PO- Access
This is the first step you must take to access a Purchase Order.
What is "Access a project, click on 'Manage,' then click on the circle next to the Project ID"?
What is the first step in sending a work order to a crew?
Click on Favorites.
What is the first step in sending a manual customer payment reminder?
Access a project, then click on "Manage."
What must you select before clicking "Upload Files"?
What is an appropriate category?
This icon is the first step in updating the actual start date of a project.
What is the Favorites icon?
After clicking on "Manage," you need to click on the dropdown to proceed with accessing a Purchase Order.
What is "Item tasks"?
What must a user click on after selecting "All Projects"?
Click on "Project ID" or "Project Name" to enter the necessary details.
Under which tab can the "Manual customer payment reminder" be found?
Under the "Process" tab.
The link you click to upload notes and/or send an email
What is the "+New Note"?
If you don’t have the Project ID, you can click on this instead.
What is the Project name?
After clicking on "Item tasks," what should you click on next to proceed?
Click on the Purchase orders link.
Under which dropdown should a user type the Homeowner's name?
Under the "Project Name" dropdown.
What must be selected before an additional message can be added?
The Payment type.
When uploading a file, it must be in this specific format.
What is PDF?
After entering the Project ID number, you must click this button to proceed.
What is Apply?
To select a project before accessing Purchase Orders, you must click on the circle next to this identifier.
What is "Project ID"?
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?
The email is sent immediately.
These three tabs can be updated with new information
What are: Notes, Files and Images?
To change the actual start date, you need to click on this icon.
What is the calendar icon?
What must a user click on to view a specific purchase order?
Click on the Purchase order link.
What should a user do after clicking on "Purchase order confirmations"?
Click on the correct "SubCon" order or Click on the correct "purchase order"
What information must be entered before sending the manual payment reminder?
The appropriate "Amount" and any "Additional message" (if applicable).
These two tabs are view only and cannot be modified.
What are the Customer and the Finance tabs?
Which tab do you need to be on to access the Actual start date calendar?
What is the "Manage" tab?