Configure Company Controls

Configure Company Controls is the next logical step after Installation and running the Company Setup Wizard. However, you can leave this until later and start right in using FieldOne. We suggest that you review this section.

FieldOne comes with full set of parameterized controls that allow configuring your Company.

•	Certain controls are better to set up in advance before you begin using the functions and features.

•	Other controls are not needed before starting work. These maximize the benefits of FieldOne to its full extent. You can add these enhancements as you continue to work with the program.

The controls are found in the General Company Settings (general configurations) and in Lists and Tables (lists of controls for items like Work Orders and Employees).

From the beginning certain company managers should be fully trained regarding the controls, powers and possibilities of the program. They should have a complete understanding of the results obtained throughout the system by using, or not using, the configuration capabilities. These people would maintain the System and Company Setup, the Lists and Tables, and the Employee Security Rights. The remaining employees only need education for the screens used in their daily tasks.

We divide the controls below into those needed at the beginning and those that can be added later. Since each company has different needs, you should review both groups. Some of those suggested for later may be needed right away for your company.

Controls to review and set before "going live":

There are certain settings created automatically during the Company Setup process, for your convenience. You may wish to review and change those predefined settings. In some cases doing this will eliminate the need for manual entries of individual List Table items. Other entries that are not predefined are still desirable to have right from the start and you would do these now.

Click on the items listed below to review in detail:

•	Company Information

•	Entity Names

•

Features

•	Starting Numbers

•	Employee List

If you have imported from QuickBooks, your Employees have already been created. Employees who log on to the system should be given access to their areas now using the Security Tab of the Employee Screen.

•	Customers / Job Sites

If you have imported from QuickBooks, your Customer List has already been made available.

•	Tax Code / Tax Groups

If you have imported from QuickBooks, the Tax Codes and Tax Groups have been imported. No further action is required.

•	Schedule Board Settings

•	Units of Measure

•	Parts Markups

•	Labor Rates

If you have imported from QuickBooks, the system has automatically created a Labor Rate for every Service item found in QuickBooks.

•

Parts

If you have imported from QuickBooks, your Part List has been set up. All QuickBooks items marked as Inventory or Non-Inventory items have been automatically created in FieldOne.

•

Vendors

If you have imported from QuickBooks, all your Vendors have been set up.

•	Backup path

•	Cost Valuation

•	Sales & Purchase Forms

•	Default Payment Terms

Controls that could be delayed until later:

With proper education and when completely familiar with the potential of FieldOne, your managers may use the following List Table controls for further enhancements:

Click on the items listed below to review in detail:

•	User Groups

•	Problem Codes

•	Labor Codes

•	Work Order Types

•	Employee Pay Types

•	Invoice Note

•	Require PO Approval

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