Dispatcher is designed to walk through each step of Account, Job, and Ticket creation when adding a new Account. The final step of creating a new Account prompts you to create a new Job. Pick up from the final step for a new Account or create a Job for an already existing Account by following the steps in this article.
Create a Job for a New Account
Fill out the appropriate details
Add Secondary Contact: if needed, edit or add additional contact information specific to the Job, separate from the Account’s contact information
Notes (optional): can be used for information to the driver pertinent to the entire job. displayed on every ticket created a job. Drivers will see these
Address: our map is powered by Google Maps. Select a Google recognized address to pinpoint the Job
Custom Location: utilize this option when the address is not populating or the job site is different from the geographic location. Enter Latitude and Longitude or drag and drop the red pin to the exact location
Display Address: allows you to update the Job’s address name…displayed as the job address throughout Dispatcher and to the drivers. Helpful if jobs sites are referred to as lot numbers instead of addresses
Address Details: displayed next to the job address or display address for additional information, seen both by administrators and drivers. Such as apartment number, name on building, etc.
Click Create Job
Click Create Job and Enter Ticket to move to next step
Create a Job for an Existing Account
Creating a Job for an existing Account starts at the Account level.
Click Accounts
Search for the appropriate Account
Click Account name
Review current Open Jobs to ensure the location does not already exist
Click Create New Job +
Fill out the appropriate details
Add Secondary Contact: if needed, edit or add additional contact information specific to the Job, separate from the Account’s contact information
Notes (optional): can be used for information to the driver pertinent to the entire job. displayed on every ticket created a job. Drivers will see these
Address: our map is powered by Google Maps. Select a Google recognized address to pinpoint the Job
Custom Location: utilize this option when the address is not populating or the job site is different from the geographic location. Enter Latitude and Longitude or drag and drop the red pin to the exact location
Display Address: allows you to update the Job’s address name…displayed as the job address throughout Dispatcher and to the drivers. Helpful if jobs sites are referred to as lot numbers instead of addresses
Address Details: displayed next to the job address or display address for additional information, seen both by administrators and drivers. Such as apartment number, name on building, etc.
Click Create Job or
Click Create Job and Enter Ticket to move to next step