Dispatch - Revision history

Mmoura: /* Dispatches to Check In */

2024-01-02T13:47:54Z

Dispatches to Check In

Editor at 15:58, 15 April 2021

2021-04-15T15:58:11Z

Editor at 20:25, 13 April 2021

2021-04-13T20:25:40Z

Show changes

Bbaigorri: /* Daily Inspection Report */

2021-01-14T11:55:55Z

Daily Inspection Report

Bbaigorri: /* Daily Inspection Report */

2020-11-11T20:08:03Z

Daily Inspection Report

Bbaigorri: /* Survey Tasks */

2020-11-11T20:03:44Z

Survey Tasks

Bbaigorri: /* Survey Tasks */

2020-11-11T20:00:53Z

Survey Tasks

Bbaigorri: /* Final Dispatches */

2020-11-11T20:00:28Z

Final Dispatches

Bbaigorri: /* How to schedule a dispatch */

2020-11-11T20:00:07Z

How to schedule a dispatch

Bbaigorri: /* Dispatches */

2020-11-11T19:58:56Z

Dispatches

@@ Line 43: / Line 43: @@
 [[File:D4.png|750px|thumb|center]]
-When a dispatch comes in, it needs to be verified. The user needs to click on the dispatch to check and print the documents, such as approvals and proposals.
+When a dispatch comes in, it needs to be verified. The user needs to click on the dispatch to check the uploaded documents, such as approvals and proposals.
 [[File:D5.png|750px|thumb|center]]

@@ Line 72: / Line 72: @@
 We have three different kinds of dispatches that will come through:
-* "Normal dispatch:" This type of dispatch can be scheduled at the company's convenience within a two-week timeframe. Once the dispatch is on the calendar, the client receives an email regarding the team arrival and a picture once the job is done. This type of dispatch shows up in blue color.
+* '''Normal dispatch:''' This type of dispatch can be scheduled at the company's convenience within a two-week timeframe. Once the dispatch is on the calendar, the client receives an email regarding the team arrival and a picture once the job is done. This type of dispatch shows up in blue color.
-"Fixed date dispatch:" In this dispatch, the client is provided with a specific day, date, and time for the job to be done, within the stipulated deadline. In these situations, prompt and clear communication with our clients is required all the time. Please note these jobs will typically be scheduled beyond the two weeks so the company can continue to fit in the regular jobs and build a schedule around it. This type of dispatch shows up in green color.
+* '''Fixed date dispatch:''' In this dispatch, the client is provided with a specific day, date, and time for the job to be done, within the stipulated deadline. In these situations, prompt and clear communication with our clients is required all the time. Please note these jobs will typically be scheduled beyond the two weeks so the company can continue to fit in the regular jobs and build a schedule around it. This type of dispatch shows up in green color.
-"Urgent dispatch:" This kind of job needs to be done within a three-day timeframe. The customer pays a higher rate to get it fixed as soon as possible. This kind of dispatch aims to help eliminate trip and fall situations, such as a grocery store with a pothole in front of its door. This type of dispatch shows up in yellow color.
+* '''Urgent dispatch:''' This kind of job needs to be done within a three-day timeframe. The customer pays a higher rate to get it fixed as soon as possible. This kind of dispatch aims to help eliminate trip and fall situations, such as a grocery store with a pothole in front of its door. This type of dispatch shows up in yellow color.
 ===How to schedule a dispatch===
@@ Line 156: / Line 156: @@
 Once the user has done it, they need to follow the same steps as before when scheduling a task.
-Keep in mind the person scheduling the survey can also add notes in the notes section, for example: "survey set up for 9-11 am, please call upon arrival". And another helpful feature is the "view users" option. When the user is assigning the survey, the system will display only technicians. They need to click on "view all users" to display all technicians within the system.
+Keep in mind the person scheduling the survey can also add notes in the notes section, for example: ''survey set up for 9-11 am, please call upon arrival''. And another helpful feature is the "view users" option. When the user is assigning the survey, the system will display only technicians. They need to click on "view all users" to display all technicians within the system.
 [[File:D22.png|750px|thumb|center]]

← Older revision		Revision as of 11:55, 14 January 2021
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	[[File:D26.png\|1000px\|thumb\|center]]		[[File:D26.png\|1000px\|thumb\|center]]
		+
		+	=Quick Access=
		+
		+	*[[RPH]]
		+	*[[Lead]]
		+	*[[Accounts]]
		+	*[[Contacts]]
		+	*[[Opportunity]]
		+	*[[Invoices and Payroll]]
		+	*[[External Portals]]
		+	*[[Mobile_applications\|Mobile applications]]
		+	*[[Back-end Processes]]

@@ Line 272: / Line 272: @@
 So they have to upload a picture of themselves, which is going to show up the date and time and this will work for the check-in. This is The Timecard.
-The inspection card is a safety inspection, Do the tyres have air? Are the lights working? Etc.
+The inspection card is a safety inspection, Do the tires have air? Are the lights working? Etc.
 And the inventory is a material inspection, Do they have enough asphalt? Do they have shovels? Etc.

← Older revision		Revision as of 20:03, 11 November 2020
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	Once you have done that, just follow the same steps as before when scheduling a task.		Once you have done that, just follow the same steps as before when scheduling a task.

−	~~Another feature to keep~~ in mind is the “view users” option. When you are assigning the survey, by default the system will show technicians only unless you click on “view all users”. This option will show every user within the system.	+	Keep in mind the person scheduling the survey can also add notes in the notes section, for example: "survey set up for 9-11 am, please call upon arrival". And another helpful feature is the “view users” option. When you are assigning the survey, by default the system will show technicians only unless you click on “view all users”. This option will show every user within the system.

← Older revision		Revision as of 20:00, 11 November 2020
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	Anyhow, we prefer to use the map view since it condenses all the tasks in just one place.		Anyhow, we prefer to use the map view since it condenses all the tasks in just one place.
−	This way you can see the big picture, which allows you to create more efficients runs for our surveyors, when they are out visiting our customers. For instance you could schedule the tasks in a way that the surveyor drives in a sort of circuit that aims to visit the most amount of properties driving the least possible ~~kilometers~~.	+	This way you can see the big picture, which allows you to create more efficients runs for our surveyors, when they are out visiting our customers. For instance you could schedule the tasks in a way that the surveyor drives in a sort of circuit that aims to visit the most amount of properties driving the least possible miles.

@@ Line 173: / Line 173: @@
 ==Final Dispatches==
-This section is to keep track of temporary repairs performed under the cold weather programme.
+This section is to keep track of temporary repairs performed under the cold weather program.
 So a temporary repair will show up first as a normal dispatch, it will be scheduled like any other job and when the technician finishes the work the system will move it to the final dispatch section. This creates a reminder to do a final dispatch, which will also appear in the calendar view, of course.

@@ Line 115: / Line 115: @@
 You can schedule a dispatch by either the “drag and drop” method or by clicking the golden star on the top right corner of the dispatch.
-With the first one you just need to click on the dispatch and slide it to either the calendar or the map. This way a pop-up window will open up for you to select the start and end time for the job. Keep in mind the amount of TRs for the job to allow enough time.
+With the first one you just need to click on the dispatch and slide it to either the calendar or the map. This way a pop-up window will open up for you to select the start and end time for the job. Keep in mind the amount of TRs for the job to allow enough time. We typically will allow 20 minutes per TR, for example: a 3 TR job would be allotted 1 hour for completion.
 The window also has different notes made by the surveyors, these could be about the potholes, the distance to the property from the headquarters, or any particular notes added by the account manager in order to satisfy our customer needs.

@@ Line 107: / Line 107: @@
 ''Normal dispatch:'' normal means we can go to the property within a 2 week timeframe, so we can schedule it to fit our own needs. Once the dispatch is on the calendar, the client is going to get an email when the team arrives and is going to get a picture when the job is done. This type of dispatch shows up in blue color.
-''Fixed date dispatch:'' in this kind of dispatch the customer will give us a deadline to finish the job, so we have to give the client a specific time and day in which we will visit their property to fix their potholes, this date has to be before the deadline of course. With these kinds of dispatches, we must keep good communication with our client all the time. This type of dispatch shows up in green color.
+''Fixed date dispatch:'' in this kind of dispatch the client needs a specific day, date and time for the job to be done, this date has to be before the deadline of course. With these kinds of dispatches, we must keep good communication with our client all the time. Please, note these jobs will typically be scheduled beyond the 2 weeks so we can continue to fit in the normal jobs and build a schedule around it. This type of dispatch shows up in green color.
 ''Urgent dispatch:'' this kind of job needs to be done within a 3 day timeframe. The customer pays a higher rate in order to get it fixed as soon as possible. This kind of dispatch aims to help eliminate trip and fall situations, for instance when there is a grocery store with a pothole in front of their door. This type of dispatch shows up in yellow color.
@@ Line 115: / Line 115: @@
 You can schedule a dispatch by either the “drag and drop” method or by clicking the golden star on the top right corner of the dispatch.
-With the first one you just need to click on the dispatch and slide it to the calendar. This way a pop-up window will open up for you to select the start and end time for the job. Keep in mind the amount of TRs for the job to allow enough time.
+With the first one you just need to click on the dispatch and slide it to either the calendar or the map. This way a pop-up window will open up for you to select the start and end time for the job. Keep in mind the amount of TRs for the job to allow enough time.
 The window also has different notes made by the surveyors, these could be about the potholes, the distance to the property from the headquarters, or any particular notes added by the account manager in order to satisfy our customer needs.