Mobile Dispatch: Job/Service Types for Dispatch

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Like runsheets, jobs and service types are the building blocks of dispatches. Jobs and service types for dispatches are configured in the same way as those for runsheets.

To create a new Job or Service Type in your system:

Click the Settings tile.

 

Under the heading, Operation Configurations select Jobs / Service Types.

Operation Dashboard - Google Chrome

 

The Jobs / Service Types panel loads, listing all the existing job types.

 

Click on the Create New button in 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 also activated. Code for dispatch task.

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. 

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Dispatch Workflow: Choose the appropriate Dispatch Workflow

Note: If the bill item is dispatchable, you will be able to select a workflow that has 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.

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Billable Item: * Not required. Pertains to the TrackTik billing module.

Available to all regions: For multi-region portals to make the job available to all regions

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