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).
Create A Service Vehicle
- Open the Vehicles tab (Administration > Service and Delivery > General Setup > Vehicles).
- Click Add. The New Service Vehicle screen appears.
-
Input a short vehicle description in the Name field.
-
Check the Display in Dispatch Schedule box if the vehicle should display on the service Dispatch Schedule.
-
Click OK to save the new vehicle.
Security Permissions Required
Category | Function |
Administration-Service & Delivery | Can Access Service/Delivery Tree Branch |
Service and Delivery Vehicles |