Emailing work orders to technicians

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

There are several ways to email work orders to technicians.

To email all technicians:

  1. Open 11-2 Work Orders/Invoices/Credits.
  2. From the Options menu, select Dispatch Board.
  3. In the Dispatch Board window, click Options > Email All Technicians, and then select one of the following options:
    • Select [All Dispatches for the Day] to send all currently scheduled dispatches for each technician.

    • Select [First Dispatch of the Day] to send just the first scheduled dispatch for each technician.

To email a single work order to a technician:

  1. Open 11-2 Work Orders/Invoices/Credits.
  2. From the Options menu, select Dispatch Board.
  3. Right-click on the work order and select Email to Technician.

To email all daily work orders to a technician:

  1. Open 11-2 Work Orders/Invoices/Credits.
  2. From the Options menu, select Dispatch Board
  3. Left-click on the technician's name in the column header, and select Email All.

    Notes:

    • If you have chosen to email the technician the duration of the job, if the duration changes on the Dispatch Board after emailing to a technician (and preference is set up to warn of changes), you will get a dialog box to update the email to the technician. Also, if the dispatch is moved to a new time, date, deleted or unassigned, you will also be notified to send an updated or cancellation email to the technician.
    • You must make the changes to a dispatch on the Dispatch Board with a previously emailed dispatch to send the technician an email about the updated dispatch. If you make these changes in the work order, the dispatch moves to the correct time or date, but no email is sent to the technician and no warning symbol is displayed.

    • If the preference for warning is not selected, and information that was emailed changes, you'll see a warning icon in the work order box.

Tip: You must set the Warn me when previously sent information becomes invalid checkbox in the Dispatch Board, by going to Settings, then selecting Email Setup. How?