How to configure services

Overview

This page focuses on explaining how to configure services. If you don't know yet what a service is and what it is good for, please read the Service-Intro-Article first.  

This article will show you how to configure the following things related to Services:

Details

Where to start

Services can be configured by admin users only, either via API or via the dashboard. As a minimum, there will be at least one booking and one tour service configured and enabled. 

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How to structure

Services in MotionTools should represent the actual services that an operator offers their customers. However, you need to also keep in mind that a service can come in different colors and shapes. An important way to customize a service is to configure custom capabilities. Capabilities can help to shape the characteristics of a service (e.g. require a certain vehicle or skill) have an impact on price and can influence which driver will be able to complete stops and tasks related to those bookings as part of a tour. 

If you are unsure how to structure your services, we advise to contact our customer success team who can share more best practices about this topic. 

 

settings-service-capabilities.png

 

General settings

  • Key: The key represents the type of service you offer e.g. batched delivery, moving services, concierge services, point-to-point delivery and so on. Please note that once a new key is created as a service, it cannot be changed (deleted) afterwards. Only 'a-z, A-Z, 0-9 and _' may be include as edits.
  • Enabling/Disabling: Service can be disabled and re-enabled at any time, however, please note that they can not be deleted and there also needs to be at least one booking and one tour service enabled at any time as without these, no bookings nor tours can be created. 
  • Name & Description: Each service has a name and a internal as well as external description, to ensure that both internal staff as well as external customers and drivers will understand what a service is about. These values can be translated into all languages that are enabled. The name and description are used e.g. in the customer portal to ensure that customers understand what they are booking.

  • Translations: Translation of the key can be changed afterwards, but the key needs to be still used when creating a booking via API. In this example we give our default service the name 'Delivery'.

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Configuration options of services

Each service comes with various configuration options related to dispatching, allows stops, stop validation rules, capabilities as well as advanced options to require certain type of proofs of service completion. The current option are summarized in the introduction article of services

settings-service-proofs.png

 

Price matrix

The pricing for service can be found in a dedicated tab in the settings section. Currently only booking service can be priced. This serves as a basis to charge customers. Pricing can be discounting on a per customer basis with the price matrix per service serving as a list price. It is planned that tours will offer a cost matrix in the future. That way the costs of a tour can be defined based on various parameters. This helps operators to easily figure out their profit or loss based on a per service basis and also derive earnings for suppliers automatically. 

 

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