The following topic outlines the following steps:
After Receiving a link, a service partner will then be prompted to complete the following registration process:
|First Name||Required. The first name of the primary service partner contact.|
|Last Name||Required. The last name of the primary service partner contact.|
|Phone||Required. The service partner phone number.|
|The service partner email address. This field is populated with the email address to which the invitation was sent.|
|Create Password||Required. Enter a password for the account.|
|Confirm Password||Required. Confirm the account password.|
|Your Data Storage Location||Select the applicable location in which data will be stored.|
Company Profile Creation
|Account Name||Required. The name of the account. This name will be used to sign into the application to update and append company profile information.|
|Company Name||Required. The name of the service partner company.|
|Industry||Required. The industry with which the service partner is associated (example: machinery).|
|Select Logo||Here, you can add drag and drop or select an image from your computer to be associated with your profile.|
|Company Name||This field is populated with the name entered in the previous screen.|
|Connect with Stripe|
|Your Stripe ID||If applicable, your Stripe ID. Stripe is used for payment processing and handling application.|
|Required. The email associated with the service partner account.|
|Phone||The phone number associated with the service partner account.|
|Website||The website associated with the service partner.|
|Describe Your Company||Here you can enter a description of your company.|
|Street||The street on which the company is located.|
|City||The city in which the company is located.|
|State||The state in which the company is located.|
|Zip Code||The company ZIP code.|
|County||The county in which the company is located.|
|Area||Required. The city area in which the service partner is located/operates.|
|Radius (in miles)||The radius in which the service partner operates (example: 20 miles).|
Note: The first technician record is populated with the account holder information entered in previous steps.
|Name||Required. The first name of the technician.|
|Surname||Required. The last name of the technician.|
|Required. The email of the technician.|
|Mobile||Required. The mobile phone of the technician.|
|Attention||In order to complete the collaboration and connect to the company that provided you a registration link, you must agree to the terms and conditions.|
After completing the registration and company profile creation steps, you will now be able to connect to the partner that provided the registration link in order.
After accepting the collaboration, you will be able to:
- Associate skills with technicians
- Select the applicable service packages for your company and offered services
In this step, you will be able to associate available skills with the technicians you created in the previous step.
These skills are managed in the Skills tab of the Workforce Management app.
After adding all relevant skills to technicians, you can then select the
Add Skills button.
Manage Service Packages
Next, you will select the relevant service package/s for the services offered by your company. These service packages are created and managed in the Master Data Management app.
After you’ve completed the above steps, you will then receive a confirmation email containing a link to the Planning Board used by the crowd service partner to plan and release assignments, and the user name with which you can login.