TechPortal Settings

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Revision as of 21:06, 25 October 2011 by Amy (talk | contribs)
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Below you will see a description of the settings available in TechPortal for SME. To request any of the changes to your TechPortal, click https://docs.google.com/spreadsheet/viewform?formkey=dGlPc2VSeDc5RnZMX1Q2TDdlQkpiU2c6MQ

Hide cost for material, service and labor
When your tech adds labor, material or service items to an order, they can see the unit cost for the item. You have the option to hide all the cost fields.
TechPortal HideCost.png

Hide price for material, service and labor
When your tech adds labor, material or service items to an order, they can see the unit price for the item. You have the option to hide all the price fields.
TechPortal HidePrice.png

Labor Billable hours set to Scheduled Hours
When your technician adds labor to an order in TechPortal they will enter the scheduled hours. A labor item is added to the order in SME with the scheduled hours. You can set the Billable Qty in SME Labor Editor to populate from the Scheduled hours as well. (image below)
TechPortal SetScheduledToBillable.png