Pathway: Customer > Search > Accounts
Add an active service to a site using the 'Add Active Service' editor. After a service has been added it will display in the Active Services section on the Customer Details screen where it can be expanded and reviewed.
Permissions
The following permissions apply to adding and editing active services:
| Permission ID | Permission Name |
| 3 | View Account |
| 4 | View Site |
| 70 | Add Active Service To Active Account |
| 71 | Edit Active Service |
| 73 | Add Active Service |
Screen Locations to Add Active Service
The Customer Service screen provides three methods to add an active service to a site that include:
- Account Menu drop down
- Active Services tool bar
- Calendar display
Add Active Service
Using one of the options shown above, open the Add Active Service screen to begin the process of adding a service to a site.
Add Active Service Field Descriptions
The per unit rate charged for the service. Used in the SVC Fees calculation. QTY x PER UNIT = SVC FEES SVC Fees are calculated as QTY x Per Unit. 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. Typically the name of the person who signed the contract approving the service. Option to add Service Notes the driver should see each time the location is serviced. 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. If the Add/Edit Active Service screen includes an 'Equipment Ownership' field (applies to certain setups), the delivery and removal workflows will be hidden if 'Company' is not selected, as the company is not responsible for delivery or removal of equipment. Option to enter a one-time Work Order Note for the driver. Example: "Place the container on the south side of the building."Field Description Reason Code Identifies the reason the service is being added and provides a record of how services are acquired. Start Date Identifies the date the service is requested or contracted to start. QTY Indicates the amount of equipment the service requires. Also used in the SVC Fees calculation if a Per Unit rate is entered. Equipment Indicates the type of equipment being used. The selection here determines what is available for selection in the Service Code field. Service Code Specifies the type of service to be provided based on the selected equipment type. Frequency Identifies how often the site will be serviced. An additional 'Service Days' field displays for frequencies scheduled on a repetitive basis vs. on-call. Per Unit SVC Fees Service Days Rent Free Days Option to provide a set amount of days the customer will not be charged a daily rental fee. Daily Rate Option to charge a daily rental fee for the equipment sitting at a site. Requested By Service Notes Delivery 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. Date If equipment is being delivered, enter the requested delivery date into the Date field. Work Order Notes Map Display All Lines of Business
Check Box 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. Map/Satellite Toggle between a map or satellite view of the locations. 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.
Add a New Service
Add Service Charges
Add additional charges that are applicable to the service in the Service Charges section.
Field Descriptions
Field Description Service Charges This is a list of charges that can be applied to the service, including delivery or removal charges. The service charges listed here serve as a reference for billing purposes and for communicating the applicable rates to the customer. Rate The rate that applies for the service charge. Select within the rate field to enter the rate amount. UOM The unit of measure that is used in rate and quantity calculations. Example: $30 (rate) per ton (UOM). No Charge Qty A quantity amount that will not be charged for. Est Qty The estimated quantity expected for the service. Max Weight For weight rated charges, establishes the maximum weight for the charge. Over Max Weight Rate The rate that applies if the max weight is exceeded. Work Types The work types the service charge applies to (Delivery, Removal, Relocate, etc.)