Creating a Service Provider

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.


How to create a new Service Provider:

  1. Navigate to your Service Providers.
  2. Click the Service Providers button and select New.
  3. Fill out all required fields. For help with the fields see below.
  4. Click the Create button.

OR

  1. From the Service Providers menu select Create a Service Provider.
  2. Fill out all required fields. For help with the fields see below.
  3. Click the Create button.

Assignment

If one of your Employees is the Technician for this Service Provider you can assign them here.


Dispatch Instructions

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.


Preferred Providers

You can use the checkbox to mark this Provider as a Preferred provider. This will add a badge beside their name.


Auto Accepted Dispatches

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 Dispatch Setup

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

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).


Work Validation

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.


Labor Rates

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.



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