Displaying 1-6 of 6 results for:
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Support ArticleArticle Views246

Dashboard Module

This article discusses the dashboard module. The dashboard module will display an at a glance snapshot of a company's business.
Article Type: Dashboard, Features & functions
Last Modified: Jul 30, 2025
Support ArticleArticle Views122

Terms Days

This document goes over the functionality and set up of terms days
Article Type: Dashboard, Elite only, Email & fax processes, Features & functions, Processes
Last Modified: Feb 21, 2025
Support ArticleArticle Views407

Color Codes

Learn more about color codes found within Expert and Elite.
Article Type: Contracts features & processes, Customer & inventory management, Customer mangement, Dashboard, Day at a glance, Dispatch center, Features & functions, Inventory mangement, Item avaialblity, Processes, Purchase order
Last Modified: May 16, 2024
Support ArticleArticle Views341

Job Site Dashboard

Allows you to view total revenue by Jobsite based on filtering by contract status, type, job site, grouping, or store location. You can choose a single Job Site/Venue or you can choose all.
Article Type: Dashboard, Features & functions
Last Modified: Jun 15, 2023
Support ArticleArticle Views384

Maintenance Due

An item becomes due for maintenance after it passes the threshold set for it.
Article Type: Contract features & processes, Contracts features & processes, Customer & inventory management, Dashboard, Features & functions, Inventory mangement, Processes, Service related contracts
Last Modified: Jun 15, 2023
Support ArticleArticle Views270

Salesman Dashboard

Salesman Dashboard allows you to view total revenue by sales rep based on filtering by contract status, type, job site, grouping, or store location
Article Type: Dashboard, Features & functions
Last Modified: Jun 15, 2023

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