Setup Subcontractor - Revision history

Marks: /* Field of Service tab */

2014-10-08T21:27:58Z

Field of Service tab

Marks at 00:48, 8 September 2014

2014-09-08T00:48:54Z

Marks at 00:47, 8 September 2014

2014-09-08T00:47:57Z

Marks at 00:46, 8 September 2014

2014-09-08T00:46:37Z

Marks at 00:45, 8 September 2014

2014-09-08T00:45:31Z

Moha at 18:36, 8 June 2011

2011-06-08T18:36:01Z

Moha: Created page with "ou want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window. In the vendor r..."

2011-06-08T18:34:37Z

Created page with "ou want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window. In the vendor r..."

New page

ou want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window. In the vendor record you can set up all the subcontractor settings such as their labor rate, assign them to work groups and determine if they need to schedule them using the dispatch window.

<br>1. Go to the Inventory module and select '''Vendors'''.

<br>2. Click '''New'''.

<br>3. '''Details and Settings''' tab:

* Enter their account information.
* Check '''Is Subcontractor.'''
* Check '''Use as Tech''' if you schedule the technician and need them on the dispatch window.

[[File:IsTech.png]]

<br>4. Subcontractor Settings tab - enter your subcontractor details

* Labor Rate – this is what the sub charges you per hour
* Work Group – you can add your subcontractor to work groups, similar to the way you would add your own technicians to work groups.

<h3>Field of Service tab</h3>

On this tab you can enter the subcontractor’s field of service. When assigning subs to order, you can then identify them by their trade or field of service.

<u>Customize the field of service drop down:</u>

Before you can assign a field of service to a subcontractor, you will want to customize the field of service drop down list.

Go to '''Setup > Company > Lookup Lists'''.
Select '''Subcontractor''' '''Field of Service'''.
Click New in the lower right corner.
Enter the field of service drop down value and click '''OK'''.
Repeat 3 & 4 until your list is complete.

<u>Add field of service to subcontractor</u>

Go to the subcontractor’s vendor record.
Select the '''Field Of Service''' tab.
Click '''New'''.
Select the field of service and enter other applicable data.
Click '''OK'''.

'''WebConnect Password for Subcontractor
'''
If you are using WebConnect and you need your subcontractor to log in, assign a login password following these steps:

# Go to the subcontractor's vendor record.
# Select the '''Contacts''' tab.
# If there isn't a contact already, click '''New'''. If there already is a contact, select the contact you need to give access to and click '''Edit'''.
# In the Contact Editor window, enter the contact information.
# Assign a WebConnect password in the '''Web Access Password''' field.
# Click '''OK'''.

@@ Line 23: / Line 23: @@
 On this tab you can enter the subcontractor’s field of service. When assigning subs to order, you can then identify them by their trade or field of service.
@@ Line 45: / Line 47: @@
 #    Click '''OK'''.
 == Mobile Subcontractor for SME and WebConnect Password for Subcontractor ==

← Older revision		Revision as of 00:48, 8 September 2014
Line 1:		Line 1:
−
	== Setup Subcontractor as Vendors ==		== Setup Subcontractor as Vendors ==
	You want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window. In the vendor record you can set up all the subcontractor settings such as their labor rate, assign them to work groups and determine if they need to schedule them using the dispatch window.		You want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window. In the vendor record you can set up all the subcontractor settings such as their labor rate, assign them to work groups and determine if they need to schedule them using the dispatch window.

← Older revision		Revision as of 00:47, 8 September 2014
Line 1:		Line 1:
		+
	== Setup Subcontractor as Vendors ==		== Setup Subcontractor as Vendors ==
	You want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window. In the vendor record you can set up all the subcontractor settings such as their labor rate, assign them to work groups and determine if they need to schedule them using the dispatch window.		You want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window. In the vendor record you can set up all the subcontractor settings such as their labor rate, assign them to work groups and determine if they need to schedule them using the dispatch window.

@@ Line 1: / Line 1: @@
-==Setup Subcontractor==
+== Setup Subcontractor as Vendors ==
 You want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window.  In the vendor record you can set up all the subcontractor settings such as their labor rate, assign them to work groups and determine if they need to schedule them using the dispatch window.
@@ Line 19: / Line 19: @@
 *    Work Group – you can add your subcontractor to work groups, similar to the way you would add your own technicians to work groups.
-==Field of Service tab==
+== Field of Service tab ==
@@ Line 46: / Line 46: @@
-==Mobile Subcontractor for SME and WebConnect Password for Subcontractor==
+== Mobile Subcontractor for SME and WebConnect Password for Subcontractor ==

@@ Line 1: / Line 1: @@
-ou want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window.  In the vendor record you can set up all the subcontractor settings such as their labor rate, assign them to work groups and determine if they need to schedule them using the dispatch window.
+==Setup Subcontractor==
 <br>1. Go to the Inventory module and select '''Vendors'''.
@@ Line 18: / Line 19: @@
 *    Work Group – you can add your subcontractor to work groups, similar to the way you would add your own technicians to work groups.
-<h3>Field of Service tab</h3>
+==Field of Service tab==
@@ Line 45: / Line 46: @@
-'''WebConnect Password for Subcontractor
+==Mobile Subcontractor for SME and WebConnect Password for Subcontractor==
-'''
 If you are using WebConnect and you need your subcontractor to log in, assign a login password following these steps:
 #    Go to the subcontractor's vendor record.
@@ Line 53: / Line 55: @@
 #    If there isn't a contact already, click '''New'''. If there already is a contact, select the contact you need to give access to and click '''Edit'''.
 #    In the Contact Editor window, enter the contact information.
-#    Assign a WebConnect password in the '''Web Access Password''' field.
+#    Assign a password in the '''Web Access Password''' field.
 #    Click '''OK'''.

@@ Line 28: / Line 28: @@
 Before you can assign a field of service to a subcontractor, you will want to customize the field of service drop down list.
-    Go to '''Setup > Company > Lookup Lists'''.
+#    Go to '''Setup > Company > Lookup Lists'''.
-    Select '''Subcontractor''' '''Field of Service'''.
+#    Select '''Subcontractor''' '''Field of Service'''.
-    Click New in the lower right corner.
+#    Click '''New''' in the lower right corner.
-    Enter the field of service drop down value and click '''OK'''.
+#    Enter the field of service drop down value and click '''OK'''.
-    Repeat 3 & 4 until your list is complete.
+#    Repeat 3 & 4 until your list is complete.
@@ Line 38: / Line 38: @@
 <u>Add field of service to subcontractor</u>
-    Go to the subcontractor’s vendor record.
+#    Go to the subcontractor’s vendor record.
-    Select the '''Field Of Service''' tab.
+#    Select the '''Field Of Service''' tab.
-    Click '''New'''.
+#    Click '''New'''.
-    Select the field of service and enter other applicable data.
+#    Select the field of service and enter other applicable data.
-    Click '''OK'''.
+#    Click '''OK'''.