Service Advisor (Employee record, Agreement)

A Service Advisor is the employee responsible for assisting the customer during his or her visit.

On an employee record: The Service Advisor check box on an employee record includes the employee in Service Advisor lists on appointments and agreements.

On an agreement:  On an agreement (excluding Test Drive), the list of Service Advisors is available to select an employee; the list includes all employees with the Service Advisor check box selected in the employee record. On new appointments and agreements, the selected Service Advisor, by default, is the employee currently logged into the application, as long as the employee is designated as a Service Advisor in his or her employee record.