Step by Step:
Set up service vehicles to track service calls by vehicle and technician.
You can also:
- Set up a service vehicle as a Stock Site: This allows you to track the inventory in a vehicle.
- Associate a vehicle with a specific Tech: The vehicle will default each time the tech is assigned to a task. Vehicles are associated with techs using the Techs tab (Administration > Service and Delivery > General Setup > Techs).
Step 1: Open the Vehicles tab (Administration > Service and Delivery > General Setup > Service Vehicles).
Step 2: Click Add. The New Service Vehicle screen appears.
Step 3: Input a short vehicle description in the Name field.
Step 4: Check the Display in Dispatch Schedule box if the vehicle should display on the service Dispatch Schedule.
Step 5: Click OK to save the new vehicle.
Security Permissions Required
|Administration-Service & Delivery||Can Access Service/Delivery Tree Branch|
|Service and Delivery Vehicles|
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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