Setup Wizard

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Complete Intiial setup > Setup Wizard opens automtically
Overview
Once the initial setup and import is completed the system will automatically open the Setup Wizard. The Setup Wizard provides quick access to the setup options.  Once the setup is complete the user must validate the settings to verify that all of the required steps have been complete. If the setting are valid, the user will be provided the ability to continue to the software.
• Chart of Accounts This option is review only.
• Type of Work Used to establish Job Types. All jobs require a job type.
• Version/Revision Type Level Types for Model levels.
• Manufacturer Matrix Manufacturer and model setup.
• Equipment Type Equipment Type setup.
• Warehouses This option is review only.
• Inventory Groups Product line setup.
• Misc Item Groups Used for reporting.
• Items Inventory Management. Required review of imported items.
• User Management
• ETA/SLA Configuration
• Workflow Milestones
• Service Location Types
• Collateral Tasks
• Marketing - Advertising
• Nat'l/Reg Chains
• Contact Classification
• Inactive Reasons
• Note Categories
• Service Requests
• Service Solutions
• Workforce
• System Defaults