Dispatch

CRM and Dispatch - Customer Relationship Management and Dispatch

This window is used to manage dispatch operations for delivery and service calls. Dispatchers are able to select calls to work with using many filters to reduce the number of calls displayed in the window. Further more users may edit calls, change call status, assign calls, access customer file, generate report of selected calls directly and more.
All the uncompleted calls will be displayed up to the closing time. A call could be closed from different ways:

At the call creation if the call code is set to be completed at the creation time.

At the service invoice or delivery ticket posting time if the call code was entered in the
  ticket or the invoice creation.

When the user change the call status to a status type completed in this window and refresh
   the screen, the call will be remove from the list.

CRM and Dispatch - Customer Relationship Management and Dispatch

Call Control

One of the most powerful tools Enterprise offers is the call creation module. This feature allows you to create Delivery, Service and Other calls for customers. Depending on how you configure your call codes you can allow the system to create a delivery or service call tickets as well as specify driver or contractors to carry out the call request. Credit options can also be call specific or have a call code that adheres to the customer’s current credit code settings.
Other modules that closely relate to call creation-

Accounts Receivables / CRM and Dispatch / Call codes where the user creates call
   codes and their specific settings.

Accounts Receivables / CRM and Dispatch / CRM and Dispatch where your dispatcher
   will handle all the calls.

Accounts Receivables / Customer Master File / Delivery or Service where you create
   your delivery files and service locations.

CRM & Dispatch

This window is used to manage dispatch operations for delivery and service calls. Dispatchers are able to select calls to work with using many filters to reduce the number of calls displayed in the window. Further more users may edit calls, change call status, assign calls, access customer file, generate reports of selected calls directly and more from this window.
All the uncompleted calls will be displayed up to the closing time. A call could be closed from different ways:

At the call creation if the call code is set to be completed at the creation time.

At the service invoice or delivery ticket posting time if the call code was entered in the ticket or the invoice creation.

When the user changes the call status to a status type completed in this window and refreshes the screen, the call will be removed from the list.

Service Scheduler

The Service Scheduler is used to schedule and dispatch jobs generated by the user for the service department. Jobs are generated in the form of service calls (such as troubleshooting "emergencies"), work orders (such as installations and removals) and recurring jobs (such as routine inspections and cleanings). The service scheduler will display all jobs created and due for scheduling. The interface allows the dispatcher to review new jobs, schedule and dispatch jobs, print job tickets by technician and by time period, search for jobs already scheduled, revise and reschedule previously scheduled jobs, track delinquent jobs, complete jobs, configure the technicians availability and view up to three technician schedules simultaneously. The Service Scheduler is the final stage of the new service module - the appointments have been made, the skills have been matched and now the dispatcher can confidently select and schedule jobs to the technician who is available and who has the skills to perform the job as configured.

 

Call Codes

Call codes are required to classify the information received and to determine whether the request should be directed to a service or a delivery contractor. Calls are created by the users in the customer product record or the burner service record or by pressing CTRL + K during an active Enterprise session.

Call Status master

This window is used to create status for calls. This status will be used in the window CRM and dispatch. It will be possible to create only one call of status with type "New" and only one having a status type "Completed". But you may create as many as you want with type "Other". The status is used to help dispatchers view and manage calls in the dispatch window. In this menu you create the status code, assign a color to it and make it available to specific user group.

Dispatched Calls

Completed Calls

Calls Listing