Difference between revisions of "Setting Up SVCONTHEGO"
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| [[Task_Type_Maintenance|Task Type Maintenance]] | | [[Task_Type_Maintenance|Task Type Maintenance]] | ||
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| − | | | + | | Task types are used to organize Tasks. |
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| [[Note_Categories|Note Categories]] | | [[Note_Categories|Note Categories]] | ||
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| − | | | + | | Notes can be organized by category. |
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| [[Email_Types|Email Types]] | | [[Email_Types|Email Types]] | ||
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| − | | | + | | Email types are used to establish when an email should be used. |
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| [[Warehouse_Setup|Warehouse Setup]] | | [[Warehouse_Setup|Warehouse Setup]] | ||
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| − | | | + | | This feature display a list of warehouses. |
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| [[Contact_Types|Contact Types]] | | [[Contact_Types|Contact Types]] | ||
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| − | | | + | | Contact types are used to organize contacts. |
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| [[Term_Codes|Term Codes]] | | [[Term_Codes|Term Codes]] | ||
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| − | | | + | | Term codes are used to establish the due date when billing. These records come directly from the ERP system, |
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| [[Payment_Types|Payment Types]] | | [[Payment_Types|Payment Types]] | ||
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| − | | | + | | Used to indication the type of payment. |
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| [[Job_Titles|Job Titles]] | | [[Job_Titles|Job Titles]] | ||
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| − | | | + | | Contacts are assigned job titles. This makes it easy to recognize their job responsibilities. |
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| [[Tax_Management|Tax Management]] | | [[Tax_Management|Tax Management]] | ||
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| − | | | + | | This feature is display only. It contains tax codes and tax schedules. |
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| [[Referral_Codes|Referral Codes]] | | [[Referral_Codes|Referral Codes]] | ||
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| − | | | + | | Referral codes are used to indicate from where the customer relationship originated. |
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| [[Inactive_Reasons|Inactive Reasons]] | | [[Inactive_Reasons|Inactive Reasons]] | ||
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| − | | | + | | Inactive reasons are used to indicate the reason a customer relationship has ended, |
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| [[Chart_of_Accounts|Chart of Accounts]] | | [[Chart_of_Accounts|Chart of Accounts]] | ||
|- | |- | ||
| − | | | + | | List of accounts that can be used when creating allocations. However, not all of the accounts in the list are appropriate for this task. |
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| [[Print_Options|Print Options]] | | [[Print_Options|Print Options]] | ||
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| − | | | + | | The print options feature is used to setup printing specific parameters as well as other print settings. For example, this is where the company logo is uploaded. |
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Revision as of 13:51, 11 April 2023
| SetupMain ccexpress.png | |||
| Navigation | |||
| To access Setup, select the COG located at the top right of the window > Setup | |||
Job Setup
| |||
| SetupJobSetup ccexpress.png | |||
| Overview - Job Setup | |||
| The job setup section contains those items that are used when adding and editing jobs. | |||
| Actions | |||
| Actions are used to record actions performed during the work process. | |||
| Requests | |||
| The request defines the work requested by the customer. | |||
| Solutions | |||
| The solution used to resolve the request. | |||
| Status Codes | |||
| Status codes are used to move jobs through the work flow process. | |||
| Job Type Manager | |||
| 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. | |||
| Item Maintenance | |||
| Item Maintenance is used to manage the items that are using to bill transactions. | |||
| Priority Code | |||
| Priority codes are used to establish the response time when scheduling jobs. | |||
Equipment Setup
| |||
| SetupEQ ccexpress.png | |||
| Overview - Equipment Setup | |||
| These setting assist in new equipment creation and management. | |||
| Manufacturers | |||
| Used to store a list of manufacturers that can be assigned to product lines. All manufacturers must be assigned to a product line. | |||
| Level Types | |||
| Use to store a list of levels for each model. *Optional | |||
| Equipment Types | |||
| This feature is used to establish the defaults and setting for use when adding and using equipment records. | |||
| Product Lines | |||
| Desc Here | |||
| Positions/Locations | |||
| Product lines are used to organize equipment. | |||
Site Setup
| |||
| SetupSites ccexpress.png | |||
| Overview - Site Setup | |||
| These features are used when adding new sites, editing existing sites and using sites. | |||
| Site Types | |||
| Site types is an organizational tool. | |||
| Chains | |||
| Sites can be assigned to chains. | |||
| Price Levels | |||
| Sites can have varied pricing using price levels. | |||
Agreement Setup
| |||
| SetupAgreements ccexpress.png | |||
| Overview - Agreement Setup | |||
| These features are used for agreement management. | |||
| Renewal Text Codes | |||
| Renewal text codes are used to establish the text that will display on an agreement renewal invoice. | |||
| Agreement Types | |||
| Agreement types are used to setup new agreement defaults. The setting here will be assigned to a new agreement that is using the agreement type. | |||
| Allocations | |||
| The allocations feature is used to establish general ledger allocations. The allocation includes the accounts and amount. | |||
Servicer Setup
| |||
| SetupServicer ccexpress.png | |||
| Overview - Servicer Setup | |||
| These features are used to establish the workforce. | |||
| Workforce | |||
| This feature is used to manage servicers. | |||
| Qualifications | |||
| This featurre is used to establish servicer qualifications. | |||
| Territories | |||
| The territories feature is used to establish work territories, which can be assigned to servicers. | |||
Software Setup
| |||
| Setup software ccexpress.png | |||
| Overview - Software Setup | |||
| Software setup is used to set software wide features. | |||
| Defaults | |||
| Software setup is used to set software defaults and settings. | |||
| Task Type Maintenance | |||
| Task types are used to organize Tasks. | |||
| Note Categories | |||
| Notes can be organized by category. | |||
| Email Types | |||
| Email types are used to establish when an email should be used. | |||
| Warehouse Setup | |||
| This feature display a list of warehouses. | |||
| Contact Types | |||
| Contact types are used to organize contacts. | |||
| Term Codes | |||
| Term codes are used to establish the due date when billing. These records come directly from the ERP system, | |||
| Payment Types | |||
| Used to indication the type of payment. | |||
| Job Titles | |||
| Contacts are assigned job titles. This makes it easy to recognize their job responsibilities. | |||
| Tax Management | |||
| This feature is display only. It contains tax codes and tax schedules. | |||
| Referral Codes | |||
| Referral codes are used to indicate from where the customer relationship originated. | |||
| Inactive Reasons | |||
| Inactive reasons are used to indicate the reason a customer relationship has ended, | |||
| Chart of Accounts | |||
| List of accounts that can be used when creating allocations. However, not all of the accounts in the list are appropriate for this task. | |||
| Print Options | |||
| The print options feature is used to setup printing specific parameters as well as other print settings. For example, this is where the company logo is uploaded. | |||
Maintenance
| |||
| SetupMaintenance ccexpress.png | |||
| Overview - Maintenance | |||
| Desc Here | |||
| Email Settings | |||
| Desc Here | |||
| Software Update | |||
| Desc Here | |||
OSP | Mobile
| |||
| SetupMobile ccexpress.png | |||
| Overview - OSP|Mobile Setup | |||
| Desc Here | |||
| Dispatch Batch Management | |||
| Desc Here | |||
| Form Management | |||
| Desc Here | |||
| Categories | |||
| Desc Here | |||
| Custom Fields | |||
| Desc Here | |||
| Mobile Setup | |||
| Desc Here | |||
| Mobile Hot List | |||
| Desc Here | |||
| External Forms Management | |||
| Desc Here | |||
Planned Maintenance
| |||
| SetupPM ccexpress.png | |||
| Overview - Planned Maintenance Setup | |||
| These features are used for setting up items that assist in creating planned maintenance schedules. | |||
| Material Group Codes | |||
| Material group codes are used to group materials. Grouping materials provides the ability to more easily assign materials to schedules. | |||
| Reporting Groups | |||
| Reporting groups are used to organized schedules for reporting purposes. | |||
| Task Codes | |||
| Task codes are used to establish a list of materials that will be used when creating new planned maintenance jobs. | |||
| Schedule Types | |||
| PM Schedule Types are used to manage defaults values that are assigned when creating new PM Schedules. | |||
