In the following video we discuss adding and tracking multiple trips to service requests in the system. We explore preparing for a service call, printing service requests, adding service work/trips, managing multiple trips and tracking trips.
Adding Trips to Service Requests
Key Steps
Access the service request screen.
Click on the "Service Work" option.
Press "Add" to create a new trip.
Select the date of the trip and enter details of the service work done.
Add descriptions, bullet lists, markups, and even images as needed.
Save the service request after entering trip details.
Repeat the process to add multiple trips if necessary.
Cautionary Notes
Ensure accurate and detailed information is entered for each trip.
Double-check all entries before saving to avoid errors.
Do not delete or edit existing trips unless necessary, as it may affect the accuracy of the service record.
Tips for Efficiency
Encourage technicians to enter trip details directly on a device if possible for real-time updates.
Use the service performed area on the printed service request for technicians who prefer to fill out information manually.
Regularly review and print service requests to keep track of all trips and service work done.