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 ...
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 ...
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 ...
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 ...