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Checkpoint: Switch template

Switch the service template straight from the checklist when the job turns out to be different from planned, for example from Assistance to Towing.

Written by Leif T. Rudlang

What the checkpoint looks like

The checkpoint has a button, Switch template. The station decides the text, for example "If the fault can't be fixed: switch template to Towing".

The checkpoint with the Switch template button

If the button is grey with Invoiced, the service has been invoiced and the template can't be switched.

How to use it

  1. Tap Switch template. Switch service template opens.

  2. Choose the new template. The template the service has now is marked Current.

    The list of templates, with the one you have now

  3. Tap Switch template. If you switch from a job on site to a transport, for example Towing, Assist tells you the job gets the step Picked up and a drive to the delivery location.

    Switch service template with Towing selected and the notice that the job becomes a transport job

Good to know

  • What you have already done stays: ticked checkpoints, comments and the route. The work description is replaced only if nobody has edited it.

  • Checkpoints nobody has touched are replaced by the checklist in the new template.

  • You'll find the same under All actions. See Switch template on the job.

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