Moha: Created page with "The Dispatch window allows you to see your technician's schedule and schedule orders on your tech's calendar. To open the Dispatch window, click Dispatch in the Main Form Element..."

2011-06-08T20:51:36Z

Created page with "The Dispatch window allows you to see your technician's schedule and schedule orders on your tech's calendar. To open the Dispatch window, click Dispatch in the Main Form Element..."

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The Dispatch window allows you to see your technician's schedule and schedule orders on your tech's calendar. To open the Dispatch window, click Dispatch in the Main Form Elements tab (circled below).

[[File:MainFormElements_Dispatch.jpg]]

The Dispatch window is separated into different sections. See below for an orientation of the sections:

[[File:DispatchSections.jpg]]

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<div style="line-height: normal; margin: 0in 0in 0pt">'''<font size="26pt">1</font>'''</div>
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<div style="line-height: normal; margin: 0in 0in 0pt">'''Calendar '''tab – Select the day of the month you would like to see on the dispatch window.</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Techs '''tab – Shows your technicians. This view is used to drag techs onto the Order Planner tab</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Vehicles '''tab – Use this tab to drag your company’s vehicles onto the Order Planner tab.</div><div style="line-height: normal; margin: 0in 0in 0pt"> </div>
|-
| style="border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 45.9pt" width="61" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">'''<font size="26pt">2</font>'''</div>
| style="border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 432.9pt" width="577" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">'''Today’s Labor''' tab – A list view of all labor scheduled for the day selected on the calendar.</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Day Planner''' tab – Displays each technician’s schedule for the day selected on the calendar. Move orders between technicians and expand/shrink order’s labor hours.</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Week Planner''' tab – View the orders scheduled for technicians starting with the date selected on the calendar. Drag orders between techs and days.</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Order Planner''' tab – View your open orders and drag technicians onto the orders. View by day, week, 2 weeks and month.</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Tech ToDo List''' tab – Create a list of to do’s for your techs. This is separate from the Activities window in SME.</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Unavailable Time''' tab – Enter unavailable time for your technician. Prevent you from scheduling techs when they aren’t available.</div><div style="line-height: normal; margin: 0in 0in 0pt"> </div>
|-
| style="border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 45.9pt" width="61" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">'''<font size="26pt">3</font>'''</div>
| style="border-width: medium; border-style: none; border-color: rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 432.9pt" width="577" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">'''Unscheduled '''tab – Shows all open orders that do not have labor scheduled yet. Drag and drop onto the dispatch calendar.</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Proposals''' tab – Shows all open proposals if Proposals is checked on the Settings tab.</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Services '''tab – Shows all open service orders if Service is checked on the Settings tab.</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Install '''tab – Shows all install orders if Install is checked on the Settings tab.</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Invoices''' tab – Shows all invoices if Invoice is checked on the Settings tab.</div><div style="line-height: normal; margin: 0in 0in 0pt">'''Settings''' tab – Use this tab to select what you are seeing on the Dispatch section. Filter your dispatch calendar by technician workgroups. Filter the orders that display on service, install and unscheduled by Zone If you have both Service and Install checked, the Day Planner tab will show you all service and install work scheduled on your tech’s schedule. If only Service is checked, you will only see service orders on your tech’s schedule.</div><div style="line-height: normal; margin: 0in 0in 0pt"> </div>
|}

Dispatch Overview - Revision history

Moha: Created page with "The Dispatch window allows you to see your technician's schedule and schedule orders on your tech's calendar. To open the Dispatch window, click Dispatch in the Main Form Element..."