User Tools

Site Tools


support:00_overview:02_accounts

This is an old revision of the document!


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.

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
  • Assigning a pricing template
  • Information required by the driver 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:)


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 a call will be priced (by the driver, dispatcher, or other method).

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 a 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.

support/00_overview/02_accounts.1456516923.txt.gz · Last modified: 2016/02/26 15:02 by seyers