Getting Started with Dispatching While most features such as timekeeping and wireless forms are designed to transmit data from the mobile device back to...
View All Orders for a Client There are a couple ways to view all orders to a client in reports and clients.
Update Client Information To make changes to a client’s information is very simple. This will affect all new orders after the changes are...
Reassigning an Order Simply edit the order to assign it to a user. Or, use the drag and drop feature on the Orders...
Managing Orders The orders list provides basic information in a grid layout. All of the columns are sortable. To view additional information about...
Dispatching Dashboard The Dispatching dashboard provides an overview of orders in the system. Check the dashboard for a summary of active orders, see the...
Creating a New Order Status Order status indicates an order’s progress from creation to completion. Each service type can include a number of associated order...
Create a New Service Service types allow you to categorize work orders. By default, the dispatching module includes a “New order” service type. It...
Create a New Order Use the Dispatching module to create customized work orders for product deliveries, client visits, service tickets, or any type of work your...
Assigning an Order Associate work orders with users. When a user is assigned, he or she can view and fill in form fields associated with the...
Adding a Form to a Status Create statuses and set up data entry fields corresponding to the order status. This allows assigned users to input information relevant to the...
Add a New Client The Client list displays each client profile stored in the system. Use the Client list to create, view, or edit client profiles. Saved...
How to Get Driving Directions to an Order on a Mobile Device This video shows you how to quickly and easily get turn by turn directions to a client address on an...
Calling a Customer from an Order on a Mobile Device This video shows you how to quickly and easily call a client attached to an order. Though screens are from...
Updating the Status of an Order on a Mobile Device This video shows you how to update the status of an order from a handset. Though screens are from an...
Receiving Order Updates on a Mobile Device This video shows you how a mobile user will receive and view new orders or updates to orders. Though screens...
Order Status Emails We have added the ability to provide a copy of the order detailed report to customers when needed. Mobile workers...
Search Clients in Live View Use the search box to search for specific users/devices, geofences, or addresses on the map. Predictive text offers you matching...
Create Order from Live View Find the closest user to a specific location and quickly create an order from the map without having to go...
Importing Clients We have added a new feature within the web app that allows web users the ability to import their list...
Visit Scheduling EVV stands for Electronic Visit Verification. It’s a way for home healthcare and personal care providers to prove that the...
Using the Dispatch Scheduler The Scheduler view takes Dispatching to a new level! It allows the portal user to see a calendar view of...
Setting the Duration of an Order in Services When assigning a Service — or type of job — to an order, you have the ability to set a...
Adding a Reference Number to an Order Customers using the Dispatching module can now include a reference number on each order created. This can be viewed through...
Creating a Copy of an Order While using the dispatching feature you will be sending out orders. This can sometime become repetitive and may require an...
Usage Reports A report that include’s information such as Total active users, Forms submitted, Unique users logged into the Web, Orders created,...
Adding Client Lists/Geofence Lists to a Form This feature will help your users save time and ensure correct information is being added when they complete a form.
Custom Client Fields Customers can now create their own custom fields for their clients, within the dispatching module. This allows for tracking client...
Viewing Your Own Submitted Data Employees can now reference their own submitted data within their web application, regardless if they can view the group they...
Create a New Recurring Order Template A section named Recurring orders has been added to the Dispatching side navigation area. The grid contains all the recurring...
Copy Template & Create a Template from an Existing Order Selecting the “Copy Template” option when setting up a recurring order, will copy all the information contained in the template...
Order Status Levels Dispatchers can now define specific statuses, limiting what the users in the field will see as their next available status,...