Zoho FSM | Dispatch Console Calendar

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.
  1. In the calendar view, you can view all the Service Appointments to which service resources have been assigned, Holidays in the organization, and the Time Off taken by the resources.
  2. You can filter the Service Appointments and Time Off entries using the Service Resources filter.
  3. You can view the details using the MonthWeekDay, and List views.
  4. You can customize the service appointment entry in the Service Resource Calendar to include the profile image of the field agent. You can also customize the service appointment entry to include the icon that indicates the Type of a service appointment.


You can also find all the entries of a day in the List view.


 
In the Calendar view of the Dispatch Console, you can manage appointments in the following ways through drag and drop:
  1. Create an appointment through drag and drop
  2. Create an appointment from the Calendar
  3. Reschedule through drag and drop

Create an appointment through drag and drop  

You can create service appointments in the following ways:
  1. Drag and drop a work order
  2. Drag and drop a service of the work order 
To create an appointment through drag and drop:
  1. Click Create in the Work Orders List.
    Work orders can also be created from the Work Orders module.



  2. In the Create Work Order overlay, enter the necessary details and click Save.
    The work order will be created and listed in the Work Orders List. You can now create service appointments for this work order.

Drag and drop a work order

  1. Drag and drop the work order to the desired point in the Calendar that corresponds to the time for which you want to schedule the appointment.
    When you select the work order, all its services will be automatically selected. You can uncheck the services you want to exclude from the appointment.



  2. In the Create Appointment overlay, the following details will be populated, which you can change if required.
    1. Service
    2. Summary
    3. Scheduled Start/End Date Time
  3. Select a Service Resource (Agent or Crew)
  4. Click Schedule or Schedule and Dispatch to continue.

Drag and drop a service of the work order

  1. Drag and drop the service to the desired point in the Calendar that corresponds to the time for which you want to schedule the appointment.



  2. In the Create Appointment overlay, the following details will be populated, which you can change if required.
    1. Service
    2. Summary
    3. Scheduled Start/End Date Time
  3. Select a Service Resource (Agent or Crew)
  4. Click Schedule or Schedule and Dispatch to continue.
 
Note:
As shown in the screenshot below, you can drag and drop by clicking anywhere in the row corresponding to the work order or service.
 

Create Appointments from Calendar

You can create appointments directly from the Calendar. To do so:
  1. Click on the point in the Calendar that corresponds to the time for which you want to schedule the appointment.
  2. In the Create Appointment overlay, choose the work order for which you want to create the appointment.



  3. In the Create Appointment overlay, the following details will be populated, which you can change if required.
    1. Service
    2. Summary
    3. Scheduled Start/End Date Time
  4. Select a Service Resource (Agent or Crew)
  5. Click Schedule or Schedule and Dispatch to continue.

Reschedule through drag and drop

You can reschedule an appointment in the following ways:
  1. In the Calendar view, drag and drop an appointment to a different time
  2. In the Calendar view, resize the appointment
  3. Drag and drop the appointment from the Service Appointments List to a new time in the Calendar view
  1. In the Calendar view, you can reschedule an appointment by dragging and dropping it to a different time.



  2. In the Calendar view, you can also reschedule an appointment by resizing the appointment. Move your cursor to the bottom edge of the service appointment and when the cursor changes to a downward arrow, resize it to the duration you want for the service appointment.



  3. Lastly, you can reschedule an appointment by dragging and dropping the appointment from the Service Appointments List to a new time in the Calendar view.


After rescheduling, in the Schedule Appointment dialog, make the following changes if necessary and click Schedule Appointment.
  1. Schedule Start/End time
  2. Assigned agent
Click to view the appointment details in a new window.
 


Note:
The drag-and-drop option will be available for appointments in the New, Scheduled, and Dispatched statuses.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • 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 ...
                                                                                                  • 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, ...
                                                                                                  • 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 Resources List

                                                                                                    The Service Resources List is displayed on the left side of the Gantt view. You can filter the Service Resources List using the following criteria: Resource type, i.e. All, Crew, or Agents Territory Skills You can also sort the Service Resources List ...
                                                                                                  • 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 ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources