Appendix 3 - Reference Data
||The 1099 Setting will be used as part of the Accounting Feature.|
||If the box is checked, the record will be active.|
||Activity type is part of the Calendar functionality. This is to set up any types of appointments or meetings that occur in your office.|
Allowances will be used in the Proposal Tab.
This is used when you have completed and estimate and you are in the proposal writing stage.The Allowance feature will allow you to keep track of things items that the client has not made a selection on.
||An Asset Category will be used when you enter
any assets into RBS.
|Asset Service Type
||If the box is checked, the record will be active.|
|Behavior||Behaviors are used in the General screen of a job to help Sales people when calling on leads. This is a way of describing the demeanor of the potential client.|
||Categories Items are used in the Estimating function of RBS. They are used to describe job tasks within a category.|
|Color||List of default records are already available.|
||Commission type is used in the commission tab of
the job. If you pay your salespeople a commission you can set up type for them
to draw from.
||Company Type will be used when setting up your
Vendors, Subcontractors and other contacts. You can use this information if it
is needed for accounting purposes.
|Cost Assembly Type|
|Cost Category||Cost Categories are used in the Estimating and
reporting functions of RBS. They are used for Job Costing and reporting.
This will give you the ability to post charges against different parts of your company.
|Cost Database||Cost Database will be used in the Estimating feature
of RBS. This gives you the opportunity to load several different databases for
|Cost Short Code||Cost Short Code is used to link Costs with Categories.
|Cost Specifier||This is used for the HomeTech database.
|Country||Country will be used when you enter any address into
Department types can be selected throughout RBS and then used for reporting purposes.
|Depreciation Method||Depreciation Methods will be used as part of the Accounting Feature.
|Design Agreement Type||
Design Agreement Types are used in the Design tab of a job.
|Document Type||Document Types will be used in the Document tab. These are any types of documents you would like to attach to a job.
|Estimate Item Type|
Estimate Phases are used in the Estimating tab. You will want to choose type of Estimates you do.
|Frequency||Frequency is used for Payroll purposes when setting up
Users and Employees in RBS. Frequency describes how often the employee will be
|GL Account Type||GL Account Type will be used in the Accounting function
House Type is used on the General Tab. This will describe the type of house for the sales person. It is gathered at the time of the lead and can be used for reporting purposes.
||List of default records are already available.
Industry will be used when setting up Vendors, Subs and other companies. It can be used to describe what industry they work in.
Job Roles are used in the Estimating tab along with other areas throughout RBS. You will want to set up your job roles accurately because they will affect the estimating process.
Job Status is used on the General Tab of a job. Each job starts out as a Potential Client. As you go through each phase of a remodeling project, RBS will update the Job Status based on certain criteria.
|Jurisdiction||The Jurisdiction is used in the Permit tab. If your
company works in different Jurisdictions or localities, you can set these up
|Lead Test Status|
|Lead Time Unit||Lead Time Unit is used in the Calendar function of
RBS. This is used for setting an alarm to alert you of an upcoming appointment.
|Location||Location is used when entering assets. If you will be
tracking your assets in RBS, you will want to set up locations for where they
|Marital Status||Marital Status will be used
for setting up Users/Employees in RBS.
|Miscellaneous Proposal Type|
|Miscellaneous Proposal Type||
Miscellaneous Proposal Types can be used when you need a document other than the templates currently in RBS.
|Not Awarded Reason
Not Awarded Reason appears on the General Tab. This is used to track why jobs were lost. This will be used for reporting purposes.
||Payment Items will be used for setting up Payment Templates. The items will go into a Template which will be used on the Proposal Tab to determine a payment schedule for a job.
Payment method is used on the Payment Tab. When you enter a payment you will use the Payment Method to record how payment was made.
|Payment Template||Payment Template will be used on the Proposal Tab. You can define templates which will be set up with Payment Items for specific job types. The template will be used to create a schedule for payments on a job.
|Payroll Item Type
|Payroll Item Wage
|Payroll Type||Payroll Type will be used when setting up Users/Employees. This information will be used in the Accounting features of RBS.
Permit Types will be used on the Permit Tab. These will be used to describe the type of Permit needed.
Postal Codes are used in any area where an address is needed. You will need to enter all Postal Codes in the areas where you work and where your employees live. This can also be used for reporting purposes.
Priority is part of the Calendar functionality. This can be used to define the importance of an appointment.
Project Type will be used in the Estimating feature. Enter any types of projects that your company does.
Referral Source will be used on the General Tab. This is used to track leads. This can be used for reporting purposes.
Region will be used when setting up Users/Employees. If you have different areas or parts of town that your salespeople are assigned to, you can designate a region and attach this to the salesperson record. This can be used for reporting purposes.
|Salutation||Salutation is used when setting up Contacts/Customers in RBS. These will appear on letters or forms generated from RBS.|
Ship Destination is used in the Purchase Order tab. This will allow you to designate where you would like your purchase shipped.
Ship Via is used in the Quote and Purchase order tabs. This will allow you to designate the carrier to ship your order.
|Staff Action Type|
|State Code||State codes are used anywhere an address is entered.
Storage Location is used for storing any type of electronic documents on your server. You will see this in the Document tab. You can name the folders to keep records separate or create one folder to hold all documents.
Storage Type is used to designate a type of file for the Document Tab. This tells RBS how a document is stored.
Subcontractor type is used to when entering your subcontractors. You can flag these each with a type.
|Timeframe||Timeframe is used on the General tab. This information should be collected when a potential client calls. This will be used to determine how soon a client would like to start a job.
|Transaction Type||Transaction Type will be part of the Accounting feature in RBS.
|Unit of Measure||Unit of Measure is used in the estimating feature of RBS.
|User Note Type
|Workers Comp Rate|