Dispatch Technician to Job Site

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

  1. Select Modify on the Service Order and go to the Technicians tab.
  2. Select Set Date / Time for Dispatch.  
    1. The date and time will populate with the current date and time. Modify if necessary.
    2. If more than one Technician is assigned to the Service Order, it will set all Technicians as dispatched.
  3. 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

  1. Right-click on the Service Order# located at the top of the screen.
  2. Select Set to Dispatched. A message will display indicating the date and time the system will apply to dispatch.  Select OK.