Dispatch technicians Last updated on 09/16/2022
After you assign technicians to an appointment, you can dispatch them to the appointment so they can begin working on the job.
Dispatch a technician and mark them as arrived
From the office, you can dispatch technicians to their job, and mark them as arrived when they get to the job site. Technicians with the appropriate permissions can dispatch themselves and mark themselves as arrived. A technician can only be dispatched to or working on one appointment at a time. To dispatch a technician:
Go to the Scheduled Appointments section.
Click the More icon on the appointment you want to dispatch to.
Click Dispatch/Cancel Dispatch.
Choose the technician you want to dispatch or cancel.
Click the More icon on the appointment card.
Choose the technician who has arrived. Tip: If no other technicians have been dispatched, you can use the quick action button on the appointment card.
Dispatch from the dispatch board
Click Dispatch on the top navigation bar.
Find the technician you want to dispatch.
Right click the appointment bubble.
Bulk dispatch technicians
When managing jobs with multiple technicians you can dispatch all eligible technicians and mark them arrived together, and when they are done working, closing the appointment marks everyone as done together.
To bulk dispatch technicians:
Search and open the job for which you want to bulk dispatch technicians.
In the Scheduled Appointments section of the job, click the Dispatch dropdown and select All Technicians.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.