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support:00_overview:04_dispatch [2015/10/12 10:51]
seyers
support:00_overview:04_dispatch [2015/10/12 14:29] (current)
seyers
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-====== Dispatch ====== 
-===== ====== From Dispatch Board ====== ===== 
  
 +===== Dispatch Defaults =====
  
-Click on the Green + New Job button ​from the Dispatch Board to enter job details ​for a new job:+Dispatch defaults are provided as another tool to expedite ​the call taking and dispatching processes. ​ Some fields will be automatically populated (from the Cash/​Call-In Account) ​to streamline the entry of Account information. ​ As noted previously, any information that is automatically populated can and should be changed to get the right information entered ​for the particular Account. 
 +\\ 
  
-  ​Select an Account ​name from drop down menu (use type forward capability for efficiency) +**Google Search Integration** ​For both incident and destination locations, Ranger now has integrated ability to search as if you were searching in google.com directly via our new job entry screen. ​ Type the business ​name and city to search, and click on the appropriate selection. ​ Address is automatically geocoded and loaded ​from Google. ​  
-  - Select a Template ​ +\\ 
-  - Enter incident and destination location +
-  - Save job+
  
 +**Dispatch default destination address** - provides an opportunity to enter the most common Destination/​Drop location for a repeat customer. ​ For example, police calls might typically be towed to the city impound lot, or an auto dealer may have a service facility where they want incoming vehicles to be dropped. ​ These fields are optional entries. ​ In cases where there is a "​usual"​ drop location, it can be entered in these fields. ​ When a new call is received from this Account, DispatchDirectTM will automatically populate the Destination address in Job Entry with this information.
 +\\ 
  
 +**Dispatch defaults** - are intended to streamline call taking by pre-defining common characteristics of new calls that are received from the Account. ​ For example, the City and State fields will fill in the corresponding fields in the Incident address. ​ If incorrect, the call taker can easily over-ride these fields and enter the correct information. ​ Many of these fields are populated from the entries in the Cash/​Call-In Account (in effect the Company defaults). ​ These entries can/should be modified as appropriate. ​ If there is no common pattern for an Account, ​ the fields can be made "​blank",​ and the call taker can start "from scratch"​ for every new call.
 +\\ 
  
 +The **"​Priority"​** field has a special role within DispatchDirectTM (see Company Setup - Priority). ​ The "​priority"​ assigned to an Account will be used to populate the corresponding field in Job Entry. ​ More importantly,​ this field is available on the Dispatch screen. ​ The "​Priority" ​ on the Dispatch screen can be used as input for the dispatcher in sequencing calls. ​ The dispatch screen can also be sorted by "​Priority"​ so that the most urgent jobs are at the top of the dispatch list.
 +\\ 
  
-{{:support:​04_dispatch:​04_02_from_dispatch_board-rev.png|}}+**Mileage defaults** - specify the appropriate approach for determining mileage charges for the Account ​ (see Pricing Templates - Pricing Parameters - Mileage). ​ For pricing purposes, mileage can be determined based on odometer readings from the truck ("​rolling miles"​),​ or based on turn-by-turn directions from Google Maps ("​calculated miles" - automatically calculated in DispatchDirectTM for geocoded locations). ​ The rates for the mileage charges are set in Pricing Templates. ​ The approach for determining the miles that are to be billed - "​rolling"​ vs. "​calculated"​ -  is set for each Account .  Setting the appropriate pricing approach for an Account requires: 
 +  * Specifying whether pricing will be based on "truck odometer"​ inputs ("​rolling miles"​) or the "​Geocode calculation" ​for both Unloaded and Loaded miles 
 +  * For companies with more than one base, choosing the appropriate starting point for the "​Geocode calculation"​ of Unloaded miles. ​ For example, many motor clubs expect that Unloaded mileage charges will be based on the "​calculated"​ distance from a particular base - often the main location (home base) of the company. ​ In other cases, an Account will expect that mileage charges are based on the "​closest base" to their business location. ​ These expactations are set in selecting the "​Starting base"
  
 + 
 +{{:​support:​dispatch_defaults.jpg|}}
  
 +===== ====== From Dispatch Board ====== =====
  
 +Click on the Green + New Job button from the Dispatch Board to enter job details for a new job. Areas highlighted in Yellow must be completed to SAVE a new job.  ​
  
 +{{:​support:​00_overview:​new_job_entry_screen.png|}}
  
support/00_overview/04_dispatch.1444661508.txt.gz · Last modified: 2015/10/12 10:51 by seyers