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Dispatch Dashboard

 

 
Description
Check MeasureAll jobs that have a Dispatch type of "Check measure" (Excluding completed check measures)
PendingJobs pending with a status/function of "Unstarted" scheduled in the past (Past 12 months)
Work in ProgressJobs in progress with "Commenced" status/function
ScheduledJobs scheduled for the future

Dispatch Scheduling

Dispatch Scheduling is used for several functions.

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Selecting Option will allow you to use Pay in – for completing/invoicing order, receipting Money, Reworking or Re Book (To Rebook an install that has been cancelledcanceled)
NB: check measures cannot be payed paid in, these are completed from the quote summary screen 

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For more documentation on reworks see Reworks & Rebooks

To setup, your Rework statuses see documentation on Dispatch statuses → Dispatch Status

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For reports on reworks view the Sales analysis report below is the criteria you would select;

  
Order typesRe-work/Re-Make
Use which date )

Quote date is the date the original order was created unless the original order is more than 30 days old this would then be the date the rework was created

Accepted date is the date the rework was created from pay in

 

Documents

Email sent from Dispatch shouldn't be sent to customers as the email templates wont won't fill in the place holder information.

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The sequence of these depends on the "time to install" and the preferred time entered"preferred time". By entering in the preferred time as (10:00) and the time to install is (for example 30 minutes) then the time that is allocated in the calendar will be 10:00 > 10:30

You can edit you install details from this screen by clicking on the link "Edit appointment" which takes you to the dispatch screen for this order.

NB: The colours on the appointments will appear as the colours setup for your dispatch statuses.

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