Dispatcher & Calendar FAQ

What is the work flow when using the Dispatcher?

The work flow for Tickets that should be handled on site is usually as follows:

1. Set the Ticket to show in the Dispatcher (Set in New Ticket window / Mouse click on the Tickets list).
2. Open the Dispatcher window (by default, all tickets to be dispatched will be listed there).
3. Drag-and-drop the ticket to the right date/time/employee.
4. An appointment window is opened with all the Ticket and Account information.

The ticket has now been dispatched. The ticket’s status will be automatically modified to 'Scheduled' and it will no longer be displayed on the Dispatcher.

Tip In the Appointment window, you can click on the Arrow button near the Account to add the address/phone number to the Appointment description. To make this easier, you can also set Commit to automatically include Account information in the Appointment description by going to the Options window > Calendar page.

Note: The appointment will also be visible on the Ticket Pending page.