Active Services - Screen Descriptions

Pathway: Customer > Search > Accounts

Add Active Service Editor

Field Descriptions

Field

Description

Setup and Default Setting Locations

Field

Description

Setup and Default Setting Locations

Reason Code

Indicates the reason for the service being added and provides a record of how services are acquired.

Setup > System > Reason Code

Start Date

The date the service will begin.

N/A

QTY

Indicates the amount of equipment requested for the service. Also used in the SVC Fees calculation if a Per Unit rate is entered.

N/A

Equipment

Indicates the type of equipment being used.

Setup > Services > Equipment Type

Service Code

Identifies the type of waste material the equipment will hold.

Setup > Services > Service Code

Frequency

Indicates how often the equipment will be serviced. An additional 'Service Days' field displays for frequencies scheduled on a repetitive basis vs. on-call.

N/A

Per Unit

The per unit rate charged for the service. Used in the SVC Fees calculation.

QTY x PER UNIT = SVC FEES

N/A

Service Days

Indicates the preferred days the customer would like servicing to happen. Service Days does not display if On-Call is selected in the Frequency field.

N/A

Requested By

Field to record who requested the service.

N/A

Service Notes

Displays as a permanent note for the driver until the equipment is removed.

Example: “Container is located on the south side of the building by the parking lot.”

N/A

Delivery Checkbox

Indicates a container must be delivered to the location. The name for this field varies depending on the equipment type.

When selected, a delivery work order is automatically created.

N/A

Route

Identifies the route the service will be placed on. In many cases a ‘TBD’ route may be selected to allow for the Operations team to determine the best route placement.

Setup > Operations > Route

Date

The date the new service will be starting on the route.

N/A

Work Order Notes

A one-time note added to the work order for the driver.

Example: “Leave lock bar.”

N/A

Map

Display All Lines of Business

Select to include all other lines of business in the map’s display. Leave unchecked to see only locations that are the same line of business as the service being added.

N/A

Map/Satellite

Toggle between a map or satellite view of the locations.

N/A

Location Pins

Displays each service location as a pin on the map. Hover over the pin of a location to view the location’s address information.

N/A

Service Charges

Service Charges

Service Charges are additional charges associated with the service and are not billed for unless used, such as the cost for an additional pickup.

Adding service charges provides your customer service representatives a quick cost reference should the customer call in for a price check.

 

Add Service Charge (Green '+' icon)

Select to add a new service charge to the account.