Glossary

Customer Account Manager

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Active Status

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Customer Address

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Customer Billing Contact

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Customer City

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Customer Country

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Customer Email

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Customer Ext

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Customer Facebook

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Customer Fax

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Customer LinkedIn

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Customer Name

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Customer Number

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Customer Phone

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Customer Price Level

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Customer Salesperson

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Customer State

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Customer Tax Schedule

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Customer Tax Exempt Number

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Customer Terms

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Customer Twitter

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Customer Zip Code

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Site Clone From: Customer Address

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Site Clone From: Ship To

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Site Name

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Site Type

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Site Established Date

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Site Code

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Site Address

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Site Chain

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Site Referral Code

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Site Store Number

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Site SLA

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Site Store Type

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Site Priority Code

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Priority

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Site Zip Code

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Map Code

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Site Branch

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Site City

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Site State

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Site Price Level

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Site Latitude

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Site Longitude

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Site Tax Schedule

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Site Site Main Number

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Site Fax Number

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Site Labor #1

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Site Servicer #1

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Site Primary Contact

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Site Labor #2

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Site Site Servicer #2

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Jobs Move up

Job Number

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Job Billed Status

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Job Main Number

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Primary Servicer

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Job Contact

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Job Phone

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Job Extension

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Job Contact Email

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SLA

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Job Status

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Job Type

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Account Manager

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Received Date

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Service Type

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Salesperson

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Schedule Date

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SLA Expiration Date

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SLA Expiration Time

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Payment Method

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Reference Number

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Request

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Solution

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Request Notes

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Solution Notes

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Status Bar

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Send to Mobile

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Equipment starts here

Equipment Code

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Equipment Item

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Equipment Description

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Install Date

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Sale Date

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Serial Number

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Equipment Type

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Labor Warranty

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Labor Warranty Start

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Labor Warranty End

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Manufacturer

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Parts Warranty

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Parts Warranty Start

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Parts Warranty End

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Model

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Equipment Position/Locations

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Coverage Date

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Level

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Equipment Comment

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Company Rep starts here

Representative Number

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Representative Name

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Representative Type

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Commission Rate

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Representative Phone

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Representative Email

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Representative Division

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Representative Address

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Representative City

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Representative State

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Representative Zip

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Representative Country

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Contact Section

Contact Name

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Contact Type

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Contact Established Date

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Contact Title

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Contact Salutation

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Contact Address

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Contact First Name

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Contact Last Name

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Contact City

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Contact State

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Contact Zip

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Contact Country

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Contact Email

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Contact Fax Number

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Contact Phone

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Job Type Management Setup here

Job Type Code

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Job Type Description

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Est Hours

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Quoted $s

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Opportunity

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Job Type All checkbox

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Service Type Code

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Service Type Desc

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KPI Call Count

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Assigned Button

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Not Assigned Button

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Remove all Assignments

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Cost Type Description

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Classification

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Subclass

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Cost Type Labor checkbox

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Cost Type Inventory checkbox

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Cost Type Purchases checkbox

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Revenue Account

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Revenue subaccount

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Cost Type Cost Account

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Cost Type Cost subaccount

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Item Maintenance here

Item Type

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Item Code

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Item Description

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Use in Mobile

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Mobile Button

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Cost Type

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Product Line

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Sales UOM

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Tax Class

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Warehouse

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Unit Price

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Trade Discount

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Commissionable

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Split Commission

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Price Code

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Unit Cost

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Short Description

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Equipment Build checkbox

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Inventory Item Prefix

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Agreement Type

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Allocation

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Reporting Groups

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Equipment Build Comment

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Priority Code

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Priority Code Description

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Response Time

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SLA

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SLA Expiration

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Day of the Week

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Priority Start Time

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Priority End Time

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Manufacturer Code

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Manufacturer Description

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Manufacturer Prefix

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Model Code

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Model Description

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Model Prefix

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Level Code

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Level Description

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Level Prefix

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Level Type

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Equipment Type Code

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Equipment Type Description

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Equipment Type Prefix

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Location

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Site Type Code

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Site Type Description

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Site Type Message

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Chain Name

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Chain SLA

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Inbound Path

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Outbound Path

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Store Type Code

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Store Type Name

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Agreement Type Code

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Agreement Type Description

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Agreement Contract Months

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Agreement Cover Parts

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Agreement Cover Labor

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SLA

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SLA Priority

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Agreement Message

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Labor Hours Budget

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Parts Dollars Budget

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Agreement Type Percent >=

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Agreement Type Dollars >=

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Agreement Type PIO Billable

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Agreement Type PIO Frequency

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Agreement Type PIO Tax Class

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Agreement Type PIO Allocation

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Agreement Type PIO Deferred Revenues

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Agreement Type PIO Pricing Method

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Agreement Type PIO Pricing

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Agreement Type PIO Include Site Details on Invoice

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Agreement Type PIO Include Equipment Details on Invoice

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Agreement Type PIO Include Site Summary on Invoice

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Agreement Type PIO Include Equipment Summary on Invoice

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Agreement Renewable

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Agreement Renewal Months

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Agreement Renew As

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Agreement Type PRO Include Site Details on Invoice

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Agreement Type PRO Include Equipment Details on Invoice

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Agreement Type PRO Include Site Summary on Invoice

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Agreement Type PRO Include Equipment Summary on Invoice

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Allocations Description

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Allocations Revenue Type

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Allocations Pricing Method

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Allocations Price

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Allocations Type

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Allocations Miscellaneous Item

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Allocations Account

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Allocations Amount

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Servicers Start Here

Service Number

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Employee Number

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Subcontractor

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Servicer Name

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Vendor

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Servicer Address

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Servicer Billing Rate

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Servicer PO Required

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Servicer Hourly Cost

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Insurance Certificate on File

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Servicer Burden

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Certificate File Name

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Servicer City

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Servicer Warehouse

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Servicer Terms

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Servicer State

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Servicer Zip

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Servicer Email

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Servicer Mobile checkbox

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Servicer Country

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Servicer Established Date

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Servicer User List

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Servicer Phone

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Servicer Image File

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Service Dispatch Batch

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Servicer Tom Tom ID

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Servicer User Map Pin

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Override Job Number

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Send Job Email

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Job Next Number

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Job Number Length

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Job Number Leading Characters

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Default Code - New

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Default Code - Dispatched

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Default Code - Departure

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Default Code - Arrival

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Default Code - Field Completed

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Default Code - Cancelled

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Default Code - On Hold

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Default Code - Back Office Completed

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Setup Equipment Defaults Warranty Based On

Sales Date or Invoice Date

Setup Allocation Based On

Inventory Item or Model

Tax on Customer

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Multi-Branch

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Mutli-Branch Segment

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Sales Account

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Cost Account

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Require Sales Tax

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Non-Tax Schedule

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Include Request

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Include Request Notes

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Include Solution

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Include Solution Notes

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Include Job Notes

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Next Batch Number

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PM Defaults Include Site info as comment

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PM Defaults Include Equipment info as comment

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Agreement Setup Auto Number

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Agreeement Setup Number Length

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Planned Billing Auto Process

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Processing Date

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Deferred Revenue Auto Process

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Agreement Renewals Auto Process

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Agreement Type PRO Include Site Details on Invoice

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Agreement Type PRO Include Equipment Details on Invoice

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Agreement Type PRO Include Site Summary on Invoice

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Agreement Type PRO Include Equipment Summary on Invoice

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Deferred Revenue Account

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Item

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Transaction Date

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Transaction Type

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Transaction Billed Status

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Departure Date

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Departure Time

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Job Start Date

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Job Start Time

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Job Complete Date

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Job Complete Time

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Job Revenues

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Job Elapse Time

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Job Repair Time

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Job Response Time

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Job Profit

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KPI Job Invoice Status

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KPI Invoice Date

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Work Order Complete Time

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Work Order Number

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Work Order Status

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Work Order Description

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Purchase Order Number

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Work Order Agreement Labor

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Work Order Agreement Parts

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Dollars Estimate

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Work Order Completed Date

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Approved

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Note Category

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Note Content

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Internal Note

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Print Note on Ticket

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Task Type

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Task Status

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Task Details

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Task URL

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Task Notes

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Task Due Date

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Task Due Time

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Task Assignment Type

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Task Assigned To

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Task Email

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Task Text Phone

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Source Name

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Document Description

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Opt Out

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Contact by Phone

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Contact by Email

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Contact by Mail

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Contact by Fax

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Contact Twitter

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Contact LinkedIn

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Contact Teams

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Contact Web

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Dispatch Number

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Dispatch Card Number

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Servicer

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Primary Dispatch Card

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Dispatch Card Status

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Dispatch Card Priority

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Dispatch Card Schedule Date

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Dispatch Card Schedule Time

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Agreements start here

Agreement Number

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Agreement Billable

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Agreement Pricing Method

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Equipment (What is it)

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Agreement Status Code

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Agreement Billable

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Agreement Pricing Method

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Agreement Frequency

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Agreement Tax Class

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Agreement Contact

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Agreement Salesperson

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Agreement Commission Rate

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Agreement Purchase Order

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Agreement Price Level

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Agreement Billing Total

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Agreement Revenues Total

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Agreement Def Revenues Total

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Agreement Renewable

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Agreement Renew As

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Agreement Renewal Text

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Agreement Renewal Months

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Agreement Renewal Method

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Agreement Auto Renew %

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Agreement Renewal Amount

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Agreement Last Increase

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Agreement Gross Profit Contract Term to Date

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Agreement Gross Profit Contact Billed to Date

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Agreement Labor Hours Budget

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Agreement Labor Budget Hours Used to Date

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Agreement Hours Balance

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Agreement Labor Budget Used %

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Agreement Labor Budget Balance %

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Agreement Parts Budget

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Agreement Parts Billed to Date

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Agreement Parts Budget Balance

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Agreement Parts Budget Used %

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Agreement Parts Budget Balance %

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Planned Maintenance Type

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Planned Maintenance ID

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Planned Maintenance Description

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Material Group Code

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Planned Maintenance Task Code

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