WebConnect for Technicians

THIS MODULE IS NO LONGER AVAILABLE!

See Mobile Tech for SME for the new module

Technicians use web connect to see open orders assigned to them and make minor changes to the order. Note that web connect does not allow adding of parts or other items to the order, this must be done directly through SME.

Technicians login with their email address and web password provided by the SME administrator. After login the customer issues screen is shown. This allows technicians in the field to respond to customers issues.

Functions:

• View Service Orders: Allows technicians to see all open service orders assigned to them. Work orders assigned to techs means that a Labor Item has assigned this tach to the work order. Only OPEN work orders are shown. Any closed orders are not shown. Technicians has update the following fields in the service order after selecting View/Edit:
  • Start Date: Enter the start date for the work in (yyyy-mm-dd) format
  • End Date: Enter the end date for the work
  • Dispatch Date/Time: Enter the dispatch date and time
  • Order Status: Select and change the order status
  • Service Request Add: Add additional service request notes. These will be added to the bottom of the service request
  • Service Performed Add: Add additional service performed notes.
  • Labor Items: Change the tech or update the actual time spent
  • Inventory: Change item status for example to indicate the part has been installed or needs to be orders. Add item notes about the installation or if you had to add additional parts or encountered issues.
  • Customer Signature: You can get the customer signature by using the mouse or track pad or by utilizing a special signature capture device. You can also clear or restore the signature.
  • All other fields are not editable
  • Once the order entry is updated select submit to save the changes or reset to clear all the changes.
  • Select Print Ticket to create a work ticket to be printed.
• View Install Orders: This is exactly the same as service orders, but for open install orders assigned to the tech.
• View Invoices: This is for itemized invoices that are assigned to the tech and the same as service and install orders.
• View Issues: Allows technician to see all open issues that have been entered by customers.
• Help desk info: Allows tech to see all help desk entries from sme to assist in resolving service issues.

Preferences

• Edit Account: Technican can update their contact information
• Change Password: Technician can change their password by entering their current password and then new password twice.
• Forgot Password: Select if you forgot your password. This will send an email to the service company to reset your password.
• Logout: Log out when you have completed your tasks or entered any issues.