Set Up Technician Preferences

Set up technician preferences using the SM Technician Preferences form.

You can set up technician preferences at the customer level and/or the service site level.
  1. Open the SM Technician Preferences form using one of the following methods:
    • To set up technician preferences for a customer, open SM Customers, select the customer, and click the Advanced button below the Primary Technician field.
    • To set up technician preferences for a service site, open SM Service Sites, select the service site, and click the Advanced button below the Primary Technician field.
    The SM Technician Preferences form displays.
  2. In the Technician field, enter the technician for which to set a preference status.
  3. From the Status drop-down, select A-Alternate or D-Do Not Use to indicate whether the technician is authorized to perform service work for the customer or service site (respectively).
  4. Save the record.
  5. Add additional technicians as applicable.