Last Updated July 10th, 2018 by Katie Wickens
Service Providers are a list of company selected service providers that can be assigned and dispatched from work orders.
OR
If one of your Employees is the Technician for this Service Provider you can assign them here.
These instructions are only shown on your Service Provider's details page. They will not be displayed to the Service Provider or be included on any documents.
You can use the checkbox to mark this Provider as a Preferred provider. This will add a badge beside their name.
You can use the checkbox to automatically accept work order that are sent to the service provider. This will add a badge beside their name.
Work Order and Dispatching Setup allows the selection of the service providers service area and what method is used to send them the dispatch.
Trades Serviced allows the service provider to be connected to Trades so their name will come up in searches for that trade (multiple trades can be selected).
If this is set to Required and the Service Provider tries to change the status on their dispatch to Completed, the status will move to Pending Validation. This would require a user with dispatching rights to confirm that the work is complete.
You can use the checkbox to use the default Labor Rates for the Service Provider. This will pull from the rates setup on the Trade. Once the Service Provider is created, you will be able to update the labor rates if needed.
