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Dispatch Page

Information about the Dispatch page on Field Complete, including step-by-step guides to get you started.

Updated over a month ago

Dispatching Page

In the service industry, businesses like appliance repair, HVAC, and handyman services greatly benefit from having a good dispatch system. Dispatching means organizing and managing service calls to make sure that the right technician is sent to the right job at the right time. This helps the business run smoothly and makes customers happier. When dispatch is done well, technicians can respond faster to service requests, which means they arrive on time to help customers. This quick service builds trust and encourages customers to come back for future needs.

A strong dispatch system also allows for real-time tracking and communication. Managers can see where technicians are and how jobs are going, which helps them give customers accurate updates about when help will arrive. This kind of clear communication is important because customers want to know their issues will be handled quickly and reliably. Additionally, Field Complete management software includes dispatch features that lets businesses track important information, like how long jobs take and how productive technicians are. This information helps businesses improve their services and use their resources better, leading to more profits and a stronger position in the market.

Below is the primary view of the Dispatch Page. Note, the map size can be manipulated by dragging the blue vertical bar at any time. To follow from your end, start by creating a job.

The top of the page will include a list of Jobs, which can be sorted based on state, job type, priority, scheduled date, and/or assigned technician. By clicking on the Job ID, the user can access the Job immediately from the Dispatch Page.

Log in to Field Complete as management software solution for the service sector.

Route Planner

A route planner is an essential tool for service businesses like appliance repair, HVAC, and handyman services. By organizing and optimizing routes before assigning them to technicians, a route planner ensures that travel times are minimized. This means technicians can complete more jobs in a day, which not only boosts productivity but also increases customer satisfaction. When technicians spend less time on the road, they can focus more on providing quality service to customers, leading to quicker response times and happier clients.

Additionally, using a route planner helps reduce fuel costs and wear and tear on vehicles. By efficiently mapping out the best paths for each technician, businesses can save money on gas and maintenance. This cost-effectiveness contributes to overall profitability while also promoting environmentally friendly practices by lowering carbon emissions. Overall, a route planner enhances operational efficiency, making it easier for businesses to manage their resources effectively while delivering exceptional service to their customers.

The Route Planner on the Dispatch page will always be just above your roster of technicians and contractors. Jobs can be assigned to a time slot on the route planner by dragging the Job into the respective time slot(within Route Planner row).

The map will reflect a purple coding to confirm that the Job is strictly in the route planner stage. Once you are ready to assign the route, drag the Route Planner block over the respective technician or contractor.

Technician/Contractor Route View

As a route is finalized, Field Complete allows you to see the route on the map, simply by clicking on the name. While the technician/contractor can view the route on their mobile app or personal account, the dispatcher also has access to visual guides, streamlining the communication between prospects, technicians, and existing customer.

The dispatcher can click on multiple technicians and compare routes if needed, ultimately, maximizing the volume of customers that can be serviced.

Most important, once the Job is assigned, there can be potential triggers to notify the customer that Job has been scheduled. From this view, management can view the progress of a Job in real time. In addition, blocks can be created if a technician is unavailable to simplify the dispatching process.

Job Details at a Glance

By simply hovering over the Job with your cursor, general information is shown to provide some added information about the job.

The available information includes:

  • Job ID:

  • Job Type:

  • Job Status:

  • Job Manager:

  • Technician:

  • Date from:

  • Date to:

  • Customer:

  • Service Location:

  • Created:

  • Updated:

The same action can occur by hovering over the market on the map. The available information allows you to be very productive, as you can access the important information that allows you to update customer or technician if needed, while being able to monitor the progress of the job within the same page. To learn a bit more about jobs, see the following link

Update Job as quickly as possible

A right-click on the job will provide the option to update the job if needed.

See following actions available:

  • Open Details

    • Access the Job View

  • Recall

    • Initiate a recall, with updated Job getting created and stored within the same Project.

  • Change Status to

    • Update status based on the progress of the Job, or if it was canceled or placed on hold

  • Change Priority to

    • Update priority, and have it highlighted on the dispatch page to improve communication with team

Conclusion

The efficiency of dispatch operations is crucial for businesses in the service industry, such as appliance repair, HVAC, and handyman services. When dispatch processes are streamlined, companies can respond to customer requests more quickly and effectively. This not only improves service delivery but also enhances customer satisfaction. A well-organized dispatch system ensures that technicians are assigned to jobs based on their skills and proximity, which minimizes travel time and maximizes productivity. By prioritizing efficiency in dispatch, businesses can handle more service calls in a day, leading to increased revenue and a stronger competitive position in the market.

Incorporating a route planner into the dispatch process further amplifies these benefits. By visualizing routes before assigning them to technicians, businesses can optimize travel paths and reduce wasted time on the road. This not only saves on fuel costs but also allows technicians to complete jobs faster, leading to improved customer experiences. Additionally, an efficient dispatch process equipped with advanced planning tools enables businesses to adapt quickly to unexpected changes, such as last-minute service requests or traffic delays. Overall, improving dispatch efficiency through effective route planning and management tools is essential for enhancing operational performance and ensuring long-term success in the service industry.

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