#Get dispatch me how to#

If that individual ever works for you again, reactivating them is a very easy process. If someone leaves your organization, it is important that you deactivate that user so that he or she no longer can log into Dispatch and access your vital business data. Dispatchers in your organization ALWAYS have access to Notes/Photos for ALL Jobs whether they are are PUBLIC or PRIVATE.Technicians in your organization only have access to Notes/Photos for Jobs that they were assigned.Enterprise/brand job providers only have access to Notes/Photos for Jobs that they provide you which you mark as PUBLIC not all brands have or use this access at this time.Customers have NO ACCESS to view notes and photos that are added to a job by a Technician or Dispatcher.Here is how we manage access to your Notes and Photos: You might complete multiple Jobs for the same Customer, and it might take multiple Appointments to complete a Job.ĭispatch provides the ability to attach Notes and Photos that you complete and we are very conscious of the need to protect your business information. To sum it up, you must have a Customer to create a Job you must have a Job to create an Appointment. By Appointment, we mean a site visit at a particular time that fulfills the needs of a particular Job.It is not tied to time, date, or specific site visits.

By Job, we mean a specified project, work order, or other body of work that has scope and goals.

By Customer, we mean the individual or company that is having you complete work.

In Dispatch, we use the terms Job and Appointment to capture these, and in order to create either, you must have a Customer.

Appointment: What's the difference?Īcross field service enterprises, contractors, and systems, there are many different terms used to describe what and when services are delivered. The below chart outlines the possible status changes and related actions.

Complete: when all work on a Job is finished (gray)įor the most part, changing Job status results from actions being completed in the web application or mobile app.

In Progress: when a Technician has indicated that they are en route or have started an Appointment (orange).

Paused: when a Job is waiting for some reason before it is completed (yellow).

Scheduled: when a Job has at least one Appointment scheduled (blue).

Unscheduled: when a Job exists but there are no Appointments added (red).

New Offers: when a third-party enterprise/brand sends you a job offer or a service request is submitted from the customer booking page (green).

Jobs can have the following statuses in Dispatch which have color-coded borders and headers in the web application: However, by changing the status back to scheduled, appointments will again be active, and new appointments can be added as usual. When a job has the status of canceled, all appointments will be canceled. A completed appointment will allow the customer to receive a survey request asking for feedback.

You were interrupted from the work for some reason (an emergency call).Īfter an appointment, you must mark it as complete! Why? This marks the appointment as completed in the internal system It allows you to move to the next job.

The customer wasn't at the location when you arrived.

When you are unable to complete the current appointment or need to complete the job at a later date or time.

Marks the appointment internally as started, so that customers can’t say you didn’t show up to the appointment.

Lets the customer know that you’re arrived.

Its important to mark a job as started once you’re at an appointment, for two reasons: Updates the status of the appointment across your service provider’s system, so that technicians, dispatchers, and customers will all be in sync.

Allows you to get directions to the appointment via GPS on your phone. Sends a text message to the customer, along with the technician’s estimated arrival time. Refers to whenever a job has an appointment that is either.Ĭorresponds to “On My Way” in the mobile app. These appointment details can be edited if needed. The appointment has been scheduled for a particular date and time, has been given a duration, and may or may not have been assigned to a specific technician. The job status of Scheduled indicates that an appointment has been scheduled for the job. The job has been accepted but yet to be scheduled by adding an Appointment.

#Get dispatch me how to#

To learn how to update your team's user profile roles, visit our help articleĪ new job that has been offered via a connected Account or a service request that was submitted from our customer booking page.