Service techs are scheduled to perform service tasks. A service tech can be a single employee, or a group of employees (a crew). For example, if a crew of employees performs all deliveries, you can set up those employees as a single service tech named Delivery Crew.

If the the service tech is has a specific vehicle, set up that vehicle before creating the service tech. 

Two ways to create a tech

There are two ways to create a new tech...

  • Automatically when you create a new employee - Check the Employee Can Perform Service and Delivery Tasks box when creating a new employee (Administration > System > Employees > Employees > Add button > Security tab).
  • Manually - Go to Administration > Service and Delivery > General Setup > Techs > Add button. This is covered in the steps below.

Create a new service tech

  1. Open the Techs tab of the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Techs).
  2. Click Add. The Service Tech screen appears.
  3. Name - Input the name of the service tech (for example, John B.), or input the name of the group of employees (for example, Delivery Crew).
    • Employees will use the Name field to select this service tech. This is what appears on the Search Schedule screen (Administration > Service and Delivery > Search Schedule - Summary by Tech).
  4. Phone - This is only used for reference.
  5. Default Location - This is the starting point used when the application maps the technician's daily schedule.
    • Locations are created and maintained using the Locations tab on the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Locations).
  6. Default Vehicle - Select the vehicle associated with the tech.
    • Vehicles are created and maintained using the Vehicles tab on the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Vehicles).
  7. Manager - Select the manager of the service tech.
    • Set up managers to group and filter the service technicians. This is helpful if your service department is split into multiple divisions with separate managers of those divisions - for example, Service Manager, Delivery Manager, and Warehouse Manager.
    • Managers are created and maintained using the Managers tab of the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Managers).
  8. Associated Employees - Select the employee record associated with this tech. This allows the employee to view their own service schedule.
    • If the service tech is a crew of people (for example, Delivery Crew), select all of the employees that belong to the crew.
    • An employee should only be assigned to one tech record. If you set up an employee as a tech and also add them to a crew, the employee could be double booked on the schedule.
  9. Work Hours and Days - Use this section to define when the tech is available.
    • Select the days the tech is available.
    • Enter a Start and End Time for each working day.
    • Enter the length of the lunch break in minutes.
    • What if you use Evosus Mobile Services? - Setting up the work hours and work days will not keep a tech from clocking in and clocking out using Evosus Mobile Services.
  10. Click OK to save the new technician.
    • (optional)Update the Tech Skills Matrix.  When a new tech is created, by default they will have every skill, quadrant, and request selected on the Tech Skills Matrix.

Security Permissions Required


Category
Function
Administration-Service & Delivery
Can Access Service/Delivery Tree Branch