WEEK 1
General Setup
1. Company Profile
☐ Details – Update with your Company information
☐ Facilities – Update the Home Location Facility to match your main Facility info
Most companies will use the city they are in for their Facility Name
DO NOT create more than 1 facility before speaking with your Onboarding Specialist
☐ Departments – Create/edit/delete Departments as needed
☐ Settings – Update the time and date info in the General Section
2. Roles
☐ Roles – Create/edit/delete roles as needed
INNERGY Success Hub role – Assign to anyone who will need to access the INNERGY Success Hub area in INNERGY
☐ Permissions – Review/adjust permissions for Roles.
3. Employees
☐ Create Employees – Create employees as they need to access INNERGY
Review/adjust Employee Demographics
Assign Roles
Set Digests
All new office users should complete the General Navigation Guide
4. Innfinergy
☐ Download Innfinergy & review admin setting options
We recommend that all users install Innfinergy Chrome Extension
Contacts Library Setup
1. Dictionaries
☐ Adjust Contact related Dictionaries to match your company Terminology
2. Contacts Library
☐ Add Contacts (manually or via import)
Opportunity Management Setup
1. Dictionaries
☐ Adjust Opportunity related Dictionaries to match your company Terminology
2. Opportunity Workflow
☐ Modify the Opportunity Workflow to match your Sales/Estimating process
Optional – Set up Secondary Workflows
3. Import Opportunities
☐ Upload current Opportunities into INNERGY
WEEK 2
Labor Library Setup
1. Labor Items
☐ Adjust Labor Tree as needed to help organize your Labor Items
☐ Rename/add/delete Labor Items as needed
☐ Set Labor Item Sequencing
2. Labor Rates
☐ Adjust Labor Item Rates
3. GL Accounts
☐ Create GL Accounts related to Labor / Payroll
☐ Assign GL Accounts to Labor Items
Material Library Setup
1. Dictionaries
☐ Adjust Material related Dictionaries to match your company Terminology
Budget Groups are an important dictionary to review since it determines how materials are grouped during estimating and job costing review
2. Units of Measure Library
☐ Add/delete Common UoMs
Common UoMs are used for inventory and purchasing
☐ Modify/add/delete UoM Groups as needed
UoM Groups are used to group Common UoMs together
3. GL Accounts
☐ Create GL Accounts related to Materials
☐ Set Account Defaults in the Company Profile > Accounting section
Expense or Cost of Goods Sold
Inventory
Accounts Payable
4. Material Library
☐ Adjust Material Tree as needed to help organize your materials
☐ Add your Stock / Commonly used Materials (manually add or import)
WEEK 3
Project & Work Order Workflow Setup
1. Project Workflow (OPTIONAL)
☐ Modify the Project Workflow to match your process
The Project Workflow is not required to be used
2. Work Order Workflow
☐ Determine which Work Order Workflows you want to use
Drafting vs Production vs Installation
☐ Modify the Work Order Workflows to match your process
Optional – Set up Secondary Workflows