Define service types

Introduction

A service type corresponds to a type of delivery or service that your company offers.
By creating service types in AntsRoute, you make operational planning easier and more standardised.

When you add a delivery or work order, certain fields (such as duration, required skills, or time slots) can be automatically pre-filled based on the selected service type.

This saves you time and reduces errors linked to manual data entry.

☝️ Good to know: If needed, the duration and required skills for an order with a selected service type can still be adjusted during scheduling.

Notes: When scheduling a delivery or an intervention, it is possible to select multiple types of services for the same task. To learn more about how multiple service types work, see this support article.

Steps to create a service type

Follow these simple steps to add a new service type:

1. Go to the Settings module.
2. Click on the Types of service tab.
3. Click on the + button in the top right-hand corner to create a new service type.
4. Then complete the following information:
   • Name 
     Give your service type a clear name (for example: “Standard installation”, “Priority delivery”, etc.).
   • Location of delivery
     Select the location for this type of service or delivery (at the customer’s home or remotely).
   • Duration
     Indicate the estimated duration in minutes for this type of service or delivery.
   • Skills (optional)
     If the service requires a specific skill (for example a certification or particular expertise), you can select it here.
   • Time slots for scheduling appointments (optional)
     Define the time ranges that will be proposed during manual scheduling or on the booking website.
   • Default time slot (optional)
     This time slot will be used automatically when scheduling from the work order basket, via file import, or for recurring planning.
   • Description (optional)
     Add a useful description, especially if your customers will see this service type on a booking website.
   • Price (optional)
     You can enter a price associated with the service type. This price may be used when calculating the total cost of orders.
5. Click Save to record your service type.

Good to know

• Once your service types have been created, you can select them directly when adding an order.
• You can also include these service types in your Excel import files by entering their name in the Type of service column.
• Using service types also makes it possible to prioritise the scheduling of work orders by indicating to the optimisation algorithm which orders should be treated first.

🙋‍♀️ If you need help setting up your time slots or service types, please feel free to contact AntsRoute support by email or via the chat available in the web interface.