Pathway: Customer Service Screen > Site Details > Site Status
From the Customer Service screen, users can place sites on a Vacation Hold status to prevent unnecessary service charges and maintain operational efficiency on routes.
Permissions
The following permissions are linked to the ability to update a site status to vacation hold:
Process a Vacation Hold
In the Site Details section of the Customer Service screen, open Site Status History by clicking on the Active status link. Refer to image above for an example. This will open the Site Status History where the status can be updated.
- Click the Active status from the Site Details section on the Customer Service screen. This will display the Site Status History popup window.
- Select 'Vacation Hold' from the New Status drop down menu.
- Enter an Effective Date.
- Enter an End Date to define the duration of the vacation hold. This field is optional.
- If an end date is entered, the system will automatically return the site to an Active status on the specified end date.
- If an end date is not entered, the user must manually change the status to 'Active' at the end of the vacation hold.
- Add any applicable Notes.
- Click Save when finished.
Suspend Billing
If a site is placed on Vacation Hold status, and the customer should not be billed during this period, follow the process outlined below to suspend and later reinstate their billing.
When a site is placed on vacation hold, it will remain on the route, but the driver will be alerted to its status by it being highlighted in red and "DO NOT SERVICE" displayed.Reinstate Billing
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Operations
When a site is placed on vacation hold, it will remain on the route and appear under the 'Do Not Service' column on the Dispatch screen as an active link to the Services List.
