Step by Step:

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. 


Step 1: Open the Techs tab (Administration > Service and Delivery > General Setup > Techs).

Step 2: Click Add. The Service Tech screen appears.

Step 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).

Step 4: Phone - This is only used for reference.

Step 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 (Administration > Service and Delivery > General Setup > Locations).

Step 6: Default Vehicle - Select the vehicle associated with the tech.

 - Vehicles are created and maintained using the Vehicles tab (Administration > Service and Delivery > General Setup > Vehicles).

Step 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 (Administration > Service and Delivery > General Setup > Managers).

Step 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.

Step 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.

Step 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.


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Category

Function

Administration-Service & Delivery

Can Access Service/Delivery Tree Branch