Administrator: Dispatch Training

• Number of Videos in Session: 6
• Total Viewing Time in Session: 15:55

Dispatching ties the majority of features together in FieldEdge. The following training sessions provide a quick explanation of the primary functions of Dispatching in FieldEdge.

Part 1: Creating a Work Order

The following video will cover the process of creating a 

• How to identify your Customer
• How to create a Work Order for your Customer
• How to handle the scheduling of the Dispatch

Part 2: Scheduling a Work Order

In our second scenario, we will review the process of scheduling a Work Order for a Technician.

• Navigating and Understanding the Dispatch Board
• How to find a Work Order to schedule for a Technician
• How to assign a Work Order to a Technician

Part 3: Advanced Dispatch Board Settings

The following video will go over some advanced features specific to Dispatching, including identifying lesser-known features.

• Ensure Accuracy of Scheduling
• How to Block off a Technician's Schedule
• How to handle On-Call Dispatching

Part 4: Multi-Day Scheduling

The following video will detail how to schedule a single Work Order across multiple days.

• Best practices on Multi-Day Scheduling
• Determine Availability of Scheduling
• How to Repeat this Process for Multiple Days

Part 5: Scheduling Multiple Technicians

The video in this section will provide detail on how to schedule a single Work Order across multiple Technicians.

• Scenarios when Scheduling Multiple Technicians
• How to Identify the Primary Technician
• How to Identify this Work Order on the Dispatch Board

Part 6: Scheduling a Crew

This video will review the process of scheduling a single Work Order across a specific group of Technicians.

• How to identify a Crew
• How to create a Work Order for a Crew
• Best Practices when Working with a Crew