📘 e-manage|ONE Terminology Guide
e-manage|ONE may use some terms that are new or different from what you're used to. Below is a glossary to help you become familiar with key terminology used throughout the system.
💼 Core Terminology
Term | Definition |
|---|---|
Projects | Potential sales opportunities. |
Leads / Lead Records | Used to track potential business before defining a scope of work. Also helps monitor marketing efforts via campaigns. |
Jobs | A Project becomes a Job once it has been booked as an order. |
Action Items | Tasks, milestones, workflow steps, or internal communications that help manage processes across your organization. |
Implementation | Refers to the onboarding or installation process. We use “Implementation” as a broader term to reflect diverse business types and workflows. |
Current Opportunities | All active Projects. Once a Project is booked, it moves to Backlog. |
Booked | A Project that has been processed into an order within the Order Entry module. |
Backlog | Booked Jobs that have not yet been fully invoiced to the customer. |
Cashflow Management | A view of all open orders with Backlog amounts, Open AR (Accounts Receivable), or Unpaid Bills. |
Active Quotes | Quotes that are still within their expiration date. |
Expired Quotes | Quotes that have passed their expiration date. |
🧾 Quote & BOM (Bill of Materials) Terminology
Term | Definition |
|---|---|
Bill of Materials (BOM) | A list of parts, products, or services—including quantities—required to generate a customer quote or fulfill an order. |
Option | Creates a new, unique quote number. Options can be used to present alternative choices to the client, or combined into one quote. |
Phase | Organizes the BOM into logical sections or "tags" (e.g., by room or project stage like Phase 1, Phase 2). Useful for organizing large or complex projects. |
BOM | The area within the quote/order where individual parts and services are managed. |
Grid(s) | Interactive tables used to view, sort, and modify data across the system. Most windows in e-manage. (Excel on steroids) |
⚙️ e-manage Administrator Terms
Term | Definition |
|---|---|
User Groups | Collections of users who share responsibilities for specific Action Items. |
User Profiles | Control what permissions or rights are assigned to different User Groups. |
Drop Down Lists | Customizable menus used throughout e-manage |
💡 Familiarizing yourself with these terms will help you navigate e-manage|ONE more efficiently and confidently.