What goes into adding a service type?

A new service type brings many considerations.

New service types can be added in the affiliate portal under Manage Manifest > Settings > Service Types. Next you will want to edit the items/services that you provide under the new service type on the same page under Manifest Item/Service List. Then while on this page, it is a good time to add or edit trucks and transfer stations. New service types come with their own set of manifest system documents, so you will want to optionally add your logo to these documents under Manifest Document Logos. You can view the documents under Manifest Documents.

If you assign service types directly to customers, in any capacity, you will want to determine which customers will need to have the new service type added. Drivers will then have the capability to service the customer user the new service type. This can be done on Manage Customers > Customers > find the customer > Customer Settings.

All schedules are recorded with a service type. So if existing customers need to have their schedule adjusted, or a new schedule added, to account for the new service type, make sure to cover that on this under Routing & Scheduling.

Billing also needs to be considered. New service types means new items/services, which means new rules will need to be created to bill those items/services.