Step Four - Schedule and Dispatch

Overview

Now that you have all the critical pieces in place- Settings - Users - Data, you can begin scheduling and dispatching job and quotes. Use the following links and documents to guide you through your first few jobs or quotes:

JOBS

  1. Create and Dispatch a Job to a Job Lead
  2. Create and Dispatch a Job with Crew Assign
  3. Manage a Job

QUOTES

  1. Create and Work an In-House Quote
  2. Schedule a Field Quote
  3. Schedule a Field Quote with Crew Assign
  4. Manage Quotes

View the progress of your Jobs and Field Quotes by viewing on the Scheduler. Here are a few links and documents to assist with the scheduler:

SCHEDULER

  1. Use Scheduler
  2. Set Scheduler View(s)
  3. Find my Tech