Pathway: Customer > Search > Accounts
Add an active service to a site using the 'Add Active Service' pop-up 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. Default selection logic: Selection boxes will default to days based on nearby sites within a 5-mile radius. This logic considers service frequency and line of business, with default selections applied for frequencies of 1x and 2x only.
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."
When both the selected reason code and service code have vendor enabled, Vendor, Vendor Lookup and Vendor Rate fields will display on the Add / Edit Service screens. Reference Enable Vendor (Setup) to learn more about setting up vendors and the services they can be used for.
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 BoxSelect 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.
Vendor Specific Fields
Vendor Specific Field
Field Description Vendor
The name of the Vendor selected from the Vendor Search. This is the vendor that will provide the service. Vendor Search
Click on the magnifying glass icon to open the Vendor Search screen. From there, select a vendor. VendorRate
The amount that the Vendor selected is to be paid for providing the service.
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.)