Issues and Resolutions

Issue - Project name has an asterisk behind it in the content panel.

Resolution - Not a spec home, presold/ under contract.  On the contract tab of the project, the status field is marked as Contract.

Issue - What are all of the classifications for a work order?

Resolution -     Preparation,Foundation, Concrete Floor, Framing, Windows, Roofing, Exterior Doors, Electrical, Plumbing,   HVAC, Insulation, Drywall, Interior Trim, Painting, Brick/Siding, Fireplace, Soffit/Gutters, Exterior Trim, Flooring, Cabinets, Appliances, Exterior Concrete, Deck, Landscaping, Cleaning

Issue - If there are no scheduled payments, what is the default?

Resolution - When the last work order on the purchase order is checked as verified.

Issue - If there is a scheduled partial payment, when will I be prompted to pay the remaining balance of the purchase order?

Resolution - You need to create another scheduled payment to pay the remainder.  The system will not create any default payments if at least one payment schedule exists.

Issue - Is there a way to see which vendors have been paid on a project?

Resolution - Use the Vendor Payments Report and filter from the top right by Status to see Paid, Not Paid, everything, etc.

Issue  - What is force vendor? 

Resolution - Forces a user to select the same vendor for all billing items within a classification for the project. 

Prevent will only let you choose the same vendor for each project.  

Warn pops up an error.  

Disable doesn't care.

Issue - If you mark a user as inactive on their user profile, does that disable their login? 

Resolution - Yes

Issue - When would you delete a user?

Resolution - Can't delete unless they aren't tied to historical data. Those users can be deleted, anyone else would be inactivated.

Issue - Which role should the HBS admin have for the builder?

Resolution - Executive Manager

Issue - Are bid req days and po approval days business or calendar days?

Resolution - Calendar Days

Issue - What is the default browser for HBS?

Resolution - Chrome

Issue - How do you track miscellaneous items on the project?  Ex. box of nails, extra tools, etc.

Resolution - 

• If it's part of a work order and was missed or underestimated, create a PO addendum to account for it and adjust the model so it's correct on the next project.
• If they are truly misc items, those should be tracked in Quickbooks.  Ex. Lights, hammer, another box of nails because one was stolen, etc.

Issue - How to handle dumpsters, port a potty, etc on the project?  Those things that are monthly rentals and call when the job is over to have it removed.

Resolution - 

• Create a work order for the initial delivery of the dumpster, port a potty, etc.
• Create a work order for each month the dumpster, port a potty, etc. is needed at the jobsite.  Set the scheduled date to the first of the month or whenever payment is due.  These vendors would be set up as auto approve, auto complete and you would be prompted each month to create the po, mark it verified, and then create payment.