Commercial accounts & arrival windows
Commercial customers (HOAs, hotels, resorts) usually demand a guaranteed arrival window and sometimes a tax exemption. DeweyIQ supports both first-class.
Mark a customer as commercial
Open the customer profile → Edit → set Account Type to 'Commercial'. The commercial pill appears on the customer header, the customer list, and every dispatch view. You can filter the customer list by Type to see your whole commercial book.
Mark the customer tax-exempt (optional)
If the account carries a reseller or non-profit exemption, check Tax exempt in the same editor. Invoices, auto-billed drafts, quotes, and payment PDFs all skip sales tax automatically. New work orders for that customer inherit the flag too.
Set the arrival window on a schedule rule
From the Schedule page, edit the recurring rule and add an Arrival window (start + end). The window lives on the rule so every future stop it generates inherits it — no per-stop babysitting.
Override a single stop from dispatch
Need a one-off window on a residential stop (gate code hours, dog boarder's drop-off, etc.)? Click the stop on the dispatch map, edit the Arrival window inline. DeweyIQ will prompt you to re-optimize the route so the constraint actually lands.
Let the optimizer do the scheduling
The route optimizer treats windows as hard constraints. If a solution would violate the window, VROOM drops that stop into an infeasible list and surfaces it so you can extend the window, split the route, or add capacity — never silently run late.
Notifications tell the customer exactly when
Add {{arrival_window}} or {{arrival_window_sentence}} to your pre-arrival SMS and email templates. Every stop with a window sends a message like 'Your tech will arrive between 8:00 AM and 10:00 AM.' Stops without a window fall back to the regular copy — no template forking.
Templates live at Settings → Notifications → Pre-arrival.
Late arrivals are logged automatically
If a stop is closed after its window ends (or the next day), DeweyIQ records the late arrival on that stop. It shows up as a red 'Late' pill in dispatch and on the customer profile so you can follow up and — for commercial accounts — reinforce the guaranteed-window story with the customer.
Agreement templates can target commercial only
When building agreement templates, pick a Customer type (residential, commercial, or both). New-agreement flows filter the template list by the customer's account type so office staff can't accidentally hand a residential contract to a hotel manager.
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