Creating a New Estimate from the Dispatch Grid

Best Suited for:

• Dispatchers
• Back Office administrators
• Schedulers preparing estimates during scheduling workflows

Important Information:

• Estimates 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 estimate is created on the Dispatch Grid
• For an estimate to remain visible on the Dispatch Grid, it must have:
  • An assigned technician
  • A specific date and time saved
• Estimates 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 estimate creation
4. Confirm auto‑populated scheduling fields
5. Complete required estimate details and save

Creating a New Estimate from the Dispatch Grid:

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

What Happens After Saving:

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

Additional Resources:

• Dispatch Grid Overview
• Calendar Overview