Change Order
When creating a Change Order, should you search for the Homeowner's: Contact, Order, Quote or Opportunity?
The opportunity.
Under which dropdown should a user type the Homeowner’s name?
Under the "Project Name" dropdown.
Under which tab can the "Manual customer payment reminder" be found?
Under the "Process" tab.
Clicking on this icon in the main project screen takes you to the page to upload files, images, or notes.
What is the paperclip icon?
After clicking Favorites, what is the next step in the Actual Start Date QRG?
What is "All projects"?
After clicking on the "Quotes" tab, what link do you click on?
"+New Quote"
In FO 'purchase order' can refer to either labor or materials. What is a PO for labor called?
What must be selected before the "additional message" field can be filled out?
The Payment type must be set to "Other."
After clicking "+ New," you can upload four types of content. Name one.
What is an image, file, note, or link?
After entering the Project ID number, you must click this button to proceed.
What is Apply?
What will the "$0 Change Order" field default to?
What is "No"?
What must be done before clicking "Email" to send the work order?
Select the recipient’s email from the directory and click "Select."
What happens immediately after clicking "OK" in the payment reminder process?
An email is sent immediately.
When uploading a file, it must be in this specific format.
What is PDF?
If you don’t have the Project ID, you can click on this instead.
What is the Project name?
What button do you click to create a cart?
"Add Products to the Cart" button
What should a user do after clicking on "Purchase order confirmations"?
Click on the correct purchase order.
What information must be completed in the "Manual customer payment reminder" pop out window?
The "Payment type" and the appropriate "Amount".
After selecting a file or image to upload, this step must be completed before saving.
What is filling out the appropriate information?
To change the actual start date, you need to click on this icon.
What is the calendar icon?