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Products
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Products
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% reduction in expenses
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(Used in some states)
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(If total due from dealer less than this amount, use this amount instead)
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Admin
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Field manager
Installation manager
Admin
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Installation manager
Admin
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Auto-notify will send notifications on every status change. So turning it on will dramatically increase the volume of notifications
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Email
Phone
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Sales reps
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Add workorder
View schedule
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Add/edit workorder
Job id
Job name
* Dealer
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Dealer office
Select an office
Sales rep
* Customer first name
* Customer last name
Customer email
* Customer phone(s)
(1 or more comma separated)
* Customer address
* Customer city
* Customer state
* Customer zipcode
* Tasks
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Name
Defaults to product name if blank
* Product
* Estimated quantity
Detail
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Schedule workorder
(
)
Pick a date
View schedule
Team
Materials
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Comment
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Add/edit material
* Name
* Product
* Actual quantity
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In progress
(
)
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Installer billing
(
)
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Finish workorder
(
)
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Review
(
)
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Reset status
(
)
Status
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Update invoice
(
)
* Invoice
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Schedule
Labor rate
Comments
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Zone
* Name
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Team
Team labor rate
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Comments
Reports
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Installation
Previous day
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Exception
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Type
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Dealer
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Team
State
Note: View workorders that match 1 or more rules. Leave blank to deselect a rule.
Dealer
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Not scheduled within days of creation
days
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days
Not invoiced within days of schedule
days
Dealer
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Type
Jobs to be installed today by dealer
Jobs to be installed today by installer
Jobs installed by dealer/state/month/year
Jobs invoiced by dealer
Cycle time
From date
To date
Dealer
Search
Cleanup
Delete workorders older than
Home
ProMaterials Direct
Installation Hotline: 866-642-2030
Custom reports
* Report
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Parameters
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Pick dealer
Name like
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Dealer offices
Add
Edit
Delete
Back
Add/edit dealer office
* Name
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Add/edit section
Category
* Title
Description
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Notify stakeholders (
)
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Subject
Message
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Comments
Schedule
Dealer
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State
Team
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