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support:00_overview:02_accounts [2016/02/26 15:02]
seyers
support:00_overview:02_accounts [2016/02/26 15:07] (current)
seyers
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 This makes creating new jobs faster and easier for the dispatcher by reusing common settings for each account: This makes creating new jobs faster and easier for the dispatcher by reusing common settings for each account:
  
-  * Pre-pulating ​incident location or tow  destination  +  * Pre-populating ​incident location or tow  destination ​(users enter any number of addresses accessible from a drop down menu) 
-  * Assigning a pricing template  +  * Assigning a pricing template ​based on whether job is a service call or tow, or specialized pricing 
-  * Information required by the driver to enter, or not  +  * 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., ​many state/​local ​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:) +  * 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:) 
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-Information drawn from account defaults will affect other areas, such as whether mileage is based on rolling or geocoded miles, how frequently driver will be shown the Enter VIN screen, ​and  how call will be priced (by the driver, dispatcher, ​or other method).  ​+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 ​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 in window ​that slides out from the right side.  Associated Pricing Templates are in a window that slides up from the bottom. ​ Each of the major categories of information are described in turn after first highlighting the role of the Cash/​Call-In Account in DispatchDirectTM.+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 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.
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 {{{{:​support:​00_overview:​accountdetail2.png|}} {{{{:​support:​00_overview:​accountdetail2.png|}}
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support/00_overview/02_accounts.1456516923.txt.gz · Last modified: 2016/02/26 15:02 by seyers