Session 2 covers the core operational responsibilities of administrators — scheduling contractors, processing all AP payments, handling partial vendor payments, and closing jobs through the full work order checklist.
Session Learning Outcomes:
· Schedule a contractor and manage the installation calendar.
· Process AP payments correctly for vendors, contractors, and sales reps.
· Handle partial vendor and PO payments.
· Close a job using the full WO review checklist.
· Read and act on the 7 Work Orders tab status columns.
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