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Dispatching is the process of assigning bookings to your employees/contractors (what we refer to as service providers) who will actually perform the service.
Dispatcher
đ° Guided Tour for Dispatcher Page
On the Dispatcher page, you can assign service providers to (How Can I assign a service provider to a booking?) and remove service providers from (How can I remove a service provider from a booking?) a booking using drag-and-drop.
Once youâve completed making your changes on the timeline, you must hit the Save (floppy disk icon) button in the top bar. Hitting this button will open a prompt which will ask you to select which service providers youâd like to have notified of their changes. Once complete, hit the âSave and Notifyâ button in order to finalize your changes.
On the top bar, youâre able to toggle between day and week views, turn on âAuto-resize bookings,â (this setting will re-size booking based on team size, labour hours, and the number of assigned service providers) and filter the assignments.
Note that depending on the size of your screen, you may need to scroll horizontally and vertically in order to see the entirety of the dispatcher.
Work Calendar
Once assigned to a booking, the booking will show up in a service providerâs Work Calendar, which can also be synced to a Google Calendar (How can my employee see their assigned bookings in their own external Google Calendar?).
Your service providers will also receive email notifications of their daily work schedule at 5AM every day, based on the companyâs timezone.
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