The following video discusses setting up technicians in the Point of Sale setting section in RPS for effective scheduling and assignment of service requests.
Setting Up Technicians in Point of Sale Settings
Key Steps
Log into RPS and navigate to the Point of Sale setting section.
Select the Technicians tab to view current technicians or create a new technician by clicking on the plus technician button.
Fill out the required fields for the new technician, including name, phone number, email, and brands they service.
Add specific brands the technician services by selecting them from the list.
Update scheduler settings if using the service scheduler to assign service requests.
Set the color code, number of service stops, origin location, and start time for the technician.
Specify the standard daily availability for the technician to schedule service requests.
If the technician is on leave, set the leave dates to block scheduling during that period.
Cautionary Notes
Ensure all required fields for the technician are accurately filled out to avoid scheduling errors.
Double-check the brands serviced by the technician to ensure accurate assignment of service requests.
Update scheduler settings promptly to reflect any changes in technician availability.
Tips for Efficiency
Utilize the default "all brands" option for technicians servicing multiple brands.
Regularly review and update technician information to maintain accurate scheduling.
Use the leave feature to block scheduling for technicians on leave without adjusting daily availability.
By following these steps, you can effectively set up technicians in the Point of Sale settings for seamless scheduling and assignment of service requests.