Service Software Solutions will help every Contractor set up and create their profile in Equipment Manager. We start this by collecting some basic information about your company. Please download and complete the linked Contractor Setup Form provided below. The following steps will help you understand the information that this form requires and why. Once you have completed the form you need to email this form back to Service Software Solutions.
Contractor Setup - Basic InfoBasic Information
This is just that, basic information about your company. This information is used in various forms throughout the system where needed. Your email that is entered into the Contractor Email will be used for various correspondence that is handled by Equipment Manager.Login Email
This is used to login to Equipment Manager and can be changed but needs to be something that multiple people filling rolls in Equipment Manager can remember and use to log into the system.Tech Find Work Radius
This feature is not currently used in Equipment Manager Pro. The feature is replaced by Time Manager and the Open/Closed work order option on the mobile.Default Tech Hourly Rate
This is used by the Labor Materials screen to help the manager see estimated value of job costs. The system will use the estimated hourly rate and the amount of worked hours recorded to the job along with material costs and purchase order costs to determine the Estimated Job Cost. This field should be filled with an overall average of your filed technicians hourly rate. The hourly rate can be adjusted by job to reflect more accurate spending on the labor materials screen.Contractor Logos
Equipment manager uses two logos from the contractor on various forms and elements that are generated by Equipment Manager. The Header Image is used on various reports that are generated. The Image is horizontal and usually contains the Company logo and contact information found in a letter head. Typical size is 8.5 inches wide and 1-1.5 inches tall, no less then 150 dpi. The label logo is generated when QR labels are printed. Typical logo is 2 inches square and no less than 150pdi. Service Software Solutions will provide help with logos as needed.EM Page Security
This is a coming soon feature. Page security will allow the Contractor to require all web users to login separately and will prohibit web users from accessing certain pages by establishing permissions. The Contractor will be able to build profiles for certain user categories and then assign all users to those established categories allowing them to gain specified permissions.
This feature is currently being tested by Service Software Solutions and slated to be available in the spring of 2021.QuickBooks Online Settings
Checking this box will allow the system to include all the Service Records that have been entered in related to the job. Records will be compiled into a single PDF and attached to the Invoice Email that is sent to the Client by Quickbooks.Disconnect from QBO
Clicking this button will disconnect the Equipment Manager system from your Quickbooks Online account. It is not recommended that you do this unless absolutely necessary.Notes
If you wish to enter any notes related to the basic setup page, they can be entered here. The notes will be saved with the page.Add Images & PDFs
The Contractor can attach Images and PDF’s to be stored if needed.