Installer Details

These are the high level details for the Installer.

Name (required)

This is a unique name for the Installer.

Abbreviation

An optional abbreviation, or shortened name, for the Installer. Abbreviations are used within work order names and reports. See Trade Name Format.

Description

An optional description for the Event

Mailing Address, City, State, Zip (required)

The Mailing address for the Installer.

Phone, Fax, Website

This is the general contact information for the Installer

Color (optional)

This color appears within Production Dashboards and Colors. Feel free to color code Installers by trade, location, etc.

Tax ID (optional)

Optional tax ID for the Installer.

Tax ID (optional)

Optional tax ID for the Installer.

Default terms (optional)

This is a default Company Term created in Company Settings. Any term defined here will automatically be used in bills related to this Installer.

Cemments (optional)

Optional comments for the Installer.

Status

Status for the Installer. Only Active Installer can be used within Work Orders.