In ServiceLine, you can dispatch a technician to a job after they have been assigned to it. Assigning and dispatching are two separate actions on purpose: 1) you build out your calendar how you see fit and then 2) dispatch the technician when they are available to accept the next job. It is important that a technician only work on one job at a time to ensure they focus on the current job and not rush to their next job.
Dispatch a technician using the scheduling calendar on the ServiceLine dashboard.
- Click the ServiceLine logo in the upper-left corner of the page.
- Locate the assignment from an open job you want to dispatch and click on it.
- Update any additional notes necessary for the technician.
- Click the "Dispatch" button.
*Note: If you want the customer to receive a notification the technician is on their way, keep the "Notify Customer" checkbox checked. It will be checked by default if the customer has a cell phone number on file and they allow SMS notifications to that number.
The tag on the assignment in the scheduling calendar will now be displayed as "Dispatched".
*Note: You can re-dispatch any non-closed job. When a technician completes an assignment, the "Dispatched" tag will change to "Completed" and the job will be a light gray. You can click this assignment to re-dispatch the technician and the job will go back to the original color and tag will read "Dispatched" again.
*Note: A closed job cannot be re-dispatched. A closed job will be darker gray and the tag will read "Closed". If you need to re-dispatch this assignment, you will have to re-open the job first.
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