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Service Pages Add YH Work/Break Job Time Job Time Service Dashboard Submit Green Sheet Submit Order Items - Shop Jobs Submit Order Note View Daily Receipts View Green Sheets View Job Schedule View Order Files View/Submit Daily Receipts
Territory Sales

Dashboard items to receive My Territory Sales Packages Quote Follow Up receive items submit case study lead territory Clients Territory Job Calendar Territory Map

reports Email Blasts Open Invoices All Quotes
Management View Territory Sales Packages
Inside Sales

Quote Follow Up Recent Inspection Quotes view inspections by month

reports Completed Inspections Parts Install Follow Up - Inspections
Purchasing

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Reports NA inspection reports – GS not received NA inspection reports – last 30 days NA inspection reports – last 90 days Order items confirmed - not received Order items not vendor - confirmed PO - last 45 days Quotes - last 45 days

Management Days Parts Oustanding inspections by month chart Order items status
Accounts Payable

Reports Items Pending Upfront Payment
project coordination

Quote Follow Up

reports Confirmed Not Invoiced confirmed not scheduled covid-19 notes Open Shop Jobs scheduling Current Day Schedule modify job on call schedule schedule job System Install Orders - Pending Project Meeting Service PTO Schedule view job schedule
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inspection coordination

Quote Follow Up Recent Inspection Quotes view inspections by month View Inspection Map

reports confirmed not scheduled View job time by date scheduling modify job on call schedule schedule job Service PTO Schedule
Branch Administrator

Confirmed Not Shipped receive items ship items Order items confirmed - not received
Accounts Receivable

Mark Invoice Paid Submit Statement View Job Time Going Green Invoicing

Reports Confirmed Not Invoiced invoices by payment date Open Invoices Pending Progress Invoices

Management Inspected vs. Tags - prev 1 year invoices by invoice date invoices by payment date MGMT Invoices Last 30 Days view inspections by month
human resources
Web & Marketing

Client Demographics Pending Client Demographics Pending Client Location Images Client Feedback Client Feedback Report Load Test View Load Test Images Case Studies Feature Case Studies Submit Case Study Submit Case Study Tag Submit Case Study Type Email Blasts Submit Email Report View Email Reports View Total Email Stats Online Leads Lead Manager Report
service management

Reports Inspections by month chart Inspected vs. tags – prev 1 year NA Inspection reports – GS not received Na inspection reports – last 30 days Service inspection leads View DR by date and customer View Inaccurate Job Time Submissions View job time by date View job time/DR comparison View MyHCR invites sent – DR KPI REVIEW Green Sheet Accuracy Job Time by Technician

Schedule Modify task/PTO Modify on call On call schedule Schedule Internal Monthly Inspections Schedule On call Schedule task Order Information Add job time Confirm order Submit daily receipt Submit green sheet Submit order items
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Inspections / Load Test

Search By Inspection Tag # Submit Inspection Submit Load Test Submit Monthly Inspection File View Inspections View Load Tests View NA Inspections
Resources

Chain Measuring Guide Manuals My Pending GS - Failed Inspections On Call Schedule Search Clients Name By Order Service PTO Schedule Submit Fulcrum Support Request Top Running Bridge & Trolley Inspection Spec List View My Job Time History View My Job Time History Wire Rope Measuring Guide
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Search Forms Search Assets Search Daily Receipts Search Green Sheets Search Inspections Search Invoices Search Orders Search Order Items Search Quotes Search Schedule
Supervisor

View NA Inspection Reports

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Dashboard
Client Order
- Order Information
  - Order Dashboard
- Schedule
  - view job schedule
- Client Information
- Service Pages
Territory Sales
- Dashboard
- items to receive
- My Territory Sales Packages
- Quote Follow Up
- receive items
- submit case study lead
- My Clients
- Territory Job Schedule
- Territory Map
- reports
- management
  - View Territory Sales Packages
inside sales
Purchasing
ACcounts Payable
- Items Pending Upfront Payment
project coordination
inspection coordination
- Quote Follow Up
- view inspections by month
- Recent Inspection Quotes
- View Inspection Map
- reports
  - confirmed not scheduled
  - View job time by date
- scheduling
Branch Administrator
accounts receivable
Human Resources
web and marketing
- Client Demographics
  - Pending Client Demographics
  - Pending Client Location Images
- Client Feedback
  - Client Feedback Report
- load test
  - View Load Test Images
- case studies
- Email Blasts
  - Submit Email Report
  - Submit Email Reports
- Online Leads
  - Lead Manager Report
service management
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Inspections / Load Test
Resources
Tools
Supervisor
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