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.
- 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
Place a Work Order Scope on Hold
Take a Work Order Scope Off Hold
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
