Setting Up SVCONTHEGO

Navigation

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

Maintenance

Overview - Maintenance

These features are used to maintain synchronization with the EPR systems.

Email Settings

Used to maintain the email settings.

Software Update

Used to update the software records from the ERP system.

Job Setup

Overview - Job Setup

The job setup section contains those items that are used when adding and editing jobs.

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

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

Product lines are used to organize and identify equipment.

Positions/Locations

Product lines are used to organize equipment.

Site Setup

Overview - Site Setup

These features are used when adding new sites, editing existing 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.

Servicer Setup

Overview - Servicer Setup

These features are used to establish the workforce.

Workforce

This feature is used to manage servicers.

Qualifications

This feature is used to establish servicer qualifications.

Territories

The territories feature is used to establish work territories, which can be assigned to servicers.

Scheduling

The scheduling feature provides the ability to schedule time off for servicers.

Agreement Setup

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.

Planned Maintenance

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.

OSP | Mobile

Overview - OSP|Mobile Setup

These features relate to the use of the mobile system.

Dispatch Batch Management

Jobs can be grouped by batch. This provides the managers ability to review and post jobs by batch.

Form Management

All mobile forms share the same parameters and settings.  A manager uses this feature to manage the main board.  Changes to the main board automatically affect all mobile boards.

Categories

Category buttons are used to create hot buttons that are assigned by job type and service type.

Mobile Setup

This feature is used to manage mobile defaults and settings.

Mobile Hot List

Used to create and manage hot list buttons.  Hot list buttons are grouped by transaction type, assigned to an item code and cost type, and can be assigned to a servicer.

External Forms Management

This feature is used to create and manage custom forms, with custom fields.  These forms can be attached at the job, work order or dispatch level.

Software Setup

Overview - Software Setup

Software setup is used to set software wide features.

Defaults

Software setup is used to set software defaults and settings.

Task Type Maintenance

Task types are used to organize Tasks.

Note Categories

Notes can be organized by category.

Email Types

Email types are used to establish when an email should be used.

Warehouse Setup

This feature display a list of warehouses.

Contact Types

Contact types are used to organize contacts.

Job Titles

Contacts are assigned job titles.  This makes it easy to recognize their job responsibilities.

Referral Codes

Referral codes are used to indicate from where the customer relationship originated.

Inactive Reasons

Inactive reasons are used to indicate the reason a customer relationship has ended,

Print Options

The print options feature is used to setup printing specific parameters as well as other print settings.  For example, this is where the company logo is uploaded.

Grid Setup

The Grid Setup feature is used to format the display for customizable features;

Billing

Overview - Billing

Term Codes

Term codes are used to establish the due date when billing.  These records come directly from the ERP system,

Payment Types

Used to indication the type of payment.

Tax Management

This feature is display only.  It contains tax codes and tax schedules.

Chart of Accounts

List of accounts that can be used when creating allocations. However, not all of the accounts in the list are appropriate for this task.