Creating a New Job from the Dispatch Grid

Best Suited for:

• Dispatchers
• Back Office administrators
• Schedulers managing daily technician assignments

Important Information:

• Jobs can be created directly from the Dispatch Grid using a right‑click action
• The date, time, and technician are auto‑populated based on where the job is created on the Dispatch Grid
• For a job to remain visible on the Dispatch Grid, it must have:
  • An assigned technician
  • A specific date and time saved
• Jobs missing either value are moved to the Bullpen

Process Description:

1. Open the Dispatch Grid
2. Locate the appropriate technician row and time slot
3. Right‑click the grid to initiate job creation
4. Confirm auto‑populated scheduling fields
5. Complete required job details and save

Creating a New Job from the Dispatch Grid:

1. Navigate to Dispatch > Dispatch Grid
2. Locate the technician row and time slot where the job should be scheduled
3. Right‑click the desired cell on the grid
4. Select Job from the menu
5. Verify the auto‑populated fields:
   • Start Date
   • Start Time
   • Assigned Technician
6. Enter the required job details, such as:
   • Customer information
   • Job Category
   • Job Status
   • Any additional required fields
7. Select Save Job to create the job

The job is created and appears on the Dispatch Grid at the selected technician and time slot.

What Happens After Saving:

• The job remains visible on the Dispatch Grid when all required scheduling fields are saved
• Jobs missing a technician or time are moved to the Bullpen for further scheduling

Additional Resources:

Dispatch Grid Overview
Calendar Overview