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What is a Lead?

What data is needed to save a Lead?

A Lead Name cannot be changed.

You can create Tasks and Activities for a Lead.

What data is needed to move a Lead to Complete status?

A Qualified lead can be converted to a Property.

How can you use Marketing Lists in BOSS?

Prior to adding a new property, it’s best practice to search for the property first to ensure it doesn’t already exist.

You can save a Property without a Contact address.

Where should you enter notes, such as gate codes that should be viewed by any crew visiting a Property?

What is a Work Order?

What is a Quick Work Order?

What is a Contract?

What type of work are Contracts used for?

When is the Budget Bill Type used?

When entering contract Start and End dates, those dates can exceed 364 days.

If a property has existing Takeoffs, BOSS will auto calculate values on the Bid screen.

What is the benefit of using Property Takeoffs?

Contract amounts are calculated based on Services.

You have default Service Items for 36″ Mower, 48″ Mower, and 60″ Mower. The property you’re bidding only requires a 48″ Mower. Do you need to enter Takeoffs for the other Mower Service Items?

You expect the mowing to take more time than BOSS calculates, so you increase Labor Hours. The cell changes to what color?

You expect the mowing to take less time than BOSS calculates, so you decrease Labor Hours. The cell changes to what color?

If you need to update the Bid Text for a particular job, what would you do?

What is the definition of Budget Billing?

How are contracts that are Contract Billed with ‘As Completed’ invoiced?

Optional Services prices are included on the contract, but not included in the total sale price.

Where should you enter notes about a Service that should be viewed by a crew visiting a Property?

What is the purpose of Submitting a bid?

What is the purpose of Accepting a bid?

What is the definition of Bidding status?

What is the definition of Pending status?

What is the definition of Delivered status?

What is the definition of Signed status?

You can convert a contract’s Optional Service into a Work Order.

When can you invoice a Bid bill type that is not Progress Billed?

Progress Bill allows you to invoice for a deposit.

When bidding, what does the Calc Hrs column represent in a Service Item?

What does the number of Occurrences represent?

If the job is not Progress Billed, but is billed “As Completed” you can still invoice the job as necessary.

Reset Job is an available option when a job is in Signed status.

If you need to make changes to a job in Signed status what action will you perform?

Where will you find the Change Order function on a job (choose all that apply)?

What does it mean to enter a value in the “Not to Exceed” field?

Where are default T&M rates set?

T&M minimum price will override a lower price on actual work performed (example: T&M minimum is $200, but actual amount totals $175)

Your T&M markup for Irrigation Parts is 2.0, but you know you’ll use a part with a higher markup in the catalog. What do you do to make sure that item is billed using the catalog markup?

T&M Labor Rates are always used to calculate invoice amounts even if Labor was included in a Service Item estimated on a T&M job.

What status allows you to use the Change Order option on a job?

If you only need to change order a specific Service, you would use the Advanced menu.

You can cancel a Service that has a ticket with time and/or material.