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Assigning appointments to technicians

Assigning work orders to multiple employees

Removing appointments assigned to specific technicians

Setting up employees and vendors for the Dispatch Board

Note: Service Receivables features are available only if you purchased the Service Receivables Add-On Module.

To display a list of service technicians (employees and subcontractors) in the Dispatch tab, you must set up the dispatch list.

To set up a dispatch list:

  1. Open 11-3 Dispatch Board.
  2. On the Settings menu, click Column Setup.
  3. In the Record Type cell, enter E for Employee or V for Vendor.
  4. In the Employee/Vendor cell, click to open Display lookup window, and then enter an employee number.
  5. In the Display As cell, enter the name you want to appear.
  6. In the Technician's Email Address cell, enter the email address for the technician.
  7. On the File menu, click the [Save] button.