The Defaults Modules provide you with tools for setting up your software operations to assist your users with efficiency in their daily workflow. They administrate basic software operations, company information and individual user settings, making the management of your company more efficient.

The Company Defaults Module manages global operations.The User Administration Module administrates a comprehensive system of user security.The My Profile Module allows the flexibility for individual users to define performance.

Company Defaults Data Entry and Display Tabs

Company Information  Allows you to set up your basic company information, including your company logo.

User Defaults  Provides a detailed template for your database administrator when setting up new users.

System Defaults  Defines the basic operations of your software, such as password use, data reindex, fiscal year definition, and bar code scanning.

Printing  Provides print preferences on a per-report/form basis. Choose from a variety of print styles and destinations, set up mailing labels, and print blank forms for your technicians.

Order Defaults  Set up tracking numbers for orders, invoices, RMAs and purchase orders, and edit systems, service codes and warehouse lists.

Terms  Provides customization of your billing terms lists.

Customer Defaults  Provides a basic template for use when adding new customers to your database.

Common Service  Allows you to define unlimited auto-text entries for use when entering services requested and provided on your service calls and installation orders.

User Administration Tabs

Personal Info  Define user names, passwords and basic employment information

Email  Allows you to define user email settings.

Module Security Clearances  Provides your administrator with the ability to limit or grant access to read and write access, at the module level for each user.

Administrative Clearance  Provides clearances on a per-user basis to sensitive database operations.

As Salesperson & As Technician  Allows you to include the user as a salesperson or technician, and define technician rates, as applicable.

Preferences  Allows the administrator to set up basic software operations and print destinations for each user. Users may also change these settings as desired from the My Profile Module.

My Profile Module

The My Profile Module allows each user to edit basic preferences, print destinations and email settings.

Company Defaults

User Administration

Technicians