Setting Up SVCONTHEGO

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

Desc Here

Actions

Desc Here

Requests

Desc Here

Solutions

Desc Here

Status Codes

Desc Here

Job Type Manager

Desc Here

Item Maintenance

Desc Here

Priority Code

Desc Here

Equipment Setup

SetupEQ ccexpress.png

Overview - Equipment Setup

Desc Here

Manufacturers

Desc Here

Level Types

Desc Here

Equipment Types

Desc Here

Product Lines

Desc Here

Positions/Locations

Desc Here

Site Setup

SetupSites ccexpress.png

Overview - Site Setup

Desc Here

Site Types

Desc Here

Chains

Desc Here

Price Levels

Desc Here

Agreement Setup

SetupAgreements ccexpress.png

Overview - Agreement Setup

Desc Here

Renewal Text Codes

Desc Here

Agreement Types

Desc Here

Allocations

Desc Here

Servicer Setup

SetupServicer ccexpress.png

Overview - Servicer Setup

Desc Here

Workforce

Desc Here

Qualifications

Desc Here

Territories

Desc Here

Software Setup

Setup software ccexpress.png

Overview - Software Setup

Desc Here

Defaults

Desc Here

Roles

Desc Here

Task Type Maintenance

Desc Here

Note Categories

Desc Here

Email Types

Desc Here

Warehouse Setup

Desc Here

Contact Types

Desc Here

Term Codes

Desc Here

Payment Types

Desc Here

Job Titles

Desc Here

Tax Management

Desc Here

Referral Codes

Desc Here

Inactive Reasons

Desc Here

Chart of Accounts

Desc Here

Print Options

Desc Here

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

Desc Here

Material Group Codes

Desc Here

Misc Charge Group

Desc Here

Task Codes

Desc Here

Schedule Types

Desc Here