Dispatch is where you match jobs to people. Instead of ringing round to see who is free, you see your unassigned work and your whole team in one place, then send each job to the right person and out to their device. Here is how to dispatch a field job.
Open Field Service Dispatch from the CRMit menu. This gives you a dispatch board that shows your team's day next to the work that still needs assigning.
Review the jobs that are waiting to be scheduled alongside each team member's diary. You can see who is busy, who has gaps and what is still to be booked in.
Pick an unassigned job and give it to the right person for the work. You can drag it onto their day or choose them from the job, whichever suits you.
Set when the job should happen and check how it fits into the rest of that person's route for the day. Aim to keep travel between jobs as short as you can.
Confirm the assignment so the job appears on the staff member's device, with the customer, address and time ready for them to head out.
Tip: Assign each job to whoever is closest to it. Cutting travel time means more jobs done in a day and less time on the road.
Once work is dispatched, use these to pick the nearest person, keep the job flowing and see where everyone is.
Book a quick demo and we will walk you through dispatching your team and planning their day.