Setting Up SVCONTHEGO

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Navigation

To access Setup, select the COG located at the top right of the window > Setup

Job Setup

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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

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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

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Positions/Locations

Product lines are used to organize equipment.

Site Setup

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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

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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

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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

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Overview - Software Setup

Software setup is used to set software wide features.

Defaults

Software setup is used to set software defaults and settings.

Roles

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Task Type Maintenance

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Note Categories

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Email Types

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Warehouse Setup

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Contact Types

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Term Codes

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Payment Types

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Job Titles

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Tax Management

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Referral Codes

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Inactive Reasons

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Chart of Accounts

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Print Options

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Maintenance

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Overview - Maintenance

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Email Settings

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Software Update

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OSP | Mobile

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Overview - OSP|Mobile Setup

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Dispatch Batch Management

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Form Management

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Categories

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Custom Fields

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Mobile Setup

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Mobile Hot List

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External Forms Management

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Planned Maintenance

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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.