Before an employee can be selected as the preferred technician for a service agreement or service order, you must add the employee to the appropriate dispatch team.

Assign employee to a dispatch team

Click Expense management> Setup> Employee Detailsto open the Employeeform.
On the Setuptab, use the Dispatch teamlist to assign the employee to an existing dispatch team.

Assign a preferred technician to a service agreement

Click Service> Common Forms> Service Agreement Detailsto open the Service agreementsform.
Select a service agreement on the Overviewtab.
On the Generaltab, use the Preferred technicianlist to assign a member of the appropriate dispatch team as the preferred technician for the service agreement.

Assign a preferred technician to a service order

Click Service> Periodic> Dispatch boardto open the Dispatch boardform.

Note
In the preliminary Dispatch boardform, specify a date range for dispatch activities that you want to view. Also, specify whether to display closed activities and whether to limit the dispatch activity list to teams that you belong to or are authorized to monitor.

Select the line of the service activity you want to modify.
On the Relatedtab, use the Employeelist to assign a member of the appropriate dispatch team as the preferred technician for the service call.

See Also

Create an employee record

Service agreements (form)

Create service orders manually

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