Take the Sales BOSS Basics Certification Quiz

Question 1 of 50

What is a Lead?

A proposal sent to a customer.
Any form of sales generating information.
A record of work performed on a property.

Question 2 of 50

What data is needed to save a Lead?

Lead Name.
First & Last Name.
Address.
Phone Number.

Question 3 of 50

A Lead Name cannot be changed.

True
False

Question 4 of 50

You can create Tasks and Activities for a Lead.

True
False

Question 5 of 50

What data is needed to move a Lead to Complete status?

Owner
Lead Value
Competitor
Lead Source

Question 6 of 50

A Qualified lead can be converted to a Property.

True
False

Question 7 of 50

How can you use Marketing Lists in BOSS?

To promote sales efforts for Leads.
To create holiday mailings.
To send monthly newsletters.
All of the above.

Question 8 of 50

Prior to adding a new property, it’s best practice to search for the property first to ensure it doesn’t already exist.

True
False

Question 9 of 50

You can save a Property without a Contact address.

True
False

Question 10 of 50

Where should you enter notes, such as gate codes that should be viewed by any crew visiting a Property?

In the Property Notes tab.
In the Job Detail screen.
In the Company tab.
In the Property Job Tickets Notes field.

Question 11 of 50

What is a Work Order?

Used to bid ongoing maintenance.
Used to bid enhancement work.
Used to record T&M after the work is performed.

Question 12 of 50

What is a Quick Work Order?

Used to bid ongoing maintenance.
Used to bid enhancement work.
Used to record T&M after the work is performed.

Question 13 of 50

What is a Contract?

Used to bid ongoing maintenance.
Used to bid enhancement work.
Used to record T&M after the work is performed.

Question 14 of 50

What type of work are Contracts used for?

Irrigation Repairs
Enhancements
Maintenance
Contstruction Work

Question 15 of 50

When is the Budget Bill Type used?

To invoice Recurring Billing.
To invoice Per Occurrence Billing.

Question 16 of 50

When entering contract Start and End dates, those dates can exceed 364 days.

True
False

Question 17 of 50

If a property has existing Takeoffs, BOSS will auto calculate values on the Bid screen.

True
False

Question 18 of 50

What is the benefit of using Property Takeoffs?

Informs the crew of the Property size.
Facilitates the bidding process by using standard measurements recorded for the Property.
Indicates which Service to bid.

Question 19 of 50

Contract amounts are calculated based on Services.

True
False

Question 20 of 50

You have default Service Items for 36″ Mower, 48″ Mower, and 60″ Mower. The property you’re bidding only requires a 48″ Mower. Do you need to enter Takeoffs for the other Mower Service Items?

Yes
No

Question 21 of 50

You expect the mowing to take more time than BOSS calculates, so you increase Labor Hours. The cell changes to what color?

Blue
Red
Yellow
Green

Question 22 of 50

You expect the mowing to take less time than BOSS calculates, so you decrease Labor Hours. The cell changes to what color?

Blue
Red
Yellow
Green

Question 23 of 50

If you need to update the Bid Text for a particular job, what would you do?

Update Bid Text in System Settings.
Update Bid Text for the Service on the Job.
Print the Contract in Word and update the Bid Text in Word.
You can’t update Bid Text.

Question 24 of 50

What is the definition of Budget Billing?

Invoiced based on the number of occurrences since the last invoice was created.
An agreed upon billing schedule regardless of the work performed.
The invoice will reflect the number of occurrences completed during a selected Month.

Question 25 of 50

How are contracts that are Contract Billed with ‘As Completed’ invoiced?

They are invoiced based on the number of occurrences since the last invoice was created.
Monthly, with an equal amount invoiced regardless of the work performed.
Monthly, with the invoice reflecting the number of occurrences completed during the selected month.

Question 26 of 50

Optional Services prices are included on the contract, but not included in the total sale price.

True
False

Question 27 of 50

Where should you enter notes about a Service that should be viewed by a crew visiting a Property?

In the Property Notes field.
In the Job Detail screen.
In the Company tab.
Using the Bid Text/Prod Notes screen.

Question 28 of 50

What is the purpose of Submitting a bid?

To trigger an internal approval of the bid.
To send the bid to the customer.
To allow production to schedule work.
To allow the bid to invoice.

Question 29 of 50

What is the purpose of Accepting a bid?

To trigger an internal approval of the bid.
To send the bid to the customer.
To allow production to schedule work.
To allow the bid to invoice.

Question 30 of 50

What is the definition of Bidding status?

The bid is submitted and waiting internal approval.
The customer has accepted the bid.
The bid is in process.
The customer has received the bid.

Question 31 of 50

What is the definition of Pending status?

The bid is submitted and waiting internal approval.
The customer has accepted the bid.
The bid is in process.
The customer has received the bid.

Question 32 of 50

What is the definition of Delivered status?

The bid is submitted and waiting internal approval.
The customer has accepted the bid.
The bid is in process.
The contract has been printed or emailed.

Question 33 of 50

What is the definition of Signed status?

The bid is submitted and waiting internal approval.
The customer has accepted the bid.
The bid is in process.
The contract has been printed or emailed.

Question 34 of 50

You can convert a contract’s Optional Service into a Work Order.

True
False

Question 35 of 50

When can you invoice a Bid bill type that is not Progress Billed?

You can invoice when tickets are in Approved status.
You can invoice when tickets are in Complete status.
You can invoice the tickets anytime.

Question 36 of 50

Progress Bill allows you to invoice for a deposit.

True
False

Question 37 of 50

When bidding, what does the Calc Hrs column represent in a Service Item?

The number of hours you are entering for the Service Item.
The number of hours BOSS is automatically calculating for the Service Item.
The number of hours plus any material estimated for the Service Item.

Question 38 of 50

What does the number of Occurrences represent?

The number of crew members needed to work the job.
The number of invoices available.
The number of tickets that are available to generate.

Question 39 of 50

If the job is not Progress Billed, but is billed “As Completed” you can still invoice the job as necessary.

True
False

Question 40 of 50

Reset Job is an available option when a job is in Signed status.

True
False

Question 41 of 50

If you need to make changes to a job in Signed status what action will you perform?

Change order the job.
Reset the job.
Forecast the job and then change order the job.
You cannot make changes to a job in Signed status.

Question 42 of 50

Where will you find the Change Order function on a job (choose all that apply)?

On the Details tab of the job.
In the Advanced drop down menu.
Using the Pencil icon to the far right of the Service.
From the Print button.

Question 43 of 50

What does it mean to enter a value in the “Not to Exceed” field?

The job cannot be bid for more than that amount.
This is the amount that is Progress Billed.
The job should not be invoiced for more than that amount.
This amount is a guideline for the estimate.

Question 44 of 50

Where are default T&M rates set?

In the Service Catalog.
They are always entered manually.
They are randomly generated.

Question 45 of 50

T&M minimum price will override a lower price on actual work performed (example: T&M minimum is $200, but actual amount totals $175)

True
False

Question 46 of 50

Your T&M markup for Irrigation Parts is 2.0, but you know you’ll use a part with a higher markup in the catalog. What do you do to make sure that item is billed using the catalog markup?

Create a new Service Item for that part.
Add that part in the Edit Service screen on the bid.
You cannot bill that part using the higher markup.
Make an adjustment on the invoice.

Question 47 of 50

T&M Labor Rates are always used to calculate invoice amounts even if Labor was included in a Service Item estimated on a T&M job.

True
False

Question 48 of 50

What status allows you to use the Change Order option on a job?

Approved Status.
Delivered Status.
Available Status.
Bidding Status.

Question 49 of 50

If you only need to change order a specific Service, you would use the Advanced menu.

True
False

Question 50 of 50

You can cancel a Service that has a ticket with time and/or material.

True
False

Take the Sales BOSS Basics Certification Quiz

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