Whats that word?
Previously known as a quote in ERPAG, used to provide a client with an itemized list to sign, agreeing to pay for goods an services.
What is an Estimate?
The name of the tool replacing ERPAG.
What is Netsuite?
Party responsible for creating the NS Estimate on Primary Equipment
What are Account Executives?
All recent searches button
What is the clock/arrow icon?
The party responsible for creating the sales order for equipment on small orders.
Who is the MF team
A confirmed agreement between groundwork and customer that initiates procurement of equipment and is needed for billing purposes.
What is a Sales Order
The name of the Estimate form to create small order requests associated with Change Orders.
What is the "GroundWork - Small Order" form?
The party responsible for creating the sales order for services on primary equipment
Who is the Project Manager?
The location Invoice POC needs to be saved (be specific).
What is Project Record > Relationship tab?
Symbol used when searching in NetSuite to find partial entries
What is the percent sign (%)?
The place invoicing instructions are stored as well as invoicing contacts
What is the Project Record.
The name of the Estimate form to create Warranty requests.
What is the "GroundWork - Small Order" form?
**Daily Double**
The two parties we send emails to when a Notice to Proceed or signed change order is received via email.
Who are Anjaleigh and the Accounting Team
To create a new estimate, you must click these buttons to navigate to a new Estimate form.
What is CRM tab > Sales > Estimates > New?
Or
What is Project Record > Create New icon > Estimate?
The party responsible for creating the sales order for equipment for warranty requests.
Who is the MF team?
Another name for SKU.
What is Item?
Updates are made to this document when a change order is made but the primary equipment has not shipped.
What is the Original Sales Order?
The location in Netsuite the PM is responsible for saving a copy of written NTP.
What is the Estimate - Communication tab?
The locations to see ALL project-related records (estimate, sales orders, invoices) - be specific
What is Project record > Related Record tab
The step of adding the change order sku that Amy consistently forgets and has to be reminded of by the team.
What is change Line Type from Original Contract to Change Order