Add a technician

Field-service technicians go to the customer’s site to perform repairs. Customer-service technicians answer the customer’s requests for service. Tell Made2Manage about all the technicians who serve customers.

To add a technician

1. Open the Technicians (TECH) page.

   1. Select Customer Relationship Management > Master Data > Field Service > Technicians.

      Or

   2. Search for TECH in the Navigation box and then select Technicians.
      The Technicians (TECH) page appears.

2. Specify the technician’s contact information:

   1. On the Toolbar, click New.

      Or, on the Toolbar, click Copy to base this technician on the existing one or another user displayed on the page.

   2. Type the technician’s first and last name and middle initial.

   3. Type the technician’s remaining demographic information: street address, city, state, ZIP code, telephone and pager numbers, and e-mail address.

      For U.S. addresses, you can type the zip code plus 4 postal code in the FAST ZP box and the system generates the city, state, and zip code combination for you. If you enter only the first 5 digits, a window will appear with a list of available cities from which you can select. If you do not have the zip code, you can enter the city name in the City, State, Zip box and a window opens displaying a valid city, state, zip code combination from which you can select.

3. Set the technician’s type and status:

   1. In the Status list, select whether the technician is Active (available for work), Inactive (the system will not show them on a list), or Terminated (no longer with the company).

   2. In the Tech Type list, identify this technician as a Field Service Technician or as a Customer Service Technician.

   3. Click Edit Tech Type, and from the Popup Table Maintenance

      window, either add a new value or modify an existing value.

   4. Click the M2M User Lookup Reference and select the user name to associate with a customer-service technician.
      The Lookup For M2M User window appears.

   5. Select a row that contains the required user name, and click Select. Or, double-click the required row that contains the user name.

      Click Cancel to exit from the Lookup For M2M User window.

4. Type the technician’s Standard Billable Rate and Standard Cost Rate.

5. Set the technician’s location:

   1. In the Territory list, select the technician’s sales territory.
   2. Click the Warehouse Location lookup reference.

   The Lookup For Whse Location window appears.

   2. Click Cancel to exit from Lookup For Warehouse Location window.

6. In the Notes box, type notes about the technician.

7. On the Toolbar, click Save. The next step is to set field service’s general behavior.