Getting Started with Dispatching
While most features such as Timekeeping and Wireless Forms are designed to transmit data from the mobile device back to...
Dispatching
Construct, send, and manage work orders for your remote employees.
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View All Orders for a Client
There are a couple ways to view all orders to a client in reports and clients. -
Update Client Information
To make changes to a client’s information is very simple. This will affect all new orders after the changes are... -
Reassigning an Order
Simply edit the order to assign it to a user. Or, use the drag and drop feature on the Orders... -
Managing Orders
The orders list provides basic information in a grid layout. All of the columns are sortable. To view additional information about... -
Dispatching Dashboard
The Dispatching dashboard provides an overview of orders in the system. Check the dashboard for a summary of active orders, see the... -
Creating a New Order Status
Order status indicates an order’s progress from creation to completion. Each service type can include a number of associated order... -
Create a New Service
Service types allow you to categorize work orders. By default, the dispatching module includes a “New Order” service type. It... -
Create a New Order
Use the Dispatching module to create customized work orders for product deliveries, client visits, service tickets, or any type of work your... -
Assigning an Order
Associate work orders with users. When a user is assigned, he or she can view and fill in form fields associated with the...
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