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

                                                                                                            • Cooling-off Period Just Got Better: More Coverage, More Control

                                                                                                              We’ve enhanced the Cooling-off Period feature in Zoho Recruit to give you more control over repeat applications and referrals. This helps you maintain a cleaner, more efficient recruitment pipeline. With this enhancement, you can: Prevent duplicate candidate
                                                                                                            • Revenue Management: #7 Revenue Recognition in Construction & Real Estate Industry

                                                                                                              If you are in the construction or real estate business, you are used to long project timelines and progressive invoicing to keep up with your billing. But when does revenue get recognized? Will it happen when the contract gets signed? At different milestones
                                                                                                            • TikTok (and other social platform) Messages and comments of the past

                                                                                                              When I link a social channel, Zoho will show in "Inbox", "Messages" and "Contact" sections the interaction done in the past? (comment, messages...)
                                                                                                            • Restrict Employee mail deletion

                                                                                                              Dear Zoho, Is there a way where i can restrict my employees to delete any mails from their account
                                                                                                            • 554 5.1.8 Email Outgoing Blocked.

                                                                                                              Hi guys, I just singed up for mateusz.nowicki@zoho.com mail and I can't send any mails.. Why? Everytime I try to send something I got error like the one in the screenshot. Please, help me.
                                                                                                            • Zoho IP blocked by SpamHaus

                                                                                                              ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye
                                                                                                            • File Upload in Creator's Subfrom

                                                                                                              Hello Sir/Madam, Here is a Problem......... Scenario: In CRM One Custom Module (Payments) have one File Upload Field now we have to Upload that File into Creator's Custom Form (Documents) have one Subform (Documents) in Document Upload Field using Deluge
                                                                                                            • Trigger workflow base on email clic

                                                                                                              Searching the help and forum, I see that there were workflow trigger rules based on email. But now, I can't find this type of trigger when I create a custom workflow. What I'm looking for would be to automate the sending of an email for a new prospect,
                                                                                                            • Bigin Form Acknowledgement

                                                                                                              How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?
                                                                                                            • Zoho Mail POP & IMAP Server Details

                                                                                                              Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure
                                                                                                            • Ever since the new Android App udpates notifications are not working

                                                                                                              notifications are not working for the app is its closed I followed the tutuorial to the notificaction fixed and everythig seems to be right but notifications are not workig
                                                                                                            • Zoho Analytics & Zoho Desk - but not all desks

                                                                                                              I have several desks in our company and one of those is used by our HR department. I want to bring through the data to the shared Zoho Analytics workspace - except for the HR desk. Can this be excluded at data import stage ?
                                                                                                            • Incoming Emails Not Showing Up in Zoho Inbox

                                                                                                              Hi - I have my Zoho email account set up to forward a copy of all incoming emails to a secondary Gmail address, whilst retaining the original email in the Zoho inbox. However, all my incoming emails are currently not showing up in my Zoho inbox, so I'm
                                                                                                            • Unable to Create Zoho Booking via the Book Appointment API

                                                                                                              Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken
                                                                                                            • SHEET - Send email when a cell changes

                                                                                                              I would like to create a custom function for Zoho Sheet that triggers when a paticular cell changes to a specific value. This would result in sending an email to a recipient (this would be an address that remains the same and included in the script). Example: = IF(N4= "Drafted", <>EmailFunction) 1)     Cell N4 changes to "Drafted" 2)    Email is sent to recipient            or alternatively 3)    Post to chat channel I have found the Custom function editor in Sheet. I am not bad at scripting, but
                                                                                                            • 【開催報告】 福岡 ユーザー交流会 2025/8/8(金)

                                                                                                              皆さま、こんにちは。コミュニティチームの中野です。 8/8(金)に、福岡 ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 今年初の開催となる福岡 ユーザー交流会では、CreativeStudio樂合同会社 前田さんによるZoho CRM / Sign / Survey の事例セッションのほか、 Zoho社員セッションでは、Zoho Forms の活用法を解説。 さらに、「見込み客・顧客データの管理/活用方法」をテーマに参加者同士でZoho
                                                                                                            • Error: Invalid login: 535 Authentication Failed

                                                                                                              I have used zoho with nodemailer. const transporter = nodemailer.createTransport({ host: 'smtp.zoho.com', port: 465, secure: true, auth: { user: 'example@example.com', pass: 'password' } }); While sending the mail, it shows the following error: Error:
                                                                                                            • Zoho Renewal

                                                                                                              Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?
                                                                                                            • Not reciving emails

                                                                                                              Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise
                                                                                                            • Not receiving MailChimp verification e-mail

                                                                                                              It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be
                                                                                                            • Creating my 2nd email account

                                                                                                              After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for that
                                                                                                            • Cannot - create more email account - Unusual activity detected from this IP. Please try again after some time

                                                                                                              Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us.
                                                                                                            • "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"

                                                                                                              Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,
                                                                                                            • Transfert de domaine pour création des comptes emails

                                                                                                              Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activation
                                                                                                            • Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                              Kindly help me resolved this issue that i am facing here.
                                                                                                            • How are people handling estimates with Zoho inventory?

                                                                                                              We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing
                                                                                                            • Relative Date Searches

                                                                                                              Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existing
                                                                                                            • Performance is degrading

                                                                                                              We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
                                                                                                            • Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

                                                                                                              Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your
                                                                                                            • Dear Zoho CEO: Business Growth is about how you prioritise!

                                                                                                              All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
                                                                                                            • Please review and re-enable outgoing emails for my domain

                                                                                                              Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for my
                                                                                                            • Payroll without tax integrations (i.e. payroll for international)

                                                                                                              It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll in
                                                                                                            • goingout e mail block

                                                                                                              info@ozanrade.com.tr
                                                                                                            • Incoming mails blocked

                                                                                                              Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." Please
                                                                                                            • Configuring Email Notifications with Tautulli for Plex

                                                                                                              Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server
                                                                                                            • How to Set Up Zoho Mail Without Cloudflare on My Website

                                                                                                              I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd like
                                                                                                            • Spam is Being Forwarded

                                                                                                              I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?
                                                                                                            • IMAP Block

                                                                                                              My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent.
                                                                                                            • "DKIM not configured"

                                                                                                              Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?
                                                                                                            • Zoho mail with custom domain not receiving email

                                                                                                              i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho
                                                                                                            • Next Page