Management Teams
Customer Balance Detail Overview
Each Sale record includes a Customer Balance Detail section. This section provides a clear breakdown of customer's current balance. It automatically updates whenever you process transactions like sales, service calls, change orders, payments, and ...
Add Reversing Change Order
If you need to reverse an approved change order you can automatically create this reversing Change Order by selecting the Add Reverse Change Order button. This article provides the step by step instructions to complete the creation of a reversing ...
Add Change Order Tasks
After approving a Change Order you can assign tasks to ensure the job and all related items are updated accordingly for the Change Order. This article provides an overview on the different types of tasks, how to add the tasks, completing tasks and ...
Pre-Approving a Change Order
A Change Order record should be created for any change associated to an approved Sale record. To officially update the Sale and the related Job and Job Cost records the Change Order will need to be approved by management. There are 2 ways a change ...
Approving a Signed Change Order
A Change Order record should be created for any change associated to an approved Sale record. To officially update the Sale and the related Job and Job Cost records the Change Order will need to be approved by management. There are 2 ways a change ...
Reactivate a Canceled Sale
If a canceled Sale record has been recovered and needs to be reactivated, 1Stop has created a simplified process to reactivate the sale. As with canceling a Sale record, there are a significant amount of automations associated with reactivating a ...
Cancel an Approved Sale with Cancel Fee
As can be seen by all the automations that occur after an approved sale is canceled, canceling an already approved sale should be done only when senior management has agreed to the canceling of the Sale record. There are 2 options when canceling an ...
Cancel an Approved Sale with No Cancel Fee
As can be seen by all the automations that occur after an approved sale is canceled, canceling an already approved sale should be done only when senior management has agreed to the canceling of the Sale record. There are 2 options when canceling an ...
Move Not Approved Sale Back to Sold
This article will provide an overview on how to move a Not Approved Sale record back to the Sold state so it can be approved. It is important to note that if you are moving a Not Approved sale record back to Sold that the Sign Date be in an active ...
Sale Not Approved
If it is determined that a Sale should not be approved, 1Stop has created a simplified process for handling these Sale records. This article will provide an overview on how to not approve a new sale record as well as provide an overview on the ...
Approve a Sale
Once a Quote is sold it automatically creates a Sale record for management to review and decide to either approve or not approve. This article will provide an overview on how to approve a new sale record as well as provide an overview on all the ...
Pay a Vendor Commission
Once a Vendor record is approved, an Expenditure with the payment terms is automatically created. When the payment due date is reached, the Expenditure is automatically added to a View for payments that need to be processed. This video provides an ...
Approve a Vendor Commission
After an employee commission has been completed, it transitions into the "Ready to Review-Vendor" state, where it awaits review and approval by your management team. Once approved, the appropriate expenditure record is automatically generated for the ...
Comm Analysis Record - Reset Commissionable Worksheet
If by error you remove a product that should be commissionable in the Commissionable Worksheet subform you can reset this subform back to include all the products to start over. This video demonstrates this process of resetting the Commissionable ...
Comm Analysis Record - No Retail Pricing
If a product does not have retail pricing associated with it in the Product module it will show as blank or $0 in the Comm Analysis record. IN this situation you will need to manually add what the retail pricing should have been in order to properly ...
Manually Add Commssion Records
Introduction In certain scenarios, you may need to create a commission records manually. To simplify this process, 1stop has incorporated an "Add Commission Records" button on all sales records and change order records. This video presents a ...
Automatic Creation of Commission Records
Introduction 1Stop has simplified the referral bonus process by automatically creating commission records when a Sale is approved as well as the option when a Change Order is approved. The following video showcases the automatic creation of the ...
Automatic Creation of Referral Bonus Records
Introduction 1Stop has simplified the referral bonus process by automatically creating Referral Bonus records when a Sale is approved and that sales has a Lead Source of Referral-Contact, Referral-Employee or Referral-Vendor. The following video ...
The Custom Home Page
Introduction The Custom Homepage organizes all of the key activities users need to do their Job in one place. Each homepage features different components from various modules based on a user's role within the organization, ensuring its relevant to ...
Pre-Authorize an Expenditure
Introduction Pre-authorizing expenditures offers increased control over employee spending. 1Stop has streamlined this process by introducing a simple Transition after an expenditure is created, allowing users to pre-authorize specific spending ...
Approving Expenditure Records
Introduction When expenditures are submitted, they require approval before moving to the accounting team for processing. This article provides step-by-step instructions on how to approve transactions for vendor bills, credit card charges, and ...
Expenditures Management Overview
Introduction Managing business expenses can be a messy and time-consuming task. Tracking who spent what, where, and why can feel like an endless loop of receipts and spreadsheets. 1Stop simplifies this process by centralizing all your business ...
Creating Portals
Introduction CRM portals are specifically designed for administrators to extend CRM accessibility for their contacts, vendors, and partners. Portal users can access modules and relevant data that have been granted to them, including products, ...
Trusted Domain
Introduction The Trusted Domain is a security feature used by 1Stop to specify which domains your application is allowed to make API calls to. You will see it highlighted under Setup > Users and Control, per the below screen. This feature is only ...
Review and Approve Referral Bonus Records
Once a referral bonus is completed, it moves to the "Ready to Review" State. Here, you can review each referral bonus to ensure its accuracy. Once verified, you can approve it for payment when the due date arrives. The following videos highlight the ...
Manually Add a Referral Bonus Record
Introduction In certain scenarios, you may need to create a referral bonus record manually. To simplify this process, 1stop has incorporated an "Add Referral Bonus" button on all sales records. This article presents a step-by-step guide on how to ...
Complete a Referral Bonus Record
Introduction 1Stop offers a simplified process for recording referral bonuses by prioritizing the essential information needed for accurate bonus calculations. This article presents a step-by-step guide on how to complete a referral bonus record in ...
Update Employee and Vendor Referral Bonus Inputs
Introduction 1Stop makes it easy manage agreed to referral bonus percentages or referral fixed fees for every Employee and/or Vendor. This article provide an overview of how to update these predetermined amounts for each respective group. Video ...
Referral Program Management Overview
Introduction Referrals are the highest-quality, most cost-effective Lead source, but they can be difficult to manage and track. 1Stop's referral tracking solves this problem by automatically linking the referrer to the person being referred and ...
Add a Lead Tracking Record
Introduction In the rare case that you need to add a Lead Tracking record, 1Stop has simplified the process with a custom add button in the Contact Module, Quote Module and Sales Module. This article will walk you through the steps to add a Lead ...
Contact & Lead Tracking Automations
Introduction Automations power all of your Funnel Dashboards, Net Sold per Lead Dashboards and a host of other dashboard and reports related to your Scheduling, Lead and Sales performance. These automations are always working behind the scenes to ...
Contact & Lead Tracking Overview
Introduction 1Stop has introduced a groundbreaking approach for tracking Contacts throughout every step of their journey, from their initial arrival as a new Lead through the entire sales and installation process, and even if they return as a repeat ...
Recalling a Paid Payroll Commission
If a commission payroll was mistakenly paid, it is necessary to recall that payment. 1Stop has simplified this process by introducing a button that automatically creates two new commission payroll records. The first record reflects the negative ...
Commission Payroll Payment Processing
Paying commissions has historically been a complex and time-consuming process. However, 1Stop has revolutionized this procedure by simplifying and automating when payroll payments are due. The following video provides an overview on the step-by-step ...
Add and Complete a Commission Adjustment Record
Introduction 1Stop has simplified the process of adding and approving commission adjustments, making it convenient when needed. A commission adjustment is necessary when there is a requirement to deduct or add to an existing commission record that ...
Approve a Employee Commission
After an employee commission has been completed, it transitions into the "Ready for Review-Employee" state, where it awaits review and approval by your management team. Once approved, the appropriate payroll records are automatically generated for ...
Updating and Utilizing a Comm Analysis Record
The Commission Analysis Module provided by 1Stop is designed to assist in analyzing the effective discount and identifying non-commissionable items on approved sale or change order records. By using this module, companies can easily determine the ...
Complete a Commission Record
1Stop streamlines calculating and allocating commission payments based on specific sales scenarios. Choose the appropriate option when completing a commission. Solo Employee: Applies to sales or change orders associated with a single salesperson. The ...
Commission Process Program Overview
Introduction Managing commissions can be a challenging and complicated process which is why 1Stop has implemented a robust, automated and streamlined process for handling commissions for your sales team. The following video provides an overview on ...
BCC Dropbox
Introduction When managing multiple email accounts for your business, your email correspondences will be distributed across various email clients. To consolidate all these business communications into a central hub, you can utilize your 1Stop CRM ...
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