The service Settings are related to the Logistics/Routing creation of a Service Request. The Service Request, Job, and Work Order are all the same thing described by what role is referencing it. To the Logistics Manager it is a Service Request, to the Technician it is a Work Order and to the Payable/Receivable it is a Job.
Job Number – We understand that in most all cases you were doing business before you started working with Equipment Manager and there for already have job numbers being used, for this reason we allow you to designate what number you would like to start your job numbers on. It is advised that you give your company plenty of number space from where you are now to where you start with Equipment Manager to allow yourself time to transition from your old system to Equipment Manager.
Purchase Order Number – What number would you like your purchase orders to start on.
Service Record Number – What number would you like your service records to start on.
Include Work Order in Invoice – The invoice that is sent to the Client will contain a list of all equipment that was serviced during the job, the job description as specified by the Logistics person on the Work Order sent to the Technician. It will also include any public Service Record notes that were entered by the Technician for that job. This information is generated by Equipment Manager into a PDF and is attached to the Invoice PDF in QB and sent to the Client.
Web Users – You will need to specify a list of people that are going to be working with Equipment Manager in the roles that were previously specified or anyone that is going to help complete tasks assigned to those roles. Web users are anyone who logs into Equipment Manager to perform a task. Tasks could be Creating Work Orders, Reconciling PO’s, Approving Time off request and other tasks. Most pages that relate to these tasks will have a drop menu on them for someone to choose their name out of the listing so that the system can save and identify who was responsible for the task preformed.
Groups - Groups are used on the Service Request web page to define the type of job is being created. Examples provided by Equipment Manager are Service, Maintenance, and Construction. As a Contractor, you can create as many groups as desired in this table and it will show up as a option for the Group Drop Menu. Groups do not have any value outside of a way to sort records and make it easier to categorize jobs.
Service Record Terms – The last field in this section is the Terms for Service Records. This refers to the Terms and Conditions that can be included at the bottom of all Service Records that are submitted to the Customer. This would say something about responsibilities and reliabilities of the Contractor to the Customer for servicing the equipment.