System Setup Reference Documents
Employee – Setup — (rev 02/21)
Employee Permissions — (rev 02/21)
Certification Type – Setup — (rev 04/20)
Employee Record – How to Adjust — (rev 02/21)
Work Order Employees – Setup — (rev 03/21)
Task Template – Setup — (rev 02/19)
Task Notification – Setup — (rev 02/19)
Default Document Folders – Setup — (rev 04/20)
Loss Date Rules – Setup — (rev 03/21)
Loss Date Tracking – Setup — (rev 04/20)
Cause of Loss – Setup — (rev 04/20)
Job Type – Setup — (rev 05/20)
Job Custom Fields – Setup — (rev 03/21)
Determinations – Setup — (rev 05/20)
Titles/Positions – Setup — (rev 05/20)
XA Job Mapping — (rev 07/19)
Budget Factor – Setup — (rev 02/19)
Sub/Tech – Admin Settings — (rev 04/20)[/vc_column_text]
Document Merge Instructions — (rev 10/19)
Merge Data Source – Fields and Descriptions — (rev 10/19)
Document Templates – How to Add — (rev 02/19)
RM Merge Data Source
IMPORTANT: Remember the RM Merge Data Source file must be downloaded to add the merge fields into your word documents.
Office Setup Reference Documents
Email Templates – Setup — (rev 03/19)
Text Templates – Setup — (rev 03/19)
Work Order Email Subject Line — (rev 02/19)
Purchase Order Approval – Setup — (rev 02/19)
Purchase Order Signature — (rev 02/19)
Samples
Sample – Correspondence Types — (rev 02/19)
Samples – Referred By — (rev 02/19)
Sample – Marketing Categories — (rev 02/19)
Sample – Categories, Subs & Services — (rev 02/19)
Samples – Reported By — (rev 02/19)