Dispatch Pro Resource Page

The purpose of this document is to be a quick reference sheet for end users of Dispatch Pro. Everything from UI changes to system functionality.

Academy Video Links:

UI Changes on the Dispatch Board

The lighting bolt icon that will begin appearing on jobs like the example below represents that Dispatch Pro is currently controlling the job and could be switched at any time.

The lock indicates that the job will no longer be rescheduled by Dispatch Pro either because it was manually adjusted, is too close to the scheduled start time, or the Job Type is not Dispatch Pro enabled.

The dispatch board will refresh every 10 minutes during business hours, and I know that will feel like a lifetime, but in the meantime, while waiting, you will want to remain focused on the "Alerts" tab of the Job Tray.

When you click on the job, you can update a few items from the "Recommendations" section without affecting your Utilization of Dispatch Pro. Each time you edit these, Dispatch Pro will learn from these changes and will remember them for the next scenario if this comes up the next time!

Dispatch Pro Alert Types

Name: Low Value Job
- Description: This job is projected to bring low or negative value and not cover the driving cost. Please assign manually or reschedule to a different day when there are other jobs nearby.
Name: Arriving Too Late
- Description: Smart Dispatch can only schedule this job late but the projected value is not enough to justify late arrival. Please assign manually or extend the arrival window.
Name: Max Drive Time
- Description: This job is too far from the current or previous job based on your max drive time setting. Please assign the job manually.
Name: No Availability
- Description: All skilled technicians in the right zone/business unit are busy during this arrival window. If possible, please either extend the arrival window or reschedule the job.
Name: Urgent Job Conflict
- Description: Unable to fit this job in because of an urgent job with a conflicting schedule. If possible, please adjust job priorities or reschedule the job.
Name: No Matching Technicians
- Description: There are no technicians with the required skillset or assigned to the required zone/business unit. Please review the skills required for a job and your zone/business unit assignment.
Name: No Shifts
- Description: There are technicians with the required skills and zone/business unit but they don’t have available shifts during this job’s arrival window or long enough to cover job duration. Please create shifts for technicians to make them available for assignment.
Name: keep ‘No Capacity’
- Description: ‘Unable to find available technicians within the right zone/business unit and/or with all required skills. Check if all working technicians have available shifts, appropriate skills, and are assigned to zones/business units.'
Name: Technician-Specific Conflict
- Description: ‘This job is technician specific. Currently, the assigned technician cannot be unassigned due to double booking, max drive time reached, or another conflict. Remove the ‘technician specific’ flag if possible.’
Name: ‘Assigned Low-Value Job'
- Description: ‘Job is projected to bring negative or low value. Removing it might cause max drive time issues or other violations. Smart Dispatch is unable to move this job.’
Late Arrival Alert
- Description: ‘Job is projected to start after the end of the arrival window.’
Name: ‘No Coordinates'.
- Description: ‘Job doesn’t have coordinates. Please validate the customer’s address.'
Name: ‘No Estimated Cost'.
- Description: ‘Job doesn’t have an estimated cost. Please assign a technician manually.'

Dispatch Pro Assignment Factors

Available Technicians Assigned to Zone (If using BUs, then Zones are ignored) with Required Skills
Is there Available Capacity within the Arrival Window
Is Max Drive Time being Exceeded (from Dispatch Pro Basic Settings)

Dispatch Pro Prioritization Factors

Is this Job Marked Urgent? (Remember, High, Normal, and Low are NOT used when factoring in)
Does this job have a Job Type that has been Prioritized?
Does this job have a Tag that has been Prioritized?
Which Technician’s performance history is most well-suited for this Job Type?

Dispatch Pro Permissions:

Anyone who needs to move a job should have;

Pause/resume Dispatch Pro for individual job
Edit skills on individual jobs
Edit Arrival Windows

Admins and supervisors need;
1. Edit skills on individual jobs
2. Edit Arrival Windows
3. Edit Dispatch Pro settings
4. Pause/resume Dispatch Pro for individual job
5. Pause/resume Dispatch Pro for individual technicians