Zoho FSM | Dispatch Console Grid

Dispatch Console Grid

Info
Permission Required: Dispatch Console
- Check the Edition-based availability of Grid View

In the Grid view of the Dispatch Console, you will be able to see the service appointments assigned to the service resources for each day. To see the Grid view, navigate to the Dispatch Console module and click the Grid tab.
  1. Use the filters in the Service Resources List to view the entries for the desired service resources.
  2. In the Appointment Date/Time filter, if you select Schedule, then the entries for service appointments will be shown at the times that correspond to their Scheduled Date/Time. If you select Live, then the entries for service appointments will be shown at the Actual Date/Time of the service appointments if there is an Actual Date/Time present for the service appointment, else they will be shown at the times that correspond to their Scheduled Date/Time. Service appointments will have an Actual Date/Time only after the work has started, i.e. for service appointments with status In Progress or above.
  3. Use the Time Range filter to choose a Day, a Week, or 4 days for which you want to see the service appointments.
  4. Hover over a service appointment entry to see the details in a popup. Use Esc to close the popup. In the popup, if you hover over some of the details like email, territory, etc, you will find the option to copy [] it. Hover over a service appointment entry and click on to see all the details of the appointment. The type of the service appointment will also be indicated by an icon at the top right side of the service appointment entry.
  5. For each day, the maximum number of assigned appointments that will be displayed will be based on the value that you choose for the Default Appointments count from the Settings [  ] in the top right corner. Click on More... to view the additional entries.
  6. Use to refresh the data in the Grid area.
  7. If a service appointment spans more than a day, the continuity is indicated by a dotted arrow. Continuity across weeks is indicated through the icons  and .

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.


Create Appointments from Grid 

You can create appointments from the Grid view. To do so:
  1. Click on a cell in the Grid that corresponds to the day 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. Service Resource (Agent or Crew)
  4. Click Schedule or Schedule and Dispatch to continue.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms

                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                    Create. Review. Publish.

                                    Write, edit, collaborate on, and publish documents to different content management platforms.

                                    Get Started Now




                                                      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


                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts


                                                              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 Demo

                                                                                                Get a personalized demo or POC

                                                                                                REGISTER NOW


                                                                                                  Design. Discuss. Deliver.

                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                  Get Started Now









                                                                                                                      • Related Articles

                                                                                                                      • Dispatch Console

                                                                                                                        The Dispatch Console is the task board for scheduling and dispatching service appointments. It contains all the information that a Dispatcher would require for assigning a service appointment to a field agent or crew based on availability, proximity, ...
                                                                                                                      • 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 Grid view of the Dispatch Console and the Service Resource Calendar. The service resource calendar can be seen in ...
                                                                                                                      • Dispatch Console Resources List

                                                                                                                        The Service Resources List is displayed on the left side of the Gantt, and Grid 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 ...
                                                                                                                      • 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 ...
                                                                                                                      • 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 ...
                                                                                                                        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