How to map installers with Bridge Select

Overview

• In this article we’ll describe how to map technician users with Bridge Select installers.

Check User Qualifications

To get started, you need to check that you have the Electrician and Plumber Qualification types set up.

1. Open the Main Menu and scroll down to CONFIGURE.
2. Click Selection Lists.
3. Select the QUAL list and click Edit.
4. Make sure the following Qualification Types have been added to the list:
   • CEC – This will be used for PV Jobs
   • PLUMBER – This is used on Hot Water jobs

Assign User Qualifications

1. Open the Main Menu and scroll down to CONFIGURE.
2. Click Users.
3. Select the Technician User you would like to map and click Edit.
4. Scroll down to the Technician Qualifications section.
   • For electricians, add a CEC qualification and input their CEC Number (this number must match the installer record in Bridge Select)
   • For plumbers, add a PLUMBER qualification and input their Plumber License number (this number must match the installer record in Bridge Select)

Now if you update or create jobs from the Enterprise App to Bridge Select, the Head Installer will be automatically selected.