Service Group Setup

MoversSuite Administration > Office & Industrial > Service Group

 

Use this setup to define the services listed within the Scope of Work tab within the Job Information tab.

 

Figure 25: Service Group Setup

 

Add Service Groups and set Sort Order appropriately. The Sort Order instructs the application to list the lower numbered items at the top of the Scope of Work listing. Likewise, for each Service Detail record, the Sort Order indicates item placement within each Service Group. In the example above (Figure 25), the Installation Services group displays as the third group and each item lists numerical in order from 1 through 8 (see Figure 26).

 

Figure 26: Scope of Work example

 

Technical Field Information

 

The following table describes the fields within this setup.

 

Field

Description

Description

Provide the title for the category that services list under within the Scope of Work tab on the Job Information tab (up to 64 characters).

Sort Order

Enter a number corresponding to the placement of this record in relation to other records. The application lists lower groups at the top of the Scope of Work listing. NOTE: If the Sort Order is the same for all records, then the application defaults the sort in alphanumeric order based on the description.

Service Detail

Specify the services that list under each group within this section.

Description

Provide a name for the service to display within the group. (up to 64 characters).

Sort Order

Enter a number corresponding to the placement of this record in relation to other records. The application lists lower details at the top of the Scope of Work listing. NOTE: If the Sort Order is the same for all records, then the application defaults the sort in alphanumeric order based on the description.