SedonaSetup Application  Service Setup Tables/Options 

Technicians

 Purpose:

To define the list of employees who install and/or service systems.

 Prerequisites:

Employee, Installation Company, Service Company, Warehouse

 Required or Optional:

Required if scheduling Technicians and/or Installers

Technicians are the list of your employees that will perform service on an installed system.  A Technician is linked to a Service Company and Warehouse and is assigned an expertise level.  Employee, Warehouse and Service Company records must first be created prior to creating a Technician record.

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 technician 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. 

Create one record for each service Technician.

24192