Technician Employee Record Set Up

In order for many of our Service Processes to work, a Technicians Employee Record MUST to be set correctly, as detailed below:

Address Tab: 

(1) eAuto User Login to be linked

(2) Technicians email address added



Positions Tab: 

(3) Technician box marked

(4) Manager assigned *make sure the Managers employee record has an email listed*

(5) Time card export box check marked (required for ID204/ID205 Tech Activity Reports)

(6) Burden rate assigned (to ensure labor costs accounted for on Profitability Reports)

(7) Technicians Warehouse & Bin assigned (not assigned to MAIN Warehouse)



Custom Properties Tab: 

(8) ZCJFieldTech attribute set to Yes. This needs to be set on Field technicians only i.e a tech with a carstock. We use this on all our tech carstock type alerts, so we can exclude an in-house/shop tech or driver who does not have a carstock.



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk