Differences

This shows you the differences between two versions of the page.

@@ Line 1: / Line 1: @@
+===== Call Type =====
+The Call Type Code is used to provide a category for your [[Call|Calls]] in a dropdown list, which can be used to determine the type of job, such as breakdown, service etc.
+To open the Call Type Code list, click on your name on the top-right of the screen, and select 'Codes'. Within this list, you'll see the Call Type option. Click this and you'll get the list.
+{{ :calltypelist.png?600 |}}
+You can click the pencil icon to edit a Call Type, or click the 'Add New Call Type' button to create a new one.
+----
+==== Add Call Type ====
+Clicking 'Add New Call Type' will open a pop-up window. You'll need to fill in the Code, Description and Colour in order to save the record. You can also choose to link Question Sets to the Call Type, set up response/fix times & populate other details.
+{{ :calltypeadd.png?600 |}}
+There are additional tabs where you can fill in charges (the default charges for this Call Type), and set up Part Allocation.
+----
+==== Charges ====
+The Charges tab is used to set up the standard charges for this Call Type. If the Call is linked to a [[Contract]] which has charges, these will override the Call Type charges.
+{{ :calltypecharges.png?600 |}}
+The Charges fields are detailed below:
+^Field^Description^
+|Callout Charge|The cost of a callout|
+|WorkTime Charge|The hourly labour rate|
+|Travel Charge|The hourly travel rate|
+|Callout Included|The number of hours that are included in the Callout cost|
+|Rounding Factor|Rounding of charges, e.g. every 1 hour, or every half hour (0.5)|
+|Minimum Qty|Smallest unit of time that will be charged|
+|Are Parts Billable|Should Parts be billable by default under this Call Type|
+|Is Time Billable|Should Time be billable by default under this Call Type|
+----
+==== Part Allocation ====
+Part Allocation can be used to set standard Parts against this Call Type which will be added to the [[Call#Call Parts|Call Parts]] tab. This can be set to either be generic, or based on a [[Product]] or [[Product Group]].
+{{ :calltypepartalloc.png?600 |}}
+----
+==== Appearances ====
+  * Call Types are a crucial code within the [[Call]] Module, and appear in most  places that a Call does.