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support:dispatch:call_taking_screen [2013/05/29 16:09]
seyers
support:dispatch:call_taking_screen [2013/05/29 16:17] (current)
seyers
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 ==== Dispatch Direct Recommended Way: ==== ==== 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. 
 + 
 +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. ​  
 + 
 +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|}}  ​ {{:​support:​dispatch:​jobentryrev.png|}}  ​
support/dispatch/call_taking_screen.1369858157.txt.gz · Last modified: 2013/05/29 16:09 by seyers