Customizing the priority dropdown list
Assigning appointments to technicians
Assigning work orders to multiple employees
About prioritizing work orders and employees
Note: Service Receivables features are available only if you purchased the Service Receivables Add-On Module.
You can assign a priority number to each work order and to each employee assigned to that work order. The priority lets a dispatcher assess how important a work order is, or how important it is for an employee to go out on a particular job.
Important! If the priority of the employee is different from the priority of the work order, the Dispatch Board displays the employee's priority.
You can customize the 8 selections in the priority dropdown list in 11-2 Work Orders/Invoices/Credits to make it applicable to your workflow. When you look at the appointment on the Dispatch Board, its priority appears as a color in the upper right corner.
Following are some examples of priorities and their corresponding colors.