Feature Update: Service Plans
Increase your company's productivity.
Service Task's newest feature, Service Plans, allows you to optimize your company's time. Find out how to start using the Service Plans Feature below!
To begin using the Service Plan feature, simply click the "Plans" tab and then click the "+ Plan" button to create your first Service Plan.
You will be prompted to provide a customer name, summary (of the job), the next due date, and the frequency of the job. Optionally you can choose between locations, add tags, or notes to the job (notice a crew is not assigned).
Once you've inputed all the information you can click the orange "Add Plan" button.
You've just created your first Service Plan job!
Some things to note about Service Plan jobs:
Service Plans are meant to be jobs that are are to be done on a regular schedule (Weekly, Bi-Weekly, Monthly, Quarterly, etc.)
Service Plans are also meant to be jobs that usually can occur on any given day and/or time during the week and that can be done without needing to give notice to the customer (because there may not be enough adequate notice).
Service Plans are meant to be "back-up" jobs that are meant to fill in the gaps between jobs, rain days, or cancellations. Service Plan jobs are meant to save your company on idle and travel time.
For example:
A crew is in Cranston and gets a cancellation for the rest of the day at 12 p.m. They call the office for more work. The office needs to quickly search for all “regular service plan” jobs in Cranston and nearby areas that are eligible to be done. They select the first available/closest Service Plan job. The crew is assigned to a regular service plan job in Providence.
Service Plan jobs will not appear in the Calendar. They will only be listed under "Plans."
Service Plans are not assigned a particular crew at the time of scheduling.
When a job is closed, the next Service Plan job will be generated automatically (based on its frequency).
Like with other jobs in Service Task, overdue jobs will appear in red. The Service Plan jobs are organized from oldest due to most current.
Service Plan jobs are meant to be set up to "Auto" (though optionally they can be set to "Needs notification"). A Service Plan job set to "Auto" means that the crew does not need permission or to give notice to the customer to start a particular job. Most Service Plan jobs are set up this way to save time for the company and the customer.
Enjoy our new feature update!
Please do not hesitate to contact us with any questions. We will be happy to help!















