Utilizing the Service Details Pop Up

 

Updated Video Coming Soon

 

To access the Service Details pop up, you will want to be on the job information page of the service you would like to add the tag to, click on the '+' button next to any service.

 

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Service Information

 

# - This is the number that denotes the order in which the services are meant to print on the proposal.

 

Item - This is the plant or item that the service is being performed on.

 

Service - This is the service name of the service being offered to the client.

 

Price - This is the service price of the service being offered to the client.

 

Quantity - This is the quantity of item or of service for the service being offered to the client.

 

Item Qty - This is an older, outdated field; our development team would recommend using the Quantity section instead.

 

Est. Hrs - This is the estimated man hours of the service being offered to the client.

 

Section - This is the section name of the service being offered to the client (learn more about this here.)

 

Status - This is the status of the service being offered to the client (learn more about this here.)

 

Estimated Crew - This is the name of the crew that our salesperson has assigned to the service for job costing and future scheduling purposes.

 

Scheduled Crew - This is the name of the crew that the service was scheduled for.

 

 

Description

 

These are notes that will display on the proposal, the work order, and the invoice (unless this has been removed as per your request during the customization process) that pertain to the individual service it was entered on.

 

 

Work Order Notes

 

These are notes that will display on the work order that pertain to the individual service it was entered on.

 

 

Service Type (learn more about this here)

Est Visits - This is the number of visits estimated for this service.

Diff. Rate - This is the difficulty entered in on the service.

 

 

Pricing Method (learn more about this here)

 

 

Service Settings

 

Do Not Invoice - You will want to check the Do Not Invoice box if you do not intend on billing your client for this service. This will allow you to accept a service, schedule it and track resources against it without it appearing on the Batch Invoice page or allowing you to invoice it from the job.

 

Add-On - The 'Add-On' option serves two purposes. The first being for when a contract job is created, and then the customer requests for another service be performed outside of the contract. This is to remind you to bill the customer for that service. The second purpose is for when services are added to the job from the mobile crew, while the crew is actually on the job.

 

Application Target - used in the job costing screen for chemical usage reporting and represent the type of application being performed, such as Structural, Tree or Turf. More Detail. Note that only certain states require this, so you will want to check with the head of your PHC department to see what is needed.

 

Application Code - used in the job costing screen for chemical usage reporting and represents the type of pest control being performed. Note that only certain states require this, so you will want to check with the head of your PHC department to see what is needed.

 

Determine Service Resource Hours By - For certain services you may want to set custom hours per employee or equipment .e.g. General Tree Work services such as Pruning or Removal. Maybe in this case the bucket truck will only be on the job site for 8 hours whereas the chipper truck is only going to be required for 4 hours on the second day. In other cases for PHC services such as spraying or fertilizing it's assumed that the employees and equipment are going to be required for the duration of the service, therefore the first option is preferred as it will distribute the overall service hours to the employee and equipment assigned based on the crew size.

 

 

Service Dates

 

Created Date - This is the date that the service was added to the job.

 

Scheduled Date - This is the date that the service was scheduled for after the job was accepted and turned into a Work Order.

 

Completed Date - This is the date that the service was completed after being scheduled.

 

Don't Renew Until - This is the date at which the service can be renewed. This is going to automatically populate based on the service's completed date and the service's renewal interval.

 

 

Service Tags (learn more about this here)

 

 

Service Pictures (learn move about this here)

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Service - Profit and Loss4-2

  • Estimated Price and Cost - This considers only the services estimated price and cost, which isn’t updated after scheduling the service.

  • Scheduled and Completed Price and Cost - After scheduling the service the Scheduled and Completed values will be updated.

    • It is important to notes that this chart includes:

      • Price - price of the service

      • Discount - amount discounted from the service price based off of the job discount

      • Subtotal - price of the service - discount amount

      • Cost - cost of the service

      • Gross Profit - subtotal - cost of the service

      • OH Cost (Overhead Cost) - overhead cost of the service

      • BE (Break Even) - overhead cost of the service + cost of the service

      • Net Profit - subtotal - break even

 

 

Discount Calculator (learn more about this here)

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Schedule Settings

Preferred Scheduled Date Range

A manually entered date range, this is the set preferred date to start and end a service.