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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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Inventors of great flooring software


Hours

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Telephone

800.400.4927
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Email

sales@pacificsolutions.com
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ADDRESS
Mailing Address: 810 Oak Meadow Drive #682927
Franklin TN 37068
TN Office: 3011 Harrah Dr #B, Spring Hill, TN 37174
  • Home
  • Products
    • Management Software >
      • JobRunner
      • FloorManager
      • Warehouse Management Module
      • DocuSign
      • Tableau
      • JotForm
      • PS Mobile
      • Spec-Intel
      • Enterprise Financials
      • Enterprise Scheduler
    • Estimation Software >
      • FloorRight
    • Measuring Software >
      • SiteDraw
    • Data Backup
  • Education
    • Management >
      • E-Learning
      • On-Site
      • Consulting
    • FloorRight >
      • On-Site
      • Classroom
      • E-Learning
  • Support
    • Server Hosting
    • FloorRight Support
    • System Requirements
    • Upgrade Request
    • Pacific Connect
  • Webstore
  • Clients
    • User's Education Seminar
    • Help Center | Client Zone
  • About Us
    • Our Team
    • Contact
  • Pacific Connect