Difference between revisions of "Setup Subcontractor"

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(Created page with "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 r...")
 
 
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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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== Setup Subcontractor as Vendors ==
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You 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.
  
 
<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.
  
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<h3>Field of Service tab</h3>
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== Field of Service tab ==
  
 
   
 
   
 
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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New for SME 8.0.4.66: Field of Service is now linked with Service Codes to provide [[Smart Subcontractor Search]]
  
  
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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.
  
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    Go to '''Setup > Company > Lookup Lists'''.
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#    Go to '''Setup > Company > Lookup Lists'''.
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    Select '''Subcontractor''' '''Field of Service'''.
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#    Select '''Subcontractor''' '''Field of Service'''.
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    Click New in the lower right corner.
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#    Click '''New''' in the lower right corner.
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    Enter the field of service drop down value and click '''OK'''.
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#    Enter the field of service drop down value and click '''OK'''.
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    Repeat 3 & 4 until your list is complete.
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#    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>
  
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    Go to the subcontractor’s vendor record.
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#    Go to the subcontractor’s vendor record.
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    Select the '''Field Of Service''' tab.
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#    Select the '''Field Of Service''' tab.
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    Click '''New'''.
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#    Click '''New'''.
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    Select the field of service and enter other applicable data.
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#    Select the field of service and enter other applicable data.
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    Click '''OK'''.
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#    Click '''OK'''.
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== Mobile Subcontractor for SME and WebConnect Password for Subcontractor ==
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If you are using Mobile Subcontractor for SME or WebConnect or Subcontractor Portal and you need your subcontractor to log in, assign a login password following these steps:
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'''WebConnect Password for Subcontractor
 
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'''
 
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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.
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#    Assign a WebConnect password in the '''Web Access Password''' field.
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#    Assign a password in the '''Web Access Password''' field.
 
#    Click '''OK'''.
 
#    Click '''OK'''.

Latest revision as of 21:27, 8 October 2014

Setup Subcontractor as Vendors[edit]

You 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.


1. Go to the Inventory module and select Vendors.


2. Click New.


3. Details and Settings tab:

  • Enter their account information.
  • Check Is Subcontractor.
  • Check Use as Tech if you schedule the technician and need them on the dispatch window.

IsTech.png


4. Subcontractor Settings tab - enter your subcontractor details

  • Labor Rate – this is what the sub charges you per hour
  • Work Group – you can add your subcontractor to work groups, similar to the way you would add your own technicians to work groups.

Field of Service tab[edit]

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.

New for SME 8.0.4.66: Field of Service is now linked with Service Codes to provide Smart Subcontractor Search


Customize the field of service drop down:

Before you can assign a field of service to a subcontractor, you will want to customize the field of service drop down list.

  1. Go to Setup > Company > Lookup Lists.
  2. Select Subcontractor Field of Service.
  3. Click New in the lower right corner.
  4. Enter the field of service drop down value and click OK.
  5. Repeat 3 & 4 until your list is complete.


Add field of service to subcontractor

  1. Go to the subcontractor’s vendor record.
  2. Select the Field Of Service tab.
  3. Click New.
  4. Select the field of service and enter other applicable data.
  5. Click OK.

Mobile Subcontractor for SME and WebConnect Password for Subcontractor[edit]

If you are using Mobile Subcontractor for SME or WebConnect or Subcontractor Portal and you need your subcontractor to log in, assign a login password following these steps:

  1. Go to the subcontractor's vendor record.
  2. Select the Contacts tab.
  3. 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.
  4. In the Contact Editor window, enter the contact information.
  5. Assign a password in the Web Access Password field.
  6. Click OK.
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