Once a Service Order has been created and the Technician(s) assigned, dispatch the Technician(s) to complete the Service Order using one of the methods below.
As with setting a Service Order Technician to Dispatched, the Technician can also be set to Enroute, Arrived, and Cleared all by using the same methods.
Method 1
- Select Modify on the Service Order and go to the Technicians tab.
- Select Set Date / Time for Dispatch.
- The date and time will populate with the current date and time. Modify if necessary.
- If more than one Technician is assigned to the Service Order, it will set all Technicians as dispatched.
- Once dispatched, the calendar will display the Service Work as orange for dispatched. The start and end time from the service order will display on the calendar.
Method 2
Dispatch the Service Order by double-clicking on the item in the calendar. This will navigate to the original Service Order. From here, modify the order to reflect the Dispatch date.
Method 3
- Right-click on the Service Order# located at the top of the screen.
- Select Set to Dispatched. A message will display indicating the date and time the system will apply to dispatch. Select OK.