Page Comparison

Pathway: Operations > Dispatch

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Expand
title Navigating Between Screens
Quickly navigate to an account from the Services List to reference account details such as charge rates for Active Services. Navigate from Services List to Account: Select the name of the Location from the Services List (underlined indicates this is a hyperlink). Review all necessary account information. Return to Services List from Account: Return to the Services List from the Account screen by selecting the Back icon that displays above the account’s left panel toolbar.

Notes

Posting Completed Services

• Double-click on the work order to display the Services Record editor

  • Check for notes from driver such as additional charges that should be added

  • On the Charges tab they are making sure a weight is there

  • If everything looks good they are going to change the Ready to Post to Posted

• Close the window to display the Services List editor and the POsting Status will show Posted and there will be a value in the Revenue column for the Work Order.

• If labels were created but a weight was not taken you will not be able to Post until it has been weighed

Using the Hyperlink to verify the costs being charged to the customer.

• From the Services List editor, select the name of the customer to view their account information.

• Expand the Active Services List to view the charges

• Click the back icon to be brought back to the Services List

Work Orders That Can’t Be Completed

• Create a Task