Introducing Grid View in Dispatch Console - Ideal for Quick Appointments

Introducing Grid View in Dispatch Console - Ideal for Quick Appointments


 
The Dispatch Console is the heart of Zoho FSM where the bulk of service appointment scheduling and dispatching takes place. Here, the dispatcher has at their disposal all the information required to assign the right technician to the service appointments based on availability, proximity, and skill. The Dispatch Console comprises of the following views:
  • Gantt: It provides a timeline view of the service appointments. Each service appointment is represented by a horizontal bar that spans the duration of the service appointment, making it easy to see when jobs start and end. Thus, it provides you with a real-time view of the progress of service appointments.

  • Map: Each work order or appointment is represented by a marker on the map, making it easy to visualize where service calls are located. Technicians' locations are tracked in real-time using GPS, allowing dispatchers to see where each technician is at any given moment. This allows for real-time tracking and efficient resource allocation.

  • Calendar: Here, you can view all the appointments to which service resources have been assigned, Holidays in the organization, and the Time Off taken by the resources.  You can view all the service appointments on a day irrespective of the service resources or territories. You can also see the details using the Month, Week, Day, and List views. 
In addition to these, we are introducing a new view - Grid
 
In the Grid view of the Dispatch Console, you can view all the service appointments assigned to a service resource on each day.  This enables you to assess technician availability, allowing for informed job assignments that maximize efficiency. This view also enables you to make deductions such as the resource utilization for a day, territory-based work density, etc.
 
Why a new view?
 
It has spawned from the need to have a different calendar view where the dispatcher can see the prominent details of the appointments at a glance. Although the Gantt view also provides a comprehensive view of the appointments, as the size of the service appointment bars is proportionate to the duration of the job, it is sometimes difficult to quickly grasp appointment details. The user will also have to scroll to view all the appointments. Thus, a new view was created by combining the desirable elements of both the Gantt and Calendar views. 

Optimal Job Assignment

As the Grid view gives you a clear picture of the service appointments assigned to a service resource for a day, you can assign new jobs to them based on their workload. Click on a cell in the Grid that corresponds to the day for which you want to schedule the appointment. In the Create Appointment overlay, choose the work order for which you want to create the appointment, modify the necessary details, and click Schedule or Schedule and Dispatch to continue.
 

 
Apart from the availability-based assignment, the filters in this view also facilitate skill and territory-based assignments.
  
Skill-based Assignment
This ensures the right technician is assigned to the right job based on their specific skills, qualifications, and experience. This can reduce the time spent on service calls and minimize the need for follow-up visits. Customers are more likely to be satisfied when their service requests are handled by qualified professionals who can address their specific needs.



Territory-based Assignment
This ensures that technicians are dispatched to jobs within their designated areas, optimizing travel time, reducing costs, and improving service efficiency. With this, organizations can not only leverage technicians' familiarity with the area but also minimize travel distances, leading to faster response times and lower fuel costs.
 

Comprehensive View of Appointments 

To quickly view an appointment's details, simply hover over the entry. For a more comprehensive look, hover over the entry and click on . A bird's-eye view of the grid view also lets you assess the statuses of the service appointments as indicated by the color of the header of each entry.
 

Filter And View Relevant Information 

Apart from skill and territory, there are other filters to fetch the desired data:
  • Using the Service Resources List, filter the appointments based on whether they are assigned to an agent or crew.
  • If you want to see the entries based on Scheduled/Actual Date/Time, choose Schedule or Live from the Appointment Date/Time filter.
  • Use the Time Range filter to choose a Day, a Week, or 4 days for which you want to see the service appointments.
  • If a service appointment does not belong to the territory chosen in the Service Resources List, then the service appointment entry will have grey background with an orange tip on the top left corner.

 
Refer to our help documentation for more details. Feel free to contact at us support@zohofsm.com for any queries.

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Conditional formatting based on another field

                                                                                                            Hi I have two fields on my form stage 1 complete and stage 1 deadline.  I am trying to setup conditional formatting so that if stage 1 complete is after stage 1 deadline the record is highlighted in red. I need both stage 1 complete and stage 1 deadline
                                                                                                          • Is there API Doc for Zoho Survey?

                                                                                                            Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
                                                                                                          • Using IMAP configuration for shared email inboxes

                                                                                                            Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
                                                                                                          • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

                                                                                                            Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery
                                                                                                          • Changing a Single-Line Text field into a Multi-line Field without losing data

                                                                                                            Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing da
                                                                                                          • Webhook - Google Sheets

                                                                                                            I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integration
                                                                                                          • Verified Mark Certificate

                                                                                                            Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.html
                                                                                                          • Appointment booking is temporarily unavailable

                                                                                                            Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given
                                                                                                          • Cannot connect to 365 business calendar and Teams, says personal but it is not.

                                                                                                            hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its
                                                                                                          • Limited review (/questions) for Bookings 2.0

                                                                                                            Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly
                                                                                                          • Zoho Bookings - Reserve with Google

                                                                                                            Does Zoho Bookings plan to to integrate with Reserve with Google?
                                                                                                          • Tip #3: How to change your booking page language

                                                                                                            Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
                                                                                                          • Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

                                                                                                            Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert
                                                                                                          • Bigin update: Link email messages to pipeline records.

                                                                                                            Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated
                                                                                                          • Bigin Android app update: Custom buttons and widgets

                                                                                                            Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,
                                                                                                          • Zoho Sheet for Desktop

                                                                                                            Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                                                                                          • Zoho Sheet - Desktop App or Offline

                                                                                                            Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
                                                                                                          • Collective-booking event not added to all staff calendars

                                                                                                            We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
                                                                                                          • Project Management Bulletin: October, 2025

                                                                                                            Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management
                                                                                                          • Zoho Sheets saying locked when not locked

                                                                                                            Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.
                                                                                                          • Identifying and Merging Accounts with Similar (Non-Exact) Names

                                                                                                            Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the
                                                                                                          • Option for super admin to recover the deleted chats in Zoho Cliq

                                                                                                            Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,
                                                                                                          • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

                                                                                                            Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey
                                                                                                          • I am trying to integrate my module in sandbox environment to add data via API

                                                                                                            I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"
                                                                                                          • Setting up primary mobile number.

                                                                                                            Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.
                                                                                                          • Tables for Europe Datacenter customers?

                                                                                                            It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
                                                                                                          • Guided Conversations - Ticket Creation

                                                                                                            Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the
                                                                                                          • How to send certain invoices for Approval based on condition?

                                                                                                            To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.
                                                                                                          • Unable to continue payment

                                                                                                            Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me
                                                                                                          • Is there a way to show contact emails in the Account?

                                                                                                            I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
                                                                                                          • Massive spam pretending to come from our address – is this a Zoho security issue?

                                                                                                            Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be
                                                                                                          • Cant recieve mails

                                                                                                            I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but
                                                                                                          • Zoho Sheet Autofit Data

                                                                                                            While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.
                                                                                                          • Enhancements to finance suite integrations

                                                                                                            Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.
                                                                                                          • Edit 'my' Notes only

                                                                                                            The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
                                                                                                          • Job Alerts for Candidates

                                                                                                            hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
                                                                                                          • Add multiple users to a task

                                                                                                            When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
                                                                                                          • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

                                                                                                            Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement
                                                                                                          • Show/ hide specific field based on user

                                                                                                            Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
                                                                                                          • Where are Kanban swimlanes

                                                                                                            So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research
                                                                                                          • Next Page