Advanced Septic Sales Orders in PRO Software streamline scheduling, dispatching, and tracking for septic services. This guide walks you through setting up an Advanced Septic Order using Advanced Dispatch for optimal efficiency.
Steps to Create an Advanced Septic Sales Order
- Navigate to Sales > Create New
- Click the Sales icon from the main dashboard.
- Enter Customer Details
- Add a new customer using the "Create & Edit" option, or select an existing customer from the dropdown.
- Ensure all necessary information is entered.
- Select or Create a Unit Location
- Make sure all location details are filled in accurately.
- Enter Order Details
- Add site address, notes, and specific order requirements.
- Proceed to Order Lines to add services.
- Add Septic Products and Services
- Click "Add a Product" or use a Quotation Template for septic services.
- Select necessary products and service fees.
- SAVE each product added.
- Confirm the Sales Order
- Once all details are added, click "Confirm" to finalize the order.
Using Advanced Dispatch for Septic Orders
- Open Advanced Dispatch
- Click "Advanced Dispatch" from the Sales Order screen.
- Modify Dispatch View (Optional)
- Click the "view style" icon in the top right to change how dispatch data is displayed.
- Schedule the Service
- In Calendar View, select the desired time slot for service.
- Ensure the scheduled route and special instructions are assigned correctly.
- Save the Work Order
- Review all information.
- Click Save to finalize the dispatch schedule.
📌 Tip: The yellow-highlighted area on the dispatch calendar represents the current day. Assigned drivers and scheduled jobs will appear color-coded.
Final Thoughts
Advanced Septic Orders in PRO Software provide seamless scheduling, accurate dispatching, and better customer management. By using Advanced Dispatch, you can efficiently assign, track, and manage septic service jobs.