Glossary

 

Account Manager

 

Active Status

 

Agreement: Auto Renew%

 

Agreement: Billable Checkbox

 

Agreement: Billing Total

 

Agreement: Commission Rate

 

Agreement: Contact

 

Agreement: Deferred Revenues Total

 

Agreement: Frequency

 

Agreement: Gross Profit Contact Billed to Date

 

Agreement: Gross Profit Contract Term to Date

 

Agreement: Labor Budget Balance %

 

Agreement: Labor Budget Used %

 

Agreement: Labor Budget Hours Used to Date

 

Agreement: Labor Hours Balance

 

Agreement: Labor Hours Budget

 

Agreement: Last Increase

 

Agreement: Number

 

Agreement: Parts Billed to Date

 

Agreement: Parts Budget

 

Agreement: Parts Budget Balance

 

Agreement: Parts Budget Balance %

 

Agreement: Parts Budget Used %

 

Agreement: Price Level

 

Agreement: Pricing Method

 

Agreement: Purchase Order

 

Agreement: Renewable

 

Agreement: Renewal Amount

 

Agreement: Renewal Method

 

Agreement: Renewal Months

 

Agreement: Renewal Text

 

Agreement: Renew As

 

Agreement: Revenues Total

 

Agreement: Salesperson

 

Agreement: Status Code

 

Agreement Type

 

Agreement Type: Code

 

Agreement Type: Description

 

Agreement Type: Contract Months

 

Agreement Type: Cover Parts Checkbox

 

Agreement Type: Cover Labor Checkbox

 

Agreement Type: SLA Checkbox

 

Agreement Type: SLA Priority Code

 

Agreement Type: Message

 

Agreement Type: Labor Hours Budget

 

Agreement Type: Parts Dollars Budget

 

Agreement Type: Percent Used >=

 

Agreement Type: Dollars Used >=

 

Agreement Type: Auto Number by Type

 

Agreement Type: Next Number

 

Agreement Type: Enforce Defaults

 

Agreement Type Planned Invoice Options: Billable

 

Agreement Type Planned Invoice Options: Frequency

 

Agreement Type Planned Invoice Options: Tax Class

 

Agreement Type Planned Invoice Options: Allocation

 

Agreement Type Planned Invoice Options: Deferred Revenues

 

Agreement Type Planned Invoice Options: Pricing Method

 

Agreement Type Planned Invoice Options: Pricing

 

Agreement Type Planned Invoice Options: Include Site Details on Invoice

 

Agreement Type Planned Invoice Options: Include Equipment Details on Invoice

 

Agreement Type Planned Invoice Options: Include Site Summary on Invoice

 

Agreement Type Planned Invoice Options: Include Equipment Summary on Invoice

 

Agreement Type Planned Renewal Options: Renewable Checkbox

 

Agreement Type Planned Renewal Options: Renewal Months

 

Agreement Type Planned Renewal Options: Renew As

 

Agreement Type Planned Renewal Options: Include Site Details on Invoice

 

Agreement Type Planned Renewal Options: Include Equipment Details on Invoice

 

Agreement Type Planned Renewal Options: Include Site Summary on Invoice

 

Agreement Type Planned Renewal Options: Include Equipment Summary on Invoice

 

Agreement Type Planned Maintenance Options: Create a Job for each Equipment

 

Agreement Type Planned Maintenance Options: Create Transactions

 

Agreement Type Planned Maintenance Options: Price Transactions

 

Allocation

 

Allocation: Description

 

Allocation: Revenue Type

 

Allocation: Pricing Method

 

Allocation: Price

 

Allocation Details: Type

 

Allocation Details: Miscellaneous Item

 

Allocation Details: Allocations Account

 

Allocation Details: Amount

 

Button: Assigned

 

Button: Not Assigned

 

Chains

 

Chains: Name

 

Chains: SLA

 

Chains: Inbound Path

 

Chains: Outbound Path

 

Chains: Store Type Code

 

Chains: Store Type Name

 

Classification

 

Button: Remove all Assignments

 

Contact: Address

 

Contact: City

 

Contact: Country

 

Contact: Email

 

Contact: Established Date

 

Contact: Fax Number

 

Contact: First Name

 

Contact: Last Name

 

Contact: Name

 

Contact: Phone

 

Contact: Salutation

 

Contact: State

 

Contact: Title

 

Contact: Type

 

Contact: Zip

 

Cost Type

 

Cost Type: Cost Account

 

Cost Type: Cost Subaccount

 

Cost Type: Description

 

Cost Type: Inventory Checkbox

 

Cost Type: Labor Checkbox

 

Cost Type: Purchases Checkbox

 

Customer: Account Manager

 

Customer: Address

 

Customer: Billing Contact

 

Customer: City

 

Customer: Country

 

Customer: Email

 

Customer: Ext

 

Customer: Facebook

 

Customer: Fax

 

Customer: LinkedIn

 

Customer: Name

 

Customer: Number

 

Customer: Price Level

 

Customer: Phone

 

Customer: Salesperson

 

Customer: State

 

Customer: Twitter

 

Customer: Zip Code

 

Equipment: Code

 

Equipment: Comment

 

Equipment: Coverage Date

 

Equipment: Description

 

Equipment: Item

 

Equipment: Install Date

 

Equipment: Labor Warranty Checkbox

 

Equipment: Labor Warranty End

 

Equipment: Labor Warranty Start

 

Equipment: Level

 

Equipment: Manufacturer

 

Equipment: Model

 

Equipment: Parts Warranty Checkbox

 

Equipment: Parts Warranty End

 

Equipment: Parts Warranty Start

 

Equipment: Sale Date

 

Equipment: Serial Number

 

Equipment: Type

 

Equipment: Position/Locations

 

Equipment Type

 

Equipment Type: Code

 

Equipment Type: Description

 

Equipment Type: Prefix

 

Inventory: Commissionable

 

Inventory: Commission Rate

 

 

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: The number of months for labor warranty coverage. Parts Warranty Period: The number of months for parts warranty coverage. Comment |- |

 

Inventory: Item Code

 

Inventory: Item Description

 

Inventory: Item Type

 

Inventory: Prefix

 

Inventory: Price Code

 

Inventory: Product Line

 

Inventory: Sales UOM

 

Inventory: Servicer Mobile Button

 

Inventory: Short Description

 

Inventory: Split Commission

 

Inventory: Trade Discount

 

Inventory: Unit Cost

 

Inventory: Unit Price

 

Inventory: Use in Mobile

 

Inventory: Warehouse

 

Job: Billed Status

 

Job: Contact

 

Job: Contact Email

 

Job: Extension

 

Job: Job Type Code

 

Job: Main Number

 

Job: Number

 

Job: Payment Method

 

Job: Phone

 

Job: Primary Servicer

 

Job: Received Date

 

Job: Reference Number

 

Job: Salesperson

 

Job: Send to Mobile Checkbox

 

Job: Service Type

 

Job: SLA Checkbox

 

Job: SLA Expiration Date

 

Job: SLA Expiration Time

 

Job: Status

 

Job: Status Bar

 

Job Type: Description

 

Job Type: Estimated Hours

 

Job Type

 

Job Type: KPI Call Count Checkbox

 

Job Type: Opportunity

 

Job Type: Quoted $s

 

KPI

 

KPI: Departure Date

 

KPI: Departure Time

 

KPI: Job Start Date

 

KPI: Job Start Time

 

KPI: Job Complete Date

 

KPI: Job Complete Time

 

KPI: Job Revenues

 

KPI: Job Elapse Time

 

KPI: Job Repair Time

 

KPI: Job Response Time

 

KPI: Job Profit

 

KPI: Job Invoice Status

 

KPI: Invoice Date

 

Levels

 

Levels: Code

 

Levels: Description

 

Levels: Prefix

 

Levels: Type

 

Location

 

Manufacturer

 

Manufacturer: Code

 

Manufacturer: Description

 

Manufacturer: Prefix

 

Model: Code

 

Model: Description

 

Model: Prefix

 

Note: Category

 

Note: Content

 

Note: Internal Note Checkbox

 

Note: Print Note on Ticket Checkbox

 

Planned Maintenance: Type

 

Planned Maintenance: ID

 

Planned Maintenance: Description

 

Planned Maintenance: Material Group Code

 

Planned Maintenance: Task Code

 

Priority

 

Priority: Code

 

Priority: Day of the Week

 

 

Priority: Description

 

Priority: End Time

 

Priority: Response Time

 

Priority: SLA

 

Priority: SLA Expiration

 

Priority: Start Time

 

Reporting Groups

 

Representative: Address

 

Representative: City

 

Representative: Country

 

Representative: Division

 

Representative: Email

 

Representative: Name

 

Representative: Number

 

Representative: Phone

 

Representative: State

 

Representative: Type

 

Representative: Zip

 

Request

 

Request Notes

 

Revenue Account

 

Revenue subaccount

 

Schedule Date

 

Schedule Time

 

Servicer

 

Servicer: Number

 

Servicer: Employee Number

 

Servicer: Subcontractor Checkbox

 

Servicer: Name

 

Servicer: Vendor

 

Servicer: Address

 

Servicer: Billing Rate

 

Servicer: PO Required Checkbox

 

Servicer: Hourly Cost

 

Servicer: Insurance Certificate on File Checkbox

 

Servicer: Burden

 

Servicer: Certificate File Name

 

Servicer: City

 

Servicer: Warehouse

 

Servicer: Terms

 

Servicer: State

 

Servicer: Zip

 

Servicer: Email

 

Servicer: Mobile Checkbox

 

Servicer: Country

 

Servicer: Established Date

 

Servicer: User List

 

Servicer: Phone

 

Servicer: Servicer Image File

 

Servicer: Service Dispatch Batch

 

Servicer: Tom Tom ID

 

Servicer: User Map Pin

 

Software Defaults: New Job Defaults

 

Software Defaults, New Job Defaults: Override Job No Checkbox

 

Software Defaults, New Job Defaults: Send Job Email Checkbox

 

Software Defaults, New Job Defaults: Est Hours

 

Software Defaults, New Job Defaults: Job Next No

 

Software Defaults, New Job Defaults: Job Length

 

Software Defaults, New Job Defaults: Job Leading Characters

 

Software Defaults, Inventory Defaults

 

Software Defaults, Inventory Defaults: Short Desc Size

 

Software Defaults, Inventory Defaults: Button: Update Item Short Descriptions

 

Software Defaults, Status Code Defaults

 

Software Defaults, Equipment Defaults

 

Software Defaults, Equipment Defaults: Warranty Based On

 

Software Defaults, Equipment Defaults: Allocation Based On

 

Software Defaults, Equipment Defaults: Auto No/EQ Defaults Checkbox

 

Software Defaults, Equipment Defaults: Options

 

Software Defaults, Equipment Defaults: Prefix Missing Grid Column

 

Software Defaults, Site Defaults

 

Software Defaults, Site Defaults: Site Type

 

Software Defaults, Site Defaults: Tax Schedule

 

Software Defaults, Site Defaults: Use Customer Name and Address Checkbox

 

Software Defaults, Transaction Assignments

 

Software Defaults, Transaction Assignments: Warehouse

 

Software Defaults, Transaction Assignments: Tax on Customer Checkbox

 

Software Defaults, Transaction Assignments: Multi-branch Checkbox

 

Software Defaults, Transaction Assignments: Segment

 

Software Defaults, Transaction Assignments: Default Sales Account

 

Software Defaults, Transaction Assignments: Default Cost Account

 

Software Defaults, Invoicing

 

Software Defaults, Invoicing: Require Sales Tax Checkbox

 

Software Defaults, Invoicing: Non-Tax Schedule

 

Software Defaults, Invoicing: Next Batch Number

 

Software Defaults, Invoicing: Next No

 

Software Defaults, Invoicing: Length

 

Software Defaults, Invoicing: Leading Characters

 

Software Defaults, Planned Maintenance

 

Software Defaults, Planned Maintenance: Priority

 

Software Defaults, Planned Maintenance: Status Code

 

Software Defaults, Planned Maintenance: Include Site info as comment

 

Software Defaults, Planned Maintenance: Include Equipment info as comment

 

Software Defaults, Agreements

 

Software Defaults, Agreements: Auto No Checkbox

 

Software Defaults, Agreements: Next Agreement No

 

Software Defaults, Agreements: Agreeement No Length

 

Software Defaults, Agreements: Default Agreement Type

 

Software Defaults, Agreements: Planned Billing Auto Process Checkbox

 

Software Defaults, Agreements: Processing Date

 

Software Defaults, Agreements: Deferred Revenue Auto Process

 

Software Defaults, Agreements: Agreement Renewals Auto Process

 

Software Defaults, Agreements: Agreement Type PRO Include Site Details on Invoice

 

Software Defaults, Agreements:Agreement Type PRO Include Equipment Details on Invoice

 

Software Defaults, Agreements: Agreement Type PRO Include Site Summary on Invoice

 

Software Defaults, AgreementsAgreement Type PRO Include Equipment Summary on Invoice:

 

Software Defaults, Agreements: Revenue Account

 

Software Defaults, Agreements: Deferred Revenue Account

 

Software Defaults, Agreements: Item

 

Service Type

 

Service Type: Code

 

Service Type: Desc

 

Site: Address

 

Site: Branch

 

Site: Chain

 

Site: City

 

Site: Clone From Customer Address

 

Site: Clone From Ship To

 

Site: Code

 

Site: Established Date

 

Site: Fax Number

 

Site: Labor #1

 

Site: Labor #2

 

Site: Latitude

 

Site: Longitude

 

Site: Main Number

 

Site: Map Code

 

Site: Name

 

Site: Price Level

 

Site: Primary Contact

 

Site: Referral Code

 

Site: Servicer #1

 

Site: Servicer #2

 

Site: SLA

 

Site: State

 

Site: Store Number

 

Site: Store Type

 

Site: Type

 

Site: Zip Code

 

Site Type

 

Site Type: Code

 

Site Type: Description

 

Site Type: Message

 

Solution

 

Solution Notes

 

Subclass

 

Tasks: Type

 

Tasks: Status

 

Tasks: Details

 

Tasks: URL

 

Tasks: Notes

 

Tasks: Due Date

 

Tasks: Due Time

 

Tasks: Assignment Type

 

Tasks: Assigned To

 

Tasks: Email

 

Tasks: Text Phone

 

Tax Class

 

Tax Exempt Number

 

Tax Schedule

 

Terms

 

Transaction Billed Status

 

Transaction Date

 

Transaction Type

 

Work Order: Est Hours