Onsite Service Schedule (Bulk)
Onsite Service Schedule is primarily used for onsite services such as portable toilet cleans. These jobs can be created in bulk to save time, and will flow through to the Sales/Hire > Delivery/Pickup Schedule, which can be used on your mobile phone or tablet device as well.
Setting up the Service Interval for items
- From main menu strip at the top, go to Setup > Items.
- Click on a hire item to open the item details screen.
- Click the Maintenance tab.
- Enter the default number of days between services in the Service Interval (Days) field.
Note: The Onsite Service Schedule is only based on the first Service Interval (Days) field.
- Scroll down and click Save Changes.
Creating onsite service records in bulk
- From main menu strip at the top, go to Maintenance > Onsite Service Schedule.
- The first tab in this screen is the Currently On Hire tab.
Note: Only On Hire invoices with items that have Service Interval (Days) entered in the Maintenance tab in item setup details are shown.
You can click the first checkbox at the top left to select all Invoices, and manually check individual Invoices as required.
- To create the Next Service record, the system needs to first calculate when the Last Service Date occurred. The next service record is then created based on the Service Interval (Days). HirePOS calculates the Last Service Date based on the following:
- It first checks for a last service record date against the current On Hire invoice, and uses this date.
- If there are no services against the current On Hire invoice, and the invoice is a Continued Invoice that was created from a Rollover, then the system will also look at the invoice it was rolled from to see when the last service was.
- If both the On Hire invoice and the Rolled Invoice do not have any service records against them at all, then the Hired From date is used as a basis for the Last Service Date.
- Click the Create Service Records button to create the next service records based on the above.
Note: Only one record per job is created, i.e. the Next service record. If your toilets are serviced every 20 days for example, then you should only need to run this bulk process weekly, however you can run the process almost daily if you prefer.