Task

Description

Create services request

Create service requests through Add Local Service available from the Local Services tab in Order Information or Office & Industrial.

Initial requests are in Idle status. 

Note:  Services can be added directly from the Dispatch Center in Local Dispatch (users must have Access Type of Full for the Local Dispatch Module as set within Security Profile Setup (Local Dispatch).  Services added through Local Dispatch will be set to Reserved status.

Cancelling a Service

Remove unneeded services from the workflow by cancelling them. To cancel a service or services, select one or more services within the grid and press Cancel Service(s). This sets the Status to “Cancelled” and prevents the services from being edited or sent to Local Dispatch. Only non-dispatched can be cancelled.

Send requests to dispatch

Select and send service requests to Local Dispatch through the Send To Dispatch screen. 

Status of the service is set to Pending.  Sent service requests will be visible within the Requested Services screen.

You can also attach a Dispatch Note to services sent to notify dispatch of any special considerations regarding the service.

Clear service requests

The Requested Services button will blink when there are pending requests.  Pressing the button will open the Requested Services screen allowing the user to edit, decline, and clear pending service requests. 

Clearing services will remove them from the Requested Services screen and they will appear in the Local Services grid with a status of Not Cleared; users can edit and resend declined service requests.  Cleared services will show as Reserved.

NOTE: MoversSuite can be set up to automatically send email messages to key personnel when a service has been cleared, edited, declined, or cancelled (see Email Options Setup).

Set Service Times

Use the Set Service Time function to produce scheduled job starting and ending times.

Assign crew and equipment

Assign crew and equipment to services through the Dispatch Center.  The service status will be set to Dispatched once there is an assignment; users can edit and cancel dispatched and reserved services.

Notifications to all dispatchers go out through Day Note.  Day notes appear for all services defined for a particular day.

Generate work ticket

Generate a Work Ticket document through the Work Ticket button.  Users can still edit services that have a work ticket.  Users will be prevented from deleting a service once a work ticket has been generated.

Update dispatch status (notify coordinators)

The dispatch status can be set and updated through a right-click option of Dispatch Status. 

Note: MoversSuite can be set up to automatically send email messages to key personnel when a service has been cleared, edited, declined, or cancelled (see Email Options Setup).

Complete the service

Perform the requested service.

Update actual counts and service times for revenue entry and reporting

Once the move is complete, users can update items to reflect what actually occurred. Users can set actual service times for the crew and equipment usage, add additional services, and enter actual CPU counts through the Enter Actuals option.

Generate Revenue

Users can add revenue for the order through Revenue Entry.  Import revenue from local services through the Import Actuals screen, which will update the list of revenue transactions for the order.

Note: Reference work ticket numbers through Revenue Entry to verify that all services for an order have related revenue transactions.