Services

Pathway:   Setup > Services > Service Region Service Regions are smaller geographic areas that make up a Division and are assigned at the site-level. Service Regions provide flexibility in auto-assigning surcharges to sites and assist in ...

The following article details the setup of surcharges and surcharge groups.  Surcharges are an additional charge added to services rendered that are assigned to an account's billing setup (if applicable) by using a Surcharge Group, a grouping of sur...

Pathway:  Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specific ...

Pathway:  Setup > Services > Equipment Type For each type of equipment services may include, an Equipment Type record must exist. Equipment types are specific to the Line of Business they are assigned and display in multiple locations inc...

Pathway:  Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...

Pathway:  Setup > Services > Charge Code Charge Codes establish the charges available to a Line of Business and are used when billing for a service.  Permissions The following permission(s) are required to add and update service...

Pathway:   Setup > Services > Available Service Code The Available Service Code Setup screen identifies the services provided to a division and further refines them to specific service regions. This screen also offers the option to app...

Pathway:  Setup > Services > Available Charge Codes Available Charge Code Setup identifies where charge codes are available. Permissions The following permissions are required to access and edit in the Available Charge Code Se...

The following article details the process of setting up an inactivity rental fee to charge on-call services with. Each section outlined below is a required part of setup and includes a description and link to the full documentation it relates to. ...

This article details the setup required to include a monthly service minimum for sites. When setup is complete, a Minimum Per Month field will display when adding an active service to a site, or adding a service to a proposal. Setup: Li...