Editing Dispatch Guide
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 3: | Line 3: | ||
Watch the video below or continue reading below to get an orientation of dispatch, learn how to schedule orders on your techs schedule, and how to customize your dispatch layout. | Watch the video below or continue reading below to get an orientation of dispatch, learn how to schedule orders on your techs schedule, and how to customize your dispatch layout. | ||
+ | <videoflash>j546EsXlC2Q</videoflash> | ||
− | |||
− | == '''Dispatch | + | == '''Dispatch Overview''' == |
Line 150: | Line 150: | ||
<br>2. Click the '''Layouts''' tab. | <br>2. Click the '''Layouts''' tab. | ||
<br>3. Click '''New'''. | <br>3. Click '''New'''. | ||
− | <br>4. In the '''New layout name''' field, enter a name for the | + | <br>4. In the '''New layout name''' field, enter a name for the original layout. Click '''OK'''. |
Line 167: | Line 167: | ||
<br>3. Click the '''Layouts''' tab. | <br>3. Click the '''Layouts''' tab. | ||
<br>4. Click '''New'''. | <br>4. Click '''New'''. | ||
− | <br>5. In the '''New layout name field''', enter a name for the | + | <br>5. In the '''New layout name field''', enter a name for the original layout. Click OK. |
To switch between saved layouts, use the '''Layout''' field to select the layout you want to use. | To switch between saved layouts, use the '''Layout''' field to select the layout you want to use. | ||
Line 329: | Line 329: | ||
− | == Dispatch FAQ | + | == Dispatch FAQ - Orders aren't showing on dispatch == |
− | + | ||
− | |||
− | |||
If your orders aren't showing on dispatch there are a couple things to check: | If your orders aren't showing on dispatch there are a couple things to check: | ||
− | + | ||
+ | <h3>1. Check to see if the order status assigned to your orders has "show on dispatch" checked</h3> | ||
<br>Go to '''Setup''' > '''Company''' > '''Lists''' | <br>Go to '''Setup''' > '''Company''' > '''Lists''' | ||
<br>Select '''Order Statuses''' | <br>Select '''Order Statuses''' | ||
<br>Edit a status and make sure '''Show on Dispatch''' is checked. If it isn't, then any order with that status won't show on dispatch. | <br>Edit a status and make sure '''Show on Dispatch''' is checked. If it isn't, then any order with that status won't show on dispatch. | ||
− | <br>[[File:ShowOnDispatch.png]] | + | <br>[[File:ShowOnDispatch.png]] |
− | + | <h3>2. Check settings on Dispatch > Settings tab</h3> | |
− | Open Dispatch | + | <br>Open Dispatch |
<br>Click the '''Settings''' tab at the bottom | <br>Click the '''Settings''' tab at the bottom | ||
<br>[[File:Dispatch_SettingsTab.png]] | <br>[[File:Dispatch_SettingsTab.png]] | ||
<br>Make sure All zones, All Workgroups, Service and Install are checked. If Don't show completed items is checked, it won't show labor associated with closed orders. | <br>Make sure All zones, All Workgroups, Service and Install are checked. If Don't show completed items is checked, it won't show labor associated with closed orders. | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |