when auto-numbering new equipment records. |
Levels: Type
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Level types are used to group levels. |
Location
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Indicates the phusical location of a piece of equipment at a site. |
Manufacturer
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The manufacturer is assigned to equipment records. The manufacturer is assigned models. |
Manufacturer: Code
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The code used to identify the manufacturer. |
Manufacturer: Description
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The description that identifies the manufacturer. |
Manufacturer: Prefix
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The three digit prefix to use when auto-numbering new equipment records. |
Mobile Transaction Entry: Servicer
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The servicer that should be used when posting the transaction. |
Model: Code
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The code used to identify the model. |
Model: Description
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The description that identifies the model. |
Model: Prefix
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The three digit prefix to use when auto-numbering new equipment records. |
Note: Category
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Notes can be organized by category. |
Note: Content
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The note content that will display on the form and print on any documents. |
Note: Internal Note Checkbox
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Internal notes do not print on invoices and dispatch cards. |
Note: Print Note on Ticket Checkbox
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When checked, the note will print on the dispatch card. |
Planned Maintenance: Type
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Planned maintenance types are used to organize schedules and establish default values. |
Planned Maintenance: ID
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The ID is used to identify the schedule. |
Planned Maintenance: Description
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Descriptions can also help in identification. |
Planned Maintenance: Material Group Code
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Matieral Group Codes provide the ability to add materials to schedules by grouping. |
Planned Maintenance: Task Code
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PM task codes are used to organize schedules and establish material group codes. |
Priority
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The default priority that will be used when creating new jobs to establish schedule date and time. Priorities are assigned to sites as a default for new jobs. |
Priority: Code
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Priority codes are used to establish the response time when scheduling jobs. |
Priority: Day of the Week
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When checked, indicates that jobs can be schedules on that day of the week. |
Priority: Description
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Describe the priority. |
Priority: End Time
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Indicates the latest time a job can be scheduled on each day of the week. |
Priority: Response Time
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Indicates the number of hours between the received time and the schedule time. |
Priority: SLA
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When checked, indicates the priority is an SLA code. Only priority codes marked SLA will appear for jobs created on and SLA site. |
Priority: SLA Expiration
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The number of hours that are required to meet the SLA deadline. |
Priority: Start Time
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Indicated the earliest time a job can be scheduled on each day of the week. |
Quoted Dollars
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The billing amount quoted for the job. |
Quoted Hours
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The hours quoted for the job. |
Purchase Order Number
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The purchase order number issued by the customer for the work. |
Reporting Groups
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A group code can be assigned to a miscellaneous charge code to group like Item codes. |
Representative: Address
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The mailing address for the representative. |
Representative: City
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The city for the mailing address |
Representative: Country
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The country for the mailing address. |
Representative: Division
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If division are in use, the representative division can be assigned. |
Representative: Email
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The email address used to contact the representative. |
Representative: Name
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The name of the representative. |
Representative: Number
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The representative number can be used to recognize a representative. |
Representative: Phone
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The telephone number used to contact the representative. |
Representative: State
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The state for the mailing address. |
Representative: Type
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Types are used to organize representatives. |
Representative: Zip
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The postal code for the mailing address. |
Request
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Requests are defined using the Request Management feature. The request defines the work requested. |
Request Notes
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Request notes are used to further define the work requested. |
Revenue Account
|
The sales account that will be assigned to transactions assigned this job type and cost type. |
Revenue subaccount
|
The sales sub-account that will be assigned to transactions assigned this job type and cost type. |
Role Management
|
User roles provide access to assigned forms while restricting access to unassigned forms. |
Schedule Date
|
The date the technician is schedule to do the work. |
Schedule Time
|
The time the technician is schedule to do the work. |
Send to Mobile Checkbox
|
On save, if this checkbox is checked, the job will be made available in mobile. |
Servicer
|
The technician that will perform the work. |
Servicer: Number
|
The number used to identify the technician. |
Servicer: Employee Number
|
If the servicer is also an employee, the employee number can be stored in this field. |
Servicer: Subcontractor Checkbox
|
When checked, indicates that the servicer is a contracted employee or vendor. |
Servicer: Name
|
The name of the technician. |
Servicer: Vendor
|
If the servicers is a vendor, the vendor can be recorded on this record. |
Servicer: Address
|
The technician's mailing address. |
Servicer: Billing Rate
|
The technicians hourly labor billing rate. |
Servicer: PO Required Checkbox
|
When checked, the vendor requires a purchase order for all requested work. |
Servicer: Hourly Cost
|
The hourly cost for the technician. |
Servicer: Insurance Certificate on File Checkbox
|
For use with vendors or contract employees only. Indicates that a Certificate of Insurance is on file. |
Servicer: Burden
|
The hourly burden for the technician. |
Servicer: Certificate File Name
|
The file name for the Certificate of Insurance. |
Servicer: City
|
The servicer's mailing address city. |
Servicer: Warehouse
|
The servicer's default warehouse. |
Servicer: Terms
|
If the servicer is a vendor or contract employee, the terms for payment. |
Servicer: State
|
The servicer's mailing address state. |
Servicer: Zip
|
The servicer's mailing address postal code. |
Servicer: Email
|
The servicer's email address. |
Servicer: Mobile Checkbox
|
When checked, the servicer's jobs will appear on the mobile board. |
Servicer: Country
|
The servicer's mailing address country |
Servicer: Established Date
|
The date the servicer relationship was established. |
Servicer: User List
|
Servicers must be attached to a user login in order to use the mobile system. |
Servicer: Phone
|
The telephone number for contacting the servicer. |
Servicer: Servicer Image File
|
The name of the file that contain an image of the technician. |
Servicer: Service Dispatch Batch
|
Mobile jobs can be grouped by batch for posting to the back office. |
Servicer: Tom Tom ID
|
The Tom Tom ID for the servicer. |
Servicer: User Map Pin
|
Technicians can be mapped using pins. |
Software Defaults: New Job Defaults
|
The values that will be used by default when adding new jobs. Some of these values can be changed at the job level.
Request
Override Job No
Send Job Email
Job Type
Service Type
Priority
Est Hours
Job Next No
Job Length
Job Leading Characters
|
Software Defaults, New Job Defaults: Override Job No Checkbox
|
When checked, users are allowed to alter the job number. Warning! This could interrupt the job numbering system. |
Software Defaults, New Job Defaults: Send Job Email Checkbox
|
When checked, the send email form will be displayed when a new job is saved. |
Software Defaults, New Job Defaults: Est Hours
|
The hours estimated to complete the job. This value will be added to the primary work order. |
Software Defaults, New Job Defaults: Job Next No
|
The number that will be assigned to the next job. |
Software Defaults, New Job Defaults: Job Length
|
The number of characters in the job number. |
Software Defaults, New Job Defaults: Job Leading Characters
|
The character(s) that will lead the job number. This is not required. |
Software Defaults, Inventory Defaults
|
The defaults that affect the inventory feature. |
Software Defaults, Inventory Defaults: Short Desc Size
|
The number of characters to use for the short description for items. |
Software Defaults, Inventory Defaults: Button: Update Item Short Descriptions
|
When clicked the system will copy the first characters, based on the Short Desc Size field, to the Short Description field for all items. Warning! This cannot be reversed. |
Software Defaults, Status Code Defaults
|
Status codes are used to move jobs through the work flow process. Each status code on this form has a purpose. Assign a status code to each slot. *These are required. |
Software Defaults, Equipment Defaults
|
Default values for new equipment records. |
Software Defaults, Equipment Defaults: Warranty Based On
|
Warranties can be set based on the Sale Date or the installation date. |
Software Defaults, Equipment Defaults: Allocation Based On
|
General ledger allocations can be based on the inventory item, or the model. |
Software Defaults, Equipment Defaults: Auto No/EQ Defaults Checkbox
|
When checked, the system will automatically number new equipment records. |
Software Defaults, Equipment Defaults: Options
|
Auto-numbering can be defined using a prefix or a matrix. |
Software Defaults, Equipment Defaults: Prefix Missing Grid Column
|
The number of records that do not contain a prefix for the matrix to work properly. |
Software Defaults, Site Defaults
|
Defaults values for new sites. |
Software Defaults, Site Defaults: Site Type
|
The default site type for new sites. |
Software Defaults, Site Defaults: Tax Schedule
|
The default tax schedule for new sites. This value is only used if the tax schedule is not filled from the customer record. |
Software Defaults, Site Defaults: Use Customer Name and Address Checkbox
|
When checked, the customer’s name and address automatically fill the site form when adding a new site. |
Software Defaults, Transaction Assignments
|
The defaults and settings for new transactions. |
Software Defaults, Transaction Assignments: Warehouse
|
The warehouse to assign to any transaction for which a warehouse has not been assigned. |
Software Defaults, Transaction Assignments: Tax on Customer Checkbox
|
When checked, invoices will automatically use the customer's tax schedule. |
Software Defaults, Transaction Assignments: Multi-branch Checkbox
|
When checked, the multi-branch feature becomes active and its rules applied. |
Software Defaults, Transaction Assignments: Segment
|
When the Multi-Branch checkbox is checked, this field becomes active. Use it to set the default branch segment to use when a branch segment is missing. |
Software Defaults, Transaction Assignments: Default Sales Account
|
The sales account to assign to any transaction for which a sales account has not been assigned. |
Software Defaults, Transaction Assignments: Default Cost Account
|
The cost account to assign to any transaction for which a cost account has not been assigned. |
Software Defaults, Invoicing
|
The defaults and settings for new transactions. |
Software Defaults, Invoicing: Require Sales Tax Checkbox
|
When checked, sales tax will be required on all invoices. |
Software Defaults, Invoicing: Non-Tax Schedule
|
Certin ERP system require a tax schedule on all invoices, even those that are non-tax. This schedule fills that requirement. |
Software Defaults, Invoicing: Next Batch Number
|
The next batch to use when invoices are created automatically. |
Software Defaults, Invoicing: Next No
|
The next invoice number. |
Software Defaults, Invoicing: Length
|
The invoice number length. This value cannot be shortened. |
Software Defaults, Invoicing: Leading Characters
|
The leading character for invoice numbers. This is not required. |
Software Defaults, Planned Maintenance
|
The defaults and settings for planned maintenance jobs. |
Software Defaults, Planned Maintenance: Priority
|
The default priority for new planned maintenance jobs. |
Software Defaults, Planned Maintenance: Status Code
|
The defaults status code for new planned maintenance jobs. |
Software Defaults, Planned Maintenance: Include Site info as comment
|
When checked, the site information will appear on planned maintenance invoices. |
Software Defaults, Planned Maintenance: Include Equipment info as comment
|
When checked, the equipment information will appear on planned maintenance invoices. |
Software Defaults, Agreements
|
The settings and defaults for new agreements. |
Software Defaults, Agreements: Auto No Checkbox
|
When checked, the system will automatically number any agreements that are created using an agreement type that is not also set to auto number. |
Software Defaults, Agreements: Next Agreement No
|
The next number that will be used when creating agreements. |
Software Defaults, Agreements: Agreeement No Length
|
The maximum length of the agreement numbers. |
Software Defaults, Agreements: Default Agreement Type
|
The agreement type that will be automatically assigned to new agreements. |
Software Defaults, Agreements: Planned Billing Auto Process Checkbox
|
When checked, the planned billing nightly auto-processing feature is active. |
Software Defaults, Agreements: Processing Date
|
Indicates the date to use when processing planned billing. |
Software Defaults, Agreements: Deferred Revenue Auto Process
|
When checked, the deferred revenues nightly auto-renewal feature is active. |
Software Defaults, Agreements: Agreement Renewals Auto Process
|
When checked, the planned billing nightly auto-renewal feature is active. |
Software Defaults, Agreements: Agreement Type PRO Include Site Details on Invoice
|
When checked, the site details will appear on the invoices. |
Software Defaults, Agreements:Agreement Type PRO Include Equipment Details on Invoice
|
When checked, the equipment details will appear on the invoices. |
Software Defaults, Agreements: Agreement Type PRO Include Site Summary on Invoice
|
When checked, the site summary information will appear on the invoices. |
Software Defaults, AgreementsAgreement Type PRO Include Equipment Summary on Invoice:
|
When checked, the equipment summary information will appear on the invoices. |
Software Defaults, Agreements: Revenue Account
|
The default revenue account that will be assigned to new allocations. |
Software Defaults, Agreements: Deferred Revenue Account
|
The default deferred revenue account that will be assigned to new allocations. |
Software Defaults, Agreements: Item
|
The default item that will be assigned to new allocations. |
Service Type
|
Service Types are used to organize jobs using a job type, service type relationship. |
Service Type: Code
|
Used to identify the service type. |
Service Type: Desc
|
Used to describe the service type. |
Site: Address
|
The physical address for the site. This field is used in dispatching. |
Site: Branch
|
The site branch is required if multi-branching is in use. |
Site: Chain
|
The site's chain. Chains are not required. |
Site: City
|
The address city for the site. This field is used in dispatching. |
Site: Clone From Customer Address
|
When clicked, this button will clone the customer's address to the site. |
Site: Clone From Ship To
|
When an item is selected, the ship to address will be copied to the site address fields. |
Site: Code
|
The site code can be used to identify the site. It is not required. |
Site: Established Date
|
The date the site was added. |
Site: Fax Number
|
The site's Fax number. |
Site: Labor #1
|
Back office labor transaction entry can include two labor quick buttons. This item will be linked to the first button. |
Site: Labor #2
|
Back office labor transaction entry can include two labor quick buttons. This item will be linked to the second button. |
Site: Latitude
|
The latitude for the site location. |
Site: Longitude
|
The longitude for the site location. |
Site: Main Number
|
The main business contact telephone number for the site. |
Site: Map Code
|
When using Key Maps or Rand McNally's Street Finders this will be the code to associate the location with a particular map page. |
Site: Name
|
The name of the site location. This is used to identify the site. |
Site: Price Level
|
The price level that should be used when billing jobs. |
Site: Primary Contact
|
The site's primary contact. Contacts are management using the Contact Management system. |
Site: Referral Code
|
The site's referral code. Referral codes are not required. |
Site: Servicer #1
|
The default primary servicer. New jobs will be automatically assigned to this servicer. |
Site: Servicer #2
|
The secondary servicer for new jobs. |
Site: SLA
|
When checked, the site qualifies for SLA service. |
Site: State
|
The address state code for the site. This field is used in dispatching. |
Site: Store Number
|
The store number for the site. The store number is directly tied to the Chains feature. |
Site: Store Type
|
The store type for the site. The store number is directly tied to the Chains feature. |
Site: Type
|
Site types are used to organize sites. Site types are not required. |
Site: Zip Code
|
The address postal code for the site. This field is used in dispatching. |
Site Type
|
Sites can be grouped by site type. |
Site Type: Code
|
The code used to identify the site type. |
Site Type: Description
|
The description used to identify the site type. |
Site Type: Message
|
The message of the Service Site Type will default into the field or manually type a customer note into the field. If the Service Site Type is changed the message will not change. |
Solution
|
Solutions are defined using the Solution Management feature. The solution defines the work done to complete the work. |
Solution Notes
|
Solution notes are used to further define the work performed. |
Status Codes: Code
|
The code used to identify the status code. |
Status Codes: Description
|
The description used to identify the status code. |
Status Codes: KPI
|
When marked the status code will be included in KPI counts. |
Status Codes: In Process
|
When marked the jobs assigned to this status code will be considered to be in process. In process status codes do not appear in the status code list for new jobs.
|
Status Codes: Allow Invoicing
|
Invoicing is only allowed for jobs where the Allow Invoicing is checked.
|
Status Codes: All
|
Used for the search option. When checked all status code records will be displayed during a search. |
Subclass
|
The sub-classification is used in sales and cost account assignments. |
Tasks: Type
|
Tasks can be organized by type. |
Tasks: Status
|
Tasks can be tracked by status. |
Tasks: Details
|
Task details provide a description of the task. |
Tasks: URL
|
The URL field is used to store the website related to the task. |
Tasks: Notes
|
Notes can be stored for each task. |
Tasks: Due Date
|
Task can be tracked by due date. |
Tasks: Due Time
|
Task can be tracked by due time. |
Tasks: Assignment Type
|
Tasks can be assigned to individual by type.
Account Manager
Salesperson
Servicer
User
|
Tasks: Assigned To
|
The individual that will handle the task. |
Tasks: Email
|
An email can be stored with the task. |
Tasks: Text Phone
|
A telephone number for texting can be stored with the task. |
Tax Class
|
The item's task class. |
Tax Exempt Number
|
If the customer is tax exempt, a value must be used in this field. |
Tax Schedule
|
The customer's tax schedule. This information is assigned at the ERP level and cannot be altered when an ERP is in use. |
Terms
|
The customer's terms. This information is assigned at the ERP level and cannot be altered when an ERP is in use. |
Transaction: Billed Status
|
Indicates the transaction's position in the billing process.
N = Not billed
I = On an unposted invoice
Y = On a posted invoice
|
Transaction: Covered Checkbox
|
When checked, the transaction is covered by either a warranty or an agreement. |
Transaction: Description
|
The description of the transaction that will appear on the billing documents. |
Transaction: Date
|
The date the transaction will post to the general ledger. |
Transaction: End Date
|
Used in labor transaction only, the date the labor ended. |
Transaction: End Time
|
Used in labor transaction only, the time the labor ended. |
Transaction: Extended Price
|
The price or rate multiplied by the number of units. |
Transaction: Number of Units
|
The number of units to charge on the transaction. |
Transaction: Price
|
Used in non-labor transaction only, the price of the item. |
Transaction: Rate
|
Used in labor transaction only, the hourly rate. |
Transaction: Servicer
|
For labor transactions, the servicer that performed the work. For other transactions, the servicer that is assigned the warehouse from where the parts originated. |
Transaction: Start Time
|
Used in labor transaction only, the time the labor started. |
Transaction: Taxable Checkbox
|
When checked, the transaction will be taxed. |
Transaction: Type
|
The type of transaction. The type is used to group the transactions by labor, materials or purchases. |
Transaction: Vendor
|
The vendor used in the purchase process.
|
User Time Setting
|
Set the time fields in the software to either military time or AM/PM. |
Work Order: Agreement
|
The agreement the covers the work order transactions. |
Work Order: Agreement Labor Checkbox
|
When checked, the labor posted to the work order is covered by an agreement. |
Work Order: Agreement Parts Checkbox
|
When checked, the parts posted to the work order is covered by an agreement. |
Work Order: Completed Date
|
The date the work order status was changed to the complete status. |
Work Order: Complete Time
|
The time the work order status was changed to the complete status. |
Work Order: Description
|
The description used to identify the work order. |
Work Order: Dollars Estimate
|
The total estimated dollars required to complete the work on the work order. |
Work Order: Number
|
The number used to identify the work order. |
Work Order: Status
|
The status of the work order. |
Work Order: Warranty Labor Checkbox
|
When checked, the labor posted to the work order is covered by a warranty. |
Work Order: Warranty Parts Checkbox
|
When checked, the parts posted to the work order are covered by a warranty. |
Planned Maintenance: Cover Parts Checkbox
|
When checked, the parts covered by the schedule will have no charge. |
Planned Maintenance: Cover Labor Checkbox
|
When checked, the parts covered by the schedule will have no charge. |
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