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--- support:04_dispatch:06_pricing_modes [2013/09/10 12:34]
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+++ support:04_dispatch:06_pricing_modes [2015/09/21 11:44] (current)
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@@ Line 1: / Line 1: @@
-====== Pricing Modes ======
+**--Pricing Modes In Ranger--**
-====== **4.6 - Pricing Modes:  Dispatcher** ======
-//These instructions assume driver has configured Settings/Action Buttons on his device to be “Text.”//
-  - 	When the driver gets to dropped, he has the opportunity to enter any extras, update mileage reading or other details.  Driver taps Next which takes him to the Pricing screen.
-  - Driver taps OK to review pricing. Confirms final ODO reading, tap next.  Input ticket number (or Zero to continue).
-  - Driver will see the Pricing Preview.  Driver taps Next, which gives him last chance to adjust prices.  If done, driver taps Next.
-  - Driver then sees the Pricing Summary screen and taps Next.
-.	Driver sees Pricing WrapUp screen and taps OK (which sends DONE (Pricing) status to dispatcher for pricing.
-.	Driver sees confirmation that Pricing has been queued for sending.  Driver taps OK which takes him back to My Call List to wait for pricing from Dispatcher.
-.	Dispatcher sees a blue P on dispatch screen indicating the driver is waiting for job to be reviewed.
-.	Dispatcher clicks on job and moves to the Job Pricing tab.
-.	Job pricing tab opens automatically in mode where dispatcher can change pricing and add extras.
-.	When dispatcher is done with pricing, choose save/send pricing, which sends final pricing back to the driver to record payment and Clear.
-.	Dispatch will see an orange PR on the dispatch screen indicating the pricing has been sent to driver.
-.	Driver receives an alert that “The dispatcher has sent final pricing. View My Call List now?” Driver taps View.
-.	Driver sees Clear WrapUp screen with the following choices:
-a.	DONE (Clear)
-b.	Customer Email
-c.	Notes
-d.	Payment
-e.	PO Number
-f.	Signature (Complete)
-.	If driver wants to process a payment, choose “Payment.”
-.	After driver chooses “Payment”, can accept Cash, Check or Credit/Debit Card (if using the integrated Swipe cards with Accelerated Payments, driver would see four choices:  Cash, Check, Credit Card, Other credit card).
-a.	If using the integrated card swipe, choose Credit Card and follow the prompts from the device to record payment and swipe card.
-b.	If not using integrated card swipe system, driver can process card using other system, and record the payment in Ranger by choosing Credit/Debit Card option.  Enter Card Type (Visa, MC, AE, etc.) and record last 4 digits of card number.  Driver can input the Approval/Reference Number from the other card system, if desired.
-.	Ranger prompts driver to enter Full amount or Less to accommodate additional payments to be recorded via cash and/or check.
-.	Driver should see Payment Complete with list of payments by each method (Cash, Check, Card) and a BALANCE DUE:  $0.00.
-.	Driver taps DONE which takes him back to Clear WrapUp screen where he has option to Queue the DONE (Clear) message to the dispatcher, or enter Customer Email address or  Notes (such as “send copy of invoice to customer,” if desired which can be configured under Device Messages), PO number or Signature.  Dispatcher can email invoice from pricing screen (for split invoices, dispatcher should right click on the Bill to for printing/emailing Invoice 1 or Invoice 2.)
-.	If driver is done entering email, notes, PO or getting signature from customer, tap OK to send DONE (Clear) message.
-.	Driver will receive confirmation that job is cleared.
+**  - Mode:  NONE**
+In Pricing Mode NONE, all details of pricing are hidden from the driver. This is accomplished by hiding the Clear process from the driver thus forcing the driver to use Quick Clear. Drivers can enter Extras as appropriate. Drivers cannot take payment on-scene.
+The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Quick Clear.
+**  - Mode: Driver**
+In Driver pricing, the rules provide an initial guideline, but the driver can override those calculations. During the Clear process, the pricing calculations are performed automatically. Then, the driver is presented with a menu that allows them to override any of the calculated values. The final values are sent back to Dispatch and recorded with the job.
+There is no interaction with Dispatcher during the Driver pricing process. The driver can complete Driver pricing while out of coverage. Drivers can take payment on-scene based on the pricing as reflected in the changes (if any) that they have made.
+This mode is useful when the driver has knowledge and expertise in pricing calls. For example, it would be useful with an experienced and trusted driver, and/or on a complex recovery that is outside the planned  parameters.
+The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Quick Clear, Clear.
+**  - Mode: Confirm By Dispatcher**
+In Confirm by Dispatcher  pricing, the rules provide an initial guideline, but the driver can override those calculations as in the Driver pricing mode. When the driver is complete, the information is relayed to the dispatcher for final editing and approval - dispatchers approve and can override pricing decisions by the driver.
+During the Clear process, the pricing calculations are performed automatically. Then, the driver is presented with a menu that allows them to modify  any of the calculated values. The driver-recommended values are then sent to Dispatch.  The dispatcher then has a brief period of time to review the pricing information, make changes (if any), and return the final results to the mobile app. Note this implies the dispatcher is at their desk and ready to review pricing details immediately upon their arrival.
+Drivers CAN NOT accept  payment on-scene without the approval of Dispatch.  It is assumed that since the review by Dispatch is important, the appropriate action is to defer payment
+There are additional "statuses" in this process
+The driver will see "Pricing" as an added process step
+Dispatchers will see a Pricing status (blue "P") on the Dispatch Board - their signal to quickly review pricing as submitted by the driver
+Dispatchers will also see a tan "PR" indicating that their pricing review is completed and that information has been sent to the driver (a new notification for the driver)
+Because of the interaction with the dispatcher, the mobile app must have network connectivity to finalize pricing. If the mobile application is offline, only the preliminary pricing steps can be completed.
+This mode is useful for accounts and situations where  dispatchers should be involved in reviewing  the pricing of a call.
+The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Pricing, Quick Clear.
+**  - Mode: Preset**
+In Preset pricing, the call is priced by the mobile application exactly according to the rules.
+The driver can see prices, but cannot modify/override any prices. During the Clear process, the pricing calculations are performed automatically.  There is no interaction with Dispatcher during the Preset pricing process.
+The driver can complete Preset pricing while out of coverage. Drivers can process payments on-scene.
+This mode is useful when a call should be priced strictly according to the pre-configured rules. For example, it might be useful with  new drivers and (night?) dispatchers.
+The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Quick Clear, Clear.
+**  - Mode PD - Preset / Due Only**
+In Preset / Due Only pricing, the call is priced by the mobile application exactly according to the rules.  The driver CAN NOT see nor modify/override any prices. The only dollar amount visible to the driver is the Amount Due from the motorist. Note that in the case of a split invoice for a motor club call, the Amount Due is the second invoice amount.
+During the Clear process, the pricing calculations are performed automatically.  There is no interaction with Dispatcher during the Preset / Due Only pricing process. The driver can complete Preset pricing while out of coverage and process payments from the customer
+This mode is useful when a call should be priced according to the pre-configured rules and pricing details should be hidden from the driver.
+The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Quick Clear, Clear.
+**  - Mode: Dispatcher**
+In Dispatcher pricing, the call is priced by the mobile application exactly according the rules in the Pricing Template.  Drivers can enter information on Extras that will add to the charges.  However, drivers CAN NOT change or edit  any of the charges as calculated.
+As in the "Confirm By Dispatcher" mode, information is relayed to the dispatcher for final editing and approval, and then sent back to the driver. When received, the driver can accept payment.
+Again, because of the interaction with the dispatcher, the mobile app must have network connectivity to finalize pricing.
+This mode is useful for dispatchers that want total control the pricing of a call.
+The Status Update menu contains the following status items for a new tow call: Enroute, Arrived, Hooked, Dropped, Pricing, Quick Clear.

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