Step by step
- On Log a call, choose a job type that handles logistics (for example Delivery or Collection) in 2 The job. The Access at the site card appears under it.
- Fill in Floor (0 = ground floor), Flights of stairs, Lift (Not known, Yes, usable for the machine, No lift) and Parking / unloading.
- To change it later, open the job, edit the Access at the site card on the Overview tab and press Save access details.
What it changes
The details are saved on the site, so the next delivery to that site starts with them filled in.
The access charge from Settings is recalculated and added to the job's charges when these change.
They cannot be changed once the job is invoiced or cancelled.
Works together with
- Log a call (new job)Log a repair, service, installation, delivery or any other job on one screen in four numbered sections: customer and machine, the job (job type and fault), dispatch, and photos and files.
- Job types: checklists and fixed pricesThe kinds of work your firm does (repair, maintenance, installation, delivery, collection, PaperCut, firmware…). Each type can have its own engineer checklist, a fixed charge, a usual duration, and can require a machine or ask for access details.
- Charges & approval on a jobSee what the job will bill before you invoice it: call-out, labour, travel, mileage, parts and access, what is covered by a contract or a free callback, the client's cost limit and quotes.