Getting Started with Dispatching
While most features such as timekeeping and wireless forms are designed to transmit data from the mobile device back to...
Dispatching
Construct, send, and manage work orders for your remote employees.
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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... -
Order Status Notification
Our application is now capable of order status notifications. The dispatching module has been upgraded with the option to notify... -
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,... -
Mobile App Module Search
Our application now has the ability to search for a specific module name within the mobile application. This will make... -
Mobile App Order Number Preview
A company can have multiple orders assigned to the same client for the same day, making it difficult for mobile... -
Additional Field Types for Service Forms
Our dispatching module now has more field types available for use in the service details section. This enhancement will allow... -
Orders Grid Filter by Start Name
With some customers having hundreds or even thousands of orders scheduled for the week, a filtering option has been added... -
Order Status Email Notifications
Our application is now capable of order status email notifications. The dispatching module has been upgraded with the option to... -
Orders Grid Multiple Orders
Some companies have hundreds or even thousands of orders to manage on the orders grid. Because of this, we have... -
Edit Status Form Data
One of the most useful aspects of our dispatching module is the ability for users to submit a form with... -
Client Address Book
In our latest release, we have added the client address book to the dispatching feature. This feature will allow users... -
Grid Grouping and Page Size
Our application now has the capability to group information in grids by column name. This feature elevates the functionality of... -
File Attachment in Service Forms
One feature that has been regularly requested is the ability to send files with different formats within a work order... -
Order Screen Update
The dispatching module was recently improved with a more streamlined order creation process. To make this possible, a few changes... -
Show Order History
Users now have the option to view a detailed order history of existing orders in the dispatching module. This new... -
Adding Clients to Groups
The groups section of our application now has the ability to add clients to groups. This new feature makes it... -
File Attachments Phase 2
Previously, attachment fields were only available to dispatchers uploading a file to a service form in the web application. In... -
Client Address File Import
Several months ago, we implemented the client address book to enhance our dispatching capabilities. Now we have introduced the ability... -
Order Field Mappings
In our dispatching module, adding a wireless form to an order is a great way to capture additional information relevant... -
Clients Bulk Update
In web and mobile application design, bulk editing is used to support a variety of actions such as labeling, changing...
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