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--- support:dispatch:call_taking_screen [2011/01/31 16:36]
raabd
+++ support:dispatch:call_taking_screen [2013/05/29 16:17] (current)
seyers
@@ Line 1: / Line 1: @@
 =========New Job Details Screen==========
 ==== Dispatch Direct Recommended Way: ====
+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.
-{{:support:dispatch:call_taking_screen_1.30.2011.gif|}} 1.Fields that come up with red background are required fields for saving.
-We believe you start your call taking by asking the caller "How did you here about us?"
+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.
-And don't ask this question if you already know who it is. e.g. Caller id showing your account name.
-By asking this question you will be able to start entering data from the beginning at Acct info:
+Reusing addresses will help you build your database of incident and destination addresses and improve job entry time.
-You always want to take control of the phone conversation because this will help you enter data quickly.
-Always follow the data entry fields asking the question you need answered.
+{{:support:dispatch:jobentryrev.png|}}
-e.g. The first field will be Acct Info:
-and will continue down the first column and than goto the top of the next and the same for the third.

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