You can edit default settings, layouts, and the appearance of the job/estimate blocks on your dispatch grid by going to Dispatch > Configuration.
Please click the above image to enlarge
The Default Dispatch Tab drop down affects which screen the user travels too when they click Dispatch. The options include Dispatch Grid, Dispatch Map, and Fleet Tracking.
The Default Grid Layout determines the default view when a user is viewing the Dispatch Grid. The options are Daily, and Weekly.
The Daily Grid Layout allows the user to choose 12 hour or 24 hour as default.
The Time Format allows the user to select a 12 hour clock (AM and PM) or military time (24 hours)
When dragging and dropping jobs, you can select to change the status (and select which status to change to) or to leave the status unchanged.
The Job/Estimate Block drop down menus for lines 1-4 allow the user to decide what information is visible on the job or estimate block on the dispatch grid.
Typically Line 1 is the customer name (though you can change this if you wish), and lines two through four can be customized or left unused, as we see in the example below:
In the above example of the configuration, this is how it would look within the job/estimate block on the Dispatch Grid:
The Job/Estimate Block Indicators allows the user to determine what indicators they'd like to see on their job blocks.
The items that can be indicated on the Dispatch Grid are:
- Reminders - Does this Job/Estimate have any reminders (indicated by a bell icon on the job/estimate block)?
- Dispatch Zones - Is this job/estimate located within a Dispatch Zone, and if so, which one (indicated by a circle reflecting the color assigned to the associated Dispatch Zone)?
- Status History - What status changes were done on this estimate/job, and do you want to see that history at a glance (indicated by the clock symbol after single clicking a job/estimate block to see the quick view modal)?