To view the list of Setup options, click Setup in the shortcut menu, or in the drop-down menu.
The Setup menu contains options to set up various information in Smart Contractor:
| Company Info |
| Opens the Company Info form where you enter your company name and contact info. |
| Data Backup |
| Opens the Data Backup form where you specify where to put backup of Smart Contractor data. |
| Job Options |
| Opens the Job Options form where you specify various job options. |
Lists
| Country |
| Opens the Country entry form where you enter and edit countries that are used in customer and vendor addresses. You only need to enter countries if you work with customers and/or vendors/subcontractors who are located in countries different than yours. |
| CSI Division |
| Opens the CSI Division form where you enter CSI Division codes. |
| Customers |
| Opens the Customers form where you enter and edit customer (owner) information. |
| Employees |
| Opens the Employee form where you enter and edit employee information. |
| Deliver To's |
| Opens the Deliver To form where you enter and edit Deliver To's assigned to purchase orders in the Purhcase Order Entry form. |
| Job Sections |
| Opens the Job Sections form where you enter and edit Job Sections. |
| Job Sites |
| Opens the Job Sites form where you enter and edit job site addresses for customers. Before you can enter job sites, you must first enter Customers. |
| Job Types |
| Opens the Job Types form where you enter and edit job types. |
| Job Phases |
| Opens the Job Phases form where you enter and edit Job Phases that you assign to items in the job estimate information entry form. |
| Labor Cost Rates |
| Opens the Labor Cost Rates form where you enter and edit Labor Cost Rates. |
| Lead Sources |
| Opens the Lead Source form where you enter and edit Lead Sources. |
| Lead Status |
| Opens the Lead Status form where you enter and edit Lead Status'. |
| Payment Terms |
| Opens the Payment Terms form where you enter and edit payment terms assigned to jobs in the Edit Job form. |
| Products |
| Opens the Products form where you enter and edit products that you assign to items in the job estimate information entry form. |
| Product Groups |
| Opens the Product Group entry form where you enter and edit Product Groups that you assign to items in the Product entry form. |
| Reminder Status |
| Opens the Products form where you enter and edit Reminder Status' that you assign to notes in the "Notes" tab of the Edit Job entry form. |
| Resources |
| Opens the Resources form where you enter and edit Resources that you assign to job items in the Edit Job Estimate form, and the Edit Schedule form. |
| Units |
| Opens the Units form where you enter and edit units that you assign to items in the job estimate information entry form. |
| Vendor/Subs |
| Opens the Vendor/Subs form where you create a list of Vendors and Subcontractors for use when you enter items in a job. |
Schedule
| Schedule Models |
| Opens the Schedule Models form where you define schedule models. The schedule models define the duration and sequence used to automatically schedule job activities. See the CPM Scheduling topic for more information. |
| Resources |
| Opens the Resources form where you enter and edit Job Resources assigned to job items in the job schedule. |
| Holiday Schedule |
| Opens the Holiday Schedule form where you update the holiday (non-work day) schedule. The holiday schedule is used in creating the Job Schedule. |
Documents
| Boilerplate Text |
| Opens the Boilerplate Text form where you enter boilerplate text used in creating merge documents. |
| Merge Documents |
| Opens the Merge Documents form where you enter and edit merge documents which are used to print contracts and other customer documents, as well as customized subcontracts and purchase orders. |
Security
| Security Options |
| Opens the Security Options form where you set Smart Contractor security options. |
| Users |
| Opens the Users form where you enter user names, and passwords for Smart Contractor users. |
| Passwords |
| Opens the Passwords form where you enter and edit passwords used to control access to menu options in Smart Contractor. |
Other
| Opens the Email form where you enter information necessary for Smart Contractor to send email. This is used in emailing information to customers, vendors, and subcontractors. |
| Printed Forms |
| Opens the Printed Forms form where you set up the format for the page heading (letterhead) of all printed materials (customer documents, purchase orders, invoices, work orders, etc). |
| QuickBooks Integration |
| Opens the QuickBooks Integration form where you set up QuickBooks Integration. |
| Website Publishing |
| Opens the Web Site Publishing form where you set up Smart Contractor to automatically post customer job information to your website. |