Setting Up a New Ops Block

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• 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 ...

• 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 ...

• 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 Email Sharing Permissions

  Introduction There are multiple instances when a customer's email needs to be accessible to more than one person within the organization. To facilitate easy access of emails, 1Stop Install provides email sharing options/permissions. Administrators ...

• 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 ...