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. Setting up managers has two benefits:

  • By default, the Search Schedule screen (Administration > Service and Delivery > Search Schedule - Summary by Tech) is filtered so that managers only see the techs that report to them.
  • Anyone can use the Manager filter to search for available techs by manager.

You do not have to set up a manager if you only have one service manager.

Add New Manager

  1. Open the Managers tab on the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Managers).
  2. Click Add. The New Service Manager screen appears.
  3. Enter the Name of the management position - for example, Service Manager or Delivery Manager.
    • This is the name that will appear on the service schedule.
  4. Select the employee.
    • If the employee does not appear in the list, create a new employee record (Administration > System > Employees > Employees).
  5. Select the Default Location for this manager. This is where the manager is based.
    • Locations are created and maintained using the Locations tab on the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Locations).
  6. Select the service techs that report to this manager.
  7. Click OK to save the new manager.

Security Permissions Required

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