Service Location Requirements on Job Entry
- For Face to Face (non-remote) jobs, the Location field displays and is required.
- Site Contact and Venue display as part of the service location information.
- For remote service jobs, the Location field does not show.
Modifying the Service Type
Recurring Jobs: Service types of individual jobs can be modified by editing a job in the
series. A popup prompts the user to select the option to update the service type for
‘Only this job’, ‘This Job and All Following jobs’ or ‘All jobs’.
Team and/or Shift Assignments: Modify the service type of a single job using the
‘Override Service Type’ flag on the Assignments tab.
When the modification is from a Remote to a non-Remote service type, the service
location information is required.
When the modification is from a non-Remote to a Remote service type, the location field
is not displayed.
Disabling this feature
If you wish to collect a Service Location for all Service Types, navigate to the Admin
menu, click on the Company menu and then the Configuration tab. Scroll to the bottom
of the page, enable ‘Use Proximity Search for Remote Services’ and click the blue Save
button on the left hand side.
A Location will be required for all Service types and the Proximity Search will be used
on all jobs.