Use task categories to separate tasks into the different types of service calls - for example, Service/Repair, Diagnostic, Delivery, Construction, Inspection, Maintenance, Estimate, and Installation.

Once you create the categories, you can break them down into specific tasks using task types.

Things to consider when setting up service categories and types

  • What do you want to see on service calendars and other screens in the application?
  • How do you want to report on your service department?
  • How will you assess the skill levels of your technicians on the tech skills matrix?

Examples of types and categories

Here are some examples of categories and types that you might create.

Category
Type
 
Category
Type
Delivery
Spa
 
Install Pool
Vinyl
Delivery
Above Ground Pool
 
Install Pool
Fiberglass
Service
Repair
 
Install Stove
Estimate
Service
Estimate
 
Install Stove
Pellet
Service
Callback
 
Install Stove
Gas
Service
Warranty
 
Maintenance
Pool Weekly
Service
Non-Warranty
 
Maintenance
Pool Monthly

 

Create a new task category

  1. Open the Task Categories tab on the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Task Categories).
  2. Click Add. This opens the New Service Category screen.
  3. Name - Input the name of the  category - for example, Delivery or Install.
  4. Open the Mapping tab and select the icon that will appear in MapPoint when this type of task is scheduled.
    • To select a specific MapPoint Icon, enter the number below the desired icon and enter it in the “MapPoint Icon” field.  NOTE:  You cannot change the icon for the Evosus® default category “Delivery”.
  5. Click OK to save the new category.
    • Service Types List Report (Administration > Reports > Service and Delivery > Service Types List) - Use this report to see a list of task categories and task types that are set up in the application.

Import categories and types from a spreadsheet

Click the Import From Spreadsheet button on the Task Categories tab on the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Task Categories) to quickly set up all of your task categories and task types.

Be careful! This will replace all of the existing categories and types.

  1. Open the Task Categories tab on the Administration - Service and Delivery screen (Administration > Service and Delivery > General Setup > Task Categories).
  2. Click Import From Spreadsheet. The Spreadsheet Import screen appears.
  3. Click Make Spreadsheet Template and save the template to your machine. This creates a spreadsheet that contains the required columns.
    • Do not change the column headings of the template.
  4. Input the categories and types on the spreadsheet.
  5. Locate the spreadsheet that you just created in the Import This Spreadsheet field.
  6. Click Import Spreadsheet.

Security Permissions Required

Category
Function
Administration-Service & Delivery
Can Access Service/Delivery Tree Branch

Implications

Task Categories are also used in conjunction with Task Types to determine whether or not a Service Tech can perform a certain task within the Tech Skills Matrix.  When you search the schedule for available techs, Evosus® will look at the Tech Skills Matrix to see whether or not the tech can perform the selected Task, can work in the selected Quadrant and can fix the selected Problem.

Related Reports

  • Service Types List (Administration>Reports>Service and Delivery>Service Types List) - Prints a list of all Service Task Categories, Types and Time Estimates.