General Training Deck

Question 1

What generates a quote or invoice number

Answer 1

Adding anything in a line item of a quote or invoice

Question 2

What type of task is created when you create an invoice or quote in the office

Answer 2

Quote only or invoice only, cant change that

Question 3

Does the WO summary translate from the quote to the new resulting invoice?

Answer 3

No, must be a line item

Question 4

How can a customer create “shop orders” or “bulk orders” in FE if they want to?

Answer 4

They need to create a shop customer or generic customers and create the PR under that customer

Question 5

When can you see profitability eyeball at the invoice level?

Answer 5

Once you add something to the invoice.

Question 6

What happens if you add a PR for an item not on the invoice already?

Answer 6

It adds it as a non-billable on the invoice so you can track it

Question 7

How do you change cost on an invoice level?

Answer 7

Go to the profitability report then change teh cost

Question 8

Can FE separate equipment and part cost?

Answer 8

No, it lumps it all together in material. Other also goes into the material section

Question 9

Do payments at a customer level show in FE?

Answer 9

No, just the invoice level

Question 10

Can we show subclasses?

Answer 10

No

Question 11

Tell me a basic description for these accounts:
COGS
Income
Inventory
Expense
Expense Payment Account
Employee Expense Account

Answer 11

COGS-Cost of doing business, Item and expenses. I need us to go buy something and this is how much it costs to do it
Income-I get money, money goes into this account
Inventory-IF tracks inventory, where money goes when you purchase an item
Expense Account-Typically COGS, costs X to buy, credit the cost to the expense account
Expense Payment Account-When expense paid it marks it as paid
EMPLOYEE-expense account, typically used when tech has a company card. Only for techs paying expenses in the field

Question 12

What do classes do?

Answer 12

Allow us to report on departments

Take the generic income accounts and slice it up into smaller chunks

Question 13

What is an associated pay item?

Does QBO have them?

Answer 13

Pay item that can be associated with a certain task, QBD MUST have one or when we send times over to QB it doesn’t work right
QBO this N/A

Question 14

If you’re using FE with just non-inventory items, what accounts are hit?

Answer 14

Just income

Question 15

What 2 accounts are impacted when you make a finalize an invoice?
What account is impacted when you make a purchase?

Answer 15

Income and COGS

Inventory

Question 16

Describe the income account as it relates to items, cost and rate

Answer 16

Whenever I sell something, money goes into this account

The RATE is what goes into this account

Question 17

Describe the inventory account, when is it used, what does it mean

Answer 17

Only for inventory items
If you buy $500 worth of stuff, you now have added $500 into your holdings, it shows on this account
If you sell $500 (cost) worth of stuff , you have now subtracted $500 from your holdings, it shows in this account

Question 18

Describe COGS account

Answer 18

If you sell an X, it is the cost of doing business.
COST goes into this account
For example, if you sell an item for $10 and it cost you $5, $5 goes into this account, $10 goes into income, the difference is your profit

Question 19

When does the Work performed resolution code appear?

Answer 19

Appears when a line item is added to a quote or invoice, greater than 0

Question 20

When does the bill from office resolution code appear?

Answer 20

When a customer is marked bill from office

Question 21

When does the no show resolution code appear?

Answer 21

Will display on mobile when there are no quote or invoice items or they are $0 items

Question 22

When does the Maintenance Only resolution code appear?

Answer 22

When you are completing an agreement WO

Question 23

When does the diagnostic only resolution code appear?

Answer 23

When a single diagnostic item or no items on the WO

Question 24

When does warranty resolution code appear?

Answer 24

Will appear when invoice items are added to a non-agreement WO and the diagnostic fee item is not added

Question 25

If the tech (or office) is charging an expense on account with the vendor, what do they mark paid or unpaid?

Answer 25

Dont mark as paid.

It will post as a bill under the vendor in QB

Question 26

What needs to happen if you want to reimburse the tech?

Answer 26

They must be listed as a vendor (with a unique name)

Select the tech as the vendor in the expense

Question 27

WHen do you mark paid on an expense?

Answer 27

When the vendor (or employee too) has been paid.

Question 28

Do we calcuate use tax on the vendor bill?

Answer 28

no, canada eh

Question 29

What day to mobile reminders show up?

Answer 29

The day of. And ONLY the day of

Question 30

On a multiple tech assignment, who can fill out a work summary

Answer 30

Primary tech only because it’s customer facing

Question 31

If you’re adding equipment fields to a layout template, what should not be added?

Answer 31

the equipment NAME because that could be something customers dont need to see

Question 32

Describe the process to take 2 payments on a non-job WO that the first payment needs to be finalized

Answer 32

Make a quote for full amount of “job”, take a payment on the quote for whatever %, finalize.
Accept, schedule, and then take remaining payments on invoice

Question 33

What happens if you try to drag and drop insert codes in the communication template?

Answer 33

Doesnt work, have to type make sure to test

Question 34

dispatch board

What does the green line mean to the left of the employee icon mean

Answer 34

They are logged into the app

Question 35

For Docusign, what part of the name do you need?

Answer 35

First and last