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Basic Assignments
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Options & Settings
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Main Time Information
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Dispatch Direct Webinar: Service Companies Dispatch board - time across the top and resources down the side Canceled = strike through text One customer can have multiple sub locations On service calls: - Status - Call type - Department - Call type - Salesperson - Priority - Mark as billable - Estimated hours Documents and links: be able to link and save different docs and content tied to customer, locations, or service calls, not just images but .pdf, .doc, .xls, etc. Customer online bill pay – this would be nice Be able to copy or duplicate calls First log the call, and then schedule the call. You could also do a thing called a quick call which is logging and assigning at the same time. Schedule codes, date, times, ranges, or general like AM/PM, 1st call of the day, etc. Dealing with calls: - Arrived/departed - Estimated hours - Actual hours - Use hours or standard charge - Dt hours (double) - Ot hours (overtime) - Travel hours - Use hours or standard charge - These were fields that went with each call Each location (sub of customers) can have notes and items that are on that location – a 1-many on locations to equipment with serial #’s – these need a photo gallery They allow series contracts with billing options (kind of like reoccurring invoices) Basically… all calls (time) need to be created and then assigned. Technician can have specs or options. Techs can have an assigned skill set - able to filter techs by their skillset. Create a call type for whatever. Maps – show calls, scheduled, tech houses, etc. Maps – we can send lat & long (be able to set by location) or a physical address. Able to set-up custom reports and save them. On customer fields… they have a couple date options, a couple of number options, 10 text fields, and all were editable. You can go to a date for a tech and just add a quick call. This skipped the log call first and then assign later. Able to change techs and assign multi (checkboxes of who’s up). |