Set Up an Instance: Process Overview

Create a Knowledge Base

Create or Edit a Speciality

Set the Default NTE Value for Your Company's Specialties

Prevent Invoice Submission If the NTE Value Is Exceeded

Map a WON Service to a Speciality

Create a Customer Group

Create a Portfolio

Create a Master List of Invoice Items

Create a Customer Price List or Add Items to One

Create a Contract

Copy a Contract

Edit a Contract

Delete a Contract

Create a Billing Account

Create an Attribute

Create a Model

Add a Warranty to an Asset

Edit a Model Type

Add Tasks to an Asset Model

Create a Work Zone

Add a Template to a Work Zone

Add Assets to an Inventory

Download an Empty Spreadsheet

Import and Export Data

Grant URL and AP Financial Privileges

Define Custom Fields

Create a New Theme

Custom Print Templates