You can create and manage lists in two areas within the Administration module:
Company Lists
Settings
Each area includes different types of lists, depending on whether they are unique to your company or standardized for broader operational use.
Company Lists
Company Lists are located under Administration > Company Lists. These lists contain information unique to your organization. You can create and manage the following items under Company Lists:
Certifications
Contractors
Customers
Departments
Descriptions
Employees
Employee Types
Locations
Manufacturers
Settings
Settings are located under Administration > Settings. These lists contain items that are common across the construction industry and support standardized classification and processing. The following lists are created and managed under Settings:
Tools & Materials
Categories
Classes
Shipping Methods
Status Codes
Units of Measure
Purchasing & Receiving
Vendors
Job Cost & Billing
Cost Centers
Cost Codes
Service
Service Classes
List Utilities
Data Merge Utility
Equipment
Import Meter
