Technician Settings

This tab will only be available if Is Technician is check on the Details and Settings tab for the user. This is where you will set up their default wage and service items, assign the tech to work groups and other technician settings.

Position - reference field for what position the technician is. The drop down list needs to be customized in Setup > Company > Lookup Lists

Hide in Lists - check here if you don't want the technician to display in the technician drop down lists.

Select Dispatch Color - assign a color to your technician. When placing orders on the technician’s schedule, the order header will display the color selected.

Web Access Password - if your technician needs to log into WebConnect (if you are using), assign a password here.

Tech Rating - this field allows you to arrange the order in which your technicians appear on the dispatch window. The techs with the lowest number will be on the left side.

The Wage Rate, Wage Cost, Service Item and Default Wage Item are all related to the Unit Price and Unit Cost in the labor editor (image on right).

If Wage Rate and Wage Cost are filled out, they will populate the labor editor cost and price. If Service Item and default Wage Item are also filled out, then the Wage Rate and Wage Cost will be overwritten by the Service Item and Default Wage Item.

Wage Rate- The amount you charge customer for an hour of this technician’s time. When you add labor to an order and select the technician, this number will populate the “Unit Price” field circled below.

Wage Cost - enter your fully loaded cost for the technician here. When you add labor to an order and select the technician, this number will populate the "Unit Cost" field circled below.

Default Wage Item – If Wage Item is selected, it will overwrite the Wage Cost. Wage Items are setup in Utilities>Payroll/Wage Items> Edit Wage Items > Run It. (image below)

Service Item – If Service Item is selected, it will overwrite the Wage Rate. If you charge your customer a different price depending on what type of service your technician is performing, you can setup different services (e.g. inspection, installation, or repair). The service items are setup in Inventory > Services. The service item selected here will automatically populate the Service Item field in the Labor Editor, which drives the Unit Price (image below). You can always select another service item in the labor editor if the tech is performing a different service than the default.

Photo Options – Load a photo by clicking Photo Options > Load and browse for the photo.

Conflict Message – Check here and SME will warn you if you are trying to schedule the technician when the tech is not available.

Work Groups – A work group is a group of technicians that can perform a specific function (e.g. electricians, welders, repair) or technician’s that work in a geographical area. When assigning labor to an order, you can filter your technician list by work group.

You can assign the technician to work groups here. The work groups must first be setup in Utilities > Work Group Editor > Edit Work Groups > Run It. You can also assign techs to work groups in Utilities module.

Payroll – Select the payroll items that can be used for this technician. The payroll items selected in the the technician settings tab will be available to use in the Labor Editor for that technician. (image below)