Technician Help Guide
Client Service
What should my availability be for my clients?
What are the urgency levels of service requests?
What are Service Level Agreements (SLAs) with our clients?
What happens if a client is located in another technicians territory?
How do clients set up an account?
How do clients pay for service?
How do clients request service?
What response does a client get when they submit a request?
Parts processes
When do I keep a job open and when do I close it out?
How do I order parts I need for a job?
What if the part I need is not in SM8?
What do I do if the part needed is only available through a dealer?
How can I check the status of part requests?
When parts arrive at my home or pick up site, what do I do?
What is the next step after I have received my parts?
Can I have parts directly shipped to my clients?
Repairs out of the office
What do I do if I can't repair an item in an office?
How do I complete and bill a handpiece repair?
How do I have an outside repair company perform a repair?
How do I handle a bench repair?
Repairs out of the office
What do I do if I can't repair an item in an office?
How do I complete and bill a handpiece repair?
How do I have an outside repair company perform a repair?
How do I handle a bench repair?
Repairs out of the office
What do I do if I can't repair an item in an office?
How do I complete and bill a handpiece repair?
How do I have an outside repair company perform a repair?
How do I handle a bench repair?