TechPortal for SME - Revision history

DavidG: Fixed video player

2023-02-07T23:28:20Z

Fixed video player

2013-04-03T23:07:22Z

Editing Orders

2013-04-03T23:03:32Z

Editing Orders

2013-04-03T23:01:46Z

Editing Orders

2013-04-03T21:06:50Z

Editing Orders

2013-04-03T21:06:02Z

Editing Orders

2013-04-03T20:57:35Z

Orders Page

2013-04-03T20:54:53Z

Assign User Name and Password for Techs

2013-02-14T16:43:19Z

2012-12-31T17:05:39Z

Editing Orders

@@ Line 6: / Line 6: @@
 To learn about the TechPortal, you can either read this guide or view the video below.
-<videoflash>SPtgr6dP0F8</videoflash>
+{{#ev:youtube| SPtgr6dP0F8 }}
 == Assign User Name and Password for Techs ==

@@ Line 153: / Line 153: @@
 Technicians can add service items to orders. Service items added in TechPortal immediately update SME at the office.
 <br>1. Click '''Add''' under the service section in TechPortal
-<br>2. In Services window, enter a quantity, select a service item and click OK.
+<br>2. In Services window, type in the name field to select the service item you want to add. Enter a quantity.
 <br>Users can edit the description, cost (if visible) and price (if visible) fields. If the cost or price isn't visible, they are hidden based on your TechPortal settings.
 <br>[[File:TechPortal_AddServiceITem.png]]
-<br>Service items on an order can be deleted in TechPortal.
+<br>Service items added to the order in SME can be deleted in TechPortal.
 <br>1. Check in the Delete column the service item you want to remove from the order. (image below)
 <br>2. Click OK in the confirmation window and the service item is removed.

@@ Line 129: / Line 129: @@
 '''Remove parts from an order'''
-<br>Material on an order can be deleted in TechPortal.
+<br>Material added to the order in SME can be deleted in TechPortal.
 <br>1. Check in the Delete column the material you want to remove from the order. (image below)
 <br>2. Click OK in the confirmation window and the material is removed.

@@ Line 122: / Line 122: @@
 <br>1. Click '''Add'''
-<br>2. In the Add Parts window enter the quantity (Qty) and select the Item. You can edit the cost and price field if it is visible. Cost or price may be hidden from view depending on your TechPortal settings.
+<br>2. In the Add Parts window type in the item field to select the inventory item you want to add to the order. Enter the quantity.
 <br>3. Click OK and the material is added to the order in SME back at the office.
 <br>[[File:TechPortal_AddParts.png]]

← Older revision		Revision as of 21:06, 3 April 2013
Line 96:		Line 96:
	<br>[[File:ViewTPSignatureInSME.png]]		<br>[[File:ViewTPSignatureInSME.png]]

−	<br>'''Email''' -Click Email to email the order summary to your customer or back to the office. There is also a pdf summary of the order attached to the email. The technician's email will need to be setup in SME for this feature to work.	+	<br>'''Email''' -Click Email to email the order summary to your customer or back to the office. There is also a pdf summary of the order attached to the email. The pdf report is a standard report and cannot be edited. The technician's email will need to be setup in SME for this feature to work.

@@ Line 92: / Line 92: @@
 '''Messages''' - Click to view and add journal notes to the order.
-<br>'''Site Notes''' -Click Site Notes to view notes entered in SME. Site Notes are read only and are entered in the customer record in SME.
+<br>'''Site Notes''' -Click Site Notes to view notes entered in SME. Site Notes are added to the Customer record in SME under Notes > Site notes. You can add additional Site Notes in TechPortal using this button.
-<br>'''Signature''' - Click Signature to collect your customer signature.
+<br>'''Signature''' - Click Signature to collect your customer signature. The signature is saved in SME on the Orders Work Requested Tab. You will see a button appear on that tab once a signature is added. The button will say signature.
 <br>'''Email''' -Click Email to email the order summary to your customer or back to the office. There is also a pdf summary of the order attached to the email. The technician's email will need to be setup in SME for this feature to work.

@@ Line 46: / Line 46: @@
 <br>'''Home''' – Click to go back to the Orders tab
 <br>'''Clock In/Out''' – Click to clock in and clock out. The tech’s clock in and out time is logged in the '''Setup''' module > '''User''' > '''Log''' tab.
 <br>'''Settings''' - Allows user to check if they are a 'dispatcher'. This is used for Automated Workflow emails.
 <br>'''Log Out''' – Click to log out of TechPortal.

@@ Line 15: / Line 15: @@
 #       Click '''Search''' > '''Search Active Users''' and select the technician you want to provide TechPortal access to.
 #       On the Details and Settings tab, enter your technician’s email address in the '''Email''' field. This is the technicians SME TechPortal Username.
-#       Enter an''' Employee ID''' for the technician. When your technician enters services performed on an order, the note will be time and date stamped. In the time and date stamp line you will also see the Employee ID.
+#       Enter an''' Employee ID''' for the technician. The Employee ID should be a number. When your technician enters services performed on an order, the note will be time and date stamped. In the time and date stamp line you will also see the Employee ID.
 #       On the Technician Settings tab, enter a TechPortal password for your tech in the '''Web Access Password''' field.

← Older revision		Revision as of 16:43, 14 February 2013
Line 1:		Line 1:
	TechPortal for SME is a web-based application providing your technicians with the ability to access and update their work orders in the field. Technicians can access open orders assigned to them, create new orders, and access unassigned work orders.		TechPortal for SME is a web-based application providing your technicians with the ability to access and update their work orders in the field. Technicians can access open orders assigned to them, create new orders, and access unassigned work orders.
		+
		+	'''NOTICE: High 5 Software is no longer supporting Internet Explorer (IE) from Microsoft for Tech Portal, Customer Portal and Subcontractor Portal. Please use FireFox, Chrome, Safari, or browsers on smartphones or tablets. We regret that Microsoft continues to make their browser non-standard and currently does not properly support some standard technologies we use in the portals. Since FireFox and Chrome are available as free downloads, we are not going to fight IE and waste valuable development resources. We are a Microsoft Silver Partner and like Microsoft's other technologies and rely on Microsoft Server and SQL Server, however, IE is junk.'''
		+

	To learn about the TechPortal, you can either read this guide or view the video below.		To learn about the TechPortal, you can either read this guide or view the video below.

@@ Line 165: / Line 165: @@
 <h3>Collecting Signature</h3>
 Click Signature and the signature window will open. If you are viewing TechPortal on a laptop, use your mouse to write your signature. If you are using a touch screen device, use your finger to write your signature.
-[[File:TEchPortal_SignatureButton.png]]
+<br>[[File:TEchPortal_SignatureButton.png]]
 Click '''Clear''' to clear out the signature and sign again.