In this guide, you will learn how to turn on service request functionality and enter some basic settings.
1. Make sure the appropriate features are subscribed to the Back Office application.
New Service Requests feature turns on the Service Requests List page and the Service Requests Import page on the Operations tab
Service Requests Calendar feature turns on the Scheduler Settings page on the Company tab
2. Configure service request type
On the Company tab, click Service Requests Types, and then click Add on the toolbar.
In the Service Request Type dialog box, enter the appropriate settings, and then click OK.
For the beginning, you need to enter the following settings:
Name is displayed in the list of service request types when you create a new service request in the Back Office application and in the mobile app.
Team is required for showing service request type in the list when you create a new service request in the Back Office application and in the mobile app.
Server Package contains the list of services that you can add to service requests of this type.
Phases define the lifecycle for service requests of this type:
Acceptance phase: ‘Auto Accept’ means that new service requests of this type will be accepted automatically, while ‘Company’s Acceptance Required’ means that Back Office users can accept or reject new service requests.
Estimating phase: ‘Estimate Required’ means that an inspection must be created from a service request of this type and ‘Appointment Required’ means that an inspection appointment must be scheduled.
Work phase: ‘Work Required’ means that a work order must be created from a service request of this type and ‘Appointment Required’ means that work order appointment must be scheduled. In the Auto Create Work Order box, you can choose a work order type that will be automatically selected for the new work order (note that only work order types with 'Team Sharing' are available in the list).
Delivery phase: ‘Delivery Required’ means that service requests of this type will require delivery of the car back to the client and ‘Appointment Required’ means that delivery appointment must be scheduled.
3. Configure service request scheduler
On the Company tab, click Scheduler Settings, and then click Add on the toolbar.
In the Scheduling Setting dialog box, enter the appropriate settings, and then click OK.
You can enter the following settings:
Business Start Hour and Business End Hour define the start and the end of the working day on the Scheduler view.
Default Appointment Duration (minutes) defines the time intervals in the time picker of service request appointments.