❑An Overview of the Service Department Procedures that will be required:
• If you are the Service Manager, this chapter provides the basic information for:
✓How Technicians are identified within MKMS
✓How Work Orders are assigned to Technicians within MKMS
•As with all MKMS modules, to implement Tech Pro into your daily operations requires some initial setup:
✓Identify your Company's Technicians in MKMS.
✓Download the free Tech Pro app on each iOS (and/or Android) based portable wireless device that your Technicians will be using.
✓Use these Tech Pro Help Files (also available as a Using Tech Pro PDF file) to train those Technicians in the way your Company actually wants this Tech Pro app implemented.
•Then, the Service Manager - or his/her designee - should perform these procedures every working day, and/or at the appropriate time during the month:
✓Identify service requests by using MKMS to:
▪Create Installation Orders from converted Proposals and/or manually for Sales not resulting from a Proposal.
✓Track the Status of each Technician throughout the Day
✓Review all Work Orders in the Work Order Invoicing/Review Form.
❑Identifying the Technicians who work your Company:
Employee Form - Personal tab
✓A Technician must be assigned an Employee Type of either Technician or All.
✓If a Technician will ever be in charge of a Work Order as a "Lead Technician," also Check the Job Manager box Personal tab.
Employee Form - Security tab
✓Based on this Technician's responsibilities, assign Accounting sub-tab permissions, as appropriate.
▪Unless an Technician has an Employee Type of All., they will seldom need any permissions on the Accounting sub-tab
Employee Form - Security tab - Central Station sub-tab
✓There will be many times throughout the day that Technicians will request that a an Operator (or other User) Place an Account on Test.
▪Thereafter that Employee (Technician) may Place an Account on Test using this On Test Panels page.
✓Based on this Technician's responsibilities, assign Central Station sub-tab permissions, as appropriate.
Time Sheet Options
✓Manage Time Sheets? - Check this box to allow the Employee to Manage their, or other Technician's, Time Sheets.
▪This Manage Time Sheets option must also be given to Employees who complete Work Orders and enter Job Costing information.
✓Display Rates - Check this box to allow the Employee to view and edit their, and other Technician's, Rates of Pay.
▪If this box is Checked this Employee will also be able to view the actual Dollar values when completing Work Orders.
❖See the Security Tab chapter for additional information about the Security tab..
✓Enter the Technician Skill(s) for which each Technician is qualified to perform.
Employee Form - Technician's Skills tab
❖See the Skills tab chapter for those instructions.
Employee Form - Tech/Employee Module tab
✓Login Name & Login Password - Enter this information which must be used when a Technician logs in to Tech Pro.
✓Allow Chat - Under Development
✓Allow on test - Check this box to permit this Technician to Place an Account On Test.
✓View Alarm History Off Test - Check this box to allow this Technician to view Alarm History Off Test.
✓Tech Login Days & Time Range - Enter the Days and Times this Technician is permitted to access to Tech Pro.
✓Access Level - Using the Drop-Down Selection List provided, Choose the appropriate Access Level for this Technician
✓Max time on test - Enter the maximum number of minutes this Technician may Place an Account On Test.
❖See the Tech/Employee Module tab chapter for additional information.
❑Other Data Entry Considerations:
•Credit Card - If the Technician will be permitted to collect a Payment on-site when a Service Ticket has been completed, Enter that Credit Card information in the Auto Draft section of the Edit View of the Subscribers Form.
Subscribers Form - Edit View - Auto Draft Setup - Draft Credit Card fields
❑Create the Work Orders:
•There are several ways in which Work Orders will (can) be created within MKMS
b)Operators - using the Quick Work Order dialog - create Work Orders based on Alarm System issues identified at the Central Station.
c)Installation Orders are created from converted Proposals, and/or may be entered manually, for other new Sales.
❑Schedule these Work Orders using the Technician Scheduling Form:
•Right-Click on a selected Appointment to display the available Options
✓Click the Go To Subscriber, or Go To Work Order option to view the Forms associated with this Appointment.
•Print the Schedule - Select the Print option at the top of the Technician Scheduling Form
✓This Print option can create a "hard copy" of the Schedule for all, or one selected Technician for Today or any selected Date Range.
Tech Pro - Home page - displays the Technician's Schedule
❖See the Using Tech Pro chapter for that information.
❑Work Order Invoicing/Review - Once a Work Order (Service Ticket) has been completed, a Payment may, or may not, have been collected (based on your Company's Police and what the Technician is authorized to do).
•If a Payment has been collected:
Subscribers Form - Accounting tab & History tab - both will have the Receipt Amount displayed
Receipts Form with Credit Card charge for Work Order
▪This previously collected Payment is also recorded in the Receipts Form.
▪See "Invoice the Work Order" below.
Receipt Allocations Form - Receipt to be Allocated
✓The Work Order will still appear on the Work Order Invoicing/Review Form and should be processed in the manner explained in that chapter.
Work Order Invoicing/Review Form - Completed Work Order to be Invoiced.