Scenario Process - Completing Company Info Tickbox Settings

OVERVIEW

This task is done when you've done the discovery meeting and also when you start getting information back from the request for info email.

NEEDS UPDATING SINCE THE DATA SET HAS CHANGED
These will be noted from the discovery meeting. Complete the following fields:

DATASET

  • This 13 min video shows the basics of what to fill in: https://www.loom.com/share/2c39c4493eaa47be9d755a7476fcc1d8?sharedAppSource=team_library
  • MODULES INTENDING TO UTILISE - IMPORTANT
  • MODE SETTINGS (tick these ones)
    • Include over hire tracking (for relevant clients)
    • Include Phase Templates
    • Include Phase Status and Type for editing
    • Allow txt messaging (**only if they are paying for this)
  • ACTIVITY SECTION:
    • Include Client Payment Terms on Activities
    • Include Job Internal Work Notes on Activities
    • Use Work Type Colours on the Calendar Activities
  • PHASES SECTION:
    • Include C001 As Starting Phase Code
  • ONSITE MY DOCKETS SECTION:
    • Include Time Allocation in My Dockets (if doing clocking and TA)
  • CHECKLIST SECTION
    • Allow repeating patters on checklists (if using the inspection calendar)
  • QUOTE AND JOB SECTION:
    • Default Jobs to Progressive
    • Exclude Photos and Docs 6 to 15 from Job Pack
    • Job Prefix - replicate what they currently use or choose Q
    • JobNumber - usually starts at 1000 unless you get another request
    • Job Number Length - usually "4", meaning four digits
    • Valid (before the quote expires, this is in days) - you may not know this until you get copies of their quotes or terms
  • DETAILED SET UP SECTION
    • Make sure the address is in the OLD address box as well as in the address fields
    • Add 300 x 150 Logo if you have it
    • Add the company URL (their website address)
  • INVOICING SECTION
    • Tick Force Two Decimals if they Xero and don't use our progress claims
    • Invoice period end - Set this to the end of the current month
    • Invoice Prefix - This is always "INV" unless they want the invoice number to be the same as the job number
    • Invoice Number - Usually 1000
    • Invoice # Length - usually 4
  • PAYROLL SECTION:
    • Exclude Extra Clocking Options as Default - Use this if using Clocking and TA
    • Include time calculator for time entries - if using Clocking and TA
    • Payroll week start - What day do they start their pay week
    • GST or ABN can go in the Tax Reference if you have it
    • Time Steps - 15 by default unless otherwise stated (grab these from help doc "Default Company Data Set - Timesteps, Staff Checklist default and Measureup list defaults")
    • Match the time increment to the 15 or 5
    • Fill in the clock on time start and the clock off time end - and the same with the schedule ones
  • WORDING of WORK - "Scaffolding" or "Work", but make sure this one is filled in otherwise your quotes wont work
  • INTEGRATION SECTION: Select the accounting package they use. If using Xero make sure you choose XERO2. If you are using MYOB then scroll further down and choose which version.
  • MESSAGING AND NOTIFICATION SECTION: put your email in the user's list, operations list, admins list and admin cells
  • JOB and ACTIVITY SECTION:
    • WORDING of WORK - "Scaffolding" or "Work", but make sure this one is filled in otherwise your quotes wont work
    • On Account Deposit if known - This is 100 or 60 depending on the split. If PROGRESSIVE leave this blank
    • On-hire basis if known
    • Default Hire Cut-Off Day MUST BE LAST DAY OF THE MONTH unless they are cut off on the 20th or 25th (the hire will stop on this date).
    • Default due date terms
    • Default over hire option - if applicable
    • Default over hire units - if applicable
    • Default Measure-up Checklist - Copy and paste from help doc "Default Company Data Set - Timesteps, Staff Checklist default and Measureup list defaults"
    • Default Staff Checklist - As above help doc
  • INTERNATIONAL SECTION: Make sure all of these reflect that country's settings including the tax info. Aussie is Tax Type: GST and Tax Rate 10.00, NZ is Tax Type: GST and Tax Rate 15.00, UK is Tax Type: VAT and Tax Rate 20.00 (double check the UK one)
  • CSI PLANNING SECTION: Just indicate if they are going to use and what stage you are at with these.

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