Ops & Install Teams
Service Requests
There are three types of Service Requests: Revenue - The Install is closed, and there is no warranty or the warranty has expired. There should be a charge to the customer for performing the service. Go Back - The Install is not closed and requires ...
Set Go Back Service Appointment
Go Back service appointments consist of any remaining work that is required to go back to a job site after the Job has been marked as complete and recognized as revenue. It is not uncommon that there could be small punch list items needing to be ...
Cancel an Ops Block
If a set and/or Confirmed and Issued Ops Block record needs to be canceled, select the Cancel Ops Block Transition or the Cancel Revenue Service Transition, complete the required fields and click Save. The Ops Block will initially move to the ...
Reschedule An Ops Block
To reschedule an Ops Block record, first verify if the new time falls within the Ops Block Time Block Restrictions field. If the new time is within the Block Start and Block End fields, select the Change Event Time Transition. If the new time is ...
Setting Up a New Ops Block
Please watch the following video for instructions on how to setup a new Ops Block record.
Confirm and Issue Ops Blocks
Once an Ops Block has been set, the next step is to confirm and issue the Ops Block. Please watch the following video for details on how to confirm and issue all Ops Blocks.
Setting Up Service Products
Prior to scheduling your first Revenue Service Appointment the appropriate service appointment Products will need to be setup in the Products Module. This video provides an overview on how to complete the setup of Service Products.
Overview on Service Appointments Process
1Stop classifies Service Appointments into these three categories: Revenue - this type of Service Appointment is not associated with an existing Job and should require an automatic charge to the customer for coming out to perform the service. Go Back ...
Shipping Process Overview
This article is under development. If you'd like to learn more about the shipping ticket process, please contact your 1stop support representative.
Add a Shipping Ticket Record
This article is under development. If you'd like to learn how to add a Shipping Ticket record, please contact your 1stop support representative.
Shipping Ticket Schedule Delivery
This article is under development. If you'd like to learn how to schedule a delivery for a shipping ticket, please contact your 1stop support representative.
Partial Shipment
This article is under development. If you'd like to learn how complete a partial shipment, please contact your 1stop support representative.
Shipping Completed
This article is under development. If you'd like to learn how to complete a shipping record, please contact your 1stop support representative.
Warehouse Tracking Process Overview
Ensuring you properly receive all products that were ordered is critical to having a flawless installation on your Jobs. In addition, it is not uncommon for some products to be delivered with multiple components associated with each product. ...
Add Warehouse Locations
This article is under development. If you'd like to learn how to add warehouse locations, please contact your 1stop support representative.
Print Warehouse Ticket
This article is under development. If you'd like to learn how to print the warehouse ticket, please contact your 1stop support representative.
Month End Inventory
This article is under development. If you'd like to learn how to review month end inventory, please contact your 1stop support representative.
Spot Check Inventory Levels
This article is under development. If you'd like to learn how to spot check your inventory levels, please contact your 1stop support representative.
Reorder Inventory Products
1Stop has developed an automated process for reordering inventory products utilizing the Reorder Level and the Target Stock Level fields on each inventory product. If both of these fields are populated and the Inventory Request records are completed ...
Adding Inventory Items to Product Module
To leverage the inventory management system you will need to add all inventory items to the product module. This can be done in 1 of the following 2 ways: Manually add each inventory item 1 at a time. Bulk upload all inventory items at one time. ...
Overview on Inventory Management Process
Inventory Management: Streamline Operations and Boost Profits Effective inventory management is essential for any business that handles physical products. It ensures you always have the right items on hand, minimizes unnecessary costs, and helps ...
Return Inventory Items or Nothing to Return
When the Job is complete you will need to complete and close out the Inventory Request record(s). To do this you first need to determine if there are inventory items to be returned to inventory or if there is nothing to return. If there are items to ...
Cancel Inventory Request
If a Job is canceled and you have reserved inventory items you will need to cancel the inventory Request record in order to release the demand for each inventory item you reserved. To accomplish this click the Cancel Remove Demand Transition on the ...
Pick Inventory Items for Job
When the inventory items are ready to be picked for the job and prepared for shipping to the job site click the Pick Items for Job Transition on the Inventory Request record. When the Pick Items for Job box opens up update the Inventory Request Owner ...
Add Inventory Request & Reserve Items
If you require any inventory items for a Job you will need to add an Inventory Request record as soon as possible and reserve the items to ensure they are available for when you are ready to complete the installation. To reserve items you will need ...
Overview on Inventory Request Process
The Inventory Request Module is where you select items from inventory required for a job. Once it is determined that inventory items are needed, a Inventory Request record is created to manage the following functions: Reserve - This ensures the the ...
Job Completion Process
When the installation starts, a Job enters the final job completion phase. This article provides an overview on each state that is part of the this final phase from Pre-Call Completed to Job Closed as well as provides an overview of automations that ...
Job Install Scheduling Process
Once a Job is Approved to Proceed it enters the Job Install Scheduling Process phase. Successfully scheduling jobs is critical to ensuring an optimal bottom line and is often an area with little process to help support the team scheduling the jobs. ...
Job Sale Review Process
When a Sale record is approved a Job record is automatically created. In the first phase of a Job, the operations and/or install team will need to review the sale to ensure that it can properly, and just as important profitably, be installed. 1Stop's ...
Introduction to the Job Management Process
The Job record serves as the central hub for managing the entire installation process. Once a Sale is approved by management, a Job record is automatically created. To effectively manage each Job, 1Stop Install has broken the Job process down into ...
Approve Employee Worksheet
When the Employee Worksheet moves to the Ready to Review State, management will need to review the submission for accuracy and make any updates that may be required. Once the review is complete and you are ready to approve select the Approve ...
Employee Vendor Record Review
After each employee is setup and activated in the Employee module, 1Stop automatically creates a Vendor record for each employee that is utilized for expense reporting purposes but is also leveraged for completing referrals and employee worksheet ...
Update & Submit an Employee Worksheet
Updating and submitting an Employee Worksheet is a quick process that can be completed in just a few minutes. Here are the steps to follow: 1. Select "edit" on the employee record that you need to update. 2. Add the Item Units quantity for each item ...
Add Employee Worksheet
To add a new employee worksheet record, you will need to go to the related Job record and click on the Add Employee Worksheet action button. The Install Lead field on the Job record must have a value entered in order for the Employee Worksheet record ...
Add Employee Per Item Rates
Before creating an Employee Worksheet, it is important to update the Item Rates Entry Form in the relevant Employee record with the agreed-upon pricing for each item they can potentially get paid for completing. For example, if an employee gets paid ...
Overview on Employee Worksheet Process
Introduction 1Stop has developed an efficient approach for submitting employee per-item work from Employee Worksheet records. Your team can electronically submit the work they performed on each job, which will automatically generate payroll records ...
Product Order Vendor Deposit Overview
From time to time product order vendors may require you to place a deposit when you place an order with them. Accordingly 1Stop has developed a process to help you manage these product order records to assist in processing the deposit request as well ...
Approve No Cost Product Order
If the Product Order has no cost associated with it then after receiving or picking up the product you will have a Approve No Cost transition to approve and close out this product order record. The following video provides an overview on th
Auto Update Job Cost records for Product Order
When a user Approves Bill on a Product Order record it automatically updates the related Job Costing record for the approved product cost amount. The following video showcases how the Job Costing record is automatically updated after each Product ...
Approving Product Order Bill
When your vendor bills you for product you ordered the next step will be to match the Product Order record and approve the bill so that it can be processed by your accounting team for payment. Following provides 2 videos on how to Approve Bill for a ...
Next page