Service Manager User Guide

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Contents | Index

• Service Manager Core User Guide
  • Welcome
  • Legal Notices
    • Copyright Notice
    • Trademark Notice
    • Disclaimer Notice
    • Confidential Information Notice
    • Privacy Notice
    • License Notice
    • End User License Agreement
    • Getting Started
  • Introduction
    • Benefits
    • About Technisoft
    • Contact Technisoft
    • Sage 300 Solution Providers
    • Accessing this Guide
    • Documentation Conventions
  • Functional Overview
    • Setup Programs
    • Document Programs
    • Management Programs
    • Periodic Processing Programs
    • Online Programs
    • Statistics and History Programs
    • Reports
    • Utility Programs
    • Optional Add-On Modules
  • Accounting and Integration
    • Inventory Quantities and Costing
      • Cost During Posting
    • The Accounting Hierarchy
    • Account Types and Purpose
    • How the General Ledger transactions are generated
    • Integration Workflow to Accounts Receivable and General Ledger
    • Taxation
    • Miscellaneous issues
    • Examples of Journals Generated by the Service Manager Day End Process
    • Multicurrency Accounting
    • Integration to Sage Alerts and Workflow
    • Integration to Sage Inventory Adviser
  • What's New in Service Manager?
  • Frequently Asked Questions (FAQs)
    • Difference between a Recurring Job and a Normal Job with Recurring Postings
    • Difference in function between a Job Type and a Phase
  • Tips & Tricks
  • Using Service Manager
    • Service Manager Help
      • Finding a topic
      • Copying a topic
      • Printing a topic
      • Moving through topics you've seen
      • Changing the window size
      • Accessing Service Manager documentation from the Sage 300 Desktop
    • Common functions
  • Starting Service Manager
  • Document Programs
    • Searching the Database and Document Tree
    • Document Entry
      • General Functionality
        • Document Entry Window
        • Recently Opened Documents
        • Expanding and Collapsing the Document Tree
        • Drag and Drop of Tree Nodes
        • Toolbar Icons
        • Fast Icons
          • Using the Fast Icons
        • Document Status and Priority
          • Completing a Document
      • Document Entry Options
      • Document Entry ADMIN Utilities
      • Checking Customer Credit Status
      • Displaying Copied Documents
      • Document Price Escalation
      • Jobs
        • Document Tree
        • Creating a Job: a Quick Guide
        • Ways of Creating a Job
          • New Toolbar Icon
          • New and Go
          • New from Search
        • Job Header
          • Inventory Location Defaults
          • Job Header Functions
        • Job Phase
          • Job Phase Functions
        • Site Equipment
          • Equipment Details
          • Equipment History
          • Equipment Custom Fields
          • Equipment Maintenance
          • Transferring Equipment
          • Equipment Components
          • Registering an Equipment Fault
        • Billing Groups
          • Task Billing Groups
          • Services
            • Entering Negative Service Values
          • Inventory Items
            • Item Pricing by Weight
            • Using Manufacturer and Customer Item Numbers
            • Purchase Orders and Requisitions
          • Item Refurbishment
          • Billing Templates
          • Billing Protection
        • Delayed Billing
        • Resources
          • Assigning Resources
          • Scheduling Resources / Time Entry
            • Creating Time Entries
            • Time Entry Export to Excel
            • Recording Time Using the Time Recorder
            • Retrieving Time Entries
          • Employees
            • Employee Commissions
        • Document Totals
        • Notations
        • Postings
          • Invoices
          • Credit Notes
          • Cost Adjustments
          • Cost Only Jobs
          • Receipts
          • Recurring Postings
          • Posted Lines
          • Orchid Bin Tracking
          • Consolidated Invoicing
        • Printing
        • A Simple Exercise
      • WIP Jobs
      • Sales Orders
      • Quotations
      • Templates
      • Agreements
        • Site Agreements
          • Creating a Site Agreement
          • Crediting an Amortization
        • Meter Agreements
          • Creating a Meter Agreement
        • Warranty Agreements
          • Creating a Warranty Agreement
          • Entering a Job where the Equipment is covered by a Warranty Agreement
          • Charging the Vendor/Manufacturer
            • Maintaining Warranty Claims
            • Retrieving Warranty Claims for Billing
            • Exercise
        • Cancelling an Agreement
      • Historic Jobs
      • Recurring Jobs
      • Rentals
        • Internal Equipment Whereabouts
        • Multiple Equipment Rentals
    • Projects
    • Copy Documents
    • Posting Schedules
    • Multi Posting Documents
    • Job Budgets
    • Document Query
    • Posting Inquiry
    • Adjusting Pricing
    • Price Escalations
    • Quick Document Entry
      • Searching for Documents
      • Document and Equipment lists
      • Quick Document Entry Options
      • Creating Documents
      • Editing Documents
      • Printing the Work Order for a Job
    • Requests
      • Using the Request Manager with the Customer Web Portal
      • Request State Workflow Diagram
    • A/P Invoice Entry
  • Management Programs
    • Time Entry
    • Time Manager
    • Time Recorder
    • Notation Manager
    • Return Authorizations
      • Customer Return Authorization (CRA)
      • Vendor Return Authorization (VRA)
      • Equipment Exchange Process
      • Printing RAs
    • Returns and Refurbs
      • Item Refurbishment
    • Fault Analyzer
    • Monitor
    • Search Custom Fields
    • Task Manager
    • Location Details
    • Batch Item Entry
  • Online Programs
    • Event Manager
    • Synchronizing Time Entries to Microsoft Outlook
  • Periodic Processing Programs
    • Meter Processing
    • Day End Processing
      • Work In Progress Recognition
      • Day End Processing of G/L Segment Overrides
    • Create G/L Batch
    • Consolidated Invoice Processing
    • Clear History
    • Generate Payroll Timecards
      • Payroll Additional Codes and Custom Fields
  • Statistics and History Programs
    • Financial Statistics
    • History
    • Sales History
  • Setup Programs
    • V/M Equipment
      • Models
      • Equipment
        • Assigning Equipment to Locations
        • Norming Fixed Assets Association
      • Meter Types
      • Meters
      • Item Relationships
      • Auto Create Equipment
    • V/M Faults
      • Faults
      • Symptoms
      • Solutions
    • V/M General
      • Company Options
      • Custom Fields
      • Class Types
      • Employees
      • Work Groups
      • Services
      • Job Phases
      • Job Types
      • Statuses
      • Schedules
      • Subcontractors
      • Agreement Plans
      • Ship Via
      • Tasks
      • Service Centers
      • Audits
      • G/L Integration
    • V/M Sites
      • Site Profile
        • Setting up Site Locations
        • Quick Create Sites
      • Site Contacts
        • Assigning Contacts to Locations
      • Auto Create Sites
  • Reports
    • Document Reports
      • Document Listing
      • Posting List
      • Aged Documents Report
      • Outstanding Entries Report
      • Item Reconciliation Report
      • Work in Progress Report
      • Agreement Listing
      • Agreement Summary Report
      • Notation Listing
      • Overhead / Burden Listing
      • Project Listing
      • Payment Summary Report
      • Job Summary Report
      • Job/Budget Variance Report
      • Posting Summary Report
      • Job Analysis Report
      • Job Listing
      • Turnaround Time
      • Job Entry Summary
      • Posting Schedules
    • Employee Reports
      • Time Entry Summary Report
      • Time Entry Totals Report
      • Employee Commission Report
      • Employee Summary Report
      • Labor Summary Report
      • Billing Variance Report
      • Response Tracking Variance Report
    • Equipment Reports
      • Model Listing
      • Equipment Listing
      • Equipment Transactions Report
      • Meter Type Listing
      • Equipment Billing Report
      • Meter Worksheet
      • Item/Model Relationship Report
      • Equipment Task Listing
      • Equipment MTBF Report
    • Fault Reports
      • Fault Listing
      • Symptom Listing
      • Solution Listing
      • Fault Registration Report
    • Forms
      • Customer Confirmation
      • Work Order - Job Card
      • Work Order - Phase Card
      • Equipment Labels
      • Return Authorization
      • Invoices
      • Consolidated Invoices
      • Credit Notes
      • Quotations
      • Shipping Labels
      • Picking Slips
      • Agreement Contracts
    • Setup Reports
      • Custom Fields Listing
      • Work Group Listing
      • Employee Listing
      • Service Listing
      • Class Type Listing
      • Job Type Listing
      • Job Phase Listing
      • Subcontractor Listing
      • Agreement Plan Listing
      • Schedule Listing
      • Site Listing
      • Site Contact Listing
      • Ship Via Listing
      • Category Account Listing
      • Service Center Listing
      • Task Listing
      • Skills Listing
      • Company Options Listing
      • G/L Integration Listing
    • Transaction Reports
      • G/L Posting Journal Report
      • G/L Transactions Report
      • Service Cost Clearing Audit
      • Sales History Report
      • Sales Activity Report
      • Warranty Claim Report
      • Amortization Schedules Report
      • Pricing Adjustment Audit Report
      • A/P Reconcile
      • Payroll Postings
  • Utility Programs
    • Import/Export
      • Custom Fields
      • Notations
      • Time Actuals Export
    • Custom Field Integrity
    • Special
    • Code Changer
  • Installing Service Manager
    • System Requirements
    • Sage 300 Integration
    • Installation Procedures
    • Licensing and Product Registration
    • Data Activation
    • Multi-User Data Protection
    • Databases
    • Service Manager Security
  • Setting Up Service Manager
    • Service Manager Setup Check List
  • Technical Information
    • Software Updates
    • Software Design Limits
    • Program Design
    • Data Dictionary
    • Database Changes
  • Glossary and Acronym List
• Optional Add-On Modules
  • Advanced Maintenance Add-On
    • Advanced Maintenance User Guide
      • Overview
      • Licensing and Product Registration
      • Advanced Maintenance Setup
        • Setting up Site Locations
        • Assigning Contacts to Locations
        • Assigning Equipment to Locations
        • Setting up Maintenance Class Types
          • Period Groups
          • Task Disciplines
        • Maintenance Calendar Setup
        • Setting up Task Statuses
          • Setting up Tasks
        • Maintenance Setup
          • Maintenance Entities
            • Conditions
            • Tasks
            • Period Groups
          • Loadings
          • Publishing Model Maintenance to Equipment
          • Determining Maintenance Commencement Date
        • Worksheet Group Setup
      • Advanced Maintenance Workflow
        • Maintenance Calendars
          • Maintenance Calendar Toolbar
          • Maintenance Calendar Options
          • Entering Meter Readings
          • Posting Due Maintenance Tasks to Worksheets
          • Tracking the Processing Status of Maintenance Periods
          • Viewing Maintenance Period Statistics and Totals
          • Maintenance Calendar Graphs
          • Refreshing Maintenance Loading Tables, Statistics, Totals and Status values
        • Worksheet Manager
          • Managing Worksheets
          • Posting Worksheets to Jobs
          • Tracking the Processing Status of Worksheets and Maintenance Tasks
          • Viewing Worksheet and Maintenance Task Statistics and Totals
          • Viewing Maintenance Jobs
          • Refreshing Statistics, Totals and Status values
        • Completing Tasks
        • Completing Advanced Maintenance Entities
      • Advanced Maintenance Reports
        • Maintenance Calendar Listing
        • Loading Summary Report
        • Task Requirements List
        • Inventory Requirements List
        • Worksheet Listing
        • Worksheet Summary Report
        • Worksheet Setup Listing
      • Advanced Maintenance Security
      • Day End Processing and Advanced Maintenance
  • Advanced Scheduling Add-On
    • Advanced Scheduling Installation Guide
      • Pre-Requisites
        • Operating System
        • Service Manager
        • Licensing and Product Registration
        • Other Libraries and Frameworks
      • Installation
        • General
        • Procedure
        • Location
      • Post Installation
        • Rebuild Online Program Language Resource Tables
      • Operation
        • Launching
          • SQL Direct Mode
            • SQL Connection Creation
      • Trouble Shooting
        • Unable to launch - COM Class Factory Startup Error
        • Unable to Launch - .NET Libraries not Installed
        • Unable to launch from within Sage 300 Desktop
        • Login Problems
        • Load Databases Error
        • Crash on Open or Close
          • Data Execution Prevention
          • Clear Settings Files
          • Remote App Environment
        • AS opens then disappears
          • Security Privileges Check
          • Installation Checks
          • Terminal Services
        • Workstation Setup
    • Advanced Scheduling User Guide
      • Overview
        • Purpose of Advanced Scheduling
        • Pre-Requisites
          • Security
          • Job Related
          • Custom Field Related
          • Resource Related
            • Employees
            • Sub Contractors
            • Equipment
      • Logging in to Advanced Scheduling
      • Setting SQL Settings after new AS Install
      • User Interface
        • Navigation Pane and Views
          • Calendar View
            • Calendar Controls
          • Job Query
            • Filter
            • Query
            • Single
          • Job List View
          • Routing View
        • Menus
        • Toolbars
          • Customizing Toolbars
        • Ribbon
        • Status Bar
        • Flyouts and Filters
          • Actuals List
          • Billing
          • Appointment Coloring
          • Current Selection
          • Estimates
          • Finder
          • Job Filter
          • Job Tree
          • Job Equipment
          • Notification List
          • Resource Filter
          • Service Center Filter
          • Skills Filter
          • Tasks List
          • Workgroup Filter
          • Appointment Transaction History
          • Docking Window
      • Scheduling
        • Creating a Time Entry
          • Job Related Appointments
            • Job Details Tab
            • Dispatch Tab
            • Time Entry Tab
              • Actuals
            • Recurrence Tab
            • Notations Tab
          • Non Job Related Appointments
          • Assigning / Unassigning Resources
        • Modifying and Deleting Appointments
        • Rescheduling a Job
        • Resource Routing
      • Options Application
        • General Tab
        • Scheduling Tab
        • Calendar Tab
        • Gantt Tab
        • Routing Tab
        • Labels Tab
        • Data Tab
        • List Setup Tab
        • Appointment Coloring Tab
        • File Locations Tab
      • Troubleshooting
        • Appointments snapping back to original location after move
        • Insufficient Data For an Image
        • ActiveX Component Cant Create Object
        • Job Data Truncated
  • Technisoft Cloud Portal
    • Technisoft Cloud Portal Installation and Systems Admin Guide
      • Licensing and Product Registration
      • General Information
      • Security Considerations
      • Installation and First Launch Checklists
        • Preparation Checklist
          • Multi Server Checklist
        • Installer and Configuration Checklist
        • First Launch Checklist
      • Upgrade Checklist
      • Home Page
      • Admin Settings
        • Companies
        • Common Settings
          • General (Common) Tab
          • Security Tab
          • Email Tab
          • About Page Settings
          • Login Page Settings
        • Company Settings
          • General (Company) Tab
          • Contact Notification Tab
          • Payment Gateway Tab
        • Users
          • User Access Types
          • Customer Portal User Security
          • Performing User Approvals
            • Admin Approval
            • Customer Portal Approval
        • Notification Log
        • Audit Log
        • Download Log File
      • Installation Detailed Information
        • IIS Features
        • Application Initialization
        • Sage 300 Connection Account
        • Upgrading from old Customer Portal
        • UI Customization
    • Customer Web Portal User Guide
      • Logging in to the Customer Web Portal
      • Common functions
      • Home
      • Requests
        • Request State
        • Workflow Indicators
        • New Requests
          • General Site Request
          • Specific Equipment Request
        • Maintaining Requests
        • Chat
      • Quotes
      • Jobs
      • Invoices
        • Pay Invoice
      • Meters
      • Find functions
        • Equipment Search
        • Model Search
        • Site Search
      • Analysis
        • Equipment Service Cost
        • Equipment Faults
      • Equipment details
      • Model details
      • Site details
      • My Account
      • Logging out of the Customer Web Portal
      • About
  • Employee Web Portal
    • Employee Web Portal Installation Guide
      • General
        • Introduction
        • Limitations
        • Server and Network Requirements
        • Sage CRM Limitations and Requirements
        • Client Requirements
        • Known Issues and Workarounds
          • Report Printing in Sage 300 v2012
          • CRM Integration and IE 10 or 11
          • Signature Feature and CRM Integration
          • Windows Server 2012 Essentials
      • Preparation
        • Rebuild online tables
        • Enable Web/IIS Features
          • Windows 7 and 8 IIS Example
          • Windows Server 2008 and 2012 IIS Example
        • Installation Types
          • Default Installation
          • Advanced Installation
          • Multi Server Installation
        • Security
          • Dedicated User
          • Shared Data Folder Rights
      • Installation
        • Default Installation
        • Advanced Installation
      • Post Installation
        • Run Configuration Utility
          • Create IIS Virtual Directory
          • Deploy CRM Integration Files
        • IIS Authentication
        • Assign Physical Path User
        • Set Rights to the WebSite Folder
        • Application Pool Identity
        • CRM Integration Configuration
          • Install in CRM
          • CRM User Settings
        • Test Installation
      • Upgrading
        • Upgrade from New Installer
        • Upgrade from Old Installer (before version X.X.2.50)
        • Upgrading from 6.0A to 6.0B or 2014/6.2A
      • Optional Configuration
        • Select Any Time in Time Entry Screen
        • Multi Company Support
          • VMEP Configuration
          • CRM Configuration
            • Add Database Field
            • Update Service Manager URL Configuration
            • Update Integration Code
            • Modify CRM Menus
        • Manual Configuration of IIS
        • CRM Case Note and Case Description Transfer
        • CRM Workflow Examples
          • Use Create Document in CRM Workflow
          • Use Equipment Transfer in CRM Workflow
        • Advanced Email Features in Document Notations
        • Alternative Report Generation
        • Dashboard Filters
        • Maximum returned records
        • Date and number formatting
        • SQL Integrated security
        • Limit Site Finder on New Document (CopyDocs) screen
        • Calculate Tax and Commission on Save
        • Print to RTF
        • Default source and destination document type
        • Print to custom files
        • Limit Graphs to current Employee
        • See all jobs
        • Signature
        • Finder Page Size
        • Mobile Reports
        • Notation Object Upload
      • Troubleshooting
        • Debug mode
        • Reactivate ASP.NET 2.0
        • Security issue
        • Rebuild online tables
        • Access denied error
        • XAPI error 1
        • XAPI error 100
        • Check web process identity
        • HTTP error 404
        • CRM configuration error
        • CRM user account
        • Null reference error
        • Report printing error
        • CRM to VMEP login error
        • integration and http error 401
        • Missing SAGE300.Advantage assembly
        • Service Unavailable
        • MSCORLIB.DLL missing
        • Extended Error Code 129
        • Extended Error Code 49153
        • Web Page Style Configuration
        • CRM Timeout
      • Windows Server 2003 Installation
        • Web Features
        • Dedicated VMEP User
        • IIS Settings
          • Application Pool
          • Virtual Directory
      • Installation Checklists
    • Employee Web Portal User Guide
      • Using the Employee Web Portal
        • Starting the Employee Web Portal
        • Logging in to the Employee Web Portal
        • Employee Dashboard
          • Custom Job Filters
        • Time Entries
        • Searching for Documents, Equipment and Sites
        • Documents
          • Creating Documents
          • Document Entry screen
          • Posting Invoices, Credit Notes, Cost Only entries and Receipts
          • Reports/Forms
            • Printing Invoices & Credit Notes
            • Printing Quotations
            • Printing Work Order - Job Cards
        • Sites
          • Site Folio (Site Summary)
          • Creating Sites
        • Equipment
          • Equipment Folio (Equipment Summary)
          • Creating Equipment
        • History Search
        • Reports/Graphs
        • Miscellaneous Tools
          • Recent Menu
          • Grids
          • Finders
          • Date Picker
        • Logging out of the Employee Web Portal
      • SageCRM for Sage 300 Integration
        • How SageCRM connects to the Employee Web Portal
        • How SageCRM Users are linked to Employee Web Portal Users
        • My Service Manager
        • Converting CRM Opportunities to Service Manager Quotes
        • Promoting a Quote to a Job or Sale
        • Converting CRM Cases to Service Manager Jobs
        • CRM Workflow Integration
  • Field Portal
    • Field Portal Installation Guide
      • Licensing and Product Registration
      • General
        • Introduction
        • Limitations
        • Server and Network Requirements
        • Client Requirements
        • LanPak Usage
        • Windows Server 2012 Essentials
      • Preparation
        • Enable Web/IIS Features
          • Windows 7 and 8 IIS Example
          • Windows Server 2008 and 2012 IIS Example
        • Installation Types
          • Default Installation
          • Advanced Installation
          • Mulit Server Installation
        • Security
          • Dedicated User
          • Shared Data Folder Rights
      • Installation
        • Default Installation
        • Advanced Installation
      • Post Installation
        • Run Configuration Utililty
          • Create IIS Virtual Directory
          • Other Configurations
        • IIS Settings
          • IIS Authentication
          • Assign Physical Path User
          • Application Pool Identity
        • Report Settings
        • Employee Settings
        • Security Settings
        • Services Settings
        • Dispatch Settings
        • Location Settings
        • Template Settings
        • Test Installation
      • Configuration Utility
        • Optional Settings
        • Notation
          • 2020 (67A) and Earlier Attachment Settings
          • 2021 (68A) and Later
        • Signature
        • Mapping
        • Location Services
        • Create Job
        • Create Equipment
        • Team Recorder
        • Quotes
        • Document Tree
        • Reports
        • Invoicing
        • Employee Schedule
        • Recorder Favourites
        • Local User Management
      • Upgrading
        • Upgrading from Version 1.0
        • Upgrading from 6.0A to 6.0B or 2014/6.2A
      • Manual Customizations
        • Status and Priority Coding
        • Alert Services
        • Customized Search
          • Search Definition
          • Filter
          • SQL Sentence
          • Detail Section
        • Date and Number Formats
        • Specify Report File
        • Translation
      • Troubleshooting
        • Report Printing AccessViolationException
        • Report Generation Issues
        • Crystal Reports Error
        • Reactivate ASP.NET 4.0
        • Missing ACCPAC.Advantage Assembly
        • Service Unavailable
        • Extended Error Code 129
        • Extended Error Code 49153
        • IIS 6.0 Management Missing
        • COM Error on Startup
        • ManagedPipelineHandler Error
        • Signature License File
        • Manual Configuration of IIS
        • Geolocation Issues Using Chrome
        • No Access to Admin Services
    • Field Portal User Guide
      • Licensing and Product Registration
      • General Information
        • Clients
        • Important Notes
      • Common User Interface Features
        • Page Layout
        • Date and Time
        • Start, Stop and Duration Fields
        • Timeout
        • Cancel Edit/Insert Mode
        • Collapsible Sections
        • Lists
        • Touch Screens
        • Email and Phone Link
        • Multi Select Options
      • Home Screen
        • Logon Screen
        • Schedules
          • Daily Schedule
          • Weekly Schedule
          • Employee Schedule
        • Dispatched Jobs
        • Response Due Today
        • Search
          • Standard Searches
            • All Jobs
            • My Assigned Jobs
            • Equipment on Jobs
            • Jobs Managed By Me
            • Recording Time Entries
            • My Tasks
            • Jobs by Site and Priority
            • Timesheet Grid
            • Timesheet Actuals
            • Equipment List
            • Location Quantity
            • Items at Location
        • Non Job Related
        • New Job
        • Quotes
          • New Quote
        • New Equipment
        • Location Services
      • Job Details Screen
        • Appointments
          • Scheduled/Estimate
          • Recorder
          • Actuals
          • Items/Services
          • Appointment Notations
        • Recurring Appointments
        • Equipment
          • History on Jobs
          • Transfer/SN
          • Edit
          • Meter
          • Fields
          • Map
          • Set Lat/Long
          • Faults
        • Tasks
          • Task List
          • Task Detail
        • Notation
          • Notation List
          • Notation Detail
          • Sign Off and Signature
            • Sign Off
            • Signature
        • Custom Fields
          • Document Custom Fields
          • Site Custom Fields
          • Equipment Custom Fields
        • Reports
        • Invoice
      • Document Tree
        • Header
        • Phase
        • Equipment
        • Billing Lines
          • Items and Services
        • Purchase Order
    • Field Portal App Installation and Systems Admin Guide
      • Licensing and Product Registration
      • General
        • Introduction
        • Limitations
        • Server Requirements
          • Operating System
          • Sage 300 Installation
          • SQL Server
        • Device Requirements
          • Platforms
          • Android
          • iOS
          • Windows 10
        • Sage 300 and LanPak Usage
      • Preparation
        • IIS Features
          • Firewall
          • Windows 10 Example
          • Windows Server 2012 Example
        • Multi Server Installation
        • Employee Settings
        • Sage 300 Security Settings
        • Service Settings
        • Dispatch Settings
        • Barcode Scanning Capabilities
      • Server Installation
      • Post Installation
        • Run Configuration Utililty
          • IIS Settings
          • Sage 300 User Account
        • Manual IIS Configuration
          • IIS Authentication
          • Configuration Security
        • Test Web Site
        • Using Service Manager Sample Data
      • Device Installation
        • Android Installation
        • iOS Installation
        • Windows 10 Installation
        • Configure Server URL
        • Login to Application
      • Configuration Utility
        • System Settings
        • Sync Settings
          • Initial Sync
          • Login Sync
          • System Sync (Full Refresh)
          • Item Sync
          • Job Sync
          • Stored Actions
        • Customization Options
        • Notation Settings
        • Signature Settings
        • Recorder Favourites
        • Timeout Settings
        • IIS Settings
        • Configuration workflow diagrams and examples
          • Workflow - Time Entry Centric
          • Workflow - Labor Actuals Only
          • Workflow - Job Centric
          • Workflow - Limit Billing to Equipment
      • Manual Configurations
      • Upgrading Process
      • Troubleshooting
        • Sage 300 Login or Password Changed
        • Changing Server URL in Config Page
        • No Access to Admin Services
        • Certificate Error Installing on Windows 10
    • Field Portal App User Guide
      • Licensing and Product Registration
      • Common Features
        • Page Layout
          • Date and Time
        • Action Functions
        • Start, Stop and Duration Fields
        • Touch Screens
        • Email and Phone Link
      • User Interface Pages
        • Login Page
        • Config Page
        • Menu
        • Home Page
          • Schedule Page
          • Dispatched Appointments Page
          • Job List Page
          • Equipment Search Page
            • Add Equipment to Job
          • Time Sheet Actuals Page
          • Open Task Search
        • Job Detail Page
          • Job View
          • Content View
          • Phase View
          • Equipment View
          • Task View
          • Billing Views
            • Appointment Billing View
            • Document Billing View
        • Add/Edit Pages
          • Add Appointment
          • Edit Appointment
          • Create Job
          • Job Equipment
          • Meter Reading
          • Edit Equipment Master
          • Task
          • Fault
          • Item
          • Service
          • Labour/Actual
          • Recording
          • Notation
          • Custom Fields
          • Signature
        • Stored Actions Page
  • Purchase Orders Add-On
    • Purchase Orders Add-On User Guide
      • Licensing and Product Registration
      • Overview
      • Using the Purchase Orders Add-On
        • Document Entry
        • Requisition Manager
          • Purchasing Workflow Integration
        • Auto Create Requisitions
        • Requisition List
        • Practical Examples
          • Create New Purchase Order from Requisition Manager - Move Order Quantity to Estimate
          • Bulk Generate Requisitions/Purchase Orders by Job, Phase or Billing Group
          • Retrieve Existing Purchase Order to Job or Sales Order
        • Advanced Options
  • Service Center Add-On
    • Service Center Add-On User Guide
      • Overview
      • Licensing and Product Registration
      • Using the Service Center Add-On
        • Company Options
        • Setting up a Service Center
        • Assigning Employees to Service Centers
        • Setting up a Default Service Center for a Site
        • Assigning Subcontractors to Service Centers
        • Creating a Job including Service Center information
  • Serialized Inventory Add-On
    • Serialized Inventory Add-On User Guide
      • Overview
      • Licensing and Product Registration
      • Using the Serialized Inventory Add-On
        • Selling Serialized Inventory Items on a Document
        • Selling Serialized Inventory Items during a "Build" of Equipment
        • Creating a Job for a Serialized Inventory Item
        • Auto Create Equipment from Serialized Inventory
        • Auto Serial Numbering

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