Setup Wizard

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Complete Intiial setup > Setup Wizard opens automtically
Overview
Once the initial setup and import is completed the system will automatically open the Setup Wizard. The Setup Wizard provides quick access to the setup options.  Once the setup is complete the user must validate the settings to verify that all of the required steps have been complete. If the setting are valid, the user will be provided the ability to continue to the software.
• Chart of Accounts - List of general ledger posting accounts. This option is review only.
• Tax Management - List of tax schedules and tax codes. This option is review only.
• Term Codes - List of term codes available for billing invoices. This option is review only.
• Version/Revision Type - Level Types for Model levels.
• Manufacturer Matrix - Manufacturer and model setup.
• Equipment Type - Equipment Type setup.
• ETA/SLA Configuration - Priority Code setup.
• Service Requests - Job Request setup.
• Service Solutions - Job Solution setup.
• Workflow Milestones - Status Code setup.
• Type of Work - Used to establish Job Types. All jobs require a job type.
• Inventory Groups - Product line setup.
• Misc Item Groups - Used for reporting.
• Items - Inventory Management. (Required)
• Workforce - Servicer setup. (Required before creating jobs)
• Warehouses - This option is review only.
• Marketing - Advertising - Referral Code setup.
• Service Location Types - Site Types setup.
• Contact Classification - Contact Type setup.
• Collateral Tasks - Task Type setup.
• Note Categories - Note category setup.
• Nat'l/Reg Chains - Chain setup.
• System Defaults - System defaults and settings. (Required)
• Inactive Reasons - Inactive Reason setup.
• User Management - Manage user accounts and license assignments.