Customers (HQ)

Customers (Bill To) in Tinnacity’s HQ can be configured with customized settings, including permissions, payment terms, signature requirements, required number of photos, and more to meet their specific service needs. If any of these settings are enabled at the customer level, they will override the work order type settings and global company settings.

To customize a customer's settings, follow the below steps:

In HQ, go to Admin/Customers. Locate and select the relevant customer.
Click [Edit], set the desired settings and click [Save].

The following customizations are available:

Details

Payment Terms - if Tinnacity is integrated with a business system, these terms are synced daily with the customers nightly sync job.
Exclude from Customer Email/PDF/Portal - When set to Yes, all work orders with this customer as the Bill To Customer will not be visible in the customer portal and complete emails will not be sent out. NOTE: Requires your dealership to have access to Tinnacity's Customer Portal.
Signature Required - When enabled, this will require the customer to sign off on the work order before it can be completed. The [No Signature] button will not be available to the technician within the Service app when completing the customer review.
Required Picture Count - If set, the number of pictures that must be taken before the work order can be completed. For customer, if not set, it will use the default for the work order type.
Notes - Customer Notes are intended to inform the technician of specific information that they need to know about the customer. These notes can be the not to exceed dollar amount or anything the technician should be made aware of regarding the customer. When notes are added in HQ, they are shown to the technician automatically before work or travel begins on a work order in the Service app. TIP: If the customer has multiple locations, but the information they need to know is the same for all locations then you can simply enter the customer notes. If the customer has multiple locations, but the information is different for each location then enter the notes per location.

Permissions

Default work order attachments to visible - If enabled, all attachments that are added to work orders, by either technicians and/or back-office, will automatically be visible to the relevant customer in Tinnacity's Customer Portal.
Default quotes and attachments to visible - If enabled, all quotes and any attachments on the quotes, by either technicians and/or back-office, will automatically be visible to the relevant customer in Tinnacity's Customer Portal.
Show travel entries - If enabled, when travel is added to a work order, the completed PDF sent to the customer will indicate that travel was performed by [Technician's Name] and the date it occurred. However, the quantity of travel will not be displayed.
Show travel entries with hours - If enabled, when travel is added to a work order, the completed PDF sent to the customer will indicate that travel was performed by [Technician's Name] and the date it occurred. As well as, the quantity of travel will be displayed.
Show labor entries - If enabled, when labor is added to a work order, the completed PDF sent to the customer will indicate that labor was performed by [Technician's Name] and the date it occurred. However, the quantity of labor will not be displayed.
Show labor entries with hours - If enabled, when labor is added to a work order, the completed PDF sent to the customer will indicate that labor was performed by [Technician's Name] and the date it occurred. As well as, the quantity of labor will be displayed.

Rate Settings

Minimum Travel Time (Minutes) - If the minimum travel time specified in Company Settings differs from what the customer will be charged, then set the appropriate minimum travel time here.
Maximum Travel Time (Minutes) - If the maximum travel time specified in Company Settings differs from what the customer will be charged, then set the appropriate maximum travel time here.
Travel Rounding Rule - If the travel rounding rule specified in Company Settings differs from the customer's travel rounding agreements, then set the appropriate rounding rule here.
Minimum Labor Time (Minutes) - If the minimum labor time specified in Company Settings differs from what the customer will be charged, then set the appropriate minimum labor time here.
Maximum Labor Time (Minutes) - If the maximum labor time specified in Company Settings differs from what the customer will be charged, then set the appropriate maximum labor time here.
Labor Rounding Rule - If the labor rounding rule specified in Company Settings differs from the customer's labor rounding agreements, then set the appropriate rounding rule here.

After Hours Rate Settings

After-hours refer to times outside normal business hours. If a technician is dispatched during these times, they should select [After Hours] when prompted with 'Clock in?' in the Service app to activate the after-hours billing rates.

Minimum Travel Time (Minutes) - If the minimum travel time specified for After Hours in Company Settings differs from what the customer will be charged, then set the appropriate minimum travel time here.
Maximum Travel Time (Minutes) - If the maximum travel time specified for After Hours in Company Settings differs from what the customer will be charged, then set the appropriate maximum travel time here.
Travel Rounding Rule - If the travel rounding rule specified for After Hours in Company Settings differs from the customer's travel rounding agreements, then set the appropriate rounding rule here.
Minimum Labor Time (Minutes) - If the minimum labor time specified for After Hours in Company Settings differs from what the customer will be charged, then set the appropriate minimum labor time here.
Maximum Labor Time (Minutes) - If the maximum labor time specified for After Hours in Company Settings differs from what the customer will be charged, then set the appropriate maximum labor time here.
Labor Rounding Rule - If the labor rounding rule specified for After Hours in Company Settings differs from the customer's labor rounding agreements, then set the appropriate rounding rule here.