Overview
Dispatch Pro Console supplements your regular Dispatch Board with easy-to-see, actionable tasks that help your dispatchers ensure optimal performance. The console comes ready to use with preconfigured settings, but you can adjust these settings or add more rules to suit your business needs. This empowers you to fully customize what tasks dispatchers should pay attention to and how they should react to the tasks.
Who uses this feature
Administrators and managers
Primarily for Residential Service and Replacement business types
Feature configuration
To get started with Dispatch Pro, review pricing and select your package here. You can also request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Certain permissions are required to set up and manage Dispatch Pro. To have these enabled, please contact the account administrator on your team. For more, see the Required permissions section of Dispatch Pro.
The Access settings and Edit Dispatch Pro settings permissions are required to set up Dispatch Pro Console. Please contact the account administrator on your team.
Things to know
The console shows tasks for all jobs and all technicians, not just Dispatch Pro-enabled jobs and technicians. This is helpful, for example, if you use Dispatch Pro for service and maintenance jobs but not for install jobs.
Tasks for jobs scheduled on past or future days may take up to one hour to appear in the console. Tasks for jobs scheduled for today appear within 1–5 minutes.
After a task is resolved, it may take a minute or so to disappear from the console task list.
Best practices
Apply multiple conditions to each rule you create to prevent cluttering the console with unnecessary or irrelevant tasks.
Add instructions to each rule so your dispatchers have clear steps to take for their tasks.
Use cases
Use console settings to highlight everything the business wants dispatchers to pay attention to. Some common rules you might want to set up include all jobs scheduled for today that have Research tag or all jobs that have a Parts Received tag. For more, see the Understand Rule Conditions section below.
Open Console Settings
Go to the navigation bar and click Settings
.In the side panel, go to Dispatch Pro > Console Settings.
On the Console Settings screen that opens, click one of the following tabs to configure your settings:
Workstreams
Rule Priorities
Rules
Console Settings overview
Workstreams
Workstreams are custom boards that control what individual dispatchers see on the console. You can define workstreams for specific business units, zones, and dispatchers.
For more, see Adjust Workstream Settings for Dispatch Pro Console.
Rule Priorities
Rule priorities help dispatchers understand which tasks are most urgent. Priorities are preconfigured as Urgent (red), High (orange), Medium (yellow), and Low (green). If needed, you can rename each priority and also change the color.
For more, see Adjust Priority Settings for Dispatch Pro Console.
Rules
Rules are the prerequisites that must be met for tasks to appear in the console. Some rules are preconfigured for you by default. You can edit, deactivate, or delete these rules and you can also create new rules.
For more, see Adjust Rule Settings for Dispatch Pro Console.