Schedule Call-In |
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The Schedule a Call-In program is used to create a call-in to perform an activity for a service outside of regular scheduled activity. You can schedule a call-in to handle customer requests for services such as; extra service, pick up, dump & return, deliveries, etc. Schedule a Call-In allows you to assign the call-in directly to a route or add the call-in to the unassigned calls pool to be dispatched. Navigation to Schedule a Call-In is accessible from different locations throughout TRUX.
Schedule a Call-In can be accessed from any of the following locations throughout TRUX.
Routing>Schedule a Call-In
- Convenient when scheduling multiple Call-Ins or Call-Ins from a list by using the Save & New feature.
Schedule a Call-In Shortcut
- Click the Calendar shortcut button in the top banner.
- Convenient when scheduling multiple Call-Ins or Call-Ins from a list by using the Save & New feature.
Customer Explorer>Search Results>Service Right Click Menu>Schedule A Call-In
- Schedule the Call-In directly from the search results grid and the Call-In Details will pre-populate with customer, site and service details for the service selected.
Customer Explorer>Service>Details>Schedule a Call-In
- Schedule the Call-In directly from the service details and the Call-In Details will pre-populate with customer, site and service details for the service selected.
Route Center>Unscheduled or Scheduled Call>Right Click Menu>Schedule a Call-In
- Both the Call-In Details & Route Details will pre-populate with customer/site/service details as well as the current route, placement, facility and activity based on the call selected.
Add Customer Issue>Schedule
- Schedule an Unassigned Call directly from the customer issue.
- The unassigned call will pre-populate with the service details and the customer issue subject as the call reference.
Customer Explorer>Service>Routing>View Calendar>Right Click>Schedule a Call In
- Schedule a Call In for the selected service on a specific date on the calendar directly from the Calendar View.
- Call In will pre-populate with the calendar date and customer/site/service details.
Verify and/or populate Call In Details according to the specifics for the call to be serviced.
Service Date: The date the route is to perform the service for the selected call.
- Specific Day: Select a specific day from the calendar.
- Today, Tomorrow or Yesterday: Service Date will default to Today (current date). Yesterday or Tomorrow will fill in the respective calendar date based on the current date.
- No Date: Automatically creates as an Unassigned Call. The Required Date in Dispatch will be blank.
The date will populate on the call once the call is assigned to a route by dispatch.
- Time: Default time will be the current time unless changed. Clicking on the To button will allow for a time range to be entered. The Required Time
will be populated on the call in Dispatch and Route Assist.
Customer: The customer associated with the service being scheduled.
- The customer number will be defaulted if the call is scheduled from customer explorer service, search results, customer issue or route center.
- If the call is scheduled from Routing>Schedule a Call In, the customer number will need to be entered or searched using the search button.
COD Customer: Customer accounts set as Cash On Demand will open the Pay Now window for payment before the call can be scheduled.
- If a credit card or ACH is saved on file, the saved card will pre-populate Pay Now.
- Credit Card or ACH can be manually entered at the time of payment.
- Other payment is used for forms of payment such as check, cash, money order, etc...
Site: The site associated with the service being scheduled.
- The site number will be defaulted if the call is scheduled from customer explorer service, search results, customer issue or route center.
- If the call is scheduled from Routing>Schedule a Call In, the site number will need to be entered or searched using the search button.
New:A new site can be added to the customer by clicking on the New button beside the site field.
- The Customer/Site Entry
will open to the existing customer and the site entry fields can be populated as usual.
- Site Details will populate the site fields to the right of the site selected for this call.
Service: The service associated with the service being scheduled.
- The service number will be defaulted if the call is scheduled from customer explorer service, search results, customer issue or route center.
- If the call is scheduled from Routing>Schedule a Call In, the service number will need to be entered or searched using the search button.
New:A new service can be added to the site by clicking on the New button beside the service field.
- The Customer/Site Entry
will open and the service entry fields can be populated as usual. - If Zone Pricing exists for the Site and Price Class selected for the new service, the option to apply Zone Pricing activity and material prices can be applied.
- Service Details will populate the fields to the right of the service being scheduled.
Multi: Calls for multiple services on the selected site can be created by selecting the Multi button
.
- Multiple services must exist for the site.
- Work order notes cannot be applied when Multi button is used to schedule a call in for multiple services.
- Selecting Activity Quick Select will apply the same selected activity to each service added to the call.
- Selecting Add Activities of Selected Services will apply all available service activities to each service added to the call.
- The Service field will show as Multi and include a count of the number of services included in the scheduled call.
- Service Details will be hidden when multiple services are on the call.
- Each service selected will be created as an individual call and sequence on the selected route with the activities selected.
Stop Date: The date the site or service has been stopped/closed.
- Calls can still be scheduled for closed/stopped services.
- Services with a Stop Date populated will deliver a site and/or service not active warning prior to proceeding with creating the call-in.
Reason: The reason associated with the above stop date.
Aging in Days: The aging of balances due for the customer or site receivables.
Route: Unassigned the call to Dispatch or Assign the call to a Route.
- Unassigned will not place the call on a route. The call will be placed in an unassigned pool of calls in Dispatch Center
. See more in our Dispatch Center topic. - To assign the call to a route, the route drop down will display a list of available routes for to the call in service date and service type.
Placement: When a call is assigned to a route, the placement field will become available.
First Call: The call in will be placed as the beginning sequence of the route.
Last Call: The call in will be placed as the end sequence of the route.
Select Call: Follows field will open and a list of the current calls in sequence will be in the drop down. Select which call sequence this scheduled call will follow. 
- Call-In Placement can be set to default to the Beginning of Route or End of Route.
- The selected default Call-In Placement will determine the default Placement when scheduling the call-in.
- The placement can be changed at the time of scheduling the call-in if needed.
Reference:Used to record the customer Purchase Order number, reference a name associated with the call-in or a related note.
- If PO Required is enabled in the customer or site details, the reference field will require an entry before the call-in can be scheduled.
- Reference entry will be included on the Invoice.
Priority: User defined priority flags can be assigned to the call-in.
- Priority flags are managed in Dispatch Center>Filters.
- Priority flags will be displayed for unassigned and assigned call-ins in the Priority column in Dispatch Center.
- Priority flags will be included when the call is viewed in call maintenance.
Facility: The disposal facility for this call-in can be specified from the facility drop down or left as the default -All- to leave the facility unspecified.
Activity: The activity to be serviced on this call-in. See more about activities here.
- Activities in Black have activity rates for the selected service.
- Activities in Blue do not have activity rates for the selected service and will schedule with an activity rate of $0.00.
- Activity Rate can be modified once the call-in is completed and prior to billing.
Lifts: The number of lifts applied to this call-in.
- The Qty. of lifts will multiply by the Activity Rate to calculate the Amount on the customer Invoice.
Work Order:The work order number assigned to the scheduled call-in.
- The work order number can be manually assigned. If the manually entered number has already been used, a message will be sent with the option to use the next available work order number.
- The assigned work order number will be displayed in Route Center, Dispatch Center, Customer Explorer Routing Tab as well as the printed Work Order.
Work Order Note: Temporary one time work order note only applied to the current work order.
- Work Order note will be included on the printed work order.
- For a permanent work order note for this service, use the service notes.
Container Availability:Calendar view of available containers by month, day and container type.
- Container Availability Calendar can be refreshed to view the calendar by year, month and/or container type.
- Inventory County by Container Type is included in the grid and calendar.
- Double Click on a date in calendar to view the available inventory for the selected day. Change view to previous or next day.
Save & New: Available from Routing>Schedule A Call-In when multiple call-ins need to be scheduled.
- When Save & New is clicked following a call-in entry, the current call-in will be saved and the Schedule a Call-In window will remain open awaiting the next entry.
Save & Close: Saves the call-in and closes the Schedule a Call-In window.
Save & Print: Saves the call-in and prints the work order.
Warnings: Upon saving the call-in, warnings such as Credit warning, Credit exceeded, Container type not available or COD Payment may be prompted if applicable to the service.
Upon saving the routed call-in, the call is updated to the selected route and accessible from Route Center, Route Assist, Dispatch Assigned Grid and Customer Explorer Routing Tab.
- Call-Ins appear with a decimal place following the sequence whole number.
- Call-Ins appear with a decimal place following the sequence whole number.
- Driver can complete Call-In's in any sequence within the route.
- Call-Ins added to a route after the driver has started the route will notify the driver via a New route change as an Added call.
- Call-Ins appear with a decimal place following the sequence whole number.
- Call-Ins will be included in the Schedule Calls grid until they have been completed.