About Partners

Service partners perform the work for service request orders and incidents. Employees, customers, and vendors can be set up as partners based on the type of service a company provides.

Employees: Used when a company uses the internal staff to perform a service.
Customers: Used when a company uses a dealer network to perform a service.
Vendors: Used when a user is the reseller of a product, but uses manufacturer resources to perform a service.

Partner Dispatching/Scheduling

You can schedule a partner to handle various service tasks, including incidents, events, and service orders. Use these forms to set up and maintain schedules for partners:

Partners: On the Scheduling tab, specify a weekly schedule for a partner.
Partner Create Utility: Use this form to do a mass creation of partners and schedules.

Issuing Expenses to Service Orders

Partners can issue materials, record labor hours, and track miscellaneous expenses incurred during service calls. You can bill these expenses to the customer or record them as warranty expenses. As materials are issued to a service order, inventory is automatically relieved and the quantity on-hand values are updated. When a labor transaction is posted, the system applies any existing fixed or variable overhead for the department assigned to the partner.

Partner Reimbursements

At times, a partner may not be employed by the company providing a service. In these cases, the partner may need to be reimbursed for material or labor transactions that have been posted to a service order. After the service is complete and the partner reports the expenses, the system creates records for the partner to be reimbursed for the expenses.

Partners can also be reimbursed for miscellaneous expenses, such as meals and lodging.