Reimbursement for Technician

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Posted on by Talha Siddiqui

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Hi,

Is there any way to Reimburse a technician in field services. For Example, a technician buys something on field for work purpose or filled the gas on the way, So how the technician's gonna ask for reimbursement if it's for Field Services.

Thanks.

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Gabriel Dias Junckes 2,428 on at

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RE: Reimbursement for Technician

Hi Talha.

There are expenses (e.g. parking, accommodation, etc) from the technician that you want to charge the customer and also reimburse the cost.

To make it simpler for the field tech, we created a product (type service) called expense. There is a business rule to make the fields Date, Cost, Description, Supplier and Invoice (image field) mandatory.

This expense can be included in the invoice as a normal service.

You also can create a view to see the Work Order Service (Product = Expense) see it across all the field techs.

You also could trigger an Approval flow from this record.

Cheers,

Gabriel.

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Dan Gittler - Dynam... on at

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RE: Reimbursement for Technician

Maybe create a product called tech reimbursement, or something to that effect, then they can enter as a work order product and add the cost and it’s easy to report on. You can’t cut checks from field service so I’m assuming there’s an integration or just a report to work off?

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