Info

1. The following fields are required and must be completed: Change Order Type, Subject, Contact Name, Sale Name, and Job Cost Name.
   
2. If you are creating a Change Order for a different user, you must manually add them to the Change Order Owner field. 
   
3. For Subject field, enter any character – the field will be auto-populated after saving.
   
4. The Change Order Stage field can only be modified through Blueprint Transitions. Please refer to the Change Order Blueprint article for more details.
   

Finance Information 

Info

1. Finance Promo Points - Must be populated for the Finance Markup Process to run.
   
2. Perform Finance Markup - When the Finance Markup Process has been finalized, this field will reflect as "Finance Markup has been completed." If the Finance Markup is subsequently reversed, this field will be updated to indicate "Finance Markup has been reversed."
   
3. Original Change Total - Auto-populated after you complete the Finance Markup process.
   

Chart of Accounts Information 

1. Chart of Accounts Name - Name of the Chart of Accounts record.
   
2. Chart of Accounts Owner - Owner of the record. This field auto-populates based on the user creating the record.
3. Account Number - A unique identifier or number assigned to the account. 
4. Account Type - General category of the account, such as asset, liability, revenue or expense (e.g., Accounts Payable (A/P), Accounts Receivable (A/R), Bank, Cost of Goods Sold,  Credit Card, etc). 
   
5. Include Expenditures - Indicates whether expenditures should be included in this account.
   
6. Job Cost Line - Specifies the Job Cost line item associated with this account.  
   
7. Include from Account - Indicates whether transactions or balances from another account should be included in this account. 

Reporting Fields 

Commission Information 

1. Sale Name - Populated with the related Sale record name upon creation after approval of a Sale or Change Order record.
2. Commission Owner - Populated with the primary sales representative for the related Sale. If a Commission record is created after a Sale is approved, the Commission Owner is automatically set to the Sale Owner. If a Commission record is created after a Change Order is approved, the Commission Owner is automatically set to the Change Order Owner, which should be the Sales Representative.
3. Commission Name - Automatically generated using the following format: C(Sales Auto Number) - Commission Record Number for this Sale - Product - Contact Name. For example, let's say there is a sales record for Bob Stewart with an auto number of 1252. If there is already one existing commission record for this sale, the new commission record would be named C1252 - 02 - Windows - Bob Stewart.
   
4. Commission Stage - Indicates the current stage of the Commission as it moves through the Commission process (e.g., To Be Completed, Split Update, Ready for Review, Approved, etc).
5. Job Cost Name - Populated with the related Job Cost record name upon creation after approval of a Sale or Change Order record.
6. Sales Rep 1 - The primary Sales Representative associated with the Commission.
7. Change Order Name - Populated with the approved Change Order name when a Commission record is created after Change Order approval.
8. Sales Rep 2 - The secondary Sales Representative associated with the Commission, if applicable.
9. Product - Populated with the Product field from the related record upon creation after approval of a Sale or Change Order record.
10. Status - Indicates the current status of the Commission as it moves through the Commission process (e.g., Active, Active-ISSUE, Hold, Completed, etc).
    
11. One-Call Close - Populated with the Sale’s One Call Close field after Sale approval. The One Call Close field on the Sale record is automatically marked “Yes” if the Sign Date on the Sale record matches the Initial Meet Date for that Customer.
12. City -The city associated with the Sale or Commission, typically the customer’s location or where the transaction occurred.
13. Grand Total - Populated with the Sale’s Grand Total Amount field after Sale approval, and updated with the Change Order’s Change Amount field after Change Order approval.
14. Signed Date - Populated with the Signed Date from the related record upon creation after approval of a Sale or Change Order record.
    
15. Change Order Type - Indicates the reason the Change Order was created.
16. Location - If your company operates in multiple locations, this field will specify the location to which this record is linked.
    

Commission Inputs

1. Non-Commissionable - The amount of Non-Commissionable items included in the Net Sold amount.
2. Adjust Commission $ - A manual adjustment field that allows adding or subtracting a fixed dollar amount from the Commission. To add a fixed amount (e.g., a bonus), enter a positive number. To deduct an amount, enter a negative number.
3. Commission % - The percentage the sales representative should be paid on the Commissionable Amount, entered as a whole number. For example, enter 10 for 10% or 10.5 for 10.5%.
4. Front Payment % Due - The percentage of the Commission paid upfront (front portion). The remaining percentage will be paid later (back portion). For example, if 25% is due initially, enter 25, and the remaining 75% will be automatically assigned as the back portion.
5. Pay Terms - Front - Defines when the Front portion of the commission should be paid (e.g., Signed Date, Install Approved Date, Installed Date).
6. Pay Terms - Back - Defines when the Back portion of the commission should be paid (e.g., Signed Date, Install Approved Date, Installed Date).
7. % Paid to Sales Rep 1 - The percentage of the commission allocated to the primary sales representative. Defaults to 100%, but can be adjusted if the Commission is split (e.g., 50 for 50%).
8. Effective Discount % - The total discount percentage applied to the sale, which affects the total Commissionable Amount.
9. Commission Notes - Additional comments or details related to the Commission.
10. Manager Note - Comments or notes provided by a manager regarding the Commission.

Calculated Fields

1. Commissionable Amount - = Net Sold Amount - Non Commissionable
   
2. Commission - = Commissionable Amount * Commission % +/- Adjust Commission $
   
3. Front Commission - = Commission * Front Portion % Due
4. Back Commission - = Commission * (100 - Front Portion % Due) 
5. Front Sales Rep 1 - = Commission * Front Portion % Due * % Paid to Comm Owner
6. Back Sales Rep 1 - = Commission * (100 - Front Portion % Due) * % Paid to Comm Owner
7. Front Sales Rep 2 - = Commission * Front Portion % Due * (100 - % Paid to Comm Owner)
8. Back Sales Rep 2 - = Commission * (100 - Front Portion % Due) * (100 - % Paid to Comm Owner)

Analysis & Approval

1. Employee-Rep 1 - Employee associated with the Commission, if applicable.
2. Vendor-Rep 1 - Vendor associated with the Commission, if applicable.
3. Employee-Rep 2 - 2nd Employee associated with the Commission, if applicable.
4. Vendor-Rep 2 - 2nd Vendor associated with the Commission, if applicable. 
   
5. Approved Commission - Populated with the final Commission amount once approved.
6. Analysis By - The user responsible for reviewing or analyzing the Commission record.
   
7. Created By - System-generated field identifying the user who created the record, including the date and time of creation.
8. Analysis Time - The date and time when the Commission record was analyzed.
   
9. Modified By - System-generated field identifying the last user who modified the record, including the date and time of modification.
10. Approved By - Populated with the user’s name once the Commission is approved.
11. Approved Time - Populated with the date and time when the Commission is approved.
    

Administrator Fields 

Finance Fee Overview 

Directory Information

1. Directory Name - Name of the employee the Directory record is for.
   
2. Directory Owner - Owner of the Directory record (auto-populated based on the user creating it. If creating for another user, update this field accordingly). 
3. Work Phone - Office number or work cell phone of the employee.
4. Department - Department the employee belongs to within the organization.
5. Work Ext. - Employee’s phone extension, if applicable.
6. Title - Job title of the employee.
7. Work Email - Employee’s company-issued email address.
8. Employee Status - Current status of the Employee (e.g., Active, Resigned, Terminated, On Leave, PTO Requested). 
   
9. Text Group - Used to assign the employee to a communication groups (e.g., Call Center, Customer Service, Operations, Finance) for the purposes of alerting about an incoming message.
   
10. 1Stop User - Lookup field identifying the employee's user account.
11. Location - If your company operates in multiple locations, specifies which location the employee is associated with.
12. Created By - System-generated field identifying who created the record, including the date and time of creation.
13. Modified By - System-generated field identifying the last user to modify the record, including the date and time of modification.

Sales Schedule 

1. Include-Sales Schedule - Indicates whether to include the employee in the Sales Schedule (required for Sales Reps).
2. Sales Rep Score - Numeric or weighted value representing the sales rep’s performance or priority level (based on internal criteria).
3. Spanish Speaker - Indicates whether the employee is fluent in Spanish. If not selected, the Sales Rep will not be considered for Spanish-speaking Opportunities.

Sales Schedule Products 

1. Product - The specific product the sales rep is assigned to sell.
2. Product Score - A score used to track the rep’s experience or performance with a particular product.
   

Employee Equipment

1. Item - Equipment assigned to the employee (lookup from the Products module). 
2. With Employee - Indicates whether the equipment is currently in the employee’s possession.
3. Unit Price - Cost of of the equipment.
4. Value Due Back to Company - Calculates the total value of equipment to be returned to the company. 

Administrator Fields 

About Employee

1. Employee Name - Full name of the Employee.
   
2. Employee Owner - Owner of the Employee record (auto-populated based on the user creating the Employee record. If creating for a different user this needs to be updated accordingly).
   
3. Department - Department within the organization where the employee works.
   
4. PTO Approver - User responsible for approving the employee's PTO. 
   
5. Title - Job title of the employee.
   
6. Employee Status - Current status of the Employee (e.g., Active, Resigned, Terminated, On Leave, PTO Requested). 
   
7. Start Date - Date when the employee started working at the company.
   
8. Date Effective-Pay - Date when the current pay rate became effect.
   
9. Pay Type - Type of pay for the employee ( e.g., Salary, Per Hour, Worksheet).
   
10. Location - If your company operates in multiple locations, this field will specify the location to which this record is linked.
    
11. Pay Rate - Current pay rate of the employee.
    

Additional Work Fields

1. 1Stop User - Lookup field for identifying the employee's user account.
2. Mobile Phone - Mobile phone number of the employee.
   
3. Directory Name - Name of the related Directory record. 
   
4. Employee ID - Unique identifier assigned to the employee.
   
5. Work Phone - Office or work cell phone number of the employee.
   
6. Work Email - Official work email address of the employee.
   
7. Last Pay Period End Date - The end date of the last pay period for the employee.
   
8. Work Ext. - Extension number for the employee's work phone, if applicable.
   
9. Source of Hire - How the employee was hired (e.g., Direct or Referral).
   
10. Reactivation Date - Date when an inactive employee was reactivated.
    
11. Issued Company Credit Card - Indicates if the Employee was issued a company credit card. 
    

Commission Information

1. Comm. % - The percentage of sales that this employee earns as commission.
2. Comm. Front Pay % Due - The percentage of commission that this employee is to be paid upfront.
3. Comm. Pay Terms - Front - The terms for the front-end payment of commission (e.g., Signed Date, Install Approved Date, Installed Date, etc).
4. Comm. Pay Terms - Back - The terms for the back-end payment of commission (e.g., Signed Date, Install Approved Date, Installed Date, etc).
   

Bonus Information 

1. Generated By % - The percentage-based bonus given to the employee.
2. Generated By Fixed Bonus - A fixed bonus amount given to the employee.
3. Bonus Pay Terms - Front - The terms for the front-end payment of bonus (e.g., Signed Date, Install Approved Date, Installed Date, etc).
4. Bonus Pay Terms - Back - The terms for the back-end payment of bonus (e.g., Signed Date, Install Approved Date, Installed Date, etc).
5. Bonus Front Pay % Due - The percentage of the bonus to be paid upfront.

Employee Pay History Subform

1. S.NO - Auto-number field that tallies the number of rows in the Employee Pay History subform.
2. Pay Change Date - Date when the pay change occurred.
3. Pay Rate - New pay rate after the change.
4. Pay Type - Type of pay rate change (e.g., Per Year, Per Hour).
5. Additional Details - Additional details about the pay change.

Worksheet Item Rates Subform 

1. S.NO - Auto-number field that tallies the number of rows in the item rates subform.
2. Item Name - The name of the worksheet item.
3. Item Rate - The rate per unit of the worksheet item.
4. Description - Detailed information about the worksheet item. 
   

Request Off Fields 

1. Request Off Type - Type of time off being requested (e.g., PTO-Vacation, PTO -Personal, PTO-Sick).
   
2. Back to Work Date - Date on which the employee is expected to resume work after the requested time off period.
   
3. Request Start Date - Start date of the requested time off.
   
4. Last Day Off - Formula field that calculates the employee’s last day off by subtracting one day from the Back to Work Date.
5. Requested Work Days - Total number of days requested off.
6. Requested Notes - Additional notes or comments about the time off request.
   
7. Meeting Type - Select the type of time-off request (e.g., Sales Rep Off or Employee Off). 

Reporting Fields 

1. On Leave Date - Date the employee went on leave.
   
2. Termination Date - Date the employee was terminated.
3. Resignation Date - Date the employee resigned.
4. Created By - System-generated field identifying the user who created the record, including the date and time of creation.
5. Modified By - System-generated field identifying the last user to modify the record, including the date and time of modification.

Administrator Fields 

Engineering Information

1. Engineering Name - Name of the Engineering record (e.g., E1033-01 - Windows - Gavin Welch).
2. Engineering Owner - Owner of the Engineering record (auto-populated based on the user creating the record. If creating for a different user, this field should be updated accordingly).
3. Contact Name - Name of the customer this Engineering record is associated with.
4. Engineer Stage - Current stage of the Engineering record, reflected in the Engineering Blueprint (e.g., Setup, Setup Complete, Ready to Submit, etc).
5. Sale Name - Name of related Sale record this Engineering record is linked to.
6. Status - Indicates the current standing of the Install related to the Engineering record (e.g., Active, Active-ISSUE, HOLD, Completed, etc).
7. Install Name - Name of related Install record this Engineering record is associated to. 
8. Product - Type of product the Engineering record pertains to (e.g., Windows, Roofing). 
9. Job Cost Name - Name of the related Job Cost record associated with this Engineering record.
10. Client Folder - Folder or directory where client documents and permit information are stored.
11. Vendor Name - Name of the vendor associated with the Engineering record.
    
12. Engineer Cost - Cost incurred for engineering-related expenditures tied to this record.
13. COA Name - Chart of Accounts Name that the Engineering record is associated with.
14. Location - If your company operates in multiple locations, this field will specify the location to which this record is linked.
15. Estimated Approval Date - Anticipated date when the Engineering record is expected to receive approval.
16. Est. Date Go-Ahead - Indicates whether the estimated go-ahead date has been confirmed.

Accounting Information 

About Inspection

1. Inspection Name - Name of the Inspection record (e.g.,INS1032-01 - Windows - Erich Neal).
2. Inspection Owner - Owner of the Inspection record. This auto-populates based on the user creating the Inspection. If you are creating it for someone else, update this field accordingly.
3. Contact Name - Populated with the Contact associated with this Inspection.
4. Inspection Stage - The current stage of the Inspection, also reflected in the Inspection Blueprint.
5. Sale Name - The related Sale record associated with this Inspection.
6. Status - Indicates the current status of the Install related to this inspection (e.g., Active, Active-Issue, HOLD, Completed, etc).
   
7. Install Name - The related Install record linked to this Inspection.
8. Inspection Type - The type/classification of the Inspection (e.g., Buck/Anchor, Final, Final Electrical, Final Structural, Fire, In-Progress, etc).
   
9. Permit Name - The related Permit record associated with this Inspection.
10. Product - The type of product the Inspection is for (e.g., Windows, Roof, Solar, Product Only).
    
11. Location - If your company operates in multiple locations, this field will specify the location to which this record is linked.

Inspection Meeting

1. Inspection For - The user the inspection is being completed for.
2. Inspection Minutes - Duration of the inspection in minutes.
3. Inspection Start Time - The date and time the inspection began.
4. Inspection End Time - Formula field that calculates the end time by adding Inspection Minutes to the Inspection Start Time.
5. Inspection Description - Notes and details about the inspection, including observations, findings, and actions taken.

Reporting Fields

1. Initial Called Date - Date of the initial call/contact to schedule or initiate the inspection.
2. Days Since Initial Call - Formula field showing how many days have passed since the initial call. If the inspection has passed, it counts to that date; otherwise, it counts up to today.
3. Inspection Pass Date - Date the inspection was successfully completed and passed.
4. No. of Inspections - Tracks the total number of inspections conducted.
5. Created By - System generated field identifying who created the record including the date and time of creation.
6. Modified By - System generated field identifying the last user to modify the record including the date and time of modification.

The Installs module is the central hub for managing the installation process. It provides a single location for tracking all aspects of an Install, from scheduling to completion. In this article, we define all the fields available on the Installs record. 

Install Information

1. Install Name - Name of the Install (e.g., I1011 - Windows - Sammy Sosa - 1585 Bolyston St).
   
2. Install Stage - Indicates the current stage of the Install as it moves through the process (e.g., Setup, Ready for Site Visit, No Site Visit Required, etc).
3. Contact Name - Name of the Customer.
   
4. Status - Displays the current status of the Install (e.g., Active, Active-ISSUE, HOLD, Completed, etc). 
5. Sale Name - Name of the related Sale.
6. Install Owner - Owner of the Install record. 
7. Job Cost Name - Name of the related Job Cost record. 
8. Install Manager - User designated to oversee and manage the Install.
   
9. Shipping Ticket Name - Name of the related Shipping Ticket record. 
10. Install Lead - Primary person responsible for leading the installation process on-site.
11. Product - Type of product to be installed.
12. Site Visit By - User who conducts the site inspection visit.
13. Install Overview - Summary of the Install for easy reference.
14. Service By - User responsible for service-related tasks or follow-ups.
15. Location - If your company operates in multiple locations, this field will specify the location to which this record is linked.
16. Client Folder - External cloud folder link for Installation photos and documents.

Info

1. The Install Stage field can only be modified through Blueprint Transitions.
   
2. The Status field is read-only and should only be updated from the Sale record, which will automatically update the Install and all related modules.
   

Key Dates 

1. Signed Date - Date the Quote/Change Order was signed.
2. Site Visit Date - Scheduled or actual date of the site visit.
3. Est. Install Start Date - Anticipated start date of the installation.
4. Est. Install End Date - Calculates the estimated installation end date by adding the Install Days to the Est. Install Start Date.
5. Install Date - Actual or scheduled start date of the installation.
6. Install End Date - Calculates the expected completion date. If a Revenue Recognized Date exists, that date is used; otherwise, it’s calculated by adding the Install Days to the Install Date.
7. Lead Pamphlet Date - Date the lead pamphlet was provided to the Customer.
   
8. Est. Install Days - Estimated number of installation days.
9. Revenue Recognized Date - Date revenue is officially recognized.
   
10. Actual Install Days - Calculates the actual installation duration.

Dependent Tracking Fields 

1. HOA Stage - Stage of the related HOA record (Setup, Submitted, Corrections Required, HOA Approved, Not Required).
2. HOA ETC - Estimated HOA approval date.
3. Permit Stage - Stage of the least advanced related Permit (Setup, Submitted, Correction Required, Issued, Not Required).
4. Permit ETC - Estimated date all permits will be issued.
5. Engineering Stage - Stage of the related Engineering record (Setup, Submitted, Correction Required, Final Plans Received, Not Required).
6. Engineer ETC - Estimated date engineering plans will be received.
7. Product Ordered Stage - Stage of the least advanced related Product Order (Setup, Entered, Released, Received, Not Required).. 
   
8. Product ETA - Estimated arrival date for all Product Orders.
9. No. of Permits - Count of related Permit records.
10. No. of HOAs - Count of related HOA records.
11. No. of Product Orders - Count of related Product Order records.
12. No. of Engineering - Count of related Product Order records.
13. PO Release Category - Indicates when a product order should be released.
    

Info

1. If an Install has multiple Permits, Permit Stage displays the least advanced stage.
   
2. If an Install has multiple Product Orders, Product Ordered Stage displays the least advanced stage.
   
3. Product ETA reflects the arrival date of the latest-arriving product order.
   

Go-Ahead Dates

1. HOA Est. Date Go-Ahead - Checkbox confirming the HOA estimated date is approved.
2. Engineering Est. Date Go-Ahead - Confirms engineering estimated date is approved.
3. Permit Est. Date Go-Ahead - Confirms permit estimated date is approved.
4. Product Est. Date Go-Ahead - Confirms product order estimated date is approved.
5. Check Est. Install Date - Indicates whether all project milestones (Permit, HOA, Engineering, and Product) are aligned with the Estimated Install Start Date. The field displays “Good” when all milestone timelines support the estimated start date and “ISSUE” when any milestone is projected to extend beyond that date.
6. Check Install Date - Indicates whether all project milestones (Permit, HOA, Engineering, and Product) are aligned with the scheduled Install Date. The field displays “Good” when the installation can proceed as planned, “ISSUE” when any milestone is expected to delay the installation, and remains blank if no Install Date has been entered.

Install Worksheet 

1. S.NO - Auto-number field for row count.
2. Product Name - Name of product to be installed.
   
3. Quantity - Total number of products sold. 
4. Description - Detailed information about the product.  
5. Vendor - Product supplier or manufacturer.
6. Add to Product Order - Indicates if item should be included in a Product Order.
7. Add to Inventory Request - Indicates if item should be included in an Inventory Request.
8. Inventory Product - Lookup to the applicable Inventory Product.
9. Completed - Indicates whether the installation has been completed for this product.

Property Details 

1. Street - Street address of the property.
2. City - City of the property.
   
3. State - State of the property.
4. Zip - Zip code for the property.
   
5. Address Instructions - Additional notes for access, delivery, etc.
6. Lead Paint Results - Lead test results (e.g., Negative, Positive, Not Applicable).
   
7. Year Built - Year the property was constructed.
8. Property Type - Type of property (e.g., Single Family, Townhouse, Condo).
9. HOA Phone - Phone number of the Homeowners Association.
10. HOA Name - Name of the Homeowners Association.
11. HOA Email - Email address of the Homeowners Association.
12. HOA Manager -Name of the Homeowners Association Manager.

Reporting Fields 

1. Approved By - User who approved the Install to proceed.
2. Approved Time - Timestamp of approval.
3. Approved to Proceed Date - Date the Install was approved to move forward.
4. Install Report Date - Populates the Install Date if available; otherwise, it populates the Est Install Start Date. 
5. Approved Est Install Date - Estimated start date. 
   
6. Sign to Site Visit - Calculates the days between the Sale Sign Date and the Site Visit Date. 
   
7. Delivery Date Completed - Date all deliveries for the installation were completed.
8. Number of Deliveries - The total count of deliveries made for the installation. 
9. Complete Pending Date - Date the Complete but Pending Transition was completed in the Install Blueprint.
10. Signed to Approve Days - Calculates the number of days between the Sale Sign Date and the Approved to Proceed Date. 
11. Complete Final Date - Date field the Complete and Final or Pending to Final Transitions are completed in the Install Blueprint.
12. Permit Closed Date - Date the Permit Closed Transition is completed in the Install Blueprint.
13. Sign to Install Start - Calculates the number of days between the Sale Sign Date and the Install Start Date. 
14. Hold Duration Days - Total days the Install was in HOLD status.
15. Approve to Install Start - Calculates the number of days between the Approve To Proceed Date and the Install date. 
16. Paid-in-Full Date - Date the Customer paid their full balance.
17. Warranty Reference - Warranty number or document reference.
18. Install to Initial Est Install - Calculates the number of days between the actual Install Date and the Initial Estimated Install Date.
19. Warranty Appt Set Date - Date warranty-related service appointment was scheduled.
20. Days in Complete-Pending - Calculates the number of days between the Complete Pending Date and the Complete Final Date. If a Complete Final Date has not yet been entered, the field instead calculates the number of days between the Complete Pending Date and the current date.
21. Days Final to Permit Closed - Calculates the number of days between the Complete Final Date and the Permit Closed Date. If a Permit Closed Date has not yet been entered, the field instead calculates the number of days between the Complete Final Date and the current date.
22. Created By - System-generated field identifying the user who created the record, including the date and time of creation.
23. Modified By - System-generated field identifying the last user to modify the record, including the date and time of modification.

Service Requests 

1. Request Timeframe - Desired timeframe for service (e.g., ASAP, Within Week, Wait on Product).
2. Service Description - Details of the requested service.

Workdrive Fields

1. Folder ID - Unique identifier for the Installation’s Workdrive folder. Used to link and retrieve files stored in Zoho Workdrive.
2. Cliq ID - Unique identifier for the associated Cliq channel. Used for automated communication and notifications related to the Installation.
3. Workdrive URL - Direct link to the Installation’s Workdrive folder, allowing users to quickly access project documents.
4. Channel Name - Name of the Cliq channel automatically created or linked for the Installation. Used for team collaboration and tracking Install-related discussions.

Administrator Fields 

This last section is reserved for fields created and used by the system for automation and reference purposes. This section is typically only available to Administrators. 

Invoice-Credit Information

1. Subject - Name of the Invoice-Credit (e.g., Invoice-1047-01-Jimmy World-Windows).
2. Invoice-Credit Owner - Owner of the Invoice-Credit record (auto-populated based on the user creating the record; update if creating for another user).
3. Contact Name - Name of Customer the Invoice-Credit is for.
   
4. Invoice-Credit Stage - Indicates the current stage of the Invoice-Credit as it moves through the process (e.g., Approved or Processed).
5. Sale - Name of related Sale record.
6. Type - Indicates whether the record is an Invoice or a Credit.
   
7. Change Order Name - Name of the related Change Order record, if applicable. 
   
8. Status - Indicates the current status of the Invoice-Credit (e.g., Active, Active-ISSUE, Hold, Completed, etc).
9. Product - Specifies the type of product the Invoice-Credit is for (e.g., Windows, Roof, Solar, Product Only).  
10. Invoice-Credit Number - Unique identifier for the Invoice-Credit record.
11. Location - If your company operates in multiple locations, this field will specify the location to which this record is linked.
12. Invoice-Credit Date - Auto-populated with the date the Invoice-Credit is created. 
13. Due Date - Date by which the Invoice-Credit amount is due. 
    

Property Details

1. Street - Street address of the property.
2. City - City of the property.
3. State - State of the property.
4. Zip - Zip code for the property.

Invoiced Item 

1. S.NO - Auto-generated number identifying each line item.
2. Product Name - Name of the product.
   
3. Description - Detailed information of the product. 
4. Quantity - Total number of units invoiced.
5. List Price - List price associated with the selected product.
   
6. Amount - Calculated line-item amount based on Quantity and List Price.
7. Discount - Percentage or flat discount applied at the line-item level.
8. Tax - Sales tax applied to the line item, if applicable.
9. Total - Line-item total after discounts and tax.
10. Product Category - Classification of the product based on type, usage, or department.
11. Sub Total - Total amount before discounts, taxes, or adjustments.
12. Discount - Total discounts applied to the Invoice-Credit.
13. Tax - Total tax applied to the Invoice-Credit.
14. Adjustment - Any manual adjustments made to the Invoice-Credit.
15. Total Amount - Total of all line items before discounts, taxes, or adjustments.
16. Total Discount - Total discount applied across all line items.
17. Total Tax - Total tax applied across all line items.
18. Grand Total - Final total amount of the Invoice-Credit.

Invoice Breakdown 

1. Product Revenue - Revenue from products included on the Invoice-Credit.
2. Other Revenue - Revenue from non-standard items or services.
3. Permit-Engineer Revenue - Revenue from permits, engineering services, or related fees.
4. Service Call Revenue - Revenue from service calls related to this Invoice-Credit.
5. Cancel Fee Revenue - Fees collected for canceled services.
6. Referral Bonus Credit - Credits applied for customer referrals.
7. Legal Fee Charge - Legal fees associated with this Invoice-Credit.
8. Install Related Credit - Credits or adjustments related to installation changes.
9. Credit Card Fee Charge – Fees associated with credit card processing.
10. Customer Service Credit - Credits issued for customer service issues.
11. Bank Fee Charge - Bank or transaction fees associated with this Invoice-Credit.
12. Write-Off Credit - Amount written off due to uncollectible balances or adjustments.
13. Sales Tax - Total sales tax applied.
14. Finance Markup - Charges added for financing costs, such as interest or administrative fees.

Reporting Fields 

1. Approved By - User who approved the Invoice-Credit.
2. Approved Time - Date and time the Invoice-Credit was approved.
3. Approved Amount - Amount approved for the Invoice-Credit.
4. Auto Number - System-generated unique identifier.
5. Processed By - User who processed the Invoice-Credit.
6. Processed Time - Date and time the Invoice-Credit was processed.
   
7. Accounting URL - Direct link to the related record in the external accounting system.
8. Modified By - System-generated field identifying the last user to modify the record, including the date and time of modification.
9. Created By - System-generated field identifying the user who created the record, including the date and time of creation.

Lead Overview

1. First Name - The Lead's first name.
   
2. Last Name - The Lead's last name. 
   
3. Mobile - The Lead's mobile phone number.
   
4. Phone - The Lead's primary phone number.
5. Email - The Lead's email address.
6. Product of Interest - The primary product the Lead is interested in.
7. Lead Category - The broad marketing category (e.g., phone call, website form, lead aggregator) that generated the Lead.
   
8. Spanish Speaker - Indicates whether the Lead requires communication in Spanish.
9. Lead Source - The specific marketing channel (e.g., Google Ads, Facebook, yard sign) that generated the Lead.
10. Special Notes - Additional notes or details related to the Lead.

Property Information

1. Street - Street address of the property.
   
2. City - City where the property is located.
   
3. State - State where the property is located. 
   
4. Zip Code - Zip code of the property.
   
5. Property Type - Type of property (e.g., Single Family, Townhouse, Condo).
6. Length of Ownership - Number of years the homeowner has owned the property.
7. Property Owner(s) - Legal owner(s) of the property.
8. All Home Owners - Indicates whether all homeowners will be present at the Sales Demo.
9. Property Reference - Official property identification number assigned by the local government.
10. Year Built - Year the property was constructed.
11. Property Value - Fair market value based on the local property appraiser’s office.
12. HOA Required - Indicates whether HOA approval is required.

Lead Details 

1. Lead Status - Current status of the Lead (e.g., Hot Lead, Ready to Set, No Response, Contact in Future, Not Qualified, etc.)
   
2. Referral Record - Related Referral record, if applicable.
   
3. Future Contact Time - Scheduled date and time for follow-up.
   
4. Generated By - User who initially created the Lead.
5. Lead Owner - User assigned ownership of the Lead.
   
6. Referring Contact - Contact who referred the Lead, if applicable.
   
7. Referrer Message - Message provided by the referring contact.
   

Lead Information

Admin/Workflow Fields

Payroll Information 

1. Payroll Name - Name of the Payroll record (e,g,. PAYROLL121 - EW1026 - 02 - Windows - Mark Baker).
2. Payroll Owner - Owner of the Payroll record (auto-populated based on the user creating the Payroll record. If creating for a different user this needs to be updated accordingly).
3. Employee Name - Name of the Employee being paid.
   
4. Status - Indicates current status of related Install (e.g., Active, Active-Issue, HOLD, Completed, Canceled).
   
5. Employee Status - Employee’s current employment status (e.g., Active, Resigned, Terminated, etc.). 
   
6. Payroll Type - Type of Payroll being processed (Commission, Referral Bonus, Canvass Bonus, PTO, Worksheet).
7. Sale Name - Related Sales record, if applicable.
8. Bonus Category - Type of bonus being paid, if applicable (e.g. Referral, Canvasser, Event and Trade Show). 
9. Commission Name - Related commission record, if applicable.
10. Location - If your company operates in multiple locations, this field will specify the location to which this record is linked.
11. Bonus Name - Related bonus record, if applicable.
12. Employee Worksheet Name - Related Employee Worksheet, if applicable.
13. Connected To - Records in other modules that are related to this record.
    

Payment Fields 

1. Due Date - Date payment is due.
2. Payment Terms - Event that triggers payment (e.g., Signed Date, Install Approved Date, Installed Date, etc).
3. Pay Date - Date employee is paid.
4. Pay Status - Current status of the payment (e.g., Hold or Pay).
5. Pay Notes - Additional notes about the payment.
6. Recall Note - Notes for Payroll recall or adjustments, if applicable. 

Approval Fields 

1. Approved By - User who approved Payroll.
   
2. Approved Regular Hours - Approved non-overtime hours.
3. Approved Amount - Approved payment amount.
4. Approved OT Hours - Approved overtime hours.
5. Approved Time - Date and time of approval.

Administrator Fields 

Pending Install Information

1. Pending Install Name - Name of the Pending Install record (e.g., Pending-63)
2. Pending Install Owner - Owner of the Pending Install record  (auto-populated based on the user creating the Pending Install record. If creating for a different user this needs to be updated accordingly).
3. Type - Indicates purpose of the Pending Install (e.g., Sale, Change Order, Cancel, Reactivation, Recognized).
   
4. Sale Name - Related Sale record, if applicable.
5. Product - Product type for Pending Install (e.g., Windows, Roofing).
6. Change Order Name - Related Change Order record, if applicable.
7. Transaction Date - Date transaction for pending install occurred.
8. Job Cost Name - Related Job Cost record, if applicable.
9. Pending Close Date - Expected date the Pending Install will be finalized.
10. Pending Amount - Amount associated with the Pending Install. 
    
11. Location - If your company operates in multiple locations, this field will specify the location to which this record is linked.
    
12. Connected To - Records in other modules that are related to this record.

Administrator Fields 

Alert

The Quote Stage field is system-controlled and tied to automations. It can only be updated through Blueprint transitions. Do not manually change this field. If changes are needed, please contact an administrator.

Info

1. Required fields: Sales Rep 1, Subject, Quote Date, Opportunity Name, Product, Contact Name,  Financing, and HOA Required.  
   
2. If you are creating a Quote for a different user, you must manually update the Quote Owner field. 
   

1. Finance Partner - Financing company selected for the Quote.
2. Finance Notes - Internal notes related to financing details or special considerations.
   

Finance Markup

1. Original Quote Total - The Quote Grand Total prior to applying finance markup (used only during the Finance Markup process).
2. Finance Promo Points - Promo points charged by the finance company and passed on to the customer.
   
3. Perform Finance Markup - Indicates the status of the Finance Markup process.
   
4. Finance Markup - Calculates the total markup applied to cover fees charged by the financing partner.

Info 

1. Finance Promo Points must be populated for the Finance Markup process to run.
   
2. Perform Finance Markup will reflect:
   
1. Finance Markup has been completed when finalized
   
2. Finance Markup has been reversed if reversed
   
3. Original Quote Total is auto-populated after markup is completed.
   

Payment Schedule - Final Payment % Auto-Calculated 

1. % Down Payment - Down payment percentage entered as a whole number (e.g., 25 for 25%).
2. Down Payment - Calculated amount based on % Down Payment × Grand Total.
3. % Progress Payment - First progress payment percentage entered as a whole number (hidden by default; contact an admin to enable).
4. Progress Payment - Calculated amount based on % Progress Payment × Grand Total.
5. % Progress Payment 2 - Second progress payment percentage entered as a whole number (hidden by default; contact an admin to enable).
6. Progress Payment 2 - Calculated amount based on % Progress Payment 2 × Grand Total.
7. % Final Payment - Remaining payment percentage after all prior payments are applied.
8. Final Payment - Remaining balance after subtracting all prior payments from the Grand Total.

Quoted Items Subform

1. S.NO - Auto-numbered row counter.
2. Product Name - Product selected for the line item.
3. Description - Product description (auto-populated from the Product record and editable).
4. Quantity - Number of units quoted.
5. List Price - Base price of the selected product.
6. Amount - Quantity × List Price.
7. Discount - Discount applied to the line item (percentage or flat amount).
8. Tax - Sales tax applied to the line item.
9. Total - Amount – Discount + Tax.
10. Product Category - Category used for revenue and reporting classification.
11. Total Amount - Sum of all line item amounts.
12. Total Discount - Sum of all discounts.
13. Total Tax - Sums up all taxes.
14. Grand Total - Final Quote total including discounts, tax, and finance markup.
    

Property Details 

1. Street - Street address of the property. 
2. City - City of the property.
   
3. State - State of the property.
4. Zip - Zip code for the property.
5. Property Type - Type of property (e.g., Single Family, Townhouse, Condo).
6. Year Built - Year the property was constructed.
7. Property Owner - Legal owner of the property.
   
8. Property Reference - Government-issued property identification number.

Quote Breakdown 

1. Product Revenue - Total of Quoted Items categorized as Rev-Product.
2. Other Revenue - Total of Quoted Items categorized as Rev-Other.
   
3. Permit-Engineer Revenue - Total of Quoted Items categorized as Rev-Permit & Engineer.
   
4. Referral Bonus Credit - Total of Quoted Items categorized as Credit-Referral Bonus.
   
5. Uncategorized - Remaining amount not included in other breakdown categories.

Reporting Fields

1. Lead Category - Broad marketing category (e.g., phone call, website form, lead aggregator) that generated the Lead.
2. Lead Source - Specific marketing channel (e.g., Google Ads, Facebook, yard sign) that generated the Lead.
3. Demo Start Time - Scheduled date and time of the demo.
4. Referral Record - Linked Referral record, if applicable.
5. Signed Date - Date the Quote was Sold.
6. Modified By - System generated field identifying the last user to modify the record ,including the date and time of modification.
7. Created By - System generated field identifying who created the record, including the date and time of creation.
   

Administrator Fields

This last section is reserved for fields created and used by the system for automation and reference purposes. This section is typically only available to Administrators. 

The Referrals module is the foundation of 1Stop’s referral tracking system. It is used to capture new referrals, link them to the Contact, Employee, or Vendor who made the referral, and track their progress through the sales process for bonus and reporting purposes. In this article, we define all the fields available on the Referral record. 

Referrer Information

1. Referral Type - Identifies the source of the referral (e.g., Contact, Sales Self Gen, Employee, Canvasser, Event).
   
2. Referrer Message - Additional details about the referral, project, or person being referred.
3. Referring Contact - The Contact who submitted the referral, if applicable.
4. Location - If your company operates in multiple locations, this field will specify the location to which this record is linked.
5. Generated By - The user who created the Referral record.
6. Connected To - Records in other modules that are related to this record.

The Person Being Referred 

1. First Name - First name of the person being referred. 
   
2. Last Name - Last name of the person being referred. 
   
3. Phone - Phone number of  the person being referred. 
4. Email - Email address of the person being referred.      
   
5. Street - Street address of the person being referred.
6. City - City of the person being referred.
7. State - State of the person being referred.
8. Zip - Zip code of the person being referred.   
   
9. Product of Interest - Primary product the referred person is interested in.

Reporting Fields 

1. Referral Record - Name of the record created to track the Referral.
2. Referral Owner - Owner of the Referral record. 
3. Close Reason - Reason the Sale was closed, if applicable. 
4. Referral Status - Current stage of the Referral as it moves through scheduling and the sales process.
5. Demo Canceled Reason - Reason the Demo was canceled, if applicable.
6. Demo Date - Scheduled date and time of the Demo.
7. No Demo Reason - Reason a Demo could not be scheduled.
8. Future Contact Date - Date and time of the next follow-up attempt.
9. Demo Lost Reason - Reason the Demo did not result in a sale.
10. Sale Not Approved Reason - Reason a sale was not approved.
11. Signed Date - Date the referred sale was signed.
12. Sale Canceled Reason - Reason a sale was canceled.
13. Contact Added - Indicates whether a Contact record has been created for the referred person.
14. Created By - System-generated field identifying the user who created the record, including the date and time of creation.
15. Modified By - System-generated field identifying the last user to modify the record, including the date and time of modification.

Sales Event Information 

1. Sales Event Name - System-generated name of the Sales Event (e.g.,Windows-Demo-Mike Moore-Davie-70). 
2. Sales Event Owner - Owner of the Sales Event record (auto-populated based on the user creating the Sales Event. If creating for a different user this needs to be updated accordingly).
3. Opportunity Name - Opportunity record associated with this Sales Event.
4. Schedule Status - Current state of the Sales Event, as defined by the Sales Event Blueprint.
5. Sales Rep 1 - Primary Sales Rep assigned to the Sales Event.
6. Opportunity Status - Current status of the related Opportunity as it progresses through the Sales Event process (e.g., Set, Confirmed, Issued).
7. Meeting Start Time - Date and time the Sales Event is scheduled to begin.
8. Meeting Type - Type of meeting being held (e.g., Demo, Follow-up, Sales Rep Off, Sales Meeting).
   
9. Product - Product associated with the Sales Event  (e.g., Windows, Roof, Solar, Product Only).  
10. Meeting Minutes - Length of the meeting, in minutes.
11. Lead Quality Score - Score indicating the likelihood of the Opportunity converting to a sale.
12. Meeting End Time - Calculated end time based on Meeting Start Time plus Meeting Minutes.
13. Special Notes - Additional notes or comments related to the Sales Event.
14. City - City where the meeting is scheduled to take place.
15. Lock - When enabled, prevents changes to the assigned Sales Rep (used when a specific rep is required for the meeting).
16. Location - If your company operates in multiple locations, this field will specify the location to which this record is linked.
17. Overbooked - Indicates the Sales Event has not yet been assigned to a Sales Rep.
18. Connected To - Records in other modules that are related to this record.

Reporting Fields 

1. Lead Category - Broad marketing category (e.g., phone call, website form, lead aggregator) that generated the Lead.
2. Lead Source - Specific marketing channel (e.g., Google Ads, Facebook, yard sign) that generated the Lead.
3. Set By - User who scheduled the Sales Event. 
   
4. Set Time - Date and time the Sales Event was scheduled.
5. Confirmed By - User who confirmed the Sales Event.  
6. Confirmed Time - Date and time the Sales Event was confirmed.
7. Issued By - User who issued the Sales Event to a Sales Rep.
8. Issued Time - Date and time the Sales Event was issued.
9. Canceled By - User who canceled the Sales Event, if applicable.
10. Canceled Time - Date and time the Sales Event was canceled.
11. Cancel Type - Classification of the cancellation outcome (e.g., Reset, Contact in Future, Close - Do Not Reset, Reschedule). 
    
12. Canceled Reason - Reason the Sales Event was canceled (e.g., Company Canceled, Contact Canceled, Contact No Show, Sales Rep No Show).
13. Issued Sales Rep - Sales Rep assigned at the time the Sales Event was issued.
14. Reschedule Reason - Reason the Sales Event was rescheduled, if applicable.
15. Stage Tracker - Displays the current stage of the Sales Event. 
    
16. Status Tracker - Displays the operational status of the Sales Event (e.g., New Incoming, Manually Created, No Response, etc). 

Shipping Ticket Information

1. Shipping Ticket Name - Name of the Shipping Ticket (e.g., ST1041 - Windows - Kelly Park - Ap #874-879 Parturient Ave).
   
2. Shipping Ticket Owner - Owner of the Shipping Ticket (auto-populated based on the user creating the Shipping Ticket. If creating for a different user this needs to be updated accordingly).
3. Contact Name - Customer associated with the Shipping Ticket.
4. Shipping Stage -  Current stage of the Shipping Ticket, as defined by the Shipping Ticket Blueprint.
5. Sale Name - Related Sale record.
6. Status - Current status of the related Install (e.g., Active, Active-ISSUE, HOLD, Completed, Canceled, LEGAL, Not Approved).
   
7. Install Name - Related Install record.
8. Delivery Completed Date - Date when all items on the Shipping Ticket were fully delivered.
9. Product - Product type associated with the Shipping Ticket (e.g., Windows, Roof, Solar, Product Only).
   
10. Number of Deliveries - Total number of deliveries associated with this Shipping Ticket.
11. Install Date - Scheduled installation date. 
12. Location - If your company operates in multiple locations, this field will specify the location to which this record is linked.
    
13. Connected To - Records in other modules that are related to this record.

Delivery Meeting

1. Delivery Start Time - Date and time the delivery began.
2. Delivery Minutes - Duration of the delivery, in minutes.
3. Delivery Description - Details, instructions, or notes related to the delivery.
4. Delivery End Time - Automatically calculated end time based on Delivery Start Time and Delivery Minutes.
5. Delivery Date - Date the delivery occurred or is scheduled to occur.

Delivery Address

1. Street - Delivery street address.
2. City - Delivery city.
3. State - Delivery state.
4. Zip - Delivery ZIP code.
5. Address Instructions - Special instructions to help locate or access the delivery address.

Items To Be Delivered 

1. Ref Name - Internal reference label for the delivery line item.
2. Deliver - Indicates whether the item is ready to be delivered.
3. Vendor Reference - Vendor-provided reference number or code.
4. Product Name - Product to be delivered (lookup from the Products module). 
5. Product Item - Specific product variant, configuration, or SKU.
6. Quantity - Quantity of the product to be delivered.
7. Item Notes - Additional notes related to the item.
8. Warehouse Location - Warehouse location where the item is stored.

Items Delivered 

1. Ref Name - Internal reference label for the delivered item.
2. Vendor Reference - Vendor-provided reference number or code.
3. Product Name - Product delivered (lookup from the Products module). 
4. Product Item - Specific product variant, configuration, or SKU delivered (may be used when multiple versions exist under the same Product Name).
5. Quantity - Quantity delivered.
6. Date Delivered - Date the item was delivered.
7. Item Notes - Notes related to the delivered item.