Tech claims that they are unable to add any items to the invoice and that they are receiving the error: Invoice number XXXXXX can only be updated by the primary employee.
|Reason why error occurs|
A tech will receive this error if they are not the primary employee on the job. This can happen because it was a multi-day job with multiple techs working the same job, or a different tech finishes the job, those instructions are below.
new Tech on an old device
|Steps to fix the issue|
In SuccessWare21, the primary employee on the job must be changed to the current employee so that they can edit the invoice and close out the job.
Click the 21 icon in the top left:
Click Customer Service and then Call Center (Dispatch)
Select the job on the call center grid that the tech is trying to work on. From here, select the Edit(1) button and then right-click on the technician you want to make Primary
Select "Make Primary Employee" on this menu and Save when completed.
Here is another way to change the Primary Employee, please click HERE
In SWRemote (iOS/Android devices):