Management Teams
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Find and Merge Duplicates
Introduction To help identify potential duplicate records, the system automatically checks newly created contact records to see if there are other contacts with the same email address or the same phone number. If the system finds other contacts with ...
Create and Edit Custom Views
Introduction Custom Views allow you to display and organize records based on your specific needs. Think of them as queues of records, filtered by criteria, for easy access to the information you need. Although 1Stop provides pre-configured Custom ...
Sync With Google
Introduction If you rely on Google Calendar, you can seamlessly synchronize your calendar events between 1Stop and Google. With the 1Stop Mail Add-on (see Configuring Gmail), you can even integrate your Gmail account directly into 1Stop, ensuring ...
Job Cost Overview
1Stop takes an entirely different approach and has revolutionized the Job Costing process. By leveraging our built-in processes across all aspects of your business, you can finally gain clarity on true profitability at the job level. And the best ...
Customizing Home Pages
Introduction In 1Stop, the home page provides a quick overview of your CRM activities' progress, featuring components from various modules like Tasks, Dashboards, and more. A brief glance at the home page components instantly reveals the status of ...
Popular Articles
Updating Your Personal Settings
1Stop offers a variety of Personal Settings based on your individual Preferences. Follow the instructions below to add more details about yourself and confirm the default settings are suitable based on your individual preferences. Alert Please be ...
Logging In
Introduction To log in for 1Stop, you need an email invitation sent by your administrator. Once you receive the invitation, please follow the instructions below. Initial Sign-up Instructions 1. Click the Join Now button from the email invitation sent ...
1Stop General Introduction
Introduction 1Stop is the first all-in-one business operating system designed to meet the unique demands of specialty remodelers. From when a lead first expresses interest in your business through the entire sales and installation process, 1Stop ...
Customizing Home Pages
Introduction In 1Stop, the home page provides a quick overview of your CRM activities' progress, featuring components from various modules like Tasks, Dashboards, and more. A brief glance at the home page components instantly reveals the status of ...
Anatomy of a Record
Every record within 1Stop adheres to a standardized structure, ensuring a consistent user experience, irrespective of the module you're working with. Below, we provide an example of a Contact Record, which serves as a representative model for all ...