Submit Your Suggestions for Vista

We'd like all of our "Normal Service Calls" to include tasks:

• A whole house inspection task
• A trip charge task (one misc line)

Additionally, if the call was of a certain scope, say WATER HEATER PROBLEMS, we'd like some way to automatically include optional tasks, like

• REPAIR WATER HEATER ($40)
• REPLACE WATER HEATER LVL1 ($80)
• REPLACE WATER HEATER LVL2 ($120) ...etc
• DIFFICULT ACCESS ($40)

and Optional materials or labor, like how they show up on a QUOTE.

Then as the tech does the job, we could put COMPLETED on the tasks they used, and use WORK COMPLETED for additional materials or labor completed.

I'm asking for a way to attach a TEMPLATE QUOTE to a SCOPE, so whenever the SCOPE is used, the items on the quote are copied into the WO.

Thoughts?

Doing something like the above would reduce repetitive work for our dispatcher, as well as increase the consistency of our work performed per scope.

Alternate Idea

The above might sounds like circular logic (each quote has line items with scopes).

So, what about attaching a TEMPLATE QUOTE at the CALL TYPE level? The dispatcher would then only have to fill out the "Call Type", which would then copy the quote when generating the WO.

SOMEHOW we need to automatically include tasks based on something the dispatcher types into SM Call Handler.