If you haven't joined our CSR / Dispatcher Group here in community, we'd invite you to join. A couple of weeks ago in the group, we shared an article on nine best practices on how to effectively schedule technicians. We are going to take a deep dive ...
The estimate process has some new issues. I'm seeing the estimate becoming unstable with having to exit and come back in to get stability back. If I drag an item on the estimate line location, it's about guaranteed to lock out any new activity.
I think it would be great if the text reminder verbiage could be based on business unit. For example, we give time frames on maintenance appts, but don't always provide a time frame for Demand (problem) calls, especially when we get very busy. We cur...
We are struggling with how to handle any pending jobs. i.e. A technician has requested another appointment, the parts are on order, maybe we need to wait for some weather to clear. Since the invoices have items on them, we can't mark them as unassign...
Why can’t the dispatcher see the entire summary if we block off a time on the dispatch board? This cuts off for the dispatcher after a certain number of words and can’t see everything we type.
Is there anyway to edit a past non job event for a tech after they are deactivated?Or even show the tech on the dispatch board when looking back historically for when they were here?i.e. something listed as unpaid that should be paid prior to payroll...
It would be great to be able to do more from the new pop up window on the dispatch board. We would like to see being able to verify the Address and sales tax from one window instead of having to go to service location and bill to and also it would be...
It would be very helpful for scheduling dispatch if the job showing on the dispatch screen showed the zip code, as well. This would enable us to move jobs around based on location, without having to open up everything to see where the jobs are locate...
Now when you click on a job on the dispatch board a preview pops up on the right. This is a preview of the job with some information. However, in order to see the contacts for the property, timesheets, etc you have to click on "Go to Job Page" which ...
Good Morning All!We are playing with the idea of implementing capacity planning. I'm in the next environment and set our base capacity to 0 with our tech shifts for a 9 hour window. When I go to the Capacity planning page the hours fluxuate between 3...
