To navigate Dispatcher effectively, it’s important to understand the hierarchy of Accounts, Jobs, and Tickets. Accounts represent your customers and house all related Jobs. Jobs are the locations you service for these customers. Finally, Tickets are the specific services provided at each location. See definitions and diagram below:
Account: a unique company or customer that you do business with
Job: a unique address or locations where the services will take place
Ticket: the action that takes place on a job
While there are different ways to navigate to the same action in Dispatcher, understanding this structure will help you navigate to the right tabs more efficiently. For example, if you are looking to create a Job, go to Accounts and select the Account you want to create the Job for. Similarly, if you are looking to create a Ticket, head to Jobs and select the Job you want to create a Ticket for.