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Field Service appointments minimum billing for 15 minutes

  • 28 February 2023
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I know there is not a way to bill an appointment for a minimum set time of 15 minutes. For example if a technician completes a job in 8 minutes, system should set a minimum to 15 minutes unless manual intervention is done. Is it something under future product enhancement consideration?

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Best answer by Anacarina Calvo 28 February 2023, 17:07

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Kandy Beatty
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Hi @umeshramaswamy82 

You can handle the appointment manually

 

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Hi Kandy,

I understand we can do it manually but my question is to automate the process. system will not automatically set time to a minimum of 15 minutes. 

Manual intervention is not ideal.

 

Regards,

Umesh

Kandy Beatty
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Hi @umeshramaswamy82 

I understand, currently on the Preferences, you can set the smallest time to be 10 minutes, however, you could suggest to Acumatica as a future idea to be able to set that based on a business need.

 

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Kandy,

These settings are for appointment scheduling and not for appointment billing. Billing will be based on actuals time recorded by the system upon start and complete action on the appointment.

Kandy Beatty
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Kandy,

These settings are for appointment scheduling and not for appointment billing. Billing will be based on actuals time recorded by the system upon start and complete action on the appointment.

Apologies, I was thinking appointment scheduling. 

I still think it’s worth suggesting though as not everyone bills on the 15 minutes. 

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Sure. I will put a product idea suggestion. 

I have seen many customers who have requirement to bill on minimum 15 minutes on appointments.

Anacarina Calvo
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Hi @umeshramaswamy82 
Here is the idea to support minimum billing time on the field service 

 

iqraharrison48
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Hi Umesh,

There is an option under time & activity preferences to specify the minimum billable time.  i have not tested it out but you could see if this increases the time to 15 minutes for anything under 15 minutes:

 

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Iqra,

 

This is for time and expense billing. Not applicable to Appointment side billings.

 

 

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@umeshramaswamy82 

Does staff utilize the mobile devices in the field? If yes, then might we a bit a work around, but can setup a non-stock item:

  1. Minimum Charge (example) and enter an estimated duration of 15 min. 

  2. Displayed on the appointment. Then you can start the appointment and complete and bill it. 

  3. The field service agent will choose the charge.

  4. Of course, there is always a customization.

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