Users - Revision history

DavidG: Web access password no longer required for mobile tech setup.

2021-09-15T22:20:31Z

Web access password no longer required for mobile tech setup.

2016-04-07T17:45:08Z

Create New Users

2016-04-07T17:35:00Z

Create New Users

2016-04-07T17:34:05Z

Create New Users

2013-07-17T23:38:39Z

Users that are technicians

2013-07-17T23:37:38Z

Create New Users

2013-07-17T22:56:40Z

Create New Users

2013-07-17T22:54:35Z

Users that are technicians

2013-07-17T22:54:01Z

Users that are technicians

2013-07-17T22:53:02Z

Users that are technicians

@@ Line 69: / Line 69: @@
 <br>'''Hide in Lists''' - check here if you don't want the technician to display in the technician drop down lists.
 <br>'''Select Dispatch Color''' - assign a color to your technician. When placing orders on the technician’s schedule, the order header will display the color selected.
 <br>'''Tech Rating''' - this field allows you to arrange the order in which your technicians appear on the dispatch window. The techs with the lowest number will be on the left side.

← Older revision		Revision as of 17:45, 7 April 2016
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−	[http://www.high5software.com/mediawiki/index.php?title=SQLink_FAQ#If_you_already_added_the_employee_to_QB_and_a_sync_has_been_processed_but_the_employee_is_not_in_SME.2C_do_the_following: '''If already added ~~employee to QB and ran a sync~~ but employee still not appearing in SME''']	+	==== [http://www.high5software.com/mediawiki/index.php?title=SQLink_FAQ#If_you_already_added_the_employee_to_QB_and_a_sync_has_been_processed_but_the_employee_is_not_in_SME.2C_do_the_following: '''If already added but employee still not appearing in SME'''] ====

	<h3>Create New Technician in SME</h3>		<h3>Create New Technician in SME</h3>

← Older revision		Revision as of 17:35, 7 April 2016
Line 34:		Line 34:


−	[http://www.high5software.com/mediawiki/index.php?title=SQLink_FAQ#If_you_already_added_the_employee_to_QB_and_a_sync_has_been_processed_but_the_employee_is_not_in_SME.2C_do_the_following: '''If already added employee to QB and sync but employee not in SME''']	+	[http://www.high5software.com/mediawiki/index.php?title=SQLink_FAQ#If_you_already_added_the_employee_to_QB_and_a_sync_has_been_processed_but_the_employee_is_not_in_SME.2C_do_the_following: '''If already added employee to QB and ran a sync but employee still not appearing in SME''']

	<h3>Create New Technician in SME</h3>		<h3>Create New Technician in SME</h3>

← Older revision		Revision as of 17:34, 7 April 2016
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	<br>-- If the Technician will be logging into SME Mobile, you will need to assign them a '''WebAccess Password''' on the Technician Settings tab and an '''Employee ID''' on the Details tab. Also assign the technician a default warehouse on the Technician Settings tab if applicable. See the [[Warehouses]] page to learn how to setup warehouses and assign to tech.		<br>-- If the Technician will be logging into SME Mobile, you will need to assign them a '''WebAccess Password''' on the Technician Settings tab and an '''Employee ID''' on the Details tab. Also assign the technician a default warehouse on the Technician Settings tab if applicable. See the [[Warehouses]] page to learn how to setup warehouses and assign to tech.

		+
		+
		+	[http://www.high5software.com/mediawiki/index.php?title=SQLink_FAQ#If_you_already_added_the_employee_to_QB_and_a_sync_has_been_processed_but_the_employee_is_not_in_SME.2C_do_the_following: '''If already added employee to QB and sync but employee not in SME''']

	<h3>Create New Technician in SME</h3>		<h3>Create New Technician in SME</h3>

@@ Line 66: / Line 66: @@
 <br>'''Hide in Lists''' - check here if you don't want the technician to display in the technician drop down lists.
 <br>'''Select Dispatch Color''' - assign a color to your technician. When placing orders on the technician’s schedule, the order header will display the color selected.
-<br>'''Web Access Password''' - if your technician needs to log into TechPortal for SME(if you are using), assign a password here.
+<br>'''Web Access Password''' - if your technician needs to log into SME Mobile assign a password here.
 <br>'''Tech Rating''' - this field allows you to arrange the order in which your technicians appear on the dispatch window. The techs with the lowest number will be on the left side.

@@ Line 33: / Line 33: @@
-<h3>Create new Technician's in SME</h3>
+<h3>Create New Technician in SME</h3>
 ) Go to '''Setup''' > '''Users'''
 <br>2) Click '''New'''
@@ Line 49: / Line 49: @@
-<h3>Create new Users in SME</h3>
+<h3>Create New Users in SME</h3>
 ) Go to '''Setup''' > '''Users'''
 <br>2) Click '''New'''

@@ Line 44: / Line 44: @@
 <br>[[File:TechnicianSettingsTabforNewTechs.png]]
-<br>8) If your technician will be using SME Mobile, then you will need to setup their '''WebAccess Password''' and an '''Employee ID''' on the Details tab. Also assign their Warehouse if applicable.
+<br>8) If your technician will be using SME Mobile, then you will need to setup their '''WebAccess Password''' and an '''Employee ID''' on the Details tab. Also assign their '''Warehouse''' if applicable.
 <br>Click the '''[[Warehouses]]''' page to learn how to setup a warehouse and assign to a tech

@@ Line 71: / Line 71: @@
 <br>The''' Wage Rate, Wage Cost, Service Item and Default Wage Item''' are all related to the Unit Price and Unit Cost in the labor editor (image below).
 <br>Visit the '''[[Labor Editor Defaults]]''' page for details on how these settings work.
-<br>[[File:LaborEditor_costPrice.jpg|right]]
+<br>[[File:LaborEditor_costPrice.jpg]]
 <br>'''Photo Options''' – Load a photo by clicking Photo Options > Load and browse for the photo.

@@ Line 70: / Line 70: @@
 <br>The''' Wage Rate, Wage Cost, Service Item and Default Wage Item''' are all related to the Unit Price and Unit Cost in the labor editor (image below).
-<br>Visit the [[Labor Editor Defaults]] page for details on how these settings work.
+<br>Visit the '''[[Labor Editor Defaults]]''' page for details on how these settings work.
 <br>[[File:LaborEditor_costPrice.jpg|right]]
-'''Wage Rate'''- The amount you charge customer for an hour of this technician’s time. When you add labor to an order and select the technician, this number will populate the “Unit Price” field circled below.
+<br>'''Photo Options''' – Load a photo by clicking Photo Options > Load and browse for the photo.
 <br>'''Conflict Message''' – Check here and SME will warn you if you are trying to schedule the technician when the tech is not available.
 <br>[[File:ConflictMessage.jpg]]