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 ar...

This article explains how to set up surcharges and surcharge groups. Surcharges are additional fees applied to services, and they are assigned to an account’s billing setup (if applicable) through a Surcharge Group—a collection of surcharges that ...

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. This is the first step in setting up charge codes for use in active services, work orders...

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 The Available Charge Code Setup determines where charge codes are available. Charge codes must first be created in the Charge Code Setup before their availability can be configured o...

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...

The primary reason to enable temporary services is to track temporary service revenue. This article explains how to set up and apply temporary services to a site. When adding a service, if the reason code permits temporary services, the Add Activ...

Pathway:  Setup > Services > Surcharge Class   Surcharge Class Setup is used to create classes to organize surcharges into. Once a class is created, surcharges can be assigned to it in the Surcharge Setup screen. Permissions T...

Charge code tiered pricing is a flexible pricing strategy designed to offer varying pricing levels based on the quantity associated with a charge code. Setup for this pricing feature begins with configuring the charge code and is then further defi...