RB User Guide > Entities > Firms OR Contacts

Adding standing requests

Instead of entering one service item at a time a client has requested for a job, speed up your process by selecting a group of service items at once from the preset list. Include your clients’ standing orders in their firm and/or contact profiles. Then you can use Prefill Services on a case or job to easily select all of the service items a client expects.

1. In an Edit Firm/Edit Contact window, scroll or jump to the Preferred Services pane.
2. Any services that have already been entered appear in the pane. Click next to Preferred Services to enter additional preferred services.
3. In the New Preferred Services panel, Service Group defaults to “9. Misc. Charge.” Select a different service group if desired.
4. Select the preferred service’s category in Service Subgroup.
5. Select the preferred service in Service Item.
6. Enter details about the service item:

   • Units

     If the standing order includes a set number of the selected service item. The default is 0 (zero).

   • Due in days

     Number of business days this service item for this client is due in (for regular deliveries). RB automatically calculates a job’s due date, excluding weekends and designated holidays (see Holidays preferences). The default is 0 (zero). If a firm’s contact has a different preference than the firm’s Due in days preference, the contact’s preference will be used for that contact’s jobs.

   • Delivery Method

     If applicable, the client’s preferred way of receiving the service item. Delivery methods are set in Lists > Production.

   • Turnaround Type

     If the client wants a specific type of expedited delivery. Turnaround types are defined in Rush Type Master.

   • Instructions

     Any additional information for your staff about the client/service item.

7. Click Save >

   • Save & New: To add the preferred service to the firm or contact and add more services.
   • Save & Close: When you have no more preferred services to add to the firm or contact.

Reference

• Holidays preferences
• Lists > Production
• Rush Type Master

Step-by-step instructions

• Selecting preferred or requested services
• Updating firms
• Updating contacts