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.

Agreement Type

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

Allocation

Displays the allocation assigned to the selected agreement type.

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: Commissionable

When checked the item is commissionable.

Inventory: Commission Rate

If the representative is a salesperson, the commision rate is stored in this field.

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 Parts Warranty Period 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.

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: 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: Send to Mobile Checkbox

On save, if this checkbox is checked, the job will be made available in mobile.

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: 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.

Priority

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

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 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 used to contact the representative.

Representative: State

The state for the mailing address.

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 assigned this job type and cost type.

Revenue subaccount

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

Service Type: Code

Used to identify the service type.

Service Type: Desc

Used to describe the service type.

Schedule Date

The date the technician is schedule to do the work.

Schedule Time

The time the technician is schedule to do the work.

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 management using the Contact Mangement system.

Site: Priority Code

The default priority code for new jobs added to the site.

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

Check this box, if 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.

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.

Subclass

The sub-classification is used in sales and cost account assignments.

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.