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What you type in the Scope of Work text box will depend on your company policy, however, we recommend that this be a complete description of what other people in your company will need to know in order to quote, order, bill and install the project. You can type as much text as you need to describe the project, but we also give you a Scope Builder to save and re-use commonly used items for the scope of work if that is the way your company works. To use the builder, click the "Scope Builder" (see Using Builders) button and check the "Apply" Checkbox. The Scope of Work is required for the initial entry of a project, but can be edited at any time. The scope of work will show up on the Work Order when printed from the Implementation Calendar.
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Requires Installation Checkbox
The "Requires Installation" checkbox is automatically checked or unchecked depending on the Project Type Chosen, however, you can change the value of the checkbox at any time. This is preset in the Administrator Application.
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Tax Exempt Checkbox
The "Tax Exempt" checkbox is automatically set by whether or not the end user Company Location Tax Exempt Status is set to Tax Exempt (see . Depending on your individual rights, this checkbox may or may not be available for you to check or un-check. Please see your administrator if you do not have the ability to change this checkbox and you think you should.