Glossary

Customer Account Manager

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Active Status

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Customer Address

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Customer Billing Contact

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Customer City

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Customer Country

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Customer Email

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Customer Ext

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Customer Facebook

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Customer Fax

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Customer LinkedIn

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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 Phone

The customer's business telephone number.

Customer Price Level

The customer's price level. Price level requirement is based on ERP settings.

Customer Salesperson

The salesperson assigned to the customer's account.

Customer State

The customers address state.

Customer 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.

Customer Tax Exempt Number

If the customer is tax exempt, a value must be used in this field.

Customer Terms

The customer's terms. This information is assigned at the ERP level and cannot be altered when an ERP is in use.

Customer Twitter

The customer's twitter handle.

Customer Zip Code

The customer's address zip code.

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 Name

The name of the site location. This is used to identify the site.

Site Type

Site types are used to organize sites. Site types are not required.

Site Established Date

The date the site was added.

Site Code

The site code can be used to identify the site. It is not required.

Site Address

The physical address for the site. This field is used in dispatching.

Site Chain

The site's chain. Chains are not required.

Site Referral Code

The site's referral code. Referral codes are not required.

Site Store Number

The store number for the site. The store number is directly tied to the Chains feature.

Site SLA

Check this box, if the site qualifies for SLA service.

Site Store Type

The store type for the site. The store number is directly tied to the Chains feature.

Site Priority Code

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Priority

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

Site Zip Code

The address postal code for the site. This field is used in dispatching.

Map Code

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Site Branch

The site branch is required if multi-branching is in use.

Site City

The address city for the site. This field is used in dispatching.

Site State

The address state code for the site. This field is used in dispatching.

Site Price Level

The price level that should be used when billing jobs.

Site Latitude

The latitude for the site location.

Site Longitude

The longitude for the site location.

Site Tax Schedule

The site's tax schedule. This information defaults from the customer, but can be different.

Site Main Number

The main business contact telephone number for the site.

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 Servicer #1

The default primary servicer. New jobs will be automatically assigned to this servicer.

Site Primary Contact

The site's primary contact. Contacts are management using the Contact Mangement system.

Site Labor #2

Back office labor transaction entry can include two labor quick buttons. This item will be linked to the second button.

Site Servicer #2

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Jobs Move up

Job Number

Used to identify the job.

Job Billed Status

Indicates where the job is in the billing process.

Job Main Number

The job's main contact telephone number

Primary Servicer

The primary servicer for the job.

Job Contact

The site or customer contact assigned to the job.

Job Phone

The contact telephone number for the job.

Job Extension

The extension number for the contact telephone number

Job Contact Email

The email address for the job contact.

SLA

Check this box, if the job qualifies for SLA service. This defaults from the site.

Job Status

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

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.

Account Manager

The account manager for the job.

Received Date

The date the job was received from the customer.

Service Type

Service types are used to organize jobs. Service type are organized by job type.

Salesperson

The salesperson for the job. *Certain ERP systems require a salesperson.

Schedule Date

The date the technician is schedule to do the work.

Schedule Time

The time the technician is schedule to do the work.

SLA Expiration Date

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

SLA Expiration Time

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

Payment Method

The default payment method.

Reference Number

The default payment reference number.

Request

Requests are defined using the Request Management feature. The request defines the work requested.

Solution

Solutions are defined using the Solution Management feature. The solution defines the work done to complete the work.

Request Notes

Request notes are used to further define the work requested.

Solution Notes

Solution notes are used to further define the work performed.

Status Bar

The status bar indicates the job's status progress.

Send to Mobile

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

Equipment starts here

Equipment Code

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

Equipment Item

Equipment records that are also inventory items will have the Item Code in this field.

Equipment Description

Used to describe the equipment.

Install Date

The date the equipment was installed on site.

Sale Date

The date the equipment was sold to the customer.

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.

Labor Warranty Checkbox

When checked, indicates the equipment is covered by a labor warranty.

Labor Warranty Start

The date the labor warranty begins.

Labor Warranty End

The date the labor warranty ends.

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.

Parts Warranty Checkbox

When checked, indicates the equipment is covered by a parts warranty.

Parts Warranty Start

The date the parts warranty begins.

Parts Warranty End

The date the parts warranty ends.

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 Position/Locations

Indicates the physical location with the site.

Coverage Date

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Level

Levels are linked to models. If the leve does not appear in the Level drop-list, check the selected models setup.

Equipment Comment

Comments related to the equipment record.

Company Rep starts here

Representative Number

The representative number can be used to recognize a representative.

Representative Name

The name of the representative.

Representative Type

Types are used to organize representatives.

Commission Rate

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

Representative Phone

The telephone number used to contact the representative.

Representative Email

The email address used to contact the representative.

Representative Division

If division are in use, the representative division can be assigned.

Representative Address

The mailing address for the representative.

Representative City

the city for the mailing address

Representative State

The state for the mailing address.

Representative Zip

The postal code for the mailing address.

Representative Country

The country for the mailing address.

Contact Section

Contact Name

the contacts full name.

Contact Type

Types can be used to organize contacts.

Contact Established Date

The date the contact record was established.

Contact Title

The contact title. ex: Mr., Mrs.

Contact Salutation

The salutation that should be used when communicating with the contact.

Contact Address

The contacts mailing address.

Contact First Name

the contact's first name.

Contact Last Name

The contact's last name.

Contact City

the city of the mailing address.

Contact State

The state of the mailing address.

Contact Zip

The postal code of the mailing address.

Contact Country

The country of the mailing address.

Contact Email

The contact's email address.

Contact Fax Number

The contact's fax number.

Contact Phone

The contact's telephone number.

Job Type Management Setup here

Job Type Code

Used to recognize the job type.

Job Type Description

Used to describe the job type.

Estimated Hours

The hours estimated to complete the job.

Quoted $s

The dollars quoted for the job.

Opportunity

Marks the job type as a job opportunity.

Job Type All checkbox

Used when searching the job types. When checked it ignores the KPI Call Count and the Opportunity checkboxes.

Service Type Code

Used to identify the service type.

Service Type Desc

Used to describe the service type.

KPI Call Count

When checked the jobs assigned the job type will be counted in the KPI analytics.

Assigned Button

when clicked, displays all the service types assigned to the job type.

Not Assigned Button

When clicked, displays all the service types not assigned to the job type.

Remove all Assignments

When clicked, removes all service type assignments from the job type.

Cost Type Description

Used to describe the cost type.

Classification

The classification is used in sales and cost account assignments.

Subclass

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

Cost Type Labor checkbox

When checked, indicates that the cost type can be used for labor transactions.

Cost Type Inventory checkbox

When checked, indicates that the cost type can be used for inventory transactions.

Cost Type Purchases checkbox

When checked, indicates that the cost type can be used for purchase transactions.

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.

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.

Item Maintenance here

Item Type

Indicates the type of Item.

Item Code

Used to identify the item.

Item Description

Describes the item. This information comes from the ERP system.

Use in Mobile

When checked, the item will be available for use in mobile.

Mobile Button

When checked, a mobile button will be made available in mobile for quick entry.

Cost Type

The cost type assignments for the item.

Product Line

The item's product line.

Sales UOM

The item's unit of measure.

Tax Class

The item's task class.

Warehouse

The item's default warehouse.

Unit Price

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Trade Discount

When checked, discounts are allowed.

Commissionable

When checked the item is commissionable.

Split Commission

When checked, commission on the item can be slit.

Price Code

The item's price code. The price code is used when calculating transaction pricing.

Unit Cost

The item's cost.

Short Description

A short description for the item.

Equipment Build checkbox

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

Inventory Item 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.

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.

Reporting Groups

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Equipment Build Comment

Fills the comment field on the equipment record when built.

Priority Code

Priority codes are used to establish the response time when scheduling jobs.

Priority Code Description

Describe the priority.

Response Time

Indicates the number of hours between the received time and the schedule time.

SLA

When checked, indicates the priority is an SLA code. Only priority codes marked SLA will appear for jobs created on and SLA site.

SLA Expiration

The number of hours that are required to meet the SLA deadline.

Day of the Week

When checked, indicates that jobs can be schedules on that day of the week.

Priority Start Time

Indicated the earliest time a job can be scheduled on each day of the week.

Priority End Time

Indicates the latest time a job can be scheduled on each day of the week.

Manufacturer Code

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Manufacturer Description

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Manufacturer Prefix

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Model Code

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Model Description

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Model Prefix

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Level Code

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Level Description

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Level Prefix

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Level Type

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Equipment Type Code

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Equipment Type Description

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Equipment Type Prefix

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Location

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Site Type Code

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Site Type Description

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Site Type Message

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Chain Name

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Chain SLA

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Inbound Path

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Outbound Path

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Store Type Code

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Store Type Name

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Agreement Type Code

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Agreement Type Description

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Agreement Contract Months

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Agreement Cover Parts

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Agreement Cover Labor

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SLA

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SLA Priority

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Agreement Message

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Labor Hours Budget

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Parts Dollars Budget

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Agreement Type Percent >=

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Agreement Type Dollars >=

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Agreement Type PIO Billable

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Agreement Type PIO Frequency

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Agreement Type PIO Tax Class

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Agreement Type PIO Allocation

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Agreement Type PIO Deferred Revenues

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Agreement Type PIO Pricing Method

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Agreement Type PIO Pricing

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Agreement Type PIO Include Site Details on Invoice

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Agreement Type PIO Include Equipment Details on Invoice

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Agreement Type PIO Include Site Summary on Invoice

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Agreement Type PIO Include Equipment Summary on Invoice

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Agreement Renewable

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Agreement Renewal Months

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Agreement Renew As

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Agreement Type PRO Include Site Details on Invoice

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Agreement Type PRO Include Equipment Details on Invoice

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Agreement Type PRO Include Site Summary on Invoice

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Agreement Type PRO Include Equipment Summary on Invoice

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Allocations Description

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Allocations Revenue Type

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Allocations Pricing Method

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Allocations Price

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Allocations Type

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Allocations Miscellaneous Item

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Allocations Account

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Allocations Amount

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Servicers Start Here

Service Number

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Employee Number

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Subcontractor

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Servicer Name

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Vendor

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Servicer Address

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Servicer Billing Rate

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Servicer PO Required

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Servicer Hourly Cost

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Insurance Certificate on File

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Servicer Burden

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Certificate File Name

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Servicer City

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Servicer Warehouse

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Servicer Terms

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Servicer State

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Servicer Zip

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Servicer Email

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Servicer Mobile checkbox

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Servicer Country

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Servicer Established Date

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Servicer User List

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Servicer Phone

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Servicer Image File

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Service Dispatch Batch

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Servicer Tom Tom ID

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Servicer User Map Pin

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Override Job Number

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Send Job Email

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Job Next Number

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Job Number Length

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Job Number Leading Characters

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Default Code - New

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Default Code - Dispatched

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Default Code - Departure

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Default Code - Arrival

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Default Code - Field Completed

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Default Code - Cancelled

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Default Code - On Hold

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Default Code - Back Office Completed

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Setup Equipment Defaults Warranty Based On

Sales Date or Invoice Date

Setup Allocation Based On

Inventory Item or Model

Tax on Customer

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Multi-Branch

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Mutli-Branch Segment

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Sales Account

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Cost Account

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Require Sales Tax

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Non-Tax Schedule

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Include Request

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Include Request Notes

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Include Solution

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Include Solution Notes

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Include Job Notes

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Next Batch Number

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PM Defaults Include Site info as comment

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PM Defaults Include Equipment info as comment

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Agreement Setup Auto Number

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Agreeement Setup Number Length

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Planned Billing Auto Process

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Processing Date

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Deferred Revenue Auto Process

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Agreement Renewals Auto Process

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Agreement Type PRO Include Site Details on Invoice

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Agreement Type PRO Include Equipment Details on Invoice

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Agreement Type PRO Include Site Summary on Invoice

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Agreement Type PRO Include Equipment Summary on Invoice

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Deferred Revenue Account

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Item

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Transaction Date

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Transaction Type

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Transaction Billed Status

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KPI Fields here

Departure Date

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Departure Time

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Job Start Date

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Job Start Time

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Job Complete Date

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Job Complete Time

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Job Revenues

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Job Elapse Time

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Job Repair Time

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Job Response Time

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Job Profit

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KPI Job Invoice Status

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KPI Invoice Date

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Work Order Complete Time

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Work Order Number

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Work Order Status

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Work Order Description

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Purchase Order Number

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Work Order Agreement Labor

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Work Order Agreement Parts

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Dollars Estimate

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Work Order Completed Date

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Approved

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Note Category

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Note Content

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Internal Note

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Print Note on Ticket

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Task Type

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Task Status

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Task Details

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Task URL

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Task Notes

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Task Due Date

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Task Due Time

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Task Assignment Type

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Task Assigned To

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Task Email

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Task Text Phone

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Source Name

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Document Description

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Opt Out

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Contact by Phone

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Contact by Email

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Contact by Mail

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Contact by Fax

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Contact Twitter

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Contact LinkedIn

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Contact Teams

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Contact Web

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Dispatch Number

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Dispatch Card Number

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Servicer

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Primary Dispatch Card

Once a job is created, the primary dispatch card is created. Users can also generate additional dispatch cards.

Dispatch Card Status

The status assigned to the individual dispatch card.

Dispatch Card Priority

The priority assigned to the dispatch card.

Dispatch Card Schedule Date

The dispatch schedule date.

Dispatch Card Schedule Time

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Agreements start here

Agreement Number

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Agreement Billable

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Agreement Pricing Method

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Equipment (What is it)

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Agreement Status Code

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Agreement Billable

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Agreement Pricing Method

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Agreement Frequency

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Agreement Tax Class

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Agreement Contact

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Agreement Salesperson

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Agreement Commission Rate

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Agreement Purchase Order

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Agreement Price Level

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Agreement Billing Total

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Agreement Revenues Total

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Agreement Def Revenues Total

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Agreement Renewable

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Agreement Renew As

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Agreement Renewal Text

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Agreement Renewal Months

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Agreement Renewal Method

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Agreement Auto Renew %

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Agreement Renewal Amount

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Agreement Last Increase

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Agreement Gross Profit Contract Term to Date

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Agreement Gross Profit Contact Billed to Date

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Agreement Labor Hours Budget

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Agreement Labor Budget Hours Used to Date

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Agreement Hours Balance

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Agreement Labor Budget Used %

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Agreement Labor Budget Balance %

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Agreement Parts Budget

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Agreement Parts Billed to Date

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Agreement Parts Budget Balance

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Agreement Parts Budget Used %

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Agreement Parts Budget Balance %

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Planned Maintenance Type

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Planned Maintenance ID

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Planned Maintenance Description

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Material Group Code

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Planned Maintenance Task Code

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Mobile Data Entry Starts Here

Mobile Labor Transaction Entry - Servicer

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Mobile Labor Transaction Entry - Item

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Mobile Labor Transaction Entry - Item Description

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Mobile Labor Transaction Entry - Transaction Date

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Mobile Labor Transaction Entry - Start Time

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Mobile Labor Transaction Entry - End Time

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Mobile Labor Transaction Entry- Rate

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Mobile Labor Transaction Entry - Number of Units

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Mobile Labor Transaction Entry  - Hidden

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Mobile Materials Transaction Entry - Servicer

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Mobile Materials Transaction Entry - Item

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Mobile Materials Transaction Entry - Description

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Mobile Materials Transaction Entry - Date

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Mobile Materials Transaction Entry - Number of Units

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Mobile Materials Transaction Entry - Price

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Mobile Materials Transaction Entry - Hidden

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Mobile Materials Transaction Entry - Vendor

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Received Time

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Transaction Description

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Cost Type (What is it)

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Transaction Covered

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Transaction Taxable

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Mobile Work Order View - Covered Labor

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Mobile Work Order View - Covered Parts

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Transaction End Date

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Extended Price

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Job Notes

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