In this video, we’ll walk you through how to use the dispatch feature on the Precision Plan.
Start by navigating to your Work Hub.
In the top right corner, select “Create Dispatch”, then click “Create New.”
First, choose which form you’d like to dispatch.
Then, enter the Dispatch Name — this is what will show up on the calendar.
Add a Description — this is what the technician will see on their app.
Next, assign the dispatch to a technician.
Choose whether you want to dispatch immediately or schedule it for a specific date and time.
Once that’s set, click the “Next” button in the bottom right corner.
When the form loads, begin pre-filling any information you’d like included in the report.
When you’re done, click “Create Dispatch” in the bottom right.
Once the dispatch is created, head back to your Work Hub.
If the dispatch was scheduled, you’ll find it under the “Upcoming” tab on your calendar.
You can also view Submitted Reports and Unfinished Reports using the tabs provided.
And that’s how you use the dispatch feature on the Precision Plan.