ADD NEW SERVICE:
DEACTIVATED SERVICES:
If you hide deactivated services, the system remembers the preference. They won't show again until show deactivated is selected. This is based on individual logins.
VIEW SERVICE DETAILS:
Click on the service name
Or select the 3 dots to the right of the service and select Go to service page to view the service details
EDIT SERVICE DETAILS:
Option 1 - Expand the service details (arrow next to the service name), select the edit tab
Option 2 - Click on the service name or select the 3 dots to the right of the service and select Go to service page to view the service details.
Select Adjust Service in the upper right hand corner of the service details page
CONFIGURED SERVICES LIST VIEW:
Date range of current week displayed at the top
Date range can be adjusted. Click on the calendar icon and select a new range.
Method Icon (if saved in Pricing)
Day of week displayed in bold with the assigned route initial.
U indicates unassigned to a route
NOTES, TAGS & RENTAL FEES:
Notes & Rental fees now with hover view
ADVANCED DETAILS:
WORK ORDER LIST:
Location Name - If location is saved with a Location Name, the name will be displayed just below the Work Order number & service date
Price of service displayed on Work Order if On Request or Event Based
Full route name
WORK ORDER DETAILS:
SERVICED AT / SKIPPED ON - DATE & TIME STAMP
'Serviced' with no date/time stamp indicates the stop was marked completed from the website, not the mobile app.
Invoice Status
FEES -
DISPOSAL TICKETS -
WORK ORDER NOTE -
Hover view
WORK ORDER PURCHASE ORDER
Clickable from Work Order list, hover view once added.
EXCEPTIONS & PHOTOS -
Work Orders can be opened to a new tab. Use Ctrl + Click (Windows), Command + Click (Mac), Or right-click new tab to quickly access the work order details page.