Setting up service routes

Note: Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.

Regularly scheduled work, determined in the terms of the contract, is referred to a service route. A route might entail routine inspection, maintenance, or performance of work.

For example, a street sweeping company sweeps the parking lots for local shopping centers every week. On Mondays and Tuesdays, the company sweeps lots on the north side of town. On Wednesdays and Thursdays, the company sweeps lots on the west side of town. And on Fridays, the company sweeps lots on the south side of town. The lots swept on each day represent a different route.

To set up service routes:

Open 11-2 Work Orders/Invoices/Credits.
On the Location and Dispatch tab, click the View/Add records button next to the Route field, and then:
- In the Service Route# cell, enter the route number.
- In the Route Name cell, enter a brief statement about the route.
Repeat step 2 for each route.
On the File menu, click Save.