Step 1
In the job details screen click the menu button (3 vertical dots at the top left)
- Select Adjust Service Details button.
Note: The job details screen is available from the Job Search screen for all jobs and the Operations Dashboard for all active jobs.
Note: The Adjust Service Details option is only available for jobs that have not yet been priced.
Step 2
An Adjust Job Service Details pop out will appear which will prompt the user to select the changes that they would like to apply to the job. The user can change the client, the service Type and the Rate Type.
Note: It is not possible to change the rate to a Point-to-Point rate as these rates have specific requirements at the time of booking and the limitations that exist for these rate types are not yet possible to account for through the Adjust Job Service Details process.
If a user needs to apply a Point to Point to an existing job that has already been completed, they will have to manually calculate the job price and apply a Trip Rate to the job.
Step 3
Once the applicable changes have been selected, click the “Apply All Changes” Button
A few examples have been provided below:
- In the below example, only the service Type has been changed which is now highlighted to show that a change is being made; however, the vehicle that completed the job does not have a 3 Tonne Service Rate, so the job cannot be changed to this type. In this case, a user would be required to request that the 3 Tonne rate be added to the Fleet Asset that completed the job.
- In the below example, the client has been changed.
- In the below example, the Rate Type has been changed to Quoted Rate. This has prompted the user to enter the Quoted Rate information on the job. If the user does not select a Driver Trip Rate, the Fleet Asset will be paid using a Time Rate.
Step 4
Once the appropriate changes have been made, the user presses Apply All Changes. This will provide the user with an overview of the changes that are being applied to the job so they can review the changes prior to saving the updated details.