TechPortal for SME

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.

To learn about the TechPortal, you can either read this guide or view the video below.

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Assign User Name and Password for Techs

For a tech to sign in to TechPortal, they will need their email address

1. Open SME and log in.
2. Go to the Setup module > Users.
3. Click Search > Search Active Users and select the technician you want to provide TechPortal access to.
4. On the Details and Settings tab, enter your technician’s email address in the Email field. This is the technicians SME TechPortal Username.
5. Enter an Employee ID for the technician. This is used for the Android SME login, but is required to be setup for the TechPortal.
6. On the Technician Settings tab, enter a TechPortal password for your tech in the Web Access Password field.

6. Click Save

Log In

Provide your technician with your TechPortal link, email address and password assigned. The email address is their User Name. Web Access Password is their Password.

TechPortal Setup Options

TechPortal for SME has a few setup options that can be configured by High 5 Software to meet your company's needs:

• Show Costs: Show or hide costs for parts and services.
• Show Prices: Show or hide prices for parts and services
• Zero Bill: For labor time, this will either set the billing quantity to zero, or set the billing quantity equal to the scheduled quantity. This option is equivalent to the check box in SME labor called "Equal Billable"
  

For more information, see TechPortal Settings

Orders Page

1 
Time – Click Time to clock in and clock out. The tech’s clock in and out time logged in the Setup module > User > Log tab.
Orders – Click to go back to the list of orders.
Calendar – The calendar will display all of the jobs scheduled for the technician.
Settings - Allows user to check if they are a 'dispatcher'. This is used for Automated Workflow emails.
Log Out – Click to log out of TechPortal.

2
Orders – This tab shows all open orders assigned to the technician logged in.
Unassigned Orders - This tab lists all open orders that haven’t been assigned to a technician yet. You can assign the unassigned order to a tech.
All Open Orders - This tab lists all open order including assigned and unassigned.

Viewing Orders

On the Orders tab, you can sort your orders, search for keywords and choose how many orders show on each page.

1 – Show – choose how many orders to display per page. It defaults to show 50.

2– Search – enter a key word and your orders will be filtered

Click on the column headers to sort the orders.

Double click on an order to open.

Editing Orders

Technicians can select an open order to view and edit. Any changes made in the order in the TechPortal automatically update SME back at the office.

Start Timer, Exit, Close buttons

When you open an order, you will see three buttons at the top - Start Timer, Exit, and Close Order (image below).

Start Timer - the timer on the order calculates the time between clicking start and end timer and adds a labor item to the order with the timed amount in the scheduled quantity field, illustrated in the image below.

Exit - Click to go back to the order list
Close Order - Click to change the order from 'Open' to 'Closed'

Order Buttons

Messages - Click to view and add journal notes to the order.

Forms - Click Forms to view and edit custom fields in the order.

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.

Signature - Click Signature to collect your customer signature.

Email -Click Email to email the order summary to your customer or back to the office.

Services Requested and Performed

View

To add to services requested, click Edit. Enter the text in the window that opens and click OK. The text added will automatically be saved in SME back at the office.

View and add service performed the same way.

Click Services Performed to view text. Click Edit to add services performed.

Add Time

To add labor time to an order, click Edit next to Time.

1. The Time window opens and lists all labor time on the order. To add more time, click Add.

2. In the Add Time window, select the Service item, enter the date, and enter the Start Time, Scheduled Hours and Billable Hours.

3. Click OK.
4. In the Time window, click OK.

Add Parts

Technicians can add parts (material) to open orders.

1. Click Edit next to Parts.

2. In the Parts window, click Add.
3. In the Add Parts window, enter the Qty and select the material from the Item field. The item field shows the item number and item name.
4. Click OK.

5. In the Parts window, click OK. The material added in TechPortal is added to SME back at the office.

Remove parts from an order

1. Click Edit next to Parts.
2. In the Parts window, check the material you want to remove.

3. In the Delete Material confirmation window, click OK.
4. In the Parts window, click OK.

Add Services

Technicians can add service items to orders. Service items added in TechPortal immediately update SME at the office.

1. Click Edit next to Services.

2. In the Services window, click Add.
3. Enter the quantity and select the service item in the Name field. Click OK.

4. Click OK in the Services window.

Collecting 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.

Click Clear to clear out the signature and sign again. Click OK and the signature is saved in SME.

View Signature in SME

To see the signature in SME, go to the Work Requested tab and click Signature. (image below)

Create a report that shows signature

If you want to print or email a service order report that shows the signature captured in TechPortal, you can follow these instructions to create the report:

1. Go to Reports module > Customize Reports.
2. Click Search > Search Standard Reports.
3. Search for Standard Order Ticket – Order Items and select.
4. Click Duplicate Report.
5. Enter a new name in the Short Name and Title fields.
6. Click Report Designer.
7. Click Files > Save As.
8. In the Save As window, enter a new file name in the File name field. At the end of the name, type .rtm.

9. Click Save.
10. Close the Report Builder window.
11. Click next to the Filename field

12. In the Open window that opens, select the file you saved in step 8 above. Click Open.

13. Click Save.
14. Click Report Designer.
15. In Report Builder, click the DBImage icon ( )at the top (circled in image below)

16. Click your cursor in the report where you want the signature image to be. Expand the box
17. Select the DBImage (as shown in image below)

18. Select PngSignature in the field circled in the image below.

19. Locate the Data section on the left. (image below)

20. In the GraphicType drop down, select JPG.
21. Uncheck ParentDataPipeline.
22. Click File > Save.
23. Close the Report Designer.

Now you can go to a service order, click Print/Email and print out the customized report.

Add New Orders

TechPortal provides technicians in the field with the ability to add new orders. New orders added here will be saved immediately to SME back at the office.

1. Click Orders to go to the order list in TechPortal.
2. Click Add Order.

3. Fill out the order information

• a. Customer: use the drop down list to select the customer name.
• b. Order Type: select if the order is an install order or service order.
• c. Ref Number: enter a reference number. Not a required field.
• d. Due Date: select a date and time the order is due. Not a required field.
• e. Status: select an order status. This drop down list is customized by your SME Administrator in the SME Setup module.
• f. Code: enter the service code, if applicable
• g. SLA: type the service level agreement, if applicable.
• h. Contact: select the contact for the order. The drop down will list all contacts for the company.
• i. Summary: enter the order summary. Not a required field.

4. Click Add Order and the order is added to SME back at the office.
5. Continue adding order details as needed by clicking Edit next to Services Requested, Services Performed, Time, Parts, and Services.

Unassigned Orders

The Unassigned Orders tab show all open orders that haven’t been assigned to a technician yet. A tech can select an unassigned order and assign it to them. Once they assign it to themselves, the order will be listed on their Orders tab.

1. Select the Unassigned Orders tab.
2. Click on an order.
3. Select a tech in the Assigned to field, circled in image below.