Spectrum Menus Overview

Brief menu descriptions of each menu selection, with links.

Maintenance Overview - use the Maintenance menu both during conversion - as you define your settings - and then ongoing as you maintain and update the information:
  • the various types of work orders
  • phases and labor billing rates
  • materials and supplies to be used
  • technician information as it relates to work orders
Data Entry Overview - use the Data Entry menu to enter work orders and to print new and finished/completed work orders. Use the Work Order Entry screen to:
  • record work performed
  • enter work order transactions; for example, labor hours, materials used, and other costs
  • transfer the information to Accounts Receivable for billing
  • enter proposed work orders
  • transfer proposals to Work Order Entry, upon customer acceptance
  • delete proposed work orders which are not accepted

Inquiries Overview - use the Inquiries menu to obtain on-screen information. You can view information categorized by employee, by work site, by customer, by work date, or by work order status.

Reports Overview - use the Reports menu to print work order reports, including a Profitability Report.

Period End Overview - use the Period End menu for period-end processing and to delete completed work orders.

Utilities Overview - use the Utilities menu to:
  • copy standard phase file information from Job Cost to Work Order, or vice versa
  • apply system-wide price updates