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Service Plan Status and Color Coding Guidelines
Status Update Criteria The status of a service plan will automatically update to "Upcoming" if the schedule for the upcoming service plan is recurring. Color Coding Based on Unit Measurement The color of the status indicator is determined by the type ...
How to Setup Timesheet Settings
Timesheet settings refer to the configurable options and preferences that can be adjusted to customize the behavior and functionality of a timesheet, Jobsheet and Leave Request forms Navigate to the Web Portal and login On the left-hand main menu, ...
How to Setup Dayworks
This article explains to setup the Dayworks Dayworks is a way for contractors to track work each day that has been requested from a client to perform work that is outside of what has been quoted. The Dayworks form is to be filled out by the field ...
How to Setup Purchasing Settings
Follow the Process to setup Purchase Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting General Settings Product Item Prefix: It is a pre-defined set of characters or digits added ...
How to setup Portal Settings
This article will help you to set up the Portal settings under Company Settings The default quantity rate unit for the 5 activity items can be specified in the Portal Settings. Additionally, placeholders can be utilized to configure the default ...