There are 2 methods for changing the Primary Employee/Tech:

Method A

  1. Log in to SuccessWare21
  2. Click the 21 icon in the top left-hand corner
  3. Click on Customer Service
  4. Click on Call Center
  5. Select the job on the call center grid
  6. Select the T - icon at the right-hand corner to display the employees assigned for that particular job

7.  The employee who has the #1 icon to the left of their name is currently the primary employee.  To change the primary employee, right-click the technician you wish to make the primary employee and choose Make Primary Employee, then hit Yes to confirm                                                         

*There is one Final Step that the Technician must perform to make this change work -

  1. Once the change has been made in SuccessWare21, the technician must click on the Settings tab, and then choose Reload Assignments.  For visual instructions, click HERE.

Method B

  1. In SuccessWare21 double click on the job within the Call Center/Dispatch board.
  2. Press the Edit Button.
  3. Click the arrow dropdown next to where it says PrimeEmp.
  4. Choose your new Primary Tech by double clicking on them.
  5. Press the save button.

*There is one Final Step that the Technician must perform to make this change work -

  • Once the change has been made in SuccessWare21, the technician must click on the Settings tab, and then choose Reload Assignments.  For visual instructions, click HERE.

Any changes made in SuccessWare21 will not modify a technician's job information once the technician is onsite at the job.  This is intentional to prevent conflicts between Mobile Technician and SuccessWare21.

If you require further assistance on this topic, please reach out to SuccessWare21’s support team -
Email: [email protected]
Phone: 888-251-2779

 

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