Below are 6 different ways to access Best Fit depending on how you use PestPac:
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- Lynne Newman
- 5 years ago
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1 Best Fit Best Fit is used for creating new orders and rescheduling existing. You must have the option enabled in your Profile for Use Best Fit Scheduler to access all of the features noted below. Below are 6 different ways to access Best Fit depending on how you use PestPac: When creating an initial order in a service setup, click the calendar icon to receive a prompt for Best Fit. When creating a new one-time order, editing an existing order, or using the blue order link tied to the service setup from Location Detail screen, click the calendar icon to be prompted for Best Fit.
2 When rescheduling an existing order from the bottom of the Location Detail screen, click the calendar icon to be prompted for Best Fit. When rescheduling an existing order from the Appointment Scheduler by singleclicking an order, click the Best Fit button. When rescheduling an existing order from the Appointment Scheduler by doubleclicking an order and then clicking the Best Fit link in the Edit Order popup.
3 When creating a new order from the appointment scheduler screen, a RouteOponly feature exists called New Order. If using this option, you can specify the Address, Zip Code, City, State, Service Code, and Duration of the service you want to create a new order for as well as Best Fit. After following the prompts, you will see the Best Fit screen for scheduling this new order.
4 Using Best Fit Once you ve chosen which way to access Best Fit, you will see the Best Fit search screen with the Location and Order information at the top.
5 Order Constraints shows you what constraints, if any, are on the order you are trying to schedule. If you are rescheduling an order that you do not need to keep in their current constraints, you can check Ignore Constraints on Order Being Scheduled. Otherwise, Best Fit will try to respect the Order Constraints section. NOTE: Do not check the box Show Routes with Unreachable Appointments unless you want to potentially move an order off the schedule to fit this one, and then go back to re-schedule the order being moved. The Limit Results To section can have defaults set under Menu > Settings > Company Setup > Additional Modules > RouteOp and VRM > Best Fit Scheduling Options. You can override those defaults on the screen as well. Once criteria are entered, you can click the Search button. Show Routes with Unreachable Appointments: Select this option if you want Best Fit to proactively look to move orders from the current schedule as unreachable to fit in this service order. You will need to go back and locate the order that was made unscheduled and use Best Fit to reschedule it for another day by going to the Unscheduled Appointments section of the Appointment Scheduler. Ignore Constraints on Order Being Scheduled: Select this option if you want Best Fit to respect the search criteria on this screen, no matter what the current date or
6 time constraints are on the order being scheduled. Leaving this box unchecked will respect current constraints on the order, no matter what criteria you search. Best Fit will provide options for scheduling this Service Order. If satisfied with the option, clicking the Day / Date / Time Window link will immediately schedule the order you are working on as well as re-optimize the day to which you are moving, and the day from which you are moving it, if applicable. If you would like to see other options for a given day, click the Show more results link. REMEMBER: For additional setup, training, and usage resources for RouteOp and other topics for FREE, including live webinars and a robust video library, please visit PestPac University.
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