Glossary

Account Manager

Account managers are responsible for the customer relationship.

Active Status

Indicates that the record can be used to produce results.

Agreement: Auto Renew%

Indicates the amount percent of increase for the renewal.

Agreement: Billable Checkbox

When checked, indicates that the agreement can be billed.

Agreement: Billing Total

The total contract amount.

Agreement: Commission Rate

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

Agreement: Contact

The customer or site contact that handles the agreement.

Agreement: Deferred Revenues Total

The total deferred revenues posted to date.

Agreement: Frequency

The agreement frequency indicates the frequency used when billing the agreement.

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 remainer 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 the identify agreements.

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 remainer of the amount budgeted for parts to date.

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 items on the agreement. By Site: Each site can have a different price. By Equipment: Each equipment record can have a different price.

Agreement: Purchase Order

The purchase order provided by the customer for the agreement.

Agreement: Renewable

Indicates that the agreement is eligible for renewal.

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 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: Status Code

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

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.

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.

Contact: Address

The contacts mailing address.

Contact: City

The city of the mailing address.

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: Name

The contacts full name.

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 mailing address.

Contact: Title

The contact title. ex: Mr., Mrs.

Contact: Type

Types can be used to organize contacts.

Contact: Zip

The postal code of the mailing address.

Cost Type

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

Cost Type: Cost Account

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

Cost Type: Cost Subaccount

The cost sub-account that will be assigned to transactions assigned this 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.

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 accounnt handle.

Customer: Name

The name of the organization that will be billed. Jobs can be created without a customer assignmnet, 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 customers address state.

Customer: Twitter

The customer's twitter handle.

Customer: Zip Code

The customer's address zip code.

Equipment: Code

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

Equipment: Comment

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 leve does not appear in the Level drop-list, check the selected models 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 physical location.

Inventory: Equipment Build Checkbox

When checked, an equipment record will be generated each time the item is billed.

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: Short Description

A short description for the item.

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: 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: Main Number

The job's main contact telephone number

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.

Job: Received Date

The date 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 jobs. Service type 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 has to start the work in order to meet the SLA criteria.

Job: SLA Expiration Time

The time the technician has to start the work in order to meet the SLA criteria.

Job: Status

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

Job: Job Type Code

Used to recognize the job type.

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.

Priority

The default priority that will be used when creating new jobs.

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.

Schedule Date

The date the technician is schedule to do the work.

Schedule Time

The time the technician is schedule to do the work.

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.