Personal tools

2 Creating a Rep

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Creating a Rep

How do you create a Rep?

  • Select an Employee Module
  • Select Rep Button
  • Select Employee Name
  • Employee Details will Load from Employee Card
  • Enter Notes
  • Select Add Date and Time for the added notes
  • Address Details will Load from Employee Card
  • Select Service Type for the Rep
  • Select Ability of the Rep
  • Enter Charge Rate
  • Enter Pay Rate
  • Select Customer if charged to Specific Customer
  • Click Rep is Active
  • Click Save to Complete