Create On Call Order
Last Modified on 05/13/2026 1:43 pm PDT
Pathway: Customer > Search > Accounts
The following process applies to creating on-call orders. Unlike recurring services, on-call orders are not permanently routed.
Within the application, on-call orders can be created in three locations: the Customer Service Calendar, the Account Menu, or from Active Services.
Note: If an account is set up with the Create an Order configuration enabled for Customer Portal and the account has an existing service, customers can initiate their own orders via the Customer Portal.
Field Descriptions
| Field |
Description |
| Scheduled Date |
The date the service is scheduled for.
|
| Service Code |
The service code for the service being completed.
|
| Order Type |
This is the service transaction (work) type that is being performed. Examples include: equipment delivery/removal, extra pickup and transfer. Additional information about Order Types can be reviewed here: Work Type Setup.
|
| Quantity |
Indicates the quantity of services being created.
|
| Requested By |
The name of the person who requested the service.
|
| Contact |
Displays a drop down of available contacts for the site.
|
| Reason Code |
The purpose for the on call order.
|
| Prepayment |
Prepayment may be required prior to servicing. This can be initiated by sending a prepayment request link to a designated account contact, or by charging the prepayment amount to a payment method on file.
Additional information on prepayments is available here: Prepayments for On Call Orders.
|
| Order Notes |
Notes for the driver to see.
|
| Route |
The route assigned for the on call service. If a route is not assigned, it will display on the dispatch screen with the No Route Assigned route name (displayed in red) for the line of business the on call order applies.
|
| PO Number |
The purchase order number if one applies.
|
| External ID |
The identification number for the work order that will display outside of Navusoft.
|
| Charges |
| Charges Must Match Equipment |
Select to only charge a preset amount for equipment.
|
| Charges Must Match Material |
Select to only charge a preset amount for material.
|
| Gross QTY |
The total quantity amount.
|
| No Charge QTY |
The amount the customer will not be charged for.
|
| Charge QTY |
The amount at which charges will apply.
|
| UOM |
The unit of measurement that is used to calculate quantity.
|
| Charge Code |
The charge code applied.
|
| Per Unit |
The fee charged for each unit of the chargeable quantity.
|
| Vendor Rate |
The rate applied by the vendor that will be included in the charges.
|
| Minimum Type |
The minimum amount or quantity to charge the service for.
|
| Minimum |
The minimum amount the work order will be charged.
|
| Total |
The total amount for the on call service being charged.
|
Create On Call Order - Calendar
If this method is used, the Scheduled Date will correspond to the calendar date for which the On Call order was created.
- Right-click on the requested servicing day from the Calendar in the customer's account.
- Select Create On-Call Order from the pop-up list for the 'Create On Call Order' editor to display.
Create On Call Order - Account Menu
If this method is used, the Scheduled Date will default to the current date and the user will need to select which service code (if more than one exists for the site) the on-call is for.
- Click the Green + to display the list of action options.
- Select On Call Order from the pop-up list for the 'Create On Call Order' editor to display.
Create On Call Order - Active Services
If this method is used, the Scheduled Date will default to the current date and the Service Code will default to the service code of the active service.
- Right-click on the active service in the Active Service section for the site.
- Select Create On-Call Order from the pop-up list for the 'Create On Call Order' editor to display.
Create an Order - Customer Portal
Customers can create an order via the Customer Portal given certain critera. For setup instructions and workflow details, refer to the Customer Portal - Create an Order article.
Permissions
The following permissions are required to add an on call order to a site:
Permission ID |
Permission Name |
5 |
View Account |
6 |
View Site |
89 |
Add On Call Work Order |
Related Articles
Prepayments (Create On Call Order)
Work Type Setup
