Editing TechPortal for SME
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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. | ||
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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. | ||
− | + | <videoflash>SPtgr6dP0F8</videoflash> | |
== Assign User Name and Password for Techs == | == Assign User Name and Password for Techs == | ||
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# Click '''Search''' > '''Search Active Users''' and select the technician you want to provide TechPortal access to. | # 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. | # 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 | + | # 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. |
# On the Technician Settings tab, enter a TechPortal password for your tech in the '''Web Access Password''' field. | # On the Technician Settings tab, enter a TechPortal password for your tech in the '''Web Access Password''' field. | ||
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<br>'''Home''' – Click to go back to the Orders tab | <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>'''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>'''Calendar''' – The calendar will display all of the jobs scheduled for the technician. | ||
<br>'''Settings''' - Allows user to check if they are a 'dispatcher'. This is used for Automated Workflow emails. | <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. | <br>'''Log Out''' – Click to log out of TechPortal. | ||
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'''Messages''' - Click to view and add journal notes to the order. | '''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 | + | <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>'''Signature''' - Click Signature to collect your customer | + | <br>'''Signature''' - Click Signature to collect your customer 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. | |
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− | <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 | ||
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<br>1. Click '''Add''' | <br>1. Click '''Add''' | ||
− | <br>2. In the Add Parts window | + | <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>3. Click OK and the material is added to the order in SME back at the office. | <br>3. Click OK and the material is added to the order in SME back at the office. | ||
<br>[[File:TechPortal_AddParts.png]] | <br>[[File:TechPortal_AddParts.png]] | ||
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'''Remove parts from an order''' | '''Remove parts from an order''' | ||
− | <br>Material | + | <br>Material on an order can be deleted in TechPortal. |
<br>1. Check in the Delete column the material you want to remove from the order. (image below) | <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. | <br>2. Click OK in the confirmation window and the material is removed. | ||
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Technicians can add service items to orders. Service items added in TechPortal immediately update SME at the office. | 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>1. Click '''Add''' under the service section in TechPortal | ||
− | <br>2. In Services window, | + | <br>2. In Services window, enter a quantity, select a service item and click OK. |
<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>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>[[File:TechPortal_AddServiceITem.png]] | ||
− | <br>Service items | + | <br>Service items on an order 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>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. | <br>2. Click OK in the confirmation window and the service item is removed. | ||
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<h3>Collecting Signature</h3> | <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. | 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]] | |
Click '''Clear''' to clear out the signature and sign again. | Click '''Clear''' to clear out the signature and sign again. |