SedonaSetup                                Job Management Setup Tables/Options

Installers

 Purpose:

 To define the list of employees who install systems.

 Prerequisites:

 Employee, Installation Company, Service Company, Warehouse

 Required or Optional:

 Required if using Jobs

An Installer record is created for each employee you will be scheduling to perform labor on an installation job.  This employee may also have a secondary role of a Service Technician.  If this is true, select the Both button adjacent to the Installer Name field. 

If you already entered both your installers and service technicians in the Technicians setup table, it is not necessary to make entries into this setup table.

This setup form consists of three tabs of information; Service, Installation and Routes.  If the employee performs only service calls, select the Service Tech button under the Name field then fill in the information on the Service form.  If you will be scheduling service calls using Service Routes, on the Routes form you will select which routes the Installer is available for service calls.  If the employee performs both service calls and installation jobs, you will select the Both button under the Name field and fill in the form information on the Service and Installation forms.

FRM 24630

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