Dispatching

While most features such as Timekeeping and Wireless Forms are designed to transmit data from the mobile device back to...

There are a couple ways to view all orders to a client in reports and clients.

To make changes to a client’s information is very simple.  This will affect all new orders after the changes are...

Simply edit the order to assign it to a user. Or, use the drag and drop feature on the Orders...

The orders list provides basic information in a grid layout. All of the columns are sortable. To view additional information about...

The Dispatching dashboard provides an overview of orders in the system. Check the dashboard for a summary of active orders, see the...

Order status indicates an order’s progress from creation to completion. Each service type can include a number of associated order...

Service types allow you to categorize work orders. By default, the dispatching module includes a “New Order” service type. It...

Use the Dispatching module to create customized work orders for product deliveries, client visits, service tickets, or any type of work your...

Associate work orders with users. When a user is assigned, he or she can view and fill in form fields associated with the...

Create statuses and set up data entry fields corresponding to the order status. This allows assigned users to input information relevant to the...

The Client list displays each client profile stored in the system. Use the Client list to create, view, or edit client profiles. Saved...

This video shows you how to quickly and easily get turn by turn directions to a client address on an...

This video shows you how to quickly and easily call a client attached to an order. Though screens are from...

This video shows you how to update the status of an order from a handset. Though screens are from an...

This video shows you how a mobile user will receive and view new orders or updates to orders. Though screens...

We have added the ability to provide a copy of the order detailed report to customers when needed. Mobile workers...

Use the search box to search for specific users/devices, geofences, or addresses on the map. Predictive text offers you matching...

Find the closest user to a specific location and quickly create an order from the map without having to go...

We have added a new feature within the web app that allows web users the ability to import their list...

The Scheduler view takes Dispatching to a new level! It allows the portal user to see a calendar view of...

When assigning a Service — or type of job — to an order, you have the ability to set a...

Customers using the Dispatching module can now include a reference number on each order created. This can be viewed through...

While using the Dispatching feature you will be sending out orders. This can sometimes become repetitive and may require an...

A report that includes information such as Total active users, Forms submitted, Unique users logged into the Web, Orders created,...

This feature will help your users save time and ensure correct information is being added when they complete a form.

Customers can now create their own custom fields for their clients, within the Dispatching module. This allows for tracking client...

Employees can now reference their own submitted data within their web application, regardless if they can view the group they...

As we continue to improve our dispatching capabilities, it is now possible to send a text notification to a mobile...

A section named Recurring orders has been added to the Dispatching side navigation area. The grid contains all the recurring...

Selecting the “Copy Template” option when setting up a recurring order, will copy all the information contained in the template...

Dispatchers can now define specific statuses, limiting what the users in the field will see as their next available status,...

Our application now has the ability to search for a specific module name within the mobile application. This will make...

Our dispatching module now has more field types available for use in the service details section. This enhancement will allow...

A company can have multiple orders assigned to the same client for the same day, making it difficult for mobile...

With some customers having hundreds or even thousands of orders scheduled for the week, a filtering option has been added...

Our application is now capable of order status email notifications. The dispatching module has been upgraded with the option to...

Some companies have hundreds or even thousands of orders to manage on the orders grid. Because of this, we have...

One of the most useful aspects of our dispatching module is the ability for users to submit a form with...

In our latest release, we have added the client address book to the dispatching feature. This feature will allow users...

One feature that has been regularly requested is the ability to send files with different formats within a work order...

We have added a feature to the live view that makes it possible to find users closest to a location...

The dispatching module was recently improved with a more streamlined order creation process. To make this possible, a few changes...

Users now have the option to view a detailed order history of existing orders in the dispatching module. This new...

Previously, mobile users could see a list of orders assigned to them on the application’s dispatch screen that included a...

The groups section of our application now has the ability to add clients to groups. This new feature makes it...

Several months ago, we implemented the client address book to enhance our dispatching capabilities. Now we have introduced the ability...

In our dispatching module, adding a wireless form to an order is a great way to capture additional information relevant...

In web and mobile application design, bulk editing is used to support a variety of actions such as labeling, changing...

The client change history provides users with a tool to monitor modifications made to clients, including who made the change,...