The following article will walk you through the three ways to assign and rank service providers to your trade assignment:
By Trade
By Location
By Service Provider
1) The first step is to log into your account and navigate to the service provider module.
2) Once you are in the service provider module, you'll want to click on the Trade Assignment tab at the top.
3) Once you click on the Trade Assignment tab, you will be able to view your Trade Assignments By Trade, By Location, or By Service Provider
By Trade
Click on By Trade and you will see a Trade selection box on the left side panel and the location on the right side.
select the correct Trade that you want to have the service provider assigned and choose the Location to which you want them assigned to, and you will see a Trade selection box on the left side panel and the location on the right side.
Once you have decided for the trade and location, click the pencil icon located at the right side of the location you have selected. The example below shows that I have selected the Gaskets trade and the first location is the one that I want to edit the trade assignment.
A window on the right panel will pop up showing the current trade assignments and there is an Add New button that you can press if you need to add a new vendor. Select the vendor from the dropdown to assign them on the location.
Please note that you can only assign the vendor if they have added that trade on their profile and you will see them from the list if the location address is part of the vendor's serviced area which is also located in their profile.
If you marked that vendor "Admin Only" the vendor will not be listed unless the Site Administrator creates the work order, or any user that has the Site Administrator job title.
Click on Assign to save the changes.
You also have the option to copy an existing trade assignment to a different location. Simply click the copy button beside the pencil icon.
Once clicked, a new panel will pop up on the right showing the current vendors assigned on the location. Click on the dropdown to select which location you want the current vendors to be assigned. Click on the Assign button to save.
By Location
Click on By Location and you will see a Location selection box on the left side panel and the Trade and current assignments on the right side.
select the correct Location that you want to have the service provider assigned and choose the Trade to which you want them assigned to, and you will see a Location Selection box on the left side panel and the Trade on the right side.
Once you have decided for the trade and location, click the pencil icon located at the right side of the location you have selected. The example below shows that I have selected the Arab Location and going to edit the Electrician Trade.
A window on the right panel will pop up showing the current assigned vendors and there is an Add New button that you can press if you need to add a new vendor. Select the vendor from the dropdown to assign them on the location.
Please note that you can only assign the vendor if they have added that trade on their profile and you will see them from the list if the location address is part of the vendor's serviced area which is also located in their profile.
If you marked that vendor "Admin Only" the vendor will not be listed unless the Site Administrator creates the work order, or any user that has the Site Administrator job title.
Click on Assign to save the changes.
You also have the option to copy the current assigned vendors to a different location. Simply click the copy button beside the pencil icon.
Once clicked, a new panel will pop up on the right showing the current vendors assigned on the trade selected. Click on the dropdown to select which trade you want the current assigned vendors to be assigned. Click on the Assign button to save.
By Service Provider
Click on By Service Provider and you will see a Service Provider dropdown on the left side panel.
Click on the Service Provider dropdown and search for the vendor that you would like to be assigned. After selecting a provider, choose to which trades are they going to be assigned.
Once a vendor and trade is selected, click on the check box to assign the vendor on that location then click the Bulk button located at the top section.
Note: You can select multiple locations at once
Once you've clicked on the Bulk button a screen on the right will pop up and you will be able to select which rank the vendor will be assigned to.
Note: You can only assign them by first, last rank, or un-assign the vendor on this location.
You also have the option to toggle the "Admin Only" button which will make the vendors visible to admin users only.
Once you have completed your trade assignment, click on Save at the bottom right and your changes will be saved.