The Local Dispatch module provides dispatchers an efficient way of managing local service requests including crew and equipment assignment, time management of services, work ticket generation, status updates, email notifications, and more.
Figure 1: Local Dispatch
Although users can create services directly from the Dispatch Center in Local Dispatch, typically a user creates the services through Local Services (an Order Information module designed to quickly add, edit, and monitor local services requests outside of dispatch).
Services submitted to Local Dispatch will sent to the Requested Services queue where dispatchers can clear them. Once cleared, the services will display in the data grid of the Dispatch Center. This is the main work area within the module and is customizable to fit a particular user’s needs. MoversSuite will save data column arrangement and visibility along with the customized area of each data grid for each workstation.
Revenue generated based on the actual materials used and crew and equipment hours can be imported into Revenue Entry and be applied as part of the revenue cycle. The Import Revenue function available through Revenue Entry > Transactions offers an Import Local Services option where clerks can choose to import items instead of creating the items manually. Note: Item Code values must be assigned to services accordingly within Service Type Setup and Rates Setup.
Figure 2: Import Actuals Screen
The Local Dispatch module is comprised of an information bar, button row, and three tabs:
Figure 3: Information bar and button row
Description for data and functions present at the top of the Local Dispatch screen are in the following table.
|
Field/Function |
Description |
|
Information Bar |
Refer to the Information Bar section for details. |
|
New |
Provides a drop-down menu where a user can choose to create new records for the following: Lead Order New Account Order Duplicate Order New OA Hotkey: ALT + W |
|
Refresh |
Pressing Refresh causes the data on the screen to repaint with the latest data stored in the database. This function is useful when multiple users may be working from the same Dispatching Common View; it also ensures that the Requested Services queue is up to date. |
|
GoTo Order |
Opens the order associated to the selected record in either Order Information or in Special Services, depending on the Go To Order option in Task Setup. |
|
Requested Services |
This function opens the Requested Services screen displaying all pending requests. Hotkey: ALT + R |
|
Service Branch |
Select a branch of service to work on or to view within Local Dispatch. Orders for all branches associated to a Dispatching Common View of the service branch will display within Local Dispatch. Note: Service Branch will set to the Default Branch assigned to the user through Personnel Setup upon login. |
Local Dispatch Workflow