Overview

Use Dispatch to set a service date for a unit’s open work order and, when ready, assign it to a technician.

Before you begin: The unit needs an open work order with its equipment information entered. If you have not opened one yet, see Opening and Dispatching a Service Call.

1. Go to General > Dispatch and select the work order’s Branch and Department.
2. Find the work order on the Not Dispatched, Dispatched, or All tab, and select the checkbox beside it.
3. In  the Schedule field, select the planned service date. Enter a Time for the planned start and you can set Schedule Hours for the expected duration, if applicable. The Call date and time refer to the customer call and not the service appointment. See the Dispatch field reference.
4. Click Update to save the schedule.
5. If the work order is on Not Dispatched and you are ready to assign it, choose a technician from Van/Mech, then click Dispatch.
6. To view this information you can also Open the Schedule tab, select the technician, and confirm the work order appears on the expected date. You can switch between daily and weekly views. 

Note: Setting a schedule date and dispatching are separate actions. If you only need to record the planned date for now, save it with Update; dispatch the work order when you are ready to assign the technician.