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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. | 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. | ||
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To learn about the TechPortal, you can either read this guide or view the video below. | To learn about the TechPortal, you can either read this guide or view the video below. | ||
− | + | <videoflash>SPtgr6dP0F8</videoflash> | |
== Assign User Name and Password for Techs == | == Assign User Name and Password for Techs == | ||
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# Click '''Search''' > '''Search Active Users''' and select the technician you want to provide TechPortal access to. | # Click '''Search''' > '''Search Active Users''' and select the technician you want to provide TechPortal access to. | ||
# On the Details and Settings tab, enter your technician’s email address in the '''Email''' field. This is the technicians SME TechPortal Username. | # On the Details and Settings tab, enter your technician’s email address in the '''Email''' field. This is the technicians SME TechPortal Username. | ||
− | # Enter an | + | # Enter an Employee ID for the technician. This is used for the Android SME login, but is required to be setup for the TechPortal. |
# On the Technician Settings tab, enter a TechPortal password for your tech in the '''Web Access Password''' field. | # On the Technician Settings tab, enter a TechPortal password for your tech in the '''Web Access Password''' field. | ||
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[[File:Login.jpg]] | [[File:Login.jpg]] | ||
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== TechPortal Setup Options == | == TechPortal Setup Options == | ||
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<span style="line-height: 115%; font-size: 22pt;">1 </span> | <span style="line-height: 115%; font-size: 22pt;">1 </span> | ||
− | <br>''' | + | <br>'''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. |
− | + | <br>'''Orders''' – Click to go back to the list of orders. | |
+ | <br>'''Calendar''' – The calendar will display all of the jobs scheduled for the technician. | ||
<br>'''Settings''' - Allows user to check if they are a 'dispatcher'. This is used for Automated Workflow emails. | <br>'''Settings''' - Allows user to check if they are a 'dispatcher'. This is used for Automated Workflow emails. | ||
<br>'''Log Out''' – Click to log out of TechPortal. | <br>'''Log Out''' – Click to log out of TechPortal. | ||
<span style="line-height: 115%; font-size: 22pt;">2 </span> | <span style="line-height: 115%; font-size: 22pt;">2 </span> | ||
− | <br>'''Orders''' – This tab shows all orders | + | <br>'''Orders''' – This tab shows all open orders assigned to the technician logged in. |
− | <br>''' | + | <br>'''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. |
− | <br>''' | + | <br>'''All Open Orders''' - This tab lists all open order including assigned and unassigned. |
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== Viewing Orders == | == Viewing Orders == | ||
− | On the '''Orders''' tab, you can | + | On the '''Orders''' tab, you can sort your orders, search for keywords and choose how many orders show on each page. |
[[File:TechPortal_Show.png]] | [[File:TechPortal_Show.png]] | ||
− | <p><b><span style="font-size: 18pt;">1 | + | <p><b><span style="font-size: 18pt;">1</span></b> – Show – choose how many orders to display per page. It defaults to show 50.</p> |
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− | <div style="margin: 0in 0in 0pt;"><b><span style="font-size: 20pt;"> | + | <div style="margin: 0in 0in 0pt;"><b><span style="font-size: 20pt;">2</span></b>– Search – enter a key word and your orders will be filtered</div> |
Click on the column headers to sort the orders. | Click on the column headers to sort the orders. | ||
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[[File:SelectOrder.jpg]] | [[File:SelectOrder.jpg]] | ||
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− | < | + | <h3> Services Requested and Performed </h3> |
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+ | To view the services requested, click '''Services''' '''Requested''' and the text will display. | ||
− | + | [[File:ServiceRequested.jpg]] | |
− | + | 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. | |
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− | + | View and add service performed the same way. | |
− | [[File: | + | [[File:ServicesPerformed.jpg]] |
− | ''' | + | Click '''Services Performed''' to view text. |
− | + | Click '''Edit''' to add services performed. | |
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− | + | [[File:AddServicesPerformed.jpg]] | |
+ | <h3>Add Time </h3> | ||
+ | To add labor time to an order, click '''Edit''' next to Time. | ||
− | + | [[File:AddTime.jpg]] | |
− | + | 1. The Time window opens and lists all labor time on the order. To add more time, click | |
+ | '''Add'''. | ||
− | [[File: | + | [[File:TimeWindow_Add.jpg]] |
+ | 2. In the Add Time window, select the Service item, enter the date, and enter the Start Time, Scheduled Hours and Billable Hours. | ||
− | + | [[File:AddTimeDetails.jpg]] | |
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− | + | 3. Click '''OK'''. | |
+ | <br>4. In the Time window, click '''OK'''. | ||
− | < | + | <h3>Add Parts</h3> |
− | + | Technicians can add parts (material) to open orders. | |
+ | # Click '''Edit''' next to Parts. | ||
− | + | [[File:EditParts.jpg]] | |
− | <br> | + | 2. In the Parts window, click '''Add'''. |
− | <br> | + | <br>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. |
+ | <br>4. Click '''OK'''. | ||
− | + | [[File:AddPartsWindow.jpg]] | |
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+ | 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''' | '''Remove parts from an order''' | ||
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− | '''Edit | + | # Click '''Edit''' next to Parts. |
− | + | # In the Parts window, check the material you want to remove. | |
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− | + | [[File:DeleteParts.jpg]] | |
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− | <br> | + | 3. In the Delete Material confirmation window, click '''OK'''. |
+ | <br>4. In the Parts window, click '''OK'''. | ||
<h3>Add Services</h3> | <h3>Add Services</h3> | ||
Technicians can add service items to orders. Service items added in TechPortal immediately update SME at the office. | Technicians can add service items to orders. Service items added in TechPortal immediately update SME at the office. | ||
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− | <br> | + | <br>1. Click '''Edit''' next to Services. |
− | <br> | + | |
− | <br> | + | [[File:EditServices.jpg]] |
− | < | + | |
+ | <br>2. In the Services window, click '''Add'''. | ||
+ | <br>3. Enter the quantity and select the service item in the '''Name''' field. Click '''OK'''. | ||
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+ | [[File:servicesWindow.jpg]] | ||
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+ | <br>4. Click '''OK''' in the Services window. | ||
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+ | <h3>Order Buttons </h3> | ||
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+ | [[File:OrderButtons.jpg]] | ||
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+ | '''Forms''' - Click Forms to view and edit custom fields in SME. | ||
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+ | '''Site Notes''' -Click Site Notes to view notes entered in SME. Site Notes are read only. | ||
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+ | '''Signature''' - Click Signature to collect your customer signature. | ||
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+ | '''Email''' -Click Email to email the order summary to your customer or back to the office. | ||
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+ | '''Close''' -Click Close and the order will change from Open to Closed. Once an order is closed, you cannot access it through TechPortal anymore. | ||
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<h3>Collecting Signature</h3> | <h3>Collecting Signature</h3> | ||
+ | [[File:signatureButton.jpg]] | ||
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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 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. | ||
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+ | [[File:DrawSignature.jpg]] | ||
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Click '''Clear''' to clear out the signature and sign again. | Click '''Clear''' to clear out the signature and sign again. | ||
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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. | 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. | + | 1. Click '''Orders''' to go to the order list in TechPortal. |
− | <br>2. Click ''' | + | <br>2. Click '''Add Order'''. |
[[File:AddOrderbutton.jpg]] | [[File:AddOrderbutton.jpg]] | ||
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<br>5. Continue adding order details as needed by clicking '''Edit''' next to Services Requested, Services Performed, Time, Parts, and Services. | <br>5. Continue adding order details as needed by clicking '''Edit''' next to Services Requested, Services Performed, Time, Parts, and Services. | ||
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+ | == 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. | |
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− | + | [[File:UnassignedTab.jpg]] | |
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+ | # Select the '''Unassigned Orders''' tab. | ||
+ | # Click on an order. | ||
+ | # Select a tech in the Assigned to field, circled in image below. | ||
− | + | [[File:Assign2.jpg]] | |
− | [[File: | ||
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