Missing Items on Implementation Calendar
If you notice some items are not showing on your Implementation Calendar it could be that you do not have the correct types configured properly. To ensure your calendars are configured properly see Installation & Service Calendar Filters which should be setup with every new employee/user.
If the setting mentioned above is configured correctly, some items may be “missing”/not showing up on the Implementation Calendar because it only loads three months worth of installation items by default as there is a lot of data and launching would take a long time otherwise. If the date for the item that is not showing up on the calendar is three months from or prior to today’s date, select the date on the calendar then click on the ‘Refresh’ button in the menu located at the middle at the top of calendar.
Installers Not Printing on Work Order
You must connect the installer to the installer in their Employee Record under Human Resources.
Available Subcontractors in Implementation Item Window
If you do not see the Subcontractor needed in the Implementation Item window then you will need to make sure the Subcontractor is entered into your database as a Vendor and marked off as "Subcontractor".
Work Order Note Not Printing on Work Order/Delivery Ticket
If the Work Order Note is not printing on the Delivery Ticket, check the set up in the Administrator Program. While logged into the Administrator Program, select Tools > Reports / Logo Setting. At the bottom left, in the “Note types that will appear on Work Order” section, check the box next to “Work Order Note”. If you prefer a different note type to show up as well, this is where you would set it up.
