The Dispatch board helps produce a centralized overview of the Jobs performed for a day and act on the unattended Jobs in a single click. The dispatch board helps the users to track Unassigned Jobs, Unscheduled Jobs, and Overdue Jobs. You can highlight the Jobs based on Job Status, Team, and Job Category. The pending item list tracking is made simple. Field technicians and field service allocation is quickly possible with the Dispatch board. The team’s work allocated time and free time can be easily tracked.
From the Screenshot below, you can view the present-day jobs, Monthly Jobs, Weekly Jobs, and a particular day's Job efficiently.
2. You do not need to worry about missed jobs/jobs allocation. The Unassigned Jobs, Unscheduled Jobs, and Overdue Jobs are easily tracked in the system.
A) Unassigned Jobs refer to any jobs that are scheduled but not yet assigned to any Field Technician.
B) The Unscheduled Jobs refers to jobs that have a due date but are not yet scheduled.
C) The Overdue jobs mean any that are past their set due date.
You can highlight Jobs based on the Job Status, Team, and Job Category.
This dropdown displays the list of teams, and choosing a team will show the respective team members and their assigned jobs on the dispatch board optimally with one click.
B) New Note – This allows the user to add specific notes related to the Job.
C) Unassign – This option helps the user to remove the Job from a particular person and date.
D) Open Job – This option helps the user to open the Job to know more further details on the Job.
7. You can drag and drop the Job to another day, which makes your rescheduling so simple. You can also remove the rescheduled job from the route by tapping on the checkbox "Remove Job From [Route]". This “Remove Job from Route” checkbox is shown only if the job has an associated route.
Dispatch Board is given a new look with complete data customizability and support for multiple time zones.
Select the “Settings” icon from the top right corner and
choose the “Customize” option.
From settings, under Scheduler View, toggle on or off to enable or disable the “Show Scheduler” and click the “Save” button.
From the Jobs view, you can set the number of Jobs to view as
100 and select the “Save” button.
The table view is shown below:
The compact job’s
view is shown below:
From the Jobs view, for the “Table/ Compact”
display type, you can select the “Custom
a check on all the relevant tiny “Square boxes” to display on the
Dispatch board, then select the “Save”
Set the toggle “On” or “Off” to display the difference time between Jobs on the Dispatch Board.
Set the toggle “On” or “Off” to display the job summary on the Dispatch Board.
Set the toggle “On” or “Off” to hide weekends.
Set the toggle “On” or “Off” to display the business hours on the Dispatch Board.
Set the toggle “On” or “Off” to display the capacity of the field executives.
Set the toggle “On” or “Off” to display the week’s numbers.
Select the preferred input from the dropdown box to highlight the jobs on Dispatch Board.
Select the preferred input from the dropdown box to choose the appropriate time zone type on Dispatch Board.
Two options are available - Browser Time Zone and Custom Time Zone.
This field will appear only if 'Custom Time Zone' is selected and lets the user see the jobs in the time zone of their preference.
Employee card customization lets you display the fields of the respective Field Executive.
You can use the checkbox to decide which fields to be displayed for the Field Executive.
Job’s view represents the left pane of the dispatch board where Unassigned/Over-due jobs appear.
You can now decide to view these jobs in Card or Table with complete customizability over columns/fields to display."
You can choose from fields including Scheduled Time, Due date, Customer Name, Service Address Street, City and State, and Service Address – Zip code.
Select the “Save” button to save and view the scheduler view based on the saved
Under the Map view, select the preferred “Dispatch Board Appearances.”
Set the toggle “On” or “Off” to enable or disable the map view.
Set the toggle “On” or “Off” to display the live location of the employee for the current day.
The time zone will appear if you choose 'Custom Time Zone' on the scheduler settings. You can use this
button to toggle the dispatch board across different time zones.
Choose the time
zone you prefer and select the “Update” button.
The updated “Time
Zone” is shown.
Hovering over the
employee’s name displays more information about this user with quick actions
such as call and view details.
The holiday for a particular day is shown on the dispatch board as follows:
By using the “Filter Employee Schedule” option using the “Filter” icon present on the right side of the page, the Dispatch board helps to get the best results for the user based on the following filter options:
A) Filter by Job Category – Based on the list of available Job categories in the dropdown list.
B) Filter by Due Date – Based on the due dates like Yesterday, Today, Tomorrow, This Week, and This Month.
C) Filter by Job Priority – Based on the options such as Low, All, Medium, High, and Urgent.
D) Filter by Customer – Based on the specific customer.
E) Filter by Assigned Employee – Based on the employee who is assigned for the Job.
F) Filter by Tags – Based on the Tags specific to the Job.
G) Filter by Roles – Based on the assigned roles for the Job.
The relevant jobs are selected, and users can create a route under the
2. Select the “Settings” icon and you can
toggle on the “Maps View.”
You can load all the customers with the enter search key, and
now the Dispatch Board supports up to 100 matching results while searching the
1. Select the “Dispatch Board” module from the left panel.
With the dispatch board now, the users get more merit to handle the Jobs efficiently without any flaws.
The employees' live location for the current day can be
tracked quickly by selecting the particular employee and choosing the day as "Today."
With this new feature, businesses can plan for the employee's work allocations based on the live location; hence, assigning a job for the next job will be easy.