Once you have configured your workspace and teams on Boombirds, you can now configure your first service request type. Follow the steps mentioned in the videos below to start configuring your first service request on Boombirds for Transporter Logistics:
In summary,
Choose the ‘Services’ option from the ‘Configure’ Menu
Click on the ‘Plus’ symbol on the bottom right of the page
Select the ‘Office Operations with First/Last Mile Tracking with Consignments’ option under the ‘Configure This Service To Manage’ section in the ‘Details’ tab.
Choose how elaborately you would like to track consignment movements with complete, simple, or none tracking modes. Mention whether you would like to tag the service with a payout and enable photologs, select the options under ‘Trip Preferences’. Click on ‘Create’
Configure the service request form and consignment form details in the next tab.
Specify who can work on the service request, assign vehicles, select the team that the service is assigned to by default, and create rules under the ‘Permissions’ tab
Create the workflow for the service request under the ‘Workflow’ tab
Publish your service request configuration and it will be added to the list of services under the ‘Services’ section
Click here to access your Service Board to create your first Service Request
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