Add Office

To add an office, complete the profile below.

Details
Contacts
Logistics

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To add a new office profile, complete the necessary information below.

Office GL Loc Code:

Office Name:

This field is required.

Ck Acct GL#:

Office Phone:

Accts Pay GL#:

Office Fax:

Accs Rec GL#:

Office Email:

Revenue GL#:

Address:

Sales Tax Rate:

City:

Taxing Authority:

State:

Link QB Entities?

Yes No

Postal:

The following contact information is presented on various construction documents (e.g., Work Orders).

Construction Department

Service & Warranty

Primary Contact:

Primary Contact:

Phone:

Phone:

Email:

Email:

Start up's

Primary Contact:

Phone:

Email:

The following options define available features for the selected office.

Job Types
Hold Control key down to select multiple options

Work Schedule
Select each day of the week in which job phases can be scheduled.

S

M

T

W

T

F

S

Approval Types
Hold Control key down to select multiple options

Sales Schedule
Select each day of the week in which job phases can be scheduled.

S

M

T

W

T

F

S

Limit Features?

Yes No

Notify Vendors?
Automatically notify vendors on phase assignment (email required).

Yes No

ProEdge Service Integration
Publish the following modules in ProEdge Service for linked sites:

Job Notes

Yes No

Work Orders

Yes No

Job Selections

Yes No

Job Warranties

Yes No

Job Equipment

Yes No