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iii) Tech Schedule Objects

SUPPORT

Expanded Setup Guide

EXPANDED SETUP GUIDE INTRODUCTION
1) CONTENT MANAGEMENT
  • a) Customer Cancellation Reasons
  • b) Dealer Numbers
  • c) Funders
  • d) Managing Message Campaigns
  • i) Creating Message Campaigns
  • ii) Customer Objects
  • iii) Tech Schedule Objects
  • iv) Sale Schedule Objects
  • v) Customer Note Objects
  • vi) Customer At Risk Objects
  • e) Partner Companies
  • f) Warranties
  • g) Titles
    • 2) GETTING TO KNOW PERMISSIONS
  • a) Sample Permission
  • b) Admin Section
  • c) Customers Section
  • d) Lead Section
  • e) Report Section
  • f) Roles Restriction Section
  • g) Schedulers Section
  • h) Ticket Section
  • i) Conclusions
  • j) Permission Duplicator
    • 3) SETTING UP OFFICE LOCATION
    4) CREATING A USER
  • Customer View Limit for Sales Reps and Technicians
    • 5) ADDING EQUIPMENT VENDOR
    6) ADDING SOME EQUIPMENT
    7) CREATING EQUIPMENT PACKAGE
    8) CREATING PARTNER COMPANY, LEAD SOURCES, CAMPAIGNS
  • a) Sells Lead To You
  • b) Sells Customer To You
  • c) Buys Lead From You
  • d) Buys Customer From You
  • e) Self Generated Leads
  • f) SecurityTrax Access For Partner Company
  • g) Lead Campaigns
    • 9) CREATING TEST ACCOUNT
    10) LIFE CYCLE OF AN ACCOUNT
    11) GLOBAL SETTING
  • a) Global Setting, Form Defaults
  • b) Global Setting Notifications Management
    • 12) LEAD IMPORT
    13) EXISTING CUSTOMERS IMPORT
  • Customer Notes Import
    • 15) EQUIPMENT IMPORT

    'Tech Schedule Objects' use Technician appointments created for a Customer as a reference from which to pull information for the message. If there are multiple appointments, you can select a specific appointment (i.e. Appointment Date and Time, and Technician Name).



    Here is what was entered into the SecurityTrax Message Editor to create the sample above:

    Dear %%[tech_schedule][getCustomerFlname]%%,

    %%[tech_schedule][getUserFlname]%%, your Triple A Security Technician, is now preparing for your installation. Your %%[tech_schedule][getServiceTypeName]%% appointment is scheduled for %%[tech_schedule][getFullAppointmentDateTime]%%.

    Please contact %%[tech_schedule][getUserFlname]%% at %%[tech_schedule][getUserCellPhoneFormatted]%% if you need to change your appointment. Sincerely,

    Triple A Security

    Note the proper format when using Objects and Fields. Begin with two percentage symbols %% followed by the Object Type [tech_schedule] followed by the desired Field [getUserFlname] in this case, then end with two more percentage symbols %%.

    The table below contaings the Fields available for Tech Schedule Objects:

    ITEM

    FIELD NAME

    DEFINITION

    SAMPLE (where applicable)

    1b

    [getID]

    The SecurityTrax ID of the Appointment

    2b

    [getStartTime]

    The start time of day for the appointment

    		 00:00 AM or PM

    3b

    [getStartDate]

    The date of the appointment

    00/00/0000

    4b

    [getEndTime]

    The end time of day for the appointment

    		 00:00 AM or PM

    5b

    [getServiceTypeName]

    The name of the appointment's service type

    Install, Service or any other custom service type

    6b

    [getUserFlname]

    The technician's first and last name

    7b

    [getUserLname]

    The technician's last name

    8b

    [getUserUsername]

    The technician's SecurityTrax username

    9b

    [getUser_id]

    The technician's SecurityTrax ID

    10b

    [getNotes]

    Notes that refer to the appointment

    11b

    [getUser_notes]

    Notes from the technician regarding the appointment

    12b

    [getTech_service_type_id]

    The SecurityTrax ID of the appointment's service type

    13b

    [getTech_service_detail_type_id]

    The SecurityTrax ID of the appointment's service detail type

    14b

    [getServiceDetailTypeName]

    The name for the detailed description of the appointment's service type

    XX

    15b

    [getFullAppointmentDateTime]

    The appointment's full date and time

    00/00/0000 00:00 AM or PM

    16b

    [getCheckinDateTime]

    The date and time the technician checked into the appointment

    		 00/00/0000 00:00 AM or PM

    17b

    [getCheckoutDateTime]

    The date and time the technician checked out of the appointment

    00/00/0000 00:00 AM or PM

    18b

    [getCustomerLeadCompanyName]

    The partner company's name tied to the customer on the appoitnment

    19b

    [getCustomerLeadCompanyID]

    The partner company's SecurityTrax ID tied to the customer on the appointment

    20b

    [getMileageFromTechHome]

    The number of miles as the crow fiies between the appointment and the tech's home

    21b

    [getEnRouteToCustomerTime]

    The time the technician marked themselves as EnRoute to the appointment

    22b

    [getEnRouteToCustomerMileage]

    The number of miles as the crow flies from the EnRoute check in point to the appt.

    23b

    [getEnRouteToCustomerMileageRounded]

    The number of miles as the crow flies (rounded to a whole number) from the EnRoute check in point to the appt.

    24b

    [getCustomerFlname]

    The first and last name of the customer on the appointment

    25b

    [getCustomerFullAddress]

    The customer's full address

    26b

    [getUserCellPhoneFormatted]

    The technician's cell phone

    (000) 000-0000 x000

    27b

    [getCustomerPrimaryPhoneFormatted]

    The customer on the appointment's home phone number

    (000) 000-0000 x000

    28b

    [getCustomerAccountNum]

    The customer's account number

    29b

    [getCustomerNoteId]

    The SecurityTrax ID of the appointment's ticket

    30b

    [getCustomerId]

    The SecurityTrax ID of the customer on the appointment

    31b

    [getProfileName]

    The Securitytrax profile name of the company that scheduled the appointment

    32b

    [getUserImageUrl]

    A url that will display an image of the technician in the email if there is a photo in ST