Setup Service Items

Service Items are one of the main functions for using Accu-Trax.

Set up each Service Item as offered by the company to the customer.
Service Items can be set up to vary between Service Areas or frequency, even if the actual service is identical.
Refer to Service Item Templates to create packages of Service Items that are frequently grouped together.

Setting Up a New Service Item

1. Select System Tools > Database Setup > Services & Transactions > Service Items.

2. Select 'New'.

3. Select the desired Service Area.

4. Enter the Name and Description of the Service Item.

5. Select View/Edit Rate Change to see previous changes or to create a new rate change.

Enter the New Rate.
Enter a Start Month.
Select 'Add Rate Change'.

NOTE: If a Rate Change has not yet occurred, the scheduled change can be deleted by selecting the Rate Change and selecting 'Delete Selected'.

NOTE: Check the 'Adjustable' checkbox to make the rate adjustable if desired.

Select 'Closed' once complete.

6. Set up how frequently the service occurs using the Times Per Week dropdown menu.

Select 'Once a Month', 'Every Other Week', 'Twice a Month', or any other frequency option and complete the additional select pop-ups to the side.

Refer to Service Frequencies for more information.

Enter which week(s) the service should occur.
Select Auto Set to automatically set the service to a default week.

NOTE: Specifying weeks and the Auto Set checkbox will not appear if these options are not applicable to the Times Per Week selection.

7. Enter the Service Class and Service Type if necessary.

NOTE: Refer to Settings > Drop Downs > Service Item Class to edit Service Item Class selections and Service Item Type selections.

8. Select a Partial Rate.

This determines how much will be charged (prorated) for the service when it is started or stopped mid-month.
Company Default will automatically select whichever Partial Rate Calculation method is selected in Settings > Posting.

9. Select the Calendar Type if desired.

This will determine which symbol will display on the Customer Calendar (Garbage, Recycling, or Yard).

10. Select a Container Type.

11. Select any applicable Materials.

Note: Refer to Settings > Drop Downs > Route Material to edit the materials list.

12. Add any Navigator information if necessary.

13. 'Save'.

Editing a Service Item

1. Select the Service Item to Edit.

2. Select 'Edit'.

3. Update any information as necessary.

4. 'Save'.

Report

1. Select the 'Report' button at the bottom left of the 'Setup Services Items' menu.

2. A report will load with all the Service Items that are in the system.

3. Save and/or Export this information as desired.