Reedge have a set of pre-defined services (system services). A company admin can add their own custom services.
All services can be found under ‘Services and to do’s’ in the company admin dashboard. System services are indicated with a padlock.
Ensuring you have all your services defined is the 1st step in setting up a custom assignment type.
Adding a custom service
Description Explanation
Name Service name
Ledger number Upcoming functionality
Invoice description Default info to be displayed on invoice
Instructions Instructions for the crew for this specific service
Plannable Show on scheduler
Multiple planning Option to allow service to be planned multiple times
Calendar Display on company calendar
Unit of Measure Upcoming functionality
Notes:
- Custom services are not translatable.
- Custom services can be removed by the company admin (CA)
Service groups
Reedge has 4 basic service groups areas
- Origin
- Freight
- Destination
- Additional
Like Services, there are system service groups (10) indicated with a padlock. These cannot be removed, however the CA can configure which services are allowed, included or excluded in each service group.
Create a custom service group
- Select ‘Add service group’
- Add the required info
- Press ‘Save’
Description Explanation
Name Service group name
Description Optional info
Ledger number Upcoming functionality
Service area Select one of the 4 areas
Edit a custom group
- Select the group
- Select the service area
- Add all allowed service
- Add all included services
- Add excluded services
- Press ‘Save’
Assignment templates
By default, there are a set of basic assignment templates, these can be set active or not. When set to active they will appear in the list of assignment types.
The templates can be edited to include or exclude any of the defined service groups.
Create a custom assignment type
- Select 'Add'
- Name the new template (this name will be displayed on the assignment when chosen as assignment type i.e., Door to Door - Domestic)
- Select if you want to have it active
- Press ‘Save’
- Select the service groups associated with this assignment
- Optional > Select active or not
- Press ‘Save’
The assignment type will now be in the list of assignment types
Assignment without quote