General Training Deck Flashcards
What generates a quote or invoice number
Adding anything in a line item of a quote or invoice
What type of task is created when you create an invoice or quote in the office
Quote only or invoice only, cant change that
Does the WO summary translate from the quote to the new resulting invoice?
No, must be a line item
How can a customer create “shop orders” or “bulk orders” in FE if they want to?
They need to create a shop customer or generic customers and create the PR under that customer
When can you see profitability eyeball at the invoice level?
Once you add something to the invoice.
What happens if you add a PR for an item not on the invoice already?
It adds it as a non-billable on the invoice so you can track it
How do you change cost on an invoice level?
Go to the profitability report then change teh cost
Can FE separate equipment and part cost?
No, it lumps it all together in material. Other also goes into the material section
Do payments at a customer level show in FE?
No, just the invoice level
Can we show subclasses?
No
Tell me a basic description for these accounts: COGS Income Inventory Expense Expense Payment Account Employee Expense Account
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
What do classes do?
Allow us to report on departments
Take the generic income accounts and slice it up into smaller chunks
What is an associated pay item?
Does QBO have them?
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
If you’re using FE with just non-inventory items, what accounts are hit?
Just income
What 2 accounts are impacted when you make a finalize an invoice?
What account is impacted when you make a purchase?
Income and COGS
Inventory
Describe the income account as it relates to items, cost and rate
Whenever I sell something, money goes into this account
The RATE is what goes into this account
Describe the inventory account, when is it used, what does it mean
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
Describe COGS account
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
When does the Work performed resolution code appear?
Appears when a line item is added to a quote or invoice, greater than 0
When does the bill from office resolution code appear?
When a customer is marked bill from office
When does the no show resolution code appear?
Will display on mobile when there are no quote or invoice items or they are $0 items
When does the Maintenance Only resolution code appear?
When you are completing an agreement WO
When does the diagnostic only resolution code appear?
When a single diagnostic item or no items on the WO
When does warranty resolution code appear?
Will appear when invoice items are added to a non-agreement WO and the diagnostic fee item is not added
If the tech (or office) is charging an expense on account with the vendor, what do they mark paid or unpaid?
Dont mark as paid.
It will post as a bill under the vendor in QB
What needs to happen if you want to reimburse the tech?
They must be listed as a vendor (with a unique name)
Select the tech as the vendor in the expense
WHen do you mark paid on an expense?
When the vendor (or employee too) has been paid.
Do we calcuate use tax on the vendor bill?
no, canada eh
What day to mobile reminders show up?
The day of. And ONLY the day of
On a multiple tech assignment, who can fill out a work summary
Primary tech only because it’s customer facing
If you’re adding equipment fields to a layout template, what should not be added?
the equipment NAME because that could be something customers dont need to see
Describe the process to take 2 payments on a non-job WO that the first payment needs to be finalized
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
What happens if you try to drag and drop insert codes in the communication template?
Doesnt work, have to type make sure to test
dispatch board
What does the green line mean to the left of the employee icon mean
They are logged into the app
For Docusign, what part of the name do you need?
First and last
