Scheduling Orders on Dispatch

Drag an order from the tabs at the bottom of dispatch and drop it on the dispatch board.

• NOTE* When you drag an order onto a tech’s schedule, a labor item is added to the order. Go to the service or install order, select the labor tab and notice the new labor item added.

To expand the hours scheduled on your tech’s calendar, click on the order scheduled, click on the bottom of the order (image below) and drag the order down the calendar.

Drag the order from one technician’s schedule and drop on another tech’s schedule.

Rescheduling order on tech’s schedule to another day
1. On Dispatch, go to the Day Planner tab.
2. Select the order on your tech’s schedule.
3. Click Reschedule Service.
4. In the window that opens, select the new date and click OK.
5. Order has been moved to your tech’s schedule on date selected.

Jump to order from dispatch

Double click on an order scheduled on your techs calendar and SME will jump to the order. This is an easy way to update all of the orders at the end of the day. From dispatch, jump to the orders that were scheduled for the day, update the order status and make other changes to the order.