Glossary

Glossary

Account Manager

Account managers are responsible for the customer relationship. Account managers are assigned to customers and(or) jobs.

Active Status

Indicates that the record can be used to produce results.

Agreement: Anniversary Date

The date the agreement terms will end.

Agreement: Auto Renew%

Indicates the amount percent of increase for the agreement renewal.

Agreement: Balance

The current balance of the contract.

Agreement: Billable Checkbox

When checked, indicates that the agreement will be included in the billing process.

Agreement: Billing Total

The total contract amount for the agreement.

Agreement: Commission Rate

The commission rate that will be used when billing the agreement.

Agreement: Contact

The person that should be contacted concerning the agreement.

Agreement: Contact Months

The number of months covered by the agreement.

Agreement: Cover Labor

Indicates if the agreement covers labor transactions.

Agreement: Cover Parts

Indicates if the agreement covers parts transactions.

Agreement: Current Contract Amount

The amount of the contract at the time of creation.

Agreement: Deferred Revenue Balance

The current balance of deferred revenues for the contract.

Agreement: Deferred Revenues Total

The total deferred revenues posted to date.

Agreement: Established Date

The date the agreement was first established

Agreement: Free Months

The number of months the customer is being provide for free.

Agreement: Frequency

The billing frequency. i.e., Annually, Monthly

Agreement: Gross Profit Contact Billed to Date

The agreement's gross profit based on billings to date.

Agreement: Gross Profit Contract Term to Date

The agreement's gross profit recorded on the contract to date.

Agreement: Labor Budget Balance %

Percentage of labor budget balance to date.

Agreement: Labor Budget Used %

Percentage of labor budget used to date.

Agreement: Labor Budget Hours Used to Date

The number of budgeted hours billed to date.

Agreement: Labor Hours Balance

The remainder of the budgeted hours to date.

Agreement: Labor Hours Budget

The number of labor hours budgeted for the contract's term.

Agreement: Last Increase

The increase amount from the last renewal.

Agreement: Number

Agreement numbers are used to 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: Original Contract Amount

The total price for the contract when started.

Agreement: Parts Billed to Date

The amount billed to date for parts.

Agreement: Parts Budget

The total amount budgeted for parts on the agreement contract.

Agreement: Parts Budget Balance

The remainder of the amount budgeted for parts to date after invoicing.

Agreement: Parts Budget Balance %

Percentage of parts budget balance to date.

Agreement: Parts Budget Used %

The amount of the parts budget billed to date.

Agreement: Price Level

The price level that will be used when billing the agreement.

Agreement: Pricing Method

Agreements can be priced based on the different methods. Blanket: One price covers all sites and equipment on the agreement. By Site: The contract amount is a total of all site prices on the agreement. Each site can have a different price. By Equipment: The contract amount is a total of all equipment prices on the agreement. Each equipment record can have a different price.

Agreement: Priority

The priority code that would be used for jobs created for agreement coverage.

Agreement: Purchase Order

The purchase order provided by the customer for the agreement.

Agreement: Renewable

Indicates that the agreement is eligible for renewal. Eligible agreements will be included in the renewal process.

Agreement: Renewal Amount

The amount that will be billed on agreement renewal.

Agreement: Renewal Method

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.

Agreement: Renewal Months

The contract months to use on the agreement's renewal.

Agreement: Renewal Text

The text that will be displayed on the agreement renewal invoice.

Agreement: Renew As

Used to indicate the type of invoice that will be created upon renewal.

Agreement: Revenues Total

The total amount billed for the contract to date.

Agreement: Salesperson

The salesperson that should be assigned to the invoices when billing occurs.

Agreement: SLA

Indicates that the jobs created for this agreement are covered by SLA priority.

Agreement: Start Date

The date the agreement terms will begin.

Agreement: Status Code

The status code is used to track the agreements progress through the renewal process.

Agreement Type

Used to organize agreements by type. Agreement types are also used to establish settings for agreements by default.

Agreement Type: Code

The agreement type code code is used to identify the agreement type.

Agreement Type: Description

The description used to identify the agreement type.

Agreement Type: Contract Months

The number of months for new agreements.

Agreement Type: Cover Parts Checkbox

When checked, the parts covered by the agreement will have no charge.

Agreement Type: Cover Labor Checkbox

When checked, the parts covered by the agreement will have no charge.

Agreement Type: SLA Checkbox

Check this box if the agreement qualifies for SLA service.

Agreement Type: SLA Priority Code

The SLA qualified priority code to use for new agreements.

Agreement Type: Message

This message will appear on the agreement.

Agreement Type: Labor Hours Budget

The budgeted number of labor hours.

Agreement Type: Parts Dollars Budget

The budgeted parts dollars.

Agreement Type: Percent Used >=

Percentage of labor budget used.

Agreement Type: Dollars Used >=

Percentage of parts dollars used.

Agreement Type: Auto Number by Type

When checked, new agreements will auto-number using the value in the Next Number field based on the Agreement Type.

Agreement Type: Next Number

Used when auto-numbering agreements.

Agreement Type: Enforce Defaults

When checked, the agreement type defaults cannot be changed on the agreement.

Agreement Type Planned Invoice Options: Billable

When checked, the agreements assigned to the agreement type will be billable by default.

Agreement Type Planned Invoice Options: Frequency

The billing frequency. i.e., Annually, Monthly

Agreement Type Planned Invoice Options: Tax Class

The tax class that should be assigned to the invoice when the agreement is billed.

Agreement Type Planned Invoice Options: Allocation

The allocation that will be assigned when processing agreements. Allocations are used to establish the general ledger posting accounts and amounts.

Agreement Type Planned Invoice Options: Deferred Revenues

When checked, new agreements will use the deferred revenue feature during the billing process.

Agreement Type Planned Invoice Options: Pricing Method

The pricing method used when processing agreement transactions. Blanket: One price covers all sites and equipment on the agreement. By Site: The contract amount is a total of all site prices on the agreement. Each site can have a different price. By Equipment: The contract amount is a total of all equipment prices on the agreement. Each equipment record can have a different price.

Agreement Type Planned Invoice Options: Include Site Details on Invoice

When checked, the site details will appear on agreement invoices.

Agreement Type Planned Invoice Options: Include Equipment Details on Invoice

When checked, equipment details will appear on agreement invoices.

Agreement Type Planned Invoice Options: Include Site Summary on Invoice

When checked, a site summary will appear on agreement invoices.

Agreement Type Planned Invoice Options: Include Equipment Summary on Invoice

When checked, an equipment summary will appear on agreement invoices.

Agreement Type Planned Renewal Options: Renewable Checkbox

When checked, the agreement will be marked renewable on creation.

Agreement Type Planned Renewal Options: Renewal Months

The number of default renewal months on new agreements.

Agreement Type Planned Renewal Options: Renew As

The default renew as value for new agreements.

Agreement Type Planned Renewal Options: Include Site Details on Invoice

When checked, the site details will appear on renewal invoices.

Agreement Type Planned Renewal Options: Include Equipment Details on Invoice

When checked, equipment details will appear on renewal invoices.

Agreement Type Planned Renewal Options: Include Site Summary on Invoice

When checked, a site summary will appear on renewal invoices.

Agreement Type Planned Renewal Options: Include Equipment Summary on Invoice

When checked, an equipment summary will appear on renewal invoices.

Agreement Type Planned Maintenance Options: Create a Job for each Equipment

When checked, planned maintenance will create a separate job for each equipment record assigned to the schedule.

Agreement Type Planned Maintenance Options: Create Transactions

When checked, planned maintenance will automatically add the transactions to the generated jobs.

Agreement Type Planned Maintenance Options: Price Transactions

When checked, planned maintenance will add the transactions, with pricing, to the generated jobs.

Allocation

Allocations are used to distribute the agreement dollars to the required general ledger accounts.

Allocation: Description

The description used to identify the allocation.

Allocation: Revenue Type

Indicates if the allocation will be a percentage or fixed amount.

Allocation: Pricing Method

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 sites and equipment on the agreement. By Site: The contract amount is a total of all site prices on the agreement. Each site can have a different price. By Equipment: The contract amount is a total of all equipment prices on the agreement. Each equipment record can have a different price.

Allocation: Price

The allocation price. Blanket: One price covers all sites and equipment on the agreement. Enter the price that will cover the entire contract. By Site: The contract amount is a total of all site prices on the agreement. Enter the default price for a site. By Equipment: The contract amount is a total of all equipment prices on the agreement. Enter the default price for an equipment item.

Allocation Details: Type

The type of general ledger entry. Deferred Revenue: Posts to a deferred revenue account. Revenue: Post to a sales revenue account.

Allocation Details: Miscellaneous Item

The miscellaneous item to use when posting to the ERP system.

Allocation Details: Allocations Account

The account that should be affected by the allocation transaction.

Allocation Details: Amount

The amount of the allocation transaction.

Back Office Transaction Entry: Work Order

The transaction will be assigned to the selected work order.

Back Office Transaction Entry: Stock Radio Button

Toggles the Inventory search to include only material items.

Back Office Transaction Entry: Non-stock Radio Button

Toggles the Inventory search to include only non-inventory material items.

Back Office Transaction Entry: Find by Item Code

Used to search for an item by the item's code.

Back Office Transaction Entry: Find by Item Description

Used to search for an item by item's description.

Back Office Transaction Entry: Servicer

The servicer that will be assigned to the transaction. This field controls the warehouse list.

Back Office Transaction Entry: Agreement

The agreement assigned to the selected work order.

Back Office Transaction Entry: Warehouse

The warehouse from where the item will be allocated.

Back Office Transaction Entry: Cost Type

Used to assign general ledger account allocations.

Back Office Transaction Entry: Equipment

The equipment assigned to the selected work order.

Back Office Transaction Entry: Covered

Indicates whether or not the transaction should be covered by either warranty or agreement. The software will determine the coverage based on the availably of coverage based on warranty and agreement settings. If coverage exists, the price will change to 0.

Back Office Transaction Entry: Item Code

The item code that will be used to identify the item.

Back Office Transaction Entry: Trans Description

The transaction description that will appear on the invoice. This can be different from the item description.

Back Office Transaction Entry: Vendor List

Used to attach a vendor to the transaction. Purchase transactions only.

Back Office Transaction Entry: Start Date

The date the labor transaction started. Labor transactions only.

Back Office Transaction Entry: Trans Date

The transaction date. Inventory and Purchase transactions only.

Back Office Transaction Entry: Start Time

The time the labor transaction started. Labor transactions only.

Back Office Transaction Entry: End Date

The date the labor transaction ended. Labor transactions only. This field is only available for use when multiple day transactions is on.

Back Office Transaction Entry: End Time

The time the labor transaction ended. Labor transactions only.

Back Office Transaction Entry: No Units

The number of units sold.

Back Office Transaction Entry: Taxable

Checked when the transaction is taxable.

Back Office Transaction Entry: Price

The price of the item.

Back Office Transaction Entry: Hidden Line

When checked the item will not display on the invoice. It will be in the invoice total.

Back Office Transaction Entry: UOM

The selected item's unit of measure.

Back Office Transaction Entry: Ext Price

The unit price multiplied by the number of units.

Back Office Transaction Entry: Billed Status

Indicates the transaction's position in the billing process. N = Not billed I = On an unposted invoice Y = On a posted invoice

Button: Assigned

When clicked, displays all items assigned to the selected record.

Button: Not Assigned

When clicked, displays all the records not assigned to the selected item.

Call Boards: Form Name

The board name is used to identify the board.

Call Boards: Board Type

There are three types of boards. 1) Call Central 2) Dispatch 3) Call Center

Call Boards: Private

Private boards will only appear in the list of the user that created the board.

Call Boards: Default

The default form will be the top form in the boards form list.

Call Boards: Past Due Position

If a position is selected from this list, any jobs that are past due will color the cell according to the color settings in the selected position.

Call Boards: Due Within Position

If a position is selected from this list, any jobs that match the Due Within setting will color the cell according to the settings in the selected position.

Call Boards: Priority Code Position

If a position is selected from this list and the color settings for priority codes are setup, the board will use the color settings in the selected position.

Call Boards: Job Type Position

If a position is selected from this list and the color settings for Job Types are setup, the board will use the color settings in the selected position.

Call Boards: Status Code Position

If a position is selected from this list and the color settings for Status Codes are setup, the board will use the color settings in the selected position.

Chains

Sites can be grouped by chain.

Chains: Name

The name used to identify the chain.

Chains: SLA

When checked, indicates the chain is an SLA chain. SLA chains have an expiration time for when the work is expected to be started.

Chains: Inbound Path

The inbound path.

Chains: Outbound Path

The outbound path.

Chains: Store Type Code

Stores can be organized by type.

Chains: Store Type Name

The name used to identify the store type.

Classification

The classification is used in sales and cost account assignments. Classifications are assigned to Cost Types and Items.

Button: Remove all Assignments

When clicked, removes all assignments from the selected record.

Commission Rate

The amount of commission that is earned when an item is sold.

Contact: Address

The contacts mailing address.

Contact: City

The city of the contact's mailing address.

Contact: Contact by Email Checkbox

When checked, indicates the customer would permit contact by email.

Contact: Contact by Fax Checkbox

When checked, indicates the customer would permit contact by fax.

Contact: Contact by Mail Checkbox

When checked, indicates the customer would permit contact by mail.

Contact: Contact by Phone Checkbox

When checked, indicates the customer would permit contact by telephone.

Contact: Country

The country of the mailing address.

Contact: Email

The contact's email address.

Contact: Established Date

The date the contact record was established.

Contact: Fax Number

The contact's fax number.

Contact: First Name

The contact's first name.

Contact: Last Name

The contact's last name.

Contact: LinkedIn

The contact's LinkedIn handle.

Contact: Name

The contact's full name.

Contact: Opt Out Checkbox

When checked, indicates that the contact does not want to be contacted for the purpose of marketing.

Contact: Phone

The contact's telephone number.

Contact: Salutation

The salutation that should be used when communicating with the contact.

Contact: State

The state of the contact's mailing address.

Contact: Teams

The contact's Teams handle.

Contact: Title

The contact title. ex: Mr., Mrs.

Contact: Twitter

The contact's Twitter handle.

Contact: Type

Contact Types can be used to organize contacts.

Contact: Web

The contact's website address.

Contact: Zip

The postal code of the contact's mailing address.

Cost Type

Cost types are used to manage general ledger sales and cost account allocations on transactions and billings.

Cost Type: Cost Account

The cost account that will be assigned to transactions that match the job type and cost type.

Cost Type: Cost Subaccount

The cost sub-account that will be assigned to transactions that match the job type and cost type.

Cost Type: Description

Used to describe the cost type.

Cost Type: Inventory Checkbox

When checked, indicates that the cost type can be used for inventory transactions.

Cost Type: Labor Checkbox

When checked, indicates that the cost type can be used for labor transactions.

Cost Type: Purchases Checkbox

When checked, indicates that the cost type can be used for purchase transactions.

Cost Visibility

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.

Customer: Account Manager

The company representative that manages the customer's account.

Customer: Address

The customer's mailing address.

Customer: Billing Contact

The primary billing contact assigned to the customer.

Customer: City

The customer's mailing address city.

Customer: Country

The customer's mailing address country.

Customer: Email

The email address for the primary customer contact.

Customer: Ext

The main telephone numbers extension.

Customer: Facebook

Link to the customer's Facebook account.

Customer: Fax

The customer's contact fax number.

Customer: LinkedIn

The customer's linked in account handle.

Customer: Name

The name of the organization that will be billed. Jobs can be created without a customer assignment, but not billed.

Customer: Number

Customer numbers can be used to help identify a customer. Customer number requirement is based on ERP system.

Customer: Price Level

The customer's price level. Price level requirement is based on ERP settings.

Customer: Phone

The customer's business telephone number.

Customer: Salesperson

The salesperson assigned to the customer's account.

Customer: State

The customer's address state.

Customer: Twitter

The customer's twitter handle.

Customer: Zip Code

The customer's address zip code.

Dispatch: Card Number

Dispatch cards are numbered from 0 up.

Dispatch: Number

The number used to identify the dispatch card.

Dispatch: Priority

The priority assigned to the dispatch card.

Dispatch: Primary Dispatch Card

Once a job is created, the primary dispatch card is created. Users can also generate additional dispatch cards.

Dispatch: Schedule Date

The dispatch card's schedule date.

Dispatch: Schedule Time

The dispatch card's schedule time.

Dispatch: Servicer

The servicer that is assigned the work.

Dispatch: Status

The status assigned to the individual dispatch card.

Equipment: Code

Equipment codes are used to identify equipment. Codes can be manually, or automatically assigned.

Equipment: Comments

Comments related to the equipment record.

Equipment: Coverage Date

The date coverage begins for the equipment record.

Equipment: Description

Used to describe the equipment.

Equipment: Item

Equipment records that are also inventory items will have the Item Code in this field.

Equipment: Install Date

The date the equipment was installed on site.

Equipment: Labor Warranty Checkbox

When checked, indicates the equipment is covered by a labor warranty.

Equipment: Labor Warranty End

The date the labor warranty ends.

Equipment: Labor Warranty Start

The date the labor warranty begins.

Equipment: Level

Levels are linked to models. If the level does not appear in the Level drop-list, check the selected model’s setup.

Equipment: Manufacturer

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

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

When checked, indicates the equipment is covered by a parts warranty.

Equipment: Parts Warranty End

The date the parts warranty ends.

Equipment: Parts Warranty Start

The date the parts warranty begins.

Equipment: Sale Date

The date the equipment was sold to the customer.

Equipment: Serial Number

The equipment's serial number. This is not required.

Equipment: Type

Equipment types are used to organize equipment. Manufacturers are assigned by equipment type.

Equipment: Position/Locations

Indicates the equipment's physical location.

Equipment Type

Equipment types are used to groups equipment. Grouping can include manufacturer, model and levels.

Equipment Type: Code

The code that identifies the equipment type.

Equipment Type: Description

The description used to identify the equipment type.

Equipment Type: Prefix

The three digit prefix to use when auto-numbering new equipment records.

Estimated Dollars

The estimated billing amount required to complete the work.

Estimated Hours

The hours estimated to complete the work.

FTP Server

The server address required to log into your ftp server account.

FTP Username

The server username required to log into your ftp server account.

FTP Password

The server password that is required to log into your ftp server account.

Hidden Checkbox

When checked, the item to which the checkbox is assigned will be hidden on invoices.

Inventory: Commissionable

When checked the item is commissionable.

Inventory: Equipment Build Checkbox

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

Inventory: Item Code

Used to identify the item.

Inventory: Item Description

Describes the item. This information comes from the ERP system.

Inventory: Item Type

Indicates the type of Item.

Inventory: Prefix

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

The item's price code. The price code is used when calculating transaction pricing.

Inventory: Product Line

The item's product line.

Inventory: Sales UOM

The item's unit of measure.

Inventory: Servicer Mobile Button

When checked, a mobile button will be made available in mobile for quick entry.

Inventory: Short Description

A short description for the item. This description may be limited by ERP systems. Users can set the size of this field. When changed the software will replace the existing short description with a new short description using the number of characters stored in this field.

Inventory: Split Commission

When checked, commission on the item can be slit.

Inventory: Trade Discount

When checked, discounts are allowed.

Inventory: Unit Cost

The item's cost.

Inventory: Unit Price

The price for the item when added to a transaction.

Inventory: Use in Mobile

When checked, the item will be available for use in mobile.

Inventory: Warehouse

The item's default warehouse.

Job: Billed Status

Indicates where the job is in the billing process.

Job: Contact

The site or customer contact assigned to the job.

Job: Contact Email

The email address for the job contact.

Job: Extension

The extension number for the contact telephone number

Job: Job Type Code

Used to recognize the job type.

Job: Main Number

The job's main contact telephone number

Job: Notes

Job notes are unlimited and can be printed on documents.

Job: Number

Used to identify the job.

Job: Payment Method

The default payment method.

Job: Phone

The contact telephone number for the job.

Job: Primary Servicer

The primary servicer for the job. New jobs will automatically use the primary servicer. Set up on the site level servicer #1

Job: Received Date

The date the job was entered into the system by a user.

Job: Received Time

The time the job was received from the customer.

Job: Reference Number

The default payment reference number.

Job: Salesperson

The salesperson for the job. *Certain ERP systems require a salesperson.

Job: Service Type

Service types are used to organize and recognize jobs. Service types are organized by job type.

Job: SLA Checkbox

Check this box if the job qualifies for SLA service. This defaults from the site.

Job: SLA Expiration Date

The date the technician must start the work to meet the SLA criteria.

Job: SLA Expiration Time

The time the technician must start the work to meet the SLA criteria.

Job: Status

Status codes are used to determine the job's position in the work process.

Job: Status Bar

The status bar indicates the job's status progress.

Job Type: Description

Used to describe the job type.

Job Type: Estimated Hours

The hours estimated to complete the job.

Job Type

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

When checked the jobs assigned the job type will be counted in the KPI analytics.

Job Type: Opportunity

Marks the job type as a job opportunity.

Job Type: Quoted $s

The dollars quoted for the job.

KPI

KPI fields are indicators of job profit and profitability.

KPI: Departure Date

The date the job was changed to the departed status code.

KPI: Departure Time

The time the job was changed to the departed status code.

KPI: Job Start Date

The date the job started.

KPI: Job Start Time

The time the job started.

KPI: Job Complete Date

The date the job was marked complete.

KPI: Job Complete Time

The time the job was marked complete.

KPI: Job Revenues

The total revenues to date.

KPI: Job Elapse Time

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

The labor hours posted to date.

KPI: Job Response Time

The time between the received date/time and the arrival date/time.

KPI: Job Profit

The job's profit to date.

KPI: Job Invoice Status

The job's billing status.

KPI: Invoice Date

The date the job was first invoiced.

Levels

Models can be grouped by levels. Levels can be grouped by type.

Levels: Code

The code used to identify the level.

Levels: Description

The description that identifies the level.

Levels: Prefix

The three digit prefix to use when auto-numbering new equipment records.

Levels: Type

Level types are used to group levels.

Location

Indicates the physical location of a piece of equipment at a site.

Manufacturer

The manufacturer is assigned to equipment records. The manufacturer is assigned models.

Manufacturer: Code

The code used to identify the manufacturer.

Manufacturer: Description

The description that identifies the manufacturer.

Manufacturer: Prefix

The three digit prefix to use when auto-numbering new equipment records.

Messages: Target Type

Defines the type of target audience for the message.

Messages: Default Target Type

Defines the type of target audience for the message as the default value for new messages.

Messages: Target

Defines a specific target for a message. Targets are Users, Servicers or Dispatch groups.

Messages: Start Date

The first date active messages are displayed.

Messages: End Date

The last date active messages will be displayed. Note: All messages are removed after 72 hours.

Messages: Message Text

The content of the message.

Messages: Field Complete

When checked an automatic message will generate when jobs are changed to the Field Complete status.

Messages: Auto Show Messages

When checked the message window will automatically display when users load the Dashboard. When not checked the use will have to click a button to open the messages window.

Mobile Transaction Entry: Servicer

The servicer that should be used when posting the transaction.

Model: Code

The code used to identify the model.

Model: Description

The description that identifies the model.

Model: Prefix

The three digit prefix to use when auto-numbering new equipment records.

Note: Category

Notes can be organized by category.

Note: Content

The note content that will display on the form and print on any documents.

Note: Internal Note Checkbox

Internal notes do not print on invoices and dispatch cards.

Note: Print Note on Ticket Checkbox

When checked, the note will print on the dispatch card.

Planned Maintenance: Type

Planned maintenance types are used to organize schedules and establish default values.

Planned Maintenance: ID

The ID is used to identify the schedule.

Planned Maintenance: Description

Descriptions can also help with identification.

Planned Maintenance: Material Group Code

Material Group Codes provide the ability to add materials to schedules by grouping.

Planned Maintenance: Task Code

PM task codes are used to organize schedules and establish material group codes.

Priority

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

Priority codes are used to establish the response time when scheduling jobs.

Priority: Day of the Week

When checked, indicates that jobs can be scheduled on that day of the week.

Priority: Description

Describe the priority.

Priority: End Time

Indicates the latest time a job can be scheduled on each day of the week.

Priority: Response Time

Indicates the number of hours between the received time and the scheduled time.

Priority: SLA

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

The number of hours that are required to meet the SLA deadline.

Priority: Start Time

Indicated the earliest time a job can be scheduled on each day of the week.

Quoted Dollars

The billing amount quoted for the job.

Quoted Hours

The hours quoted for the job.

Purchase Order Number

The purchase order number issued by the customer for the work.

Reporting Groups

A group code can be assigned to a miscellaneous charge code to group like Item codes.

Representative: Address

The mailing address for the representative.

Representative: City

The city for the mailing address

Representative: Country

The country for the mailing address.

Representative: Division

If division are in use, the representative division can be assigned.

Representative: Email

The email address can be used to contact the representative.

Representative: Name

The name of the representative.

Representative: Number

The representative number can be used to recognize a representative.

Representative: Phone

The telephone number can be used to contact the representative.

Representative: State

The mailing address state.

Representative: Type

Types are used to organize representatives.

Representative: Zip

The postal code for the mailing address.

Request

Requests are defined using the Request Management feature. The request defines the work requested.

Request Notes

Request notes are used to further define the work requested.

Revenue Account

The sales account that will be assigned to transactions that match the job type and cost type.

Revenue subaccount

The sales sub-account that will be assigned to transactions that match the 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 scheduled to do the work.

Schedule Time

The time the technician is scheduled to do the work.

Scheduling: Reason Code

Describe the reason the servicer is not available for work.

Scheduling: Start Date

The first date for the time off schedule.

Scheduling: End Date

The last date for the time off schedule.

Scheduling: Start Time

The starting time for the scheduled time off. If the scheduled time off spans dates and the replicate time option is not used, this date will be the start of the day for all dates except the first date.

Scheduling: End Time

The End time for the scheduled time off. If the scheduled time off spans dates and the replicate time option is not used, this date will be the end of the day for all dates except the last date.

Scheduling: Replicate Time

The replicate time option is used for date spans. When checked the time on each day will match the start and end times in the fields. If not, the first day will use the start time, the last day will use the end time and all days in between will display 24 hours of time.

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

This field is used when the servicer is a vendor. The vendor is selected from the list and other vendor fields become available for use.

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 assigned to a user login before the user can use the mobile system.

Servicer: Phone

The telephone number for contacting the servicer.

Servicer: Servicer Image File

The name of the file that contains 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. Leading characters are 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. This can be changed, and the software will adjust the values of the field.

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 workflow 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. Prefix: The prefix option will create the number using the equipment prefix followed by the next number. Matrix: The matrix option allows the user to establish a prefix order from the prefixes assigned to the equipment types, manufacturers and models.

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 in 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

Certain 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. Leading characters are 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: Agreement 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, Agreements: Agreement 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 managed 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

Tasks can be tracked by due time.

Tasks: Assignment Type

Tasks can be assigned to individuals 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 transactions only, the date the labor ended.

Transaction: End Time

Used in labor transactions 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 from whom the item was purchased.

User Time Setting

Set the time fields in the software to either military time or AM/PM.

Work Order: Agreement

The agreement that covers the work order's 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 changed to the complete status.

Work Order: Complete Time

The time the work order status changed to the complete status.

Work Order: Description

The description that is 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

Checking this checkbox indicates that the labor posted to the work order are covered by a warranty.

Work Order: Warranty Parts Checkbox

Checking this checkbox indicates that the parts posted to the work order are covered by a warranty.

Planned Maintenance: Cover Parts Checkbox

Checking this checkbox indicates that the parts posted to the PM are covered by a warranty.

Planned Maintenance: Cover Labor Checkbox

Checking this checkbox indicates that the Labor posted to the PM are covered by a warranty.

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