Set up custom fields on the Dispatch Board

Overview

Use custom fields as columns in the Jobs Tray on the Daily or Weekly Dispatch Board. These can be job-level, location-level, and record-level fields depending on how you've configured them. Each custom field appears with an indicator showing that it is custom and what type it is.

Who uses this feature

Dispatchers
Applies to all business types

Feature configuration

Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

You can add custom fields as columns and choose which ones to show up to 15.

Add custom fields to the Jobs Tray

Go to the navigation bar and click Dispatch.
Then select Daily or Weekly Dispatch Board.
On the dispatch board you selected, click Dispatch Preferences.
On the Dispatch Preferences window that opens, click Jobs Tray Columns.
In the column list, select the custom fields you want to include.
Tip: Drag and drop the custom fields to set their order.
Note: Custom fields are marked with the usericon.

Configure custom fields

To configure custom fields and see where they appear:

Go to the top toolbar and click Settings.
In the side panel, go to Operations>Custom Fields.
On the Custom Fields screen that opens, configure the fields you want to use. For more, see Use custom fields.

Note: Currently, not all custom fields are supported on the Roto-Rooter Dispatch Board. For more, see Supported Custom Fields.

Populate custom fields on a job

Go to the navigation bar and click Dispatch.
Then select Daily or Weekly Dispatch Board.
On the dispatch board you selected, go to the Jobs Tray section.
Under the Job Appointment column, click the job number.
On the job record screen that opens, click Edit Job.
On the Edit Job screen that opens, find the custom field you want and enter details.
Click Save.
Go back to Dispatch Board and confirm that the value appears in the corresponding custom field column in the Jobs Tray section.

Supported Custom Fields

The following elements are supported as custom fields:

Customer Record
Location Record
Job Record
Project Record
Purchase Order
Installed Equipment
Technician Settings Page
Customer Membership Record
Installed Equipment System
Estimates