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254 Barrataria Drive, St. Augustine, FL 32080 PH: 904-473-7233 - PowerPoint PPT Presentation

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Service Proz Getting Started. 254 Barrataria Drive, St. Augustine, FL 32080 PH: 904-473-7233 110 W. Water St, Edenton NC 27932 PH: 252-632-4275

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Service Proz Getting Started

254 Barrataria Drive, St. Augustine, FL 32080 PH: 904-473-7233

110 W. Water St, Edenton NC 27932 PH: 252-632-4275

Email: Website:



Verify Company Information

Ad Management: This will make the user select a ad type from the drop down box on the work request form.

Google Map: If this is checked the map will show up on the work request form

QuickBooks Interface: Check if you are using QuickBooks

WO Print API: This is for a custom Work Order

Invoice Print API: This is for a custom Invoice

Generate Invoice: should be checked if you want the system to generate invoices

Status: Checked for Active companies

Company Logo: Upload your company Logo

Company Banner: Upload your company banner

Security Code: This is a third level of security you have the option to use

Admin User Name: This is the main company “Super User Level” user name

Password: This is the main company “Super User Level” password

Time Zone: enter the time zone your company is in.


Admin>Company>Credit Card Type

Setup All credit card types that your company accepts.

Click on “Add New CC Type”

Enter name of CC in the description

Click Insert


Admin>Company>Payment Term

Setup All Payment Term Types that your company accepts. These will be sent to QuickBooks.

Click on “Add New Term”

Enter name of the term in the description

Due Days

Discount Days

Click Insert


Admin>Company>Tax Structure

Setup all tax schedules for your company.

The Tax Header is the name of the tax schedule

Example: All TAXES

If this is the default schedule you would like all new customers to be setup with check Default.

If you work in multiple areas with multiple tax schedules do not click a default tax header. The system will populate the tax header for each new customer according to the one you have assigned to the zip code associated with the customers zip code.

The tax detail are the items that are associated with the tax header.

Click on “ADD”

Enter the tax name in the description and the tax rate in the Tax Amount

The system will calculate on the items into the tax header.



Setup all the users in the system.

Enter the users information

There are five levels of security

Super Admin: everything in the program  Super Admin can Delete Admin Profiles

Admin: Admin sees all but cannot Change other Admin Profiles / They can delete Normal or Limited

Normal User: User does not see the admin menu / Therefore they cannot manage profiles

Limited User: Limited menu / Only Work Order Management and Invoices assigned to Tech or sales

rep from Employee record.

External User: A customer outside the company entity. An External customer can sign on and see

their work orders / Append notes .

User Rights

This allows you to associate other employees with the current employee.

Example: Sales managers with sales reps.


Admin>Zip Codes>Zip Code Retrieval

Select the zip codes that your company service

Admin>Zip Codes>Zip Code Retrieval

To select the zip codes enter the city and state, click search

Check all the zip codes in your company area and click the >


Admin>Zip Codes>Zone Maint

Create Zones for your company.

Admin>Zip Codes > Zone Maint. > Add

Enter the information for the zone, the rate charge for the area and the default tax header.

Demographic has to be typed in each zone.


Admin>Zip Codes>Zone Maint

Assign the Zone to the Zip code

Admin>Zip Codes

At the top enter the city, click search, this will filter the zip codes.

In the bottom section select the zone you will be assigning.

Check each zip code you would like in this area.

Click “Apply Zone”


Admin > Services > Job Types

Create Services and Job Types for your company.

Admin > Services > Job Types

Job types allows you to create skill levels, enter the time it should take to complete the job, shows the number of items on a current work order (WOM – work order management) and how many have been completed in history. (WHO – work order history)

“ADD” will allow you to enter time slots for this job. Time slots has to setup in order to work properly. A default time is setup 8am, 10am, 12 noon and 2pm. This is an estimated that this type of job will take to complete.

Form to add new job types

Table showing all job types.


Admin > Services

Services is used to identify the customers needs. There are 3 levels

Services, Products and Symptoms. These are populated on the drop down menus on the work order request. Depending on which service you select will then determine which products populate, products then determine on which symptoms will populate.

Admin > Services > Add

Form to add new services

Table showing all services.


Admin > Services > Products > Symptoms

Form to add new job types

Table showing all job types.

Form to add new symptoms


Admin > Status

The system has 4 status that are applied to an invoice or sales receipt. You can setup additional status that apply to your company.

Click Add enter the status and Sequence number ( this is the order of the drop down list).


Admin > Employees

To add additional employees click the add button

Fill in the information

Job Type is the type of service they may do for the company

Type his their position

Inventory location is the location they may pull their sales from

User, select their user name for the system

Zones are the area this employee covers

Work Order History list all the work orders this employee is associated with.

Clock management tracks the employees time.


Admin > Customers Initial Balance

This area is used when you setup the system initially to enter beginning balances for current customers.

The system will list all customers in the system

Enter the balance of each existing customer

Click update.


Admin > Misc. Charges

Setup any service or products in this area that are not inventory items.

Enter the information and update or add


Admin > Inventory

Inventory Items

Unit – Setup the unit types in how you sell your products. Each, Gallons ....

Location Maint. – Enter all locations that will sell inventory

Inventory Adj – Allows you to adjust the inventory quantity of an item

Add – will allow you to add additional items


Admin > Vendors

Setup vendors that are associated with your company that you purchase inventory items. This information is listed on the items and the purchase orders.


Admin > Purchase Orders

Purchase orders are used to track inventory items. Create a purchase order for all inventory purchases. You are able to add to any purchase order until it has been finalized.

Once you have placed the order with the vendor it will need to be finalized.

When the order is received, you open the purchase order and enter the quantities of each item and enter the receiving invoice.

Receive into inventory will create a payables that will be sent to QuickBooks.

If you do not receive all items the system will create a back order which you can received at a later date or delete.


Admin > Cycle Billing Services

Cycle billing services are the services that you will use to group your products under for recurring billing customers.

Enter the service , select Res or Business and enter the description


Admin > Cycle Billing Products

Cycle billing products are items and services you will bill your recurring customers.

Enter the product information and the rate, this rate is not changeable on the invoice.