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 & Delivery Management Use the Administration tab on the main menu to manage your service department.
Overview
Video
Service and Delivery
Service Order
Service and delivery managment
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 optimize the order of the stops to reduce the distance traveled. Once the route has been optimized, you can save the route and print the new route sheet using Print Docs button on the Schedule...
Overview
Service routing
Service and Delivery
Search Schedule
optimizing route
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? Resolution: Many clients are using Maintenance Contracts to automate their Auto-shipping process.  Included below are instructions for setting this up; for the example we will use Silk Balance. ...
autoship
silk balance
silver ion
Service and Delivery
shipping
task categories
Task types
Right Click Customer to View Service Schedule
Related Video Content:
Service and Delivery
Service Schedule
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 crew of employees performs all deliveries, you can set up those employees as a single service tech named Delivery Crew.  - If the the service tech has a specific vehicle, set up that vehic...
Tech
Service Tech
Service and Delivery
Edit Item
Details: Use the Schedule Blackout screen to create and maintain blackout dates and blackout times on the service schedule (Administration > Service And Delivery > Add Blackout). A blackout period is a time where service calls will not be performed - for example, Christmas Day. You can also create blackout dates using the Blackout Date ...
Setup/Configuration
Blackout Date
Service and Delivery
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, 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 ser...
Setup/Configuration
Service Task Category
Task Category
Service and Delivery
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, Delivery – Spas, and Install – Stoves.  - Task types print on the Service Order and Route Sheet.  - A time estimate can also be associated with each task type although any time estimates as...
Setup/Configuration
Service Task Type
Import Task Categories
Import Task Types
Service and Delivery
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, Regular.   - You can use the standard priorities, or you can create your own. The priority displays on the service order, and on the mobile app. Step 1: Open the Priorities tab (Administration &...
Setup/Configuration
Service Task Priority
Service and Delivery
setting up service task
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 do you set up a schedule for a specific tech? If you want to schedule when a specific tech is available, use the Work Hours and Days section on the Service Tech screen (Administration > S...
Setup/Configuration
Service and Delivery
Service hours
Service Holidays
setting up service task
Create an Interview Question
Details: Use interview questions to create a list of the questions that employees can ask each time a customer calls in with a service/repair issue. Interview questions have several advantages: #1 Employees can walk the customer through a few troubleshooting steps to avoid an unnecessary service call. #2 The technician is prepared with the n...
Setup/Configuration
Interview Questions
Service and Delivery
Interview Setup
Create a Request
Details: A request is the specific reason a customer calls to schedule a request. For example, Service problems print on service orders and route sheets along with any additional text that is added to the Problem.  - You can also associate a request with a time estimate so that the time is blocked out on the schedule. The time estimate for th...
Service and Delivery
Task types
schedule a request
import request
Create a Service Vehicle
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 ...
Service and Delivery
Service Vehicle
Setting up service
Create a Service Route
Details: Routes are comprised of one or more quadrants. Routes allow for more effective scheduling because they allow you to group your Quadrants at a high level, rather than relying solely on Quadrants. Routes will appear anywhere a Quadrant will appear as long as the Quadrant is associated with a specific Route. Example NE Portland is c...
Service Route
Service and Delivery
Setting up service routes
adding new service route
Create a Quadrant Name
Step by Step: The application is designed to automatically assign customers to the most efficient quadrant and route based on their postal code to reduce travel time and expenses. Set up quadrants and routes Step 1: Create quadrant - A quadrant is a service area or zone. In this step you only name the quadrants. Step 2: Assign postal cod...
Setup/Configuration
Quadrant Name
Quadrant and routes
Service and Delivery
Quadrant Postal Codes
Create Quadrant Postal Codes
Step by Step: Use the Service Quadrant Post Codes screen to add postal codes to quadrants. This defines which postal codes are included in the quadrant. Step 1: Create quadrant - A quadrant is a service area or zone. In this step you only name the quadrants. Step 2: Assign postal codes to a quadrant - Once you've named the quadrants, us...
Setup/Configuration
Quadrant Postal Codes
service routes
postal codes
import postal codes
Service and Delivery
Create a Time Frame
Details: Time frames define when you can schedule service tasks. Time frames should accommodate the time estimates set up on requests / Task Types, and the time frame should be easy to quote to customers - for example, Morning 8-10, or Late Morning 10-12. Time frames should not overlap Do not overlap time frames. For example, do not creat...
Setup/Configuration
Time Frame
Service and Delivery
Setting up Time frame
Task types
Create a Service Location
Step by Step: Locations define where techs and managers work from - for example, Portland Service Center. It is the starting point Evosus will use when mapping the service techs schedule for the day. If the tech starts work from their house in the morning, then you can set up a location with their address. You will associate that location to ...
Setup/Configuration
Service location
Service and Delivery
Setting up Service location
Create a Manager
Details:  Set up managers to group and filter the service technicians. This is helpful if your service department is split into multiple divisions with separate managers of those divisions - for example, Service Manager, Delivery Manager, and Warehouse Manager. Setting up managers has two benefits: #1 By default, the Search Schedule screen (A...
Setup/Configuration
Adding New Manager
Setting up New Manager
Service and Delivery
Search Schedule
Managers
Create a Service Tech
Step by Step: 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 crew of employees performs all deliveries, you can set up those employees as a single service tech named Delivery Crew.  - If the the service tech is has a specific vehicle, set up th...
Service Tech
Service and Delivery
Tech Skills Matrix
Details: The Tech Skills Matrix is used to rank and classify each service tech. The tech skills matrix determines which techs are available to be scheduled for a task based on their skills, the quadrants they work in, and the requests they are capable of solving. What do you need to know?  - The Tech Skills Matrix is an optional feature. ...
Setup/Configuration
Tech Skills Matrix
Service and Delivery
Techs
Matrix
Quadrants
tech skill matrix setup
Create a Schedule Rule
Details: Use Schedule Rules in conjunction with the Tech Skills Matrix to improve the system suggestions when scheduling a specific task. For example, you can create a schedule rule that says a specific service tech is available to do deliveries in the NE Portland and West Vancouver quadrants on Mondays and Thursdays, and create another rule t...
Setup/Configuration
Schedule Rule
Setting up Schedule Rule
Service and Delivery
Create a Site Profile
Details: A site profile represents a tangible feature at a customer’s location. For example, Pool, Spa, Water Feature, Stove or Fireplace. The purpose of recording a site profile is to track equipment and/or site details, including specific readings per service visit. There are two ways to add a site profile: #1 Manually - Create a new site ...
Site Profiles
Service and Delivery
Setting up Site Profile
Force number entry
Allow Text Entry
Site attributes
Ledgend
Legend
Whiteboard
Add Task to Schedule
Step by Step: Use the Add Task to Schedule option to add a manual task to the schedule. These tasks are not associated to a customer and are generally internal tasks such as warehouse deliveries, physical counts or In Store setup/installs. Note: The following information is also filled out when adding a customer related task to the schedule. ...
Adding tasks
Service and Delivery
Manual Task
Task types
Print Service Documents
Step by Step: Use the Print Service Documents screen to mass print Orders, Packing Slips (per tech or per order), Delivery Slips, Route Sheets, Service Interviews and Equipment History for all selected employees and tasks (Administration > Service and Delivery > Print Service Documents). Step 1: Open the Print Service Documents screen.  ...
Service Documents
Service and Delivery
Packing Slips
Delivery Slips
Route sheets
Service Interviews
Equipment History