Editing Setup Subcontractor
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| − | + | ou want to think of a subcontractor as a type of vendor that can be added to service items on service orders and can also be scheduled using the dispatch window. In the vendor record you can set up all the subcontractor settings such as their labor rate, assign them to work groups and determine if they need to schedule them using the dispatch window. | |
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<br>1. Go to the Inventory module and select '''Vendors'''. | <br>1. Go to the Inventory module and select '''Vendors'''. | ||
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* Work Group – you can add your subcontractor to work groups, similar to the way you would add your own technicians to work groups. | * Work Group – you can add your subcontractor to work groups, similar to the way you would add your own technicians to work groups. | ||
| − | + | <h3>Field of Service tab</h3> | |
On this tab you can enter the subcontractor’s field of service. When assigning subs to order, you can then identify them by their trade or field of service. | On this tab you can enter the subcontractor’s field of service. When assigning subs to order, you can then identify them by their trade or field of service. | ||
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Before you can assign a field of service to a subcontractor, you will want to customize the field of service drop down list. | Before you can assign a field of service to a subcontractor, you will want to customize the field of service drop down list. | ||
| − | + | Go to '''Setup > Company > Lookup Lists'''. | |
| − | + | Select '''Subcontractor''' '''Field of Service'''. | |
| − | + | Click New in the lower right corner. | |
| − | + | Enter the field of service drop down value and click '''OK'''. | |
| − | + | Repeat 3 & 4 until your list is complete. | |
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<u>Add field of service to subcontractor</u> | <u>Add field of service to subcontractor</u> | ||
| − | + | Go to the subcontractor’s vendor record. | |
| − | + | Select the '''Field Of Service''' tab. | |
| − | + | Click '''New'''. | |
| − | + | Select the field of service and enter other applicable data. | |
| − | + | Click '''OK'''. | |
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| − | + | '''WebConnect Password for Subcontractor | |
| − | + | ''' | |
| − | If you are using | + | If you are using WebConnect and you need your subcontractor to log in, assign a login password following these steps: |
# Go to the subcontractor's vendor record. | # Go to the subcontractor's vendor record. | ||
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# If there isn't a contact already, click '''New'''. If there already is a contact, select the contact you need to give access to and click '''Edit'''. | # If there isn't a contact already, click '''New'''. If there already is a contact, select the contact you need to give access to and click '''Edit'''. | ||
# In the Contact Editor window, enter the contact information. | # In the Contact Editor window, enter the contact information. | ||
| − | # Assign a password in the '''Web Access Password''' field. | + | # Assign a WebConnect password in the '''Web Access Password''' field. |
# Click '''OK'''. | # Click '''OK'''. | ||