Setting Up Service Products

• Related Articles

• 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 ...

• Products

  The Products module in 1Stop helps your team manage the items and services your company offers—whether they’re physical products, installation packages, or service-based work. If it’s something you sell, quote, or invoice, it belongs here. This ...

• 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 ...

• 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 ...

• 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 ...