Dispatch Console Grid
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.
- Use the filters in the Service Resources List to view the entries for the desired service resources.
- 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.
- Use the Time Range filter to choose a Day, a Week, or 4 days for which you want to see the service appointments.
- 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.
- 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.
- Use
to refresh the data in the Grid area.
- 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:
- 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.
- In the Create Appointment overlay, the following details will be populated, which you can change if required.
- Service
- Summary
- Scheduled Start/End Date Time
- Service Resource (Agent or Crew)
- Click Schedule or Schedule and Dispatch to continue.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources