Product Support

Assigning Service Writers and Technicians to the Work Document

Assign Service Writers and Technicians to the Work document to keep track of progress, efficiency, time and sales.

For set up, see:

 

Service Writers

  • From the Work document, select a Service Writer.

 

Technicians

There are four areas a Technician can be assigned to.

 

To a Work Document

Assign a Technician to the entire Work document.
  • Select a Technician.

 

To a Job Grouping

Assign a Technician to only a Job Grouping.
  1. Click the Job Description.

  2. Select a Technician >> click Update.

 

To a Labor Line

Assign a Technician to individual line items.
  1. Click the line item.

  2. Select a Technician >> click Update.

 

In Technician Time Tracking

Simultaneously assign a Technician and track the actual time worked.