Like runsheets, jobs and service types are the building blocks of dispatches. Jobs and service types for dispatches are configured similarly to those for runsheets.
To create a new Job or Service Type in your system:
Click the Settings tile.
Under Operation Configurations, select Jobs / Service Types.
The Jobs / Service Types panel loads, listing all the existing job types.
Click on the Create New button in the upper left corner of the Job / Service Types panel.
Enter the required details requested in the popup that loads.
Description: Name to represent the Job/Service type.
Prefix code: Can only be used when the dispatch module is activated. Use prefix codes to identify dispatch tasks quickly.
Details: Enter information to describe the Job/Service type.
Report Template: Assign a default Report Template.
Dispatchable: Select so that the Job/Service type will be used for Dispatchable tasks.
Dispatch Workflow: Choose the appropriate Dispatch Workflow
Note: If the bill item is dispatchable, you must select a workflow with at least one node. If the workflow does not have at least one node, it will not appear in the drop-down list.
Priority: Select the priority level
Dispatch Group: Select the Dispatch Group (preset to mobile users - vendors)
Billing Options: Select if the Billing Options require a contract or not.
Schedulable (Runsheet): Select the Job/Service type to be available to be assigned to Runsheets.
Billable Item: * Not required. You can configure it with TrackTik's billing module.