Editing a Job Using the Detailed Job View Dialog on the Dispatch Grid

Best Suited for:

• Dispatchers
• Back Office administrators

Important Information:

• The Detailed Job View dialog opens without a full screen refresh, allowing dispatchers to maintain visibility of the Dispatch Grid
• Templated Dispatch text messages can be sent directly from the Detailed Job View
• Once the edits have been made, changes will save automatically

Process Description:

1. Open the Dispatch Grid
2. Locate the job block to be edited
3. Open the Detailed Job View Dialog
4. Update job details
5. Send a Dispatch text message to assigned technician if appropriate

Editing a Job from the Dispatch Grid:

1. Navigate to Dispatch > Dispatch Grid
2. Locate the job block that requires editing
3. Double‑click the job block to open the Detailed Job View Dialog
4. Review and update the necessary fields, such as:
   • Customer details
   • Job description
   • Scheduling information
5. If technician notification is needed:
   • Select Dispatch
   • Choose a templated Dispatch message
   • Press Send to send the text message to the assigned technician

The job is shown in a static state and only in-line edits are supported for specific job attributes. To support the job through its workflow, use the action icons on the left. 

• Change Status To
  • Changes Technician status, not overall status
• Dispatch (send text to assigned technician)
• View Details (open job in view mode)
• Make Changes (open job in edit mode)
• Deposits (receive deposit)
• Close & Invoice
• Cancel This Job
• Email
• Print
• Exit

The updates are applied immediately, and the Dispatch Grid remains visible.

Additional Resources:

Dispatch Grid Overview