Create a Service Tech

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

• The Tech should ONLY be assigned to themselves to prevent double booking and to ensure they can see their own schedule.

Create a Service Tech

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

1. Click Add. The Service Tech screen appears.

1. 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).

1. Phone - This is only used for reference.

2. 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).

1. 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).

1. 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).

1. Associate Employee - 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.

1. 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.

1. 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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