Zoho FSM | Dispatch Console

Dispatch Console

The Dispatch Console is the task board for scheduling and dispatching the service appointments. It contains all the information that a Dispatcher would require for assigning a service appointment to a field agent or crew. The Dispatch Console has among others the following features:



Dispatch Console has three major views:
  1. Gantt
  2. Grid
  3. Maps
  4. Calendar

Viewing Preferences

In the following places in the Dispatch console, the viewing preferences chosen by the user will be retained even after they navigate from the dispatch console.
  1. Custom Views under Service Appointments List, and Work Orders List in the left panel



  2. The value selected in the Date Filter in the left panel
  3. The tabs Gantt, Maps, or Calendar
  4. The Day or Week view selected under Gantt, or Calendar tabs.



  5. The values selected in the Service Resources filter of the Gantt view. By default, the work orders list will be displayed on the left panel.



  6. The values selected in the Service Resources filter of the Calendar view.



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                                                                                                          • Dispatch Console Gantt

                                                                                                            Permission Required: Dispatch Console The Gantt view shows the service appointments in a timeline. To see the Gantt view, navigate to the Dispatch Console module and click the Gantt tab. All the scheduled service appointments for a field agent or ...
                                                                                                          • Dispatch Console Customization

                                                                                                            You can customize the details in the service appointment bar in the Gantt view of the Dispatch Console and the appointment entry in the Service Resource Calendar. The service resource calendar can be seen in the Users Details page, Crew Details page, ...
                                                                                                          • Tips - Dispatch Console

                                                                                                            How can I customize the columns shown in the service appointments list of the dispatch console left panel? The following details of the appointments will be shown by default in the service appointments list: - Appointment Name - Summary - Actual ...
                                                                                                          • Dispatch Console Calendar

                                                                                                            In the Calendar view of the Dispatch Console, you can view all the service appointments irrespective of the service resources or territories. To see the Calendar view, navigate to the Dispatch Console module and click the Calendar tab. In the ...
                                                                                                          • Dispatch Console Map

                                                                                                            - Permission Required: Dispatch Console - Check the Edition-based availability of Map View The Map view displays the location of the field agents and the service addresses of the work orders, or service appointments. To see the Map view, navigate to ...
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