How to Setup Patrol Services
Table Of Content
Create a Contract With 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.
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.
Scheduled Patrols (Enforced Service Periods): For billing, this needs to be approved or canceled in the current billing period. The Enforced charges can not be applied on the next occurrence of an invoice. When approving the invoice and the items have not been approved or canceled you will receive an error and will have to action the items to complete the invoice.
Scheduled Patrols (Ongoing Services): For billing, this does not need to be approved in the current billing period. The Ongoing service charges can be applied on the next occurrence of an invoice if not billed in the current period. When approving the invoice and the items have not been approved or canceled you will receive a warning and it is not necessary to action the items to complete the invoice.
Configure Details of Patrol Services
Creating Price Tiers
Price Tiers provide the basic rules for billing jobs that fall into this tier or group of service. Once a Price Tier is created jobs can be scheduled at the site. All of the jobs scheduled in the Price Tier will be billed according to configuration of the Patrol Type. Begin configuring patrol services by creating a Price Tier.
- Click on the [+ Add Price Tier] button.
- Complete the information in the pop-up window and click on the [Save] button.
Edit or Delete a Price Tier
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).
Existing Patrol Types can be edited or deleted at an time.
Edit: Click on the [Edit] button to make any necessary changes to the Price Tier.
Delete: To retire a Price Tier click on the red [Archive] button. This will remove the Patrol Type.
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
Once all jobs have been scheduled, admins have the ability to view the jobs schedule from the Patrol Type screen.
- Click on the circle [⊗] button to exit out of the job scheduler.
- 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.