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Core Module Setup

This section describes setup procedures for the Service Management Core module. Setup procedures generally need to be completed only once, but you may refer to this section for instructions on viewing existing entries.

You must complete these setup procedures to effectively use Service Management.

See also:

Signature Setup Checklists
Using SmartList Objects for Signature Products
Setting Up Security
Viewing Application and User Activity Information
Choosing Service Options
Setting Up Auto Numbering
Choosing Service Management Debit Accounts for Cost Transactions
Setting Up Payroll and Overhead Offset Accounts
Selecting a Service Call Numbering Method
Labeling User-Defined Fields
Setting Up Lookup Window Data
Setting up Technicians for Double-Booking
Setup for Non-Invoice Module Users
Setting Up Salesperson Records
Setting Up and Using Document Management

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