The team dispatch view can be used to find availability among team members and schedule a job around their availability. This can be done directly on the Dispatch View on the Schedule page or when creating a new job and clicking Find Availability near the date/time selector.

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Scheduling from the Dispatch View

To begin, select Schedule from the left-side menu. Open Dispatch View on the Team Schedule page. Once you have found availability for your team member(s), click their name(s) from the left column. The selected team member(s) row will be highlighted in blue to indicate they have been selected. Select the time slot that you wish to use as the start time for the job record and click the top of the time grid. (Note: When you select the start time, it will default to a 1 hour duration. This can be edited on the job record.) Once you’ve selected the team members and time slot, click Create Job in the upper right corner. The new job record will have the selected team members and time slot automatically inserted. From there, simply fill out the remaining fields and edit the assignments as necessary.

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Filtering the Dispatch View by Team or Skill

Above the left column of team members, use the Filter by Teams and Filter by Skill dropdowns to narrow who shows up on the schedule.

• Filter by Teams narrows the options to members of the selected team(s).
• Filter by Skill is a multi-select dropdown listing every tag in use.

If you set both filters, only techs who are on a selected team and carry a selected skill appear. Leave either filter empty and only the other applies; leave both empty and everyone shows.

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Reordering Teams in the Dispatch View

Team rows in the Dispatch view load in the default order set on the Teams tab in Company Settings > User Accounts > Teams. However, within the Filter by Teams dropdown, each team has a drag handle next to its name. Drag a team up or down to move your priority teams to the top for your current session. Note:_ This reorder only affects your own view and does not save. It resets to the default order set on the Teams tab when you refresh the page or clear your browser cache._

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Scheduling from a Job Record

When creating a job record, you can also utilize the dispatch view for scheduling. When creating the new record, scroll down and select the Find Availability button. FieldPulse will automatically suggest time slots based on your scheduling requirements. These can be added to job templates for quicker job scheduling. After making your selections, click Suggest Times and FieldPulse will recommend different combinations of users who are available to service the job. Confirm your select and the job will be assigned to these users and scheduled at the selected time. If you don’t want to use FieldPulse’s suggested times, you can manually select a time. Select (1) your desired day of the week, (2) team member name, and (3) the time slot to schedule the job. When all three have been selected, click the green check mark. (Note: When you select the start time, it will default to a 1 hour duration. This can be edited on the job record.) The new job record will have now the selected team members and time slot automatically inserted. From there, simply fill out the remaining fields and edit the assignments as necessary.

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Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.