How to start using Econnect/DNS in Agemni

Call Agemni Support

Please call Agemni Support to set up a training session on how to process your DNS customers through Agemni. We can help make the transition run as smoothly as possible. When you call we will do the following:

• From the back end of Agemni, we will activate the DNS-specific features, including E*Connect customer imports, DNS performance reports, links to your DNS work orders, DNS commissions imports, DNS reconciliation reports, routing of your jobs via DNS management areas, Agemni DNS kit synchronization, links to the DISH Network Service Agreement, the DHA agreement, the DISH Network Antenna Customer Agreement, etc.
• We will run through the steps below, choosing your DNS preferences, setting up your areas and management areas, and entering each of your passwords in the right places.
• We will show how these DNS-specific features work in Agemni.

Preferences

Go to Admin > Import > E*Connect Customers. Once you click on the E*Connect import put your cursor over the grey title, "Import E*Connect Customers" and an "Edit Preferences" link will appear. Once you click on that link there will be a list of checkboxes to select from, which we will explain below:

• Auto import E*Connect R00s: You can choose to have Agemni "scrape" and bring in the receivers at the bottom of the Work Order...this is helpful when swapping out receivers, because the information will already be imported in Agemni and you don't have to type all the information.
  • You can choose all R00s or just R00s on "New Activation" invoice types (or none at all :))
• Import Work Order Service Items: You can have Agemni Scrape the "Service Activities" from the Work Order and place them on the DNSA Agreement (see DNSA agreement below)
• Import Tech # from Work Order: This scrapes the Tech ID number as it appears on the Work Order and places this number on the DNSA Agreement (see DNSA agreement below)
• Import Work Order Notes: Imports any CSG notes on the imported work orders and stores them under the "notes" section of Agemni
• Internal Tech ID on DNSA: If you don't want to use the Tech ID on the work order, you can choose this option to use Agemni's Internal Tech ID and have that populate on the DNSA agreement (see DNSA agreement below)
• Hide Agreement time on DNSA: by default the Agreement time is set to the work order appointment time when imported (8-12:00 for example). If you'd rather write in the exact time, you can choose this option (see DNSA agreement below)
• Sync WO Status: This is syncing Agemni to E*Connect only. Whatever status changes you make in Agemni (I, N, A, D, C, X, R/s, Close, Re-assign) will update the E*connect status.
• Import WO as 'Rescheduled' if appt date changed: Agemni will look for changes in the appointment date on the WO. If it has been changed in E*Connect, Agemni will flag that WO as "rescheduled" when importing the job
• Import WO as 'Service Call' when it contains following codes: you can enter DNS codes that will mark the WO in Agemni as a Service Call. Codes recommended by DISH a few months ago included the following:
• +B,{W,}A,N9,OL,S>,M$
• Import WO Referrals that have any of the following list of Retailer Names (comma delimited): RSPs and those with RSP access can import their Retail Referrals via E*Connect. To avoid pulling in other retailer's jobs, type in the Retailer Name for your company as it shows in E*Connect on the Retailer jobs. If you are able to use this feature, you will not need to use Agemni's "DISH Network Referrals" import
• Import only WO jobs that have any of the following Tech IDs. If empty all jobs will be imported (comma delimited): If you are an RSP for DISH Network or you have access via an RSP password into Agemni, you can restrict the number of Work Orders which are imported according to your tech codes. Enter the 4-digit codes for each of your techs in the adjacent field and make sure that all your techs in Agemni have the right tech codes entered as an "Internal ID" under their user profile. When you then import work orders, only those that have tech IDs that match exactly with IDs already saved in your techs' profiles.

Other Preferences: Think about how you would like to schedule, route, and complete your installations using Agemni.

1. Under Admin > Areas: Would you like to choose a technician and schedule his work immediately, or schedule by time slots or time slot units and assign the tech later? (Check "Schedule by: Technician, Time Slot, or Time Slot Units" for each area.) Would you like to limit where your techs can work according to a set of zip codes? (Check "Limit Techs by Zipcode")

2. Under HR > Lookup > [Employee Name], Would you like your admins/dispatchers to mark jobs as rescheduled, completed, canceled, en route, arrived, or departed on the scheduler? (Check those options under the "Functions" tab.) Would you like your techs to access the Technician reports - especially the Route report where they can print off their paperwork, print maps to jobs, update appointments, notate accounts, etc.? (Check Route/other reports under "Reports.") Do you want to prevent your techs from accessing the the actual customer account page? (Make sure "View Customers" is unchecked under "Reports.")
3. Create a DISH Network as a Rep for DNS invoices: Many of our clients create a "DISH Network" sales rep under HR > New Employee. This simply allows you to choose "DISH Network" as the sales rep for your imported DNS orders.

Areas and Management Areas

• First, decide which of your existing areas you perform DNS work or create new areas for your E*Connect work orders.
• Second, if you would like to assign E*Connect management areas to specific Agemni management areas, compile a list of your E*Connect management area codes and decide which codes will be installed for each Agemni CMS area. Click on your area name to bring the information up to the fields above. One of the fields is called E*Connect Management Areas. Enter each code separated by a comma, i.e. "BB, QE, XZ." Then, when you import E*Connect customers, the jobs with these codes will automatically be routed to the Agemni installation area attached to these codes.
• Third, decide whether or not you desire to use DNS units for scheduling and paying your installers. Each E*Connect work order is built with a certain amount of 'DNS Units' and this is imported into Agemni. These units represent an amount of time to be spent in fulfilling each work order, and you can schedule a certain number of 'DNS Units' rather than a certain number of work orders in a given time frame. This is useful because some work orders will take much more time than others. You can pay according to the number of Units used for a particular job as well. To use this feature, select the area(s) in which you will schedule E*Connect work orders to bring the information up to the fields above. One of the drop down menus is called "Schedule By" and allows you to schedule by Technician, Time Slot, or Time Slot Units. To utilize the tools we have that use DNS Units, select "Time Slot Units."
  • **Note: When you choos "Time Slot" or "Time Slot Units." You will need to set up the time slots for the area. To do this, select the "Time Slots" button, click on the name of a day in the week ("Monday" for example) to set up time slots and enter the maximum number of units per time slot. The invoice units will detract from the area's total units per time slot as each invoice is scheduled.
  • When setting up payroll to pay technicians per units, choose a regular pay plan, then attach the units add on plan. In the regular pay plan, you may set a goal and bonus pay for techs who exceed that goal.
• Finally, always after adding or editing an area, check to make sure everyone has rights to it that needs rights to it.

Passwords

In order to effectively track and schedule your E*connect customers, commissions, and inventory in Agemni CMS, you will need your E*Connect username and password, your DISH Network Retailer username and password, and your EPP username and password (to import payment files).

• Under Admin > Areas, enter your E*Connect username and password under the "Login Data" button for each area you will perform DNS work. If you have more than one set of usernames and passwords, you may enter each set into a different Agemni CMS Area. This password is necessary for importing and routing customer records.
  • NOTE: If your employees/users have their own E*Connect usernames and passwords you can enter these under their user profile under the HR tab.
  • NOTE: If you enter the same E*Connect username and password into multiple areas

• Next, still under Admin > Areas, enter your DISH Network Retailer username and password under the "Login Data" button. If you only have one DISH Network Retailer username and password, and you would like that to be available to use in every Agemni area, open the "Defaults" button at the top of the Login Data column. DNS installer companies often use this for downloading orders of receivers and equipment, or if they also do sales and need to qualify customers.

• Finally, still under Admin > Areas, enter your EPP username and password under the "Defaults" button. This will allow you to import payments for Labor and Equipment. These payments link to your customers' information via the E*Connect Work Order number, and will help you reconcile accounts for which you have and have not been reimbursed.

-Route Jobs by Map

This option lets you assign jobs to technicians based on the geographical proximity of your jobs. Go to Customers > Routing > Route Jobs by Map:

Select a date and an area to look at the scheduled jobs. You can sort the jobs alphabetically by city, name, tech, or zip code, and if you have a high volume of daily jobs, you may choose how many to display at one time. The jobs will appear on the left-hand side of the screen, and a map will be loaded on the right-hand side. (Customer names serve as links to their customer account pages). If the addresses are identifiable, a colored number tab for each job will show up on the map.

Assigning Jobs to Technicians by Map - At this point you can just select your technicians in the tech drop down menus. However, if you need more information about a job, click on the colored number tag for that job to see the details for the job:

• Location confidence indicator
• Time, Area, Invoice Type and Number, and Rep
• Customer Name, Address, and Phone Number
• Promotion, Kit, Units and Technician drop down

You may also assign the technician using this Technician drop down in this detail window.

*Technicians only show up in the drop down if:

a. They have area rights
b. They do not have time off
c. They do not have scheduled time off during or overlapping the appointment time
d. They are not already assigned an appointment during or overlapping the appointment time  

Color Coding: 

On the map, each scheduled (open) job/appointment is marked by a colored number tag. The number on the tag corresponds with the job order number assigned on the left-hand side of the page for that area and date.

• Yellow tags indicate the appointment is for an installation
• Lavender tags indicate an equipment pull
• Red tags indicate a trouble call
• Pink tags indicate a service call
• A red border indicates that no technician has been assigned for this job
• A green border indicates that a technician HAS been assigned for this job
• One asterisk (*) inside the tag (next to the job's order number) indicates that Agemni has LOW confidence that the customer's address is correct, and should be verified.
• Two asterisks (**) inside the tag (next to the job's order number) indicates that Agemni has found the address to be invalid. A correct address should be found before sending a technician to this location.

-Route Jobs

Go to Customers > Routing > Route Jobs - This page will show you a list of unassigned jobs for a chosen areaand date. Each customer's name (hyper-linked to his or her account page), technician drop down, manual schedule button, time, invoice type, rep, address, links to maps, promotion and kit will be displayed. By clicking on the column headers, you can sort this list by customer name, appointment time, or zipcode to help route jobs more easily.

Assigning Jobs to Technicians - Just select the technician's name in the drop down menu for each customer in your job list for the day. When finished, just click the "Update" button on the bottom of the page to the right. To change a technician assigned to a job, just select another name from the Technician drop down menu, then press "Update." To change mistaken appointment time you may click on the customer's name to go to his or her account page, then press the appointments button and reschedule the appointment. To do a manual override of the time slot, press the "Schedule" button next to the Technician drop down menu.

-Route Report

Go to Reports > Technician > Route - The ‘Route’ report is not only a routing tool, it can be an excellent mode of providing information to your technicians if you give them rights to this report. When you access this report as an admin or a manager, it will show list of unassigned jobs. Any jobs which are already assigned will appear under a technician name. Select the Area, technician name (if desired), and a begin and end date. Check the "notes" check box to display any route notes, then press "Update."  

Each job will display with the Customer Name, address, phone number(s), installation time and date, invoice type, appointment status with a "rescheduled" flag, Promotion, Kit, any updgrades, Agemni invoice number, agreement ID number, sales rep, rep phone, nearest crossroads to customer's house, any balance owed by customer, home structure information, and links to directions/maps to the customer house. 

Associated with each customer is a technician drop down menu, a confirm appointment button, an arrive/depart button, the customer's equipment button, a notes button, the 3rd party contract button, the reprint agreement button, and the E*Connect button and other paperwork if applicable. 

Assigning Jobs to Techinicians - Just select the technician's name in the drop down menu for each customer in your job list for the day. When finished, just click the "Update" button on the bottom of the page to the right. To change a technician assigned to a job, just select another name from the Technician drop down menu, then press "Update." To change mistaken appointment time you may press the appointments button and reschedule the appointment.

Other functions on the Route Report:

Confirm: Your technician can press this button from his or her home computer to confirm to you that he accepts and will perform the installation

Arrive/Depart: Your technician can press this button twice to indicate the time he arrived at the customer's house and the time that he left. If he doesn't have internet access, he can call into the office to have someone press this for him. This is useful for any technicians to whom you pay hourly wages.

Equipment: Once your technician has finished an installation, he can press the "Eqpmt" button to enter information about the receivers he has installed. He may also call in to the office with this information.

Notes: This button lets a technician view notes on the customer account and add any notes of his own.

Appt: This lets a user manage the appointment statuses for a customer. It allows you to mark a job completed, canceled, rescheduled, etc.

3rd Party: If you have any 3rd party paperwork--a list of items they are receiving, a contract, a survey, etc.--and you have entered it into Agemni, you or your technician can use this button to print a copy of this paperwork to bring to the customer's house. 

Reprint: This allows you or your technician to reprint the DISH Network or DIRECTV agreement to bring to the customer's house.

E*Connect: This button links to the E*Connect website so that you can view the E*Connect work order for this customer. *You will only be able to access this button and updaet features through this tool, if you have admin or manager rights.

D.N.S.A.: This button will display a link to the DISH Network Service Agreement, which you can print and bring to the customer's house.

DHA: This button will display a link to the DISH Network DHA Agreement, which you can print and bring to the customer's house.

A.C.A.: This button will display a link to DISH Network's Antenna Customer Agreement, which you can print and bring to the customer's house

Print All Contracts:

3rd Party: This will open a window and allow you to print a copy of the invoice and any 3rd party contract for every customer on the Route Report for the date range provided. 

Provider: This will open a window and allow you to print a copy of Provider (DIRECTV or DISH Network) agreement for every customer on the Route Report for the date range provided.

Both: This will open a window and allow you to print a copy of the invoice with the 3rd party contract as well as a copy of the Provider (DIRECTV or DISH Network) agreement for every customer on the Route Report for the date range provided.

Print Report:

One Tech Per Page: This will open a window and allow you to print a copy of the entire Route Report as displayed, but places a page break between each technician's set of jobs so that each technician can receive a printed copy of his jobs for the specified date range. 

All Jobs: This will open a window and allow you to print a copy of the entire Route Report as displayed for the specified date range. 

All DNSA: This will open a window and allow you to print a copy of a D.N.S.A agreement for each customer on the Route Report as displayed for the specified date range. 

All DHA: This will open a window and allow you to print a copy of a DHA agreement for each customer on the Route Report as displayed for the specified date range. 

All A.C.A.: This will open a window and allow you to print a copy of an A.C.A. agreement for each customer on the Route Report as displayed for the specified date range.