About Using the Dispatch Board

The Service Management Dispatch Board allows you to schedule work orders, track technician availability, and monitor the status of work orders throughout their life cycle.

The most basic use for the dispatch board is to schedule work orders; that is, to schedule trips for the technicians to perform the work outline on a work order. The following diagram illustrates the basic workflow for using the dispatch board.

In addition to performing tasks on the Dispatch Board, you can:
  • access information about a customer by clicking the Customers button in the toolbar, which opens the SM Customers form. If you wish to view information about the customer associated with a specific work order, right-click on the work order from the appropriate query and select Open Customer.
  • access information about a service by clicking the Service Site button in the toolbar, which opens the SM Service Sites form. If you wish to view information about the service site associated with a specific work order, right-click on the work order from the appropriate query and select Open Service Site.
  • access information about a service call by clicking the Call Handler button in the toolbar, which opens the SM Call Handler form. If you wish to view information about the service call associated with a specific work order, right-click on the work order from the appropriate query and select Open Service Site.
  • access basic information about a work order (such as WO number, customer number and name, service site, etc.) by hovering over the work order in the query pane of the Dispatch Board. For more information, double-click the work order to open SM Work Orders.

For more information about using the Dispatch Board, click the links below.

Use the Dispatch Board Search Feature

Notify a Technician of New Work

Set Unavailable Time for a Technician

Update a Trip's Status

Check and Update Trip Alerts

Place a Work Order Scope on Hold

Take a Work Order Scope Off Hold

Reassign a Trip

Change the Duration of a Trip

Copy and Assign a Trip

Transfer a Trip

Change the Date/Time Range on the Dispatch Board

Use the Query Work Order Search

Change the Number of Technicians Displayed on the Dispatch Board

Change the Dispatch Board Font Size

Dispatch Board - Calendar Colors

About Unscheduled/Unassigned Trips