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Installer Retention

May 20, 2:10-3:10pm  |  Hermitage AB  |  🟣 Accounting
Processing installer holdbacks and payouts of holdbacks.
with Bonni Georgi

Media

Slide Presentation


Installer Retention Slides
File Size: 3467 kb
File Type: pdf
Download File

Outline

1. Benefits and Features
     a. Automation of holdback by percentage
     b. Simplified payout procedure
     c. Centralized tracking

2. Retention Automation
     a. AP automation of holdback
     b. Individualized caps and percentages

3. Centralized Tracking
     a. One workspace with Holdback Inquiry Report
     b. View retention, payout, and outstanding balances

4. Simplified Retention Payouts
     a. AP simplicity and automation directly from report

5. JobRunner Project Retention
     a. Installer retention by project has specific settings
     b. Payout retention by project in one report workspace

6. Transitioning with Existing Balances

7. Summary
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3073 Palisades Court Tuscaloosa, AL 35405
  • Home
  • Products
    • Management Software >
      • JobRunner
      • FloorManager
      • Data Backup
      • Enterprise Financials
      • Enterprise Scheduler
      • Warehouse Management Module
      • PS Mobile
      • Multi-Family Ordering
      • DocuSign
      • Tableau
      • JotForm
      • Spec-ID
      • B2B
      • Estimation Connector
      • Cyncly Payments
      • Email Connector
    • Estimation Software >
      • News for FloorRight Users
    • Measuring Software >
      • SiteDraw
    • Hardware
  • Support
    • Server Hosting
    • FloorRight Support
    • System Requirements
    • Upgrade Request
    • Pacific Connect
  • Clients
    • Cyncly Connect Flooring
    • Help Center | Client Zone
  • About Us
    • Our Team
    • AE Map - Sales Team
    • CSM Map - for existing clients
    • Contact
  • Pacific Connect