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support:dispatch:call_taking_screen [2011/01/28 17:38] raabd created |
support:dispatch:call_taking_screen [2013/05/29 16:17] (current) seyers |
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| - | ===== **Call Taking Screen** ===== | + | =========New Job Details Screen========== |
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| + | ==== Dispatch Direct Recommended Way: ==== | ||
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| + | You will see the new job entry screen after clicking on the New Job button from Dispatch Direct. In order to save a job, you must (1) select an Account, (2) enter an address, and (3) assign a pricing template. Best practice requires entering available information on the Customer and Vehicle information, but Ranger will save a job without it. | ||
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| + | Obviously, service calls would not have a destination to enter. To geocode an incident or destination address after entry, click on the Advance Options triangle at the top of the Incident Box. From there, you can "Lookup on Map" to precisely locate an incident by cross street or other landmark and save addresses for reuse. | ||
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| + | Reusing addresses will help you build your database of incident and destination addresses and improve job entry time. | ||
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| + | {{:support:dispatch:jobentryrev.png|}} | ||
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| - | This is a test screen shot. | ||