If the work needs to be performed during certain hours, i.e. if there's an appointment window for a customer, a scheduled dispatch will be issued for those hours.
Creating a Scheduled Dispatch
Dispatches that are scheduled will appear in the Dispatch Calendar in the Upcoming Tab in Work Hub. Creating both immediate and scheduled dispatches are done in the same place with small adjustments.
- Create your dispatch as usual.
- In the Dispatch Type field, select Schedule for later.
- Set a start and end date and time.
- If you'd like, you can have the user receive a calendar invite via email.
- Fill out the rest of the dispatch as you usually would and don't forget to save.
Receiving a Scheduled Dispatch on Mobile
The user will receive a notification for the dispatches after they sync their device on the day of the scheduled dispatch.
After that, they can see the specific times they are scheduled for by clicking on the Tasks banner on the Home page. If a user is ready to start a dispatch assigned for that day, select the dispatch and the first screen of the form will launch to complete as usual.
If you need your users to see their Upcoming tasks before the day of the scheduled dispatch, a feature called Future Dispatches allows for dispatches to be viewed up to seven days before the day of the scheduled dispatch.
Selecting an upcoming dispatch will allow the user to see a static view of the form and any fields filled out by the dispatcher, but will not become a submission that the user can fill out until the scheduled day.
Note
Future dispatches is currently available on a by-request basis. Submit a ticket if you are interested in enabling this feature.
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