The Dispatch boardform is the central location from which you can monitor and control the service order flow for your company.

Using the tools in the Dispatch boardform, you can prioritize service orders by urgency, associate service orders with a preferred technician and a preferred date and time, and perform other dispatch tasks, including:

• Filter and view service orders within a certain date range

• Identify the priority of a service order, and distinguish among service priority levels based on a configurable color scheme

• Review which employees are assigned to a particular dispatch team

• Use the drag-and-drop operation to change service times or assigned technicians

• Review the list of undispatched service orders

• For information about performing specific dispatch tasks, see the following topics:

  • Set up service activity types

  • Set up a preferred technician

  • Set up dispatch teams

  • Prioritize service orders

  • View dispatch teams

  • View the urgency of a service order

  • Monitor service activities

  • Reassign activities

  • Reverse changes in the dispatch board

  • View undispatched service orders