How to Setup Patrol Services

Creating a contract with Patrol services tells the system that the client will be billed based on the number of jobs completed at the site rather than the number or work hour logged.

Create a Contract With Patrol Services

Create a Contract With Patrol Services

When a contract will include mobile services such as preventative patrols, make sure to check the "Patrols" checkbox. This will open functionality to schedule jobs at the client's site using run sheets.

Configure Details of Patrol Services

Configure Details of Patrol Services

Once the contract has been created for Patrol services the "Patrol Services" box will appear next to the "Contract information" box. To setup the patrol services, click on the [Setup Patrol Services] button. This will access the list of Patrol Types. Click here for more information on Patrol Types (Groups).

Creating Patrol Types (Groups)

Creating Patrol Types (Groups)

Patrol Types (Groups) provide the basic rules for billing jobs that fall into this tier or group of service. Once a Patrol Type is created jobs can be scheduled at the site. All of the jobs scheduled in the Patrol Type (Group) will be billed according to configuration of the Patrol Type. Begin configuring patrol services by creating a Patrol Type (Group).

  1. Click on the [+ Add Patrol Types] button.
  2. Complete the information in the pop-up window and click on the [Save] button.

Edit or Delete a Patrol Type (Group)

Edit or Delete a Patrol Type (Group)

Exisiting Patrol Types can be edited or deleted at an time.

Edit: Click on the [Edit] button to make any necessary changes to the Patrol Type.

Delete: To retire a Patrol Type click on the red [X] button. This will remove the Patrol Type.

Setup Mobile Job Schedule

Setup Mobile Job Schedule

This section requires use of Mobile Patrol Plus. Jobs can be scheduled in this section and mobile officers will have access to a run sheet of all their assigned jobs at each site they visit during a shift. For more information visit the Mobile Patrol Plus chapter.

View Mobile Job Schedule

View Mobile Job Schedule

Once all jobs have been scheduled, admins have the ability to view the jobs schedule from the Patrol Type screen.

  1. Click on the circle [] button to exit out of the job scheduler.
  2. Click on the [View Tour Dates] button to view all of the schedule jobs for the site. They will appear in a pop-up window.