Overview
Use Dispatch Assist to generate, review, and approve suggested optimizations for each Dispatch Pro-enabled job. This gives you greater transparency and control over the changes made by Dispatch Pro.
Who uses this feature
Dispatchers
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.
Things to know
You can see which mode is selected for Dispatch Pro above the Dispatch Board:
Dispatch Pro Assist means you're using Assist Mode.
Dispatch Pro Auto means you're using Auto Mode.
Dispatch Pro must be enabled for a job to use Dispatch Assist. Dispatch Assist requires the same setup as Dispatch Pro Auto mode.
Dispatch Assist treats non-job events without timesheet codes and jobs booked with job types that aren't enabled for Dispatch Pro as locked calendar blocks and optimizes around them.
If no other technician is available, Dispatch Assist may suggest a technician for a job far away but within your maximum allowed drive time range.
Dispatch Assist will not:
Recommend a technician who is on an on-call shift, a time off shift, or has a non-job event.
Recommend multi-managed technician or multi-day jobs. However, it does generate recommendations for one managed technician and one or more multiple non-managed technicians.
Recommend placing a job on the Dispatch Board before or after its arrival window or business hours.
Best practices
Regularly generate and review job suggestions for the best results.
Make sure job details, such as timesheet codes and job types, are correct to optimize the job properly.
Consider re-running Dispatch Assist if new jobs come in after the initial suggestions.
Use Dispatch Assist to optimize your Dispatch Board
Go to the navigation bar and click Dispatch
.On the Dispatch Board or in the Job Tray, locate and select the appointment you want to optimize.
Note: Jobs with Dispatch Pro turned on show a Dispatch Pro icon on the job bubble, helping you identify which jobs can be optimized with Dispatch Assist.
On the Job Details Flyout that opens, click Dispatch Pro > Generate suggestions.
Take your next steps depending on whether suggestions are available to optimize the job:
If no suggestions are available, review the message and take appropriate action. For more, see Understand common errors and messages.
If suggestions are available, review them. For each set of suggestions, you can see the:
Job count change: The change in the number of jobs.
Drive time change: The predicted change in drive time.
Predicted value: The predicted monetary impact of these changes.
Click Accept suggestions to accept and apply the suggestions. Otherwise, close the Job Details Flyout if you don't want to apply the changes.
Understand common messages and errors
Message | Next Steps |
|---|---|
Dispatch Assist is off. Turn it back on to make changes. | Dispatch Assist mode is turned off in Settings. Contact your administrator to enable it. |
Great assignment! We would not change a thing. | Dispatch Assist found no optimizations for this job. No action is needed. |
It's best to leave this job unassigned and consider rescheduling. We'll keep refining for peak efficiency so check back later as newer jobs come in. | Dispatch Assist couldn't find an optimal assignment. Consider rescheduling or checking back later as new jobs are added. |
Please re-run Assist to get the most up-to-date suggestions. | A change to the schedule prevented the approved changes from being applied. Run Dispatch Assist again for updated suggestions. |
Someone else has already optimized this job. | Another office employee optimized the job at the same time. Refresh the Dispatch Board to see their updates. |
Something went wrong, please try again. | Try running Dispatch Assist again. If the issue persists, contact Technical Support. |
Suggestion applied. There might be better suggestions as new jobs arrive. | The suggestions have been applied. As you add more jobs to the Dispatch Board, consider generating new suggestions for this job. |
Suggestion has expired please generate another. | Generate new suggestions for this job. |
The number of changes in this suggestion exceeds the current allowed limit. | Too many suggestions are available to display. Consider enabling Auto Mode to apply these changes automatically. For more, see Dispatch Pro Settings overview. |
The suggestion didn't process correctly. Please try again later. | The suggestions weren't applied. Try again later. If the issue persists, contact Technical Support. |