|
Object
|
Description
|
|---|---|
|
Appointment
|
Scheduled technician or Crew visits to service locations.
|
|
Credential
|
Certificates, degrees, licenses, or formal training in specific skills, technologies, or products.
|
|
Credential Category
|
Categories of credentials, such as skills or product expertise.
|
|
Crew
|
Groupings of Resources that can be dispatched to Appointments together.
|
|
Crew Resource
|
Technicians or Equipment that are assigned to Crews.
|
|
Dispatcher Access
|
Grants rights for dispatchers to see the Service Team to which they are assigned.
|
|
Event
|
Non-service-related Appointments, such as team meetings.
|
|
Initial Sync Action
|
Settings, mappings, and other information that defines how initial Salesforce data sync is handled.
|
|
Installed Product
|
Products and parts that are installed at specific service locations.
|
|
Job
|
Work Orders that require technician or Crew visits.
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|
Job Requirement
|
Credentials needed to complete specific Jobs.
|
|
Project
|
Project-management data loaded into Max for scheduling.
|
|
Qualification
|
Credentials, expertise, and skill levels used to calculate Resource recommendations.
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|
Resource
|
Technicians or Equipment that can be assigned to Service Teams and Crews, and dispatched to Appointments.
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|
Resource List
|
Defines the Resources that appear in default and custom Resource List views.
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|
Resource Preference
|
Preferred Resources for specific Jobs, installed products, locations, and accounts.
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Service Team
|
Groupings of technicians, Equipment, and Crews that can be dispatched to Appointments.
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|
Territory
|
Defines a logical grouping of Resources based on geographic criteria, virtual criteria, or a combination of the two.
|