Dispatch

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Invoice Summary

Hi everyone, I am wondering if there is a way for technicians to pin their Invoice Summary into the job notes page other than copy and paste into the notes section? I feel like I have heard of this before but not able to find a way to do this? Any he...

BriMarie by New Contributor
  • 4530 Views
  • 5 replies
  • 2 kudos

Resolved! Adding New Location from Tablet

Hi! I was wondering how the technicians can add a new location from their tablet? In the office we have explored with the technicians on how to do this, to no avail . Please help! If this is not a feature, it would be helpful, because it causes issue...

DanaDane by New Contributor II
  • 2079 Views
  • 1 replies
  • 1 kudos

Recurring Service

Recurring service feature. Right now the last time seen is not auto populated. For this feature to be useful for mass routing, having the last time seen is critical. We have packages where we see customers three times a year. Proper spacing gives us ...

Whitepl2 by New Contributor
  • 2699 Views
  • 2 replies
  • 0 kudos

Resolved! Dispatcher Training Manual

Does anyone have a dispatcher training manual they would be willing to share? I'm in the process of creating one & could use some more great ideas to throw in!

jmoutray by New Contributor II
  • 8163 Views
  • 10 replies
  • 3 kudos

Dispatch

is there a way for techs to see all techs dispatch without adding to admin?

jcooley by New Contributor
  • 2131 Views
  • 2 replies
  • 0 kudos

Resolved! capacity planning/dispatch

We are trying to work out how to best use adjustable capacity planning(using skills) and dispatching jobs efficiently. I am running into a couple of stumbling blocks. Some of our techs have a specialized skill so if we assign jobs as we schedule them...

Topahill by New Contributor
  • 2821 Views
  • 1 replies
  • 1 kudos

Resolved! Job cancelled - Invoice pending "forever"

Hello everyone, When I cancel a job (customer called and don't want us to go), the invoice still pending forever, because it doesn't show in Accounting to be batched, posted and exported.What do you guys do to "complete the job"? thanks

julianaf by New Contributor III
  • 4560 Views
  • 4 replies
  • 0 kudos

End the optimization back at office....

Our techs start at the office and end their day at the office. We are noticing that when we do the optimization, it's taking the techs away from the office instead of closer, no matter where their afternoon jobs are. Is there a way that we can set it...

shannon by New Contributor II
  • 4404 Views
  • 5 replies
  • 2 kudos

Resolved! Office view vs. Mobile view with Crew Management

We are having an issue with the office and the field seeing different truths with their respective Titan tools (i.e., the office view on the computer vs. the field view on the tablet). From the office side it will appear that the Foreman has not time...

grapids_ by New Contributor II
  • 3259 Views
  • 2 replies
  • 1 kudos
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