Area/Item List Setup
Areas or Items are all the things on which you will perform Services to (e.g. Bedroom, Living Room, Sofa, Loveseat, etc.), or are those things which you offer for sale. These different Areas and Items are grouped into Categories as well.
EXAMPLE: Bedroom, Living Room, Dining Room, Den, Kitchen, Bathroom, etc. would all be in the Category “Areas”, while Sofa, Loveseat, Ottoman, Recliner, Chair, etc. would all be in the Category “Furniture” or “Upholstery”. This allows you to perform report summaries on the different Categories of areas/items as well as the different Areas/Items themselves. For instance, you could see how many Rooms you cleaned last month, as well as how many Bedrooms you cleaned last month.
So, to make changes to the list of area or item descriptions, from the Misc/Setup pull-down menu, choose Areas/Items.
The Area/Item Types screen is set up similar to the Services/Products screen. The Area/Item Categories are listed on the left-hand side of the screen, while the individual Area/Item descriptions that are in a category are shown on the right-hand side.
To add a new type (category) for an area or item, click the Add New Category button at the bottom left corner and enter the description you want. The area descriptions you put in a certain category will be summarized by that category on most of the order forms that include a place to list areas.
To add new area or item descriptions to a category, click the New button at the upper right corner and enter your new description.
Each Area/Item Description also has the following aspects, all of which may be left blank if you wish:
a. Abbreviation - a two letter abbreviation for the area or item that is sometimes used on an order form to put multiple area descriptions in one column for a service line item
b. Default unit of measure - This is the unit of measure that will appear by default for this particular area/item as you enter it on the order form. (e.g. Sq. Ft., Each, etc.)
c. Default dimensions - This will be the default dimensions for the area or item (e.g. 12x12 for Bedroom). If your clients' area dimensions vary widely, you may want to leave these blank.
d. Phone Script - You may select a script or create and then select a script to go with each Area or Item. Then as you enter this particular Area/Item Description on an order, the appropriate sales or phone script will automatically be pulled up for your easy reference (if you have the Order Options Panel visible [Ctrl-H] and the Script tab selected).
These area/item descriptions will be available from the drop-down box in the area/item list section of some order forms.
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