Skill levels allow you to create different levels of difficulty for jobs and designate the mechanics or technicians who can perform jobs at that level.
Assign Skill Level to Mechanic
Add Skill Levels
- From any module, click over the icon of a person in the upper right of the screen.
- Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
- Select the App Settings tab.
- Click the CRM subtab on the left side of the screen.
- Choose the Skill Levels option. This will expand the section.
- Click the button to Add New Record. This will add a new, blank line to the table.
- Enter the skill level number.
- Enter a description for the skill level.
- Select the Update button on the row.
Assign Skill Level to Mechanic
- Open the Parts & Service module.
- From the service scheduling tool listed in the menu on the left side of the screen, click the Service Dispatching menu option. This will open the dispatch calendar.
- Click the Skill Levels button at the bottom of the window. This will open the Mechanic Skill Levels window.
- To add a new mechanic, click the Add Mechanic Skill Level button to the upper right of the list.
- Choose the mechanic from the list of employees.
- Select the skill level from the list of skill levels.
- Click the Update button to save your changes.
- When finished, click the Close button in the lower right to exit the mechanic skill levels window and return to the dispatch calendar.
Set Skill Level on a Job
- Open the Parts & Service module.
- Choose the New Repair Order option from the quick links menu on the left side of the screen. This will open a new service invoice or RO.
- Select the Schedule tab toward the upper right of the RO window.
- Select the skill level for the job. When you are scheduling the job, it will limit to whom the job may be assigned.