Setup
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The request defines the work requested.
The solution defines the work done to complete the work.
Status codes are used to determine the job's position in the work process.
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.
Manage inventory and non-inventory items.
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.
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.
Level types are used to group levels.
Equipment types are used to organize equipment. Manufacturers are assigned by equipment type.
Inventory item product lines.
Indicates the physical location of a piece of equipment.
The default site type for new sites.
Site chains. Chains are not required.
The price levels available for customer assignement.
The text that will be displayed on the agreement renewal invoice.
Agreement types are used to organize agreements by type. Agreement types are also used to establish setting for agreements by default.
Allocations are used to distribute the agreement dollars to the required general ledger accounts.
Servicer management.
Servicer qualifications management
Territory management
Management software defaults and settings.
Manage task types. Task types are used for organizing tasks.
Used to organize notes.
Used to organize emails.
Warehouses for use with inventory items.
Types can be used to organize contacts.
The customer's terms. This information is assigned at the ERP level and cannot be altered when an ERP is in use.
Used to identify payment methods.
Job titles are used to identify the position of company representatives.
Tax classes and tax schedule. This information is assigned at the ERP level and cannot be altered when an ERP is in use.
Referral codes are used to identify the orgin of the customer relationship.
Inactive reasons are used to record the reason for the inactivation of an account.
The Chart of Accounts feature provide a quick view into the Chart of Accounts as imported. This information is managed in the ERP system.
Print options are used to add custom reports and manage existing reports.
The email settings feature is used to setup emailing.
The software update feature provides the ability to pull new data from the ERP system.
Used in mobil only, this feature is used to organized servicers for back office job posting.
The form management feature is used to alter the mobile board.
The categories feature is used to setup mobile buttons by job type and service type.
Management mobile software defaults and settings.
Used to create mobile hot buttons.
The external form management feature is ued to create custom forms.
Material group codes are used to establish materials that are added to the job.
This feature is used to organize pm schedules.
Task Codes are used to establish materials that are added to the job.
This feature is used to organize schedules and establish default values.
This feature is used to organize field data on various forms.
This feature is used to manage workforce territories.
