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support:00_overview:02_accounts
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support:00_overview:02_accounts [2013/11/25 10:17] seyers |
support:00_overview:02_accounts [2016/02/26 15:07] (current) seyers |
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| ====== Accounts ====== | ====== Accounts ====== | ||
| + | ===== Overview ===== | ||
| + | Like Pricing Templates, the "dispatch defaults" configured for each Account drives the information populated on the new job screen, unless the dispatcher makes changes. | ||
| + | \\ | ||
| - | http://www1.rangersst.com/dokuwiki/doku.php?id=support:account_setup | + | This makes creating new jobs faster and easier for the dispatcher by reusing common settings for each account: |
| + | |||
| + | * Pre-populating incident location or tow destination (users enter any number of addresses accessible from a drop down menu) | ||
| + | * Assigning a pricing template based on whether job is a service call or tow, or specialized pricing | ||
| + | * Defines the information the driver will be asked to enter, or not | ||
| + | * Who will ultimately pay the bill when the job is completed (e.g., police departments or private impound Accounts may place the call for the tow, but the bill is the responsibility of the vehicle owner (e.g., requires a "cash" Bill to:) | ||
| + | \\ | ||
| + | Information drawn from account defaults will affect other areas in Ranger, such as whether mileage is based on rolling or geocoded miles, how frequently driver will be shown the Enter VIN screen, or whether remarks are shown to remind a Dispatcher or Driver to gather information or complete additional steps. | ||
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| + | The three major categories of information for an Account relate to contacts/addresses, pricing (formulas, rates), and the dispatching process. The listing of all Accounts is available from a panel that slides out from the right side. Associated Pricing Templates are in a window that slides up from the bottom panel. Each of the major categories of information are described in turn after first highlighting the role of the Cash/Call-In Account in DispatchDirectTM. | ||
| + | \\ | ||
| + | {{{{:support:00_overview:accountdetail2.png|}} | ||
| + | \\ | ||
support/00_overview/02_accounts.1385392635.txt.gz · Last modified: 2013/11/25 10:17 by seyers
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