Scheduled Service Cheat Sheet

Schedule Service Cheat Sheet

Step One: Creating a scheduled Service Contract

The video explains how to create a new scheduled service contract.

1. Naming the contract and giving a description
   
2. Adding customer contacts to the contract
   
3. Adding company contacts to the contract
   
4. Base of operations/yard
   
5. Adding documents to the contract level
   
6. Driver instructions on the contract level 

Step Two: Adding Routes to Schedules Service Contracts

The video explains how to add routes to a scheduled service contract.

1. Adding a route
   
2. Route description
   
3. Day of operation vs. calendar days
   
4. Adding stops based on start day, not calendar days
   
5. "Disable Automatic Calculations" by default
   
6. Creating the stops of the route
   
7. Assigning Vehicle requests
   
8. Assigning a vehicle and driver on the route level 
   
9. Route documents
   
10. Route Instructions

Step Three: Dispatching Your Scheduled Service

The video explains how to dispatch your scheduled service contract.

1. Managing Dispatches on the Contract level
   
2. Managing Dispatches on the Route level
   
3. Add assignments
   
4. Update assignments
   
5. Delete assignments  
   
6. Add to specific dates
   
7. Add to a date range
   
8. Confirming dispatches on the dispatch main report
   

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