How to Create A Trip

How to Create a Service Trip

A Service trip can be scheduled in AltheaSuite by following below steps.

Step 1: Login into your AltheaSuite account.

Step 2: From the main menu, select Service Calls > Service Call Document. Create new service call document.

To know how to create a new service document you may refer to the link below:

How to Create Service Call Document

PENDING SERVICES

Services that are scheduled but not completed, will be listed under “Pending Services“. 

From this section, you can:

• View and manage pending services.
• Create a trip for the pending service.
• Schedule the service on the calendar.
• Filter pending services using the available filters on the screen.

Create Trip: Go To Service Calls > Pending Services > Create Trip. Select the service and then create trip.

Go To Service Trips : to Accept the trip select an option of “Accept And Start” from context menu.

Start Trip: Click on “Start Trip” to begin the service trip.

Create Invoice: Create an Invoice for the parts used during the Service. You can also view service details, by clicking on “Open”.

To know how to create an Invoice in service call, please refer to the link below:

How to Create Invoice in Service Call

GO: Click on “GO” to open GPS navigation and get directions to the service address.

End Trip: Once the service is completed, click on “End Trip”.