Ops & Install Teams
Auto Update - Job Related Record Status Fields
Every time you update a Product Order record it automatically updates the related Job record's Related Record Status section. This provides the team responsible with scheduling the job the most up-to-date information on the Product Order, Permit, HOA ...
Partially Received Product Order
If you do not receive 100% of the items associated with a Product Order you will need to complete the Partially Received transition. Prior to completing this transition you will need to go into both the Product Cost Entry Form and the Warehouse ...
Receive Full Product Order
When you receive all the components of your product order you select the Product Received transition and complete the required fields. Upon saving all rows in the Warehouse Ticket form will copy over to the Shipping Ticket Items To Be Delivered form. ...
Completing the Release Order Transition
Once you officially order the product from your vendor you should complete the Release Order transition for the respective Product Order record. To assist in identifying when a product order is ready to be released and officially ordered we have ...
Complete Setup of Product Order
Once a Product Order record is created you will need to review the Product Cost Entry Form to ensure the appropriate products you need to purchase are included in this section by either removing the products that have been copied from the Job or ...
Create Product Order Record from Change Order Record
If a Change Order is approved and includes additional product required for the job you can add a new Product Order record right from the Change Order by selecting the Add Product Order action button in the top right hand action list. The product(s) ...
Create Product Order Record from Job Record
There are 2 ways to create a Product Order record from the Job record. The first is via selecting Yes in the Product Order Required field in the Job Blueprint which currently is included in the Approve to Proceed transition in the default setup. The ...
Vendor Overview for Product Order Records
IN order to complete the setup of a Product Order record you will need to ensure that the vendor you are purchasing the product from is setup as a vendor in your Vendor module. This video provides an overview on vendor module as it relates to Product ...
Product Record Overview
The following video provides an overview on the Products module and important fields as it relates to creating Product Order records.
Overview on Product Order Process
The Products Ordered Module is where you manage any product that needs to be ordered for the job. Once it is determined that product is required to be ordered, a Product Order record is created to manage the following functions: Order Entry - This ...
Subcontractor Payment Processing
Introduction 1Stop has implemented a streamlined and automated process to ensure you never miss a subcontractor payment that is due to be paid. This article includes an overview video on how this automation works. Overview Video
Approve a Subcontractor Bill
Introduction Approving a subcontractor bill is an important step to ensuring your subcontractors get paid on a timely basis. 1Stop has created a streamlined process to allow you to approve the bill and automatically submit it to your accounting team ...
Create and Setup Subcontractor Record
Introduction To add a new subcontractor record, navigate to the related Job and select the Add Subcontractor button option from the top right of the page. A window will open up with the newly created subcontractor record. From here, select the ...
Add a Subcontractor Vendor
Introduction Adding a new subcontractor vendor record to 1Stop is a seamless process that allows you to easily track both the agreed pricing and payment terms for each sub. Following are video's showcasing how to add a subcontractor video both on ...
Overview on Subcontractor Process
Introduction A subcontractor is an individual or a company hired by your company to perform specific tasks or provide specialized services as part of an installation job. They are not direct employees of your company, rather, they work independently ...
1Stop Introduction for Operations & Installation
Introduction Ditch the chaos and take full control of you installations. The Job module is the central hub for managing the installation process. It provides a single location for tracking all aspects of a Job, from scheduling to completion. Once a ...
Popular Articles
Designate as Do Not Contact
You may want to designate a contact as Do Not Contact for a variety of reasons. Most often they requested not to be contacted by your company again, but they could also be someone your company simply prefers not to work with again. 1Stop has ...
Setting up Data Sharing Rules
Introduction By default, access to records in 1Stop is set as private, ensuring that only the record owner and their respective superiors have access to those records. However, by utilizing Data Sharing Rules, you have the ability to expand access ...
Data Backup
Introduction Data backup is a fundamental aspect of data management and security. It helps prevent data loss and ensures that you can recover your data when needed. Setting Up Data Backup Preferences In 1Stop, you can decide when to create backups of ...
Storage
Introduction To maintain a clean and efficient system, and ensure you do not exceed your storage limit, it is crucial to monitor the data entered and stored in your 1Stop account. The storage space in 1Stop is divided into two categories, Data ...
Recycle Bin
Introduction Any records and files that are deleted from your 1Stop account will be stored in the recycle bin. You can recover these records from the recycle bin for up to 60 days, after which they will be permanently deleted from your account. ...