Smart Subcontractor Search

Smart Subcontractor Search allow easier selection of subcontractor rather than an entire list of subs.

To fully use the smart subcontractor search a few areas need to be setup in SME:

• Subcontractor Field of Service must link to a Service Code. Go to Lockup Lists in setup and assign a service code to each field of service.
• Select subcontractors for each customer or job site.
• Setup field of service for subcontractors. You can have as many field of services as you want for each subcontractor.

Once these are setup, you are ready to use the smart subcontractor search.

From a work order such as Service or Install, click the smart search button next to assigned to on the order or next to the technician name on adding Labor.