KB Home Putting rugs “on approval” is when a customer take a rug to try it out in the home before processing any payment for it. Add a rug to the cart in the order In the Add Item window, select the location and quantity of the rugs (one-of-a-kind rugs would just be a value of 1). Check the “Set as Approval” and check “Approval…
Inventory Item Quantity and Cost Changes
The video below covers how rug cost and inventory level changes are made and stored as well as how they impact posting journals. Please see the video for a run through:
Balancing Batches with Over and Short
Sometimes when taking payment from a customer we accidentally undercharge or over charge. If the amount is large enough, then an additional charge or refund may be required. But if the amount is small enough to absorb, that’s when you use Over and Short payments. Please see the video for a run through:
Account Mapping and Posting Journals
In order to generate your posting journals from you daily activities you need to follow the steps below. See video for a full tutorial. PUSHING POSTING JOURNALS TO QBO Ensure your chart of accounts is set up in QuickBooks Online. Ensure your QuickBooks Account is connected to RugSimple. See Connecting QBO to RugSimple article on how to do this. Map your accounts in RugSimple to…
Viewing Jobs In The Calendar
KB Home For easy viewing and visual understanding a Calendar exists to view Routes, jobs and understand anything that is unscheduled at a glance. It can be accessed via: Field Service –> Calendar Red are unassigned Jobs. Other colors represent different routes or services. The code nomenclature is: {ROUTE}-{JOBID}-{SERVICETYPE}-{STATUS} Where SERVICETYPE = Pickup, delivery, in home service, custom job, etc Clicking on the route will…
Activating A Job
KB Home Once a job has been created by / through an order, it still must be scheduled or “activated”. This responsibility typically falls on the office or dispatch manager. Go to Field Service –> Schedule Manager. You will see a new job under the date you set it for for the company to address. The tooltip can give you a quick glance at the…
From Order To Job
KB Home Jobs are a direct function of an Order of some kind for either Showroom or Cleaning. Orders that may create jobs include: Pickups Deliveries In-home cleaning Custom jobs In order for a job to exist, it has to have an order. To create an order and then job, click Order System and add a new order by clicking the “+” / Add icon…
Managing Schedules
KB Home After creating your Field Service Schedule for a day, it is time to create your Routes. Routes are paths that a vehicle and crew will take this day. The office / dispatcher can and should manage routes by territory, region or proximity of pickups, deliveries or services to each other, ideally, for the most efficiency. e.g. Truck 123 with crew ABC is servicing…
Adding A Schedule
KB Home To add a schedule, click the “+” / Add button at the bottom right Select the day for this schedule. It is defaulted / set to Open automatically Click Create and you will see the new schedule in the list (provided the date filter is set to the right date range. The schedule will be empty and added to your list:
Schedule Manager
KB Home Everything in Field Services starts with a Schedule. Office staff or dispatch managers maintain full control of daily or weekly schedules. This allows you to make decisions like: In-home cleaning only happens on Tuesday and Thursday Deliveries aren’t allowed on Mondays Allow two custom in-home jobs this Wednesday based on an important customer request This ensures that front of house staff don’t inadvertently…