Service & Delivery

Service & Delivery - Overview
Related Video Content: Create a service order and associate it with equipment, requests, and interviews. Schedule a service order. Service &...
Wed, 10 Oct, 2018 at 2:52 PM
Service Routing
Details:  Starting in version 6.6, service routing has two main features: #1 Optimize a route - Open a tech's daily stops in Google Maps, and then op...
Mon, 29 Apr, 2019 at 1:29 PM
Setup Auto-Ship Program
Issue: How can Evosus be used to automate shipping products such as Silk Balance or Silver Ion Cartridges to clients on a recurring basis? Resoluti...
Wed, 10 Oct, 2018 at 3:36 PM
Right Click Customer to View Service Schedule
Related Video Content:
Wed, 10 Oct, 2018 at 3:38 PM
Create New Tech
Details: Service techs are scheduled to perform service tasks. A service tech can be a single employee, or a group of employees (a crew). For example, if a...
Wed, 10 Oct, 2018 at 3:47 PM
Managing Black Out Dates on the Service & Delivery Schedule/Calendar
Details: Use the Schedule Blackout screen to create and maintain blackout dates and blackout times on the service schedule (Administration > Service And...
Tue, 8 Jan, 2019 at 1:47 PM
Create a Service Task Category
Details: Use task categories to separate tasks into the different types of service calls. For example, Service/Repair, Diagnostic, Delivery, Construction, ...
Thu, 11 Oct, 2018 at 7:20 AM
Create a Service Task Type
Details: Use task types to break categories down into specific service tasks. For example, Maintenance-Pool, Maintenance-Spa, Repair-Pump, Repair-Heater, D...
Thu, 11 Oct, 2018 at 7:42 AM
Create a Service Task Priority
Step by Step: When you schedule a service task, you select the priority of the task. For example, As Soon As Possible, Delay Until Later, Emergency, Regula...
Thu, 11 Oct, 2018 at 7:45 AM
Set Up Service Hours
Details: Service hours define when the service department is open, and when jobs can be scheduled. This applies to the entire service department. How d...
Thu, 11 Oct, 2018 at 7:50 AM