Managing Agencies
You can use Agency to help you do the following:
Other Tasks/Associated Items:
Use the Assign Trades screen to assign trades to an agency.
Once an agency has a trade associated with it, you can record labour rates for each trade in each labour rate band. Additionally, a contact linked to an agency can only be assigned trades that have also been assigned to the agency.
It can be accessed by clicking the Trade(s) item in the Associated Items panel when an agency record is opened.
Use the Add, Add All, Remove, and Remove All buttons to assign the relevant trades to the agency, and then click Save.
Once an agency has been created and saved, you can link a contact to an agency.
You can also link a contact to an agency from a Contact Record.
To link a contact to an agency:
Search for and open the relevant agency if it is not already open.
Click the Link to Contact option in the Tasks panel.
The Select Contact window is displayed.
Select the relevant contact.
Click OK.
The contact is then added to the agency.
Once a contact has been added to an agency, the Contact(s) option is available in the Associated Tasks panel.
Click this to display the Contact List tab, which allows you to add more contacts to the agency.
Once an agency has been created and at least one trade has been assigned, the Labour Rates option is displayed in the Associated Items panel (when an agency record is open).
Clicking this option opens the Labour Rates screen, allowing you to record rates for each trade against in each labour rate band.
These can be defined in Labour Rate Band Reference Data (accessed by navigating to Functions > Core > Reference Data > Core).
Once an agency has been created and saved, the Working Hours option is displayed in the Associated Items panel (when an agency record is open).
Clicking this option opens the Working Hours screen, allowing you to record the agency's working hours.
To log working hours:
Click and drag the start and end hours of the working hours for a day, and then right-click and select the relevant labour rate band.
These can be defined in Labour Rate Band Reference Data (accessed by navigating to Functions > Core > Reference Data > Core).
A block is added.
Repeat this process for all working hours.
Each type of labour rate band is colour-coded.
Click Save.
You can also remove a working hours block by right-clicking and selecting Remove Band Time.
