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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. | ||
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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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<br>[[File:TechPortal_OrderTimer.png]] | <br>[[File:TechPortal_OrderTimer.png]] | ||
− | <br>''' | + | <br>'''Exit''' - Click to go back to the order list |
<br>'''Close Order''' - Click to change the order from 'Open' to 'Closed' | <br>'''Close Order''' - Click to change the order from 'Open' to 'Closed' | ||
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'''Messages''' - Click to view and add journal notes to the order. | '''Messages''' - Click to view and add journal notes to the order. | ||
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− | + | '''Forms''' - Click Forms to view and edit custom fields in the order. | |
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+ | '''Site Notes''' -Click Site Notes to view notes entered in SME. Site Notes are read only and are entered in the customer record in SME. | ||
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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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Technicians can add parts (material) to open orders. The material added in TechPortal is added to SME back at the office. | Technicians can add parts (material) to open orders. The material added in TechPortal is added to SME back at the office. | ||
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<br>1. Click '''Add''' | <br>1. Click '''Add''' | ||
− | <br>2. In the Add Parts window | + | <br>2. In the Add Parts window enter the quantity (Qty) and select the Item. You can edit the cost and price field if it is visible. Cost or price may be hidden from view depending on your TechPortal settings. |
<br>3. Click OK and the material is added to the order in SME back at the office. | <br>3. Click OK and the material is added to the order in SME back at the office. | ||
<br>[[File:TechPortal_AddParts.png]] | <br>[[File:TechPortal_AddParts.png]] | ||
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'''Remove parts from an order''' | '''Remove parts from an order''' | ||
− | <br>Material | + | <br>Material on an order can be deleted in TechPortal. |
<br>1. Check in the Delete column the material you want to remove from the order. (image below) | <br>1. Check in the Delete column the material you want to remove from the order. (image below) | ||
<br>2. Click OK in the confirmation window and the material is removed. | <br>2. Click OK in the confirmation window and the material is removed. | ||
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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. | ||
<br>1. Click '''Add''' under the service section in TechPortal | <br>1. Click '''Add''' under the service section in TechPortal | ||
− | <br>2. In Services window, | + | <br>2. In Services window, enter a quantity, select a service item and click OK. |
<br>Users can edit the description, cost (if visible) and price (if visible) fields. If the cost or price isn't visible, they are hidden based on your TechPortal settings. | <br>Users can edit the description, cost (if visible) and price (if visible) fields. If the cost or price isn't visible, they are hidden based on your TechPortal settings. | ||
<br>[[File:TechPortal_AddServiceITem.png]] | <br>[[File:TechPortal_AddServiceITem.png]] | ||
− | <br>Service items | + | <br>Service items on an order can be deleted in TechPortal. |
<br>1. Check in the Delete column the service item you want to remove from the order. (image below) | <br>1. Check in the Delete column the service item you want to remove from the order. (image below) | ||
<br>2. Click OK in the confirmation window and the service item is removed. | <br>2. Click OK in the confirmation window and the service item is removed. | ||
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<h3>Collecting Signature</h3> | <h3>Collecting Signature</h3> | ||
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. | ||
− | + | [[File:TEchPortal_SignatureButton.png]] | |
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 == | |
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− | + | 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. | |
+ | [[File:UnassignedTab.jpg]] | ||
− | + | # Select the '''Unassigned Orders''' tab. | |
− | + | # Click on an order. | |
− | + | # Select a tech in the '''Assigned to''' field, circled in image below. | |
− | + | [[File:TechPortal_AssignedToField.png]] | |
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− | == | + | == All Open Orders Tab == |
− | + | Click this tab to see all open orders. This will list all open orders that have been assigned to techs and all open orders that are unassigned. Click the '''Assigned To''' column to sort the orders by who they are assigned to. | |
− | + | <br>[[File:TechPortal_AllOpenOrdersTab.png]] | |
− | <br>[[File: |