Difference between revisions of "Workforce"

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| class="headerMainTitles" colspan="4" | Tech Image Tab
 
| class="headerMainTitles" colspan="4" | Tech Image Tab
 
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| colspan="4" style="width: 466px;" | [[File:Servicer Qual.jpg|Servicer_Qual.jpg]]
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| colspan="4" style="width: 466px;" | [[File:ServicerTechImage.jpg|ServicerTechImage.jpg]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview

Revision as of 09:32, 13 January 2025

Servicer1.jpg
To access Workforce, select the setup COG > Setup > Servicer Setup > Workforce
Used to manager the technicians that can be assigned to jobs. 
Servicer2.jpg
Edit Fields
Servicer No Active Employee No Subcontractor
Name   Vendor
Address Billing Rate PO Required
Address Hourly Cost Ins certificate on file
Address Burden Cert File
City Warehouse Terms
State Zip Email Mobile
Country Est Date User List
Phone Img File Dispatch Batch
  Tom Tom ID User Map Pin
     
Qualifications Tab
Servicer_Qual.jpg
The Qualifications tab provides a list of the technician's qualifications by type as well as the ability to remove a qualification. To add a new qualification, use the More drop-down list and select the Manage option. This action opens the Qualification Management feature where users can add or remove qualifications by servicer or type.
     
Notes Tab
ServicerNotes.jpg
Needs Desc
     

 

Documents Tab
ServicerDocs.jpg
Needs Desc
     

 

Jobs Tab
Servicer_Qual.jpg
Needs Desc
     
Dispatch Cards Tab
Servicer_Qual.jpg
Needs Desc
     
Transactions Tab
Servicer_Qual.jpg
Needs Desc
     
Tech Image Tab
ServicerTechImage.jpg
Needs Desc
     
Subcontractor Tab
ServicerSubcontractor.jpg
Needs Desc
     
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