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 using the agent or crew name. The agents will be listed first followed by the crew.
The following details about the field agents and crew
are displayed:
- Name
- Assigned service appointments count
For a crew, you can see the agents in the crew by clicking the expand arrow [
].
Service Resource Details
Clicking on a particular row will show the details of the field agent/crew.
The appointments assigned to the field agent/crew can be viewed in the service resource calendar with Monthly, Weekly, or Daily views. Hover over an entry to view the details. Further details of the appointment can be viewed by clicking on the entry. The TimeOff entries will also be displayed. Within this service resource calendar, you can schedule appointments.
All the appointments assigned to the field agent/crew are also displayed in a list view.
Other details of the field agent/crew like the Territories they have worked in, their Skills, their TimeOff and Trip entries will be displayed.
Scheduling in Service Calendar
You can do the following in the service resource calendar:
- Create appointment
- Reschedule through drag and drop
Create Appointment
- Click on the point in the calendar that corresponds to the day or time for which you want to create the appointment.
- In the Create Appointment popup, choose the work order for which you want to create the appointment.
- In the Create Appointment popup, the following details will be populated, which you can change if required. Click Schedule or Schedule and Dispatch to continue.
- Service
- Summary
- Scheduled Start/End Date Time
- Service Resource
You can create appointments from the Month, Week, and Day views.
Reschedule Appointment
From the service resource calendar, you can reschedule an appointment in the following ways:
- Drag and drop an appointment to a different date or time
- Resize the appointment
You can reschedule an appointment by dragging and dropping it to a different date or time. In the Schedule Appointment popup, the details are prefilled. Make the necessary changes and click Schedule Appointment. You can reschedule appointments from the Month, Week, and Day views.
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. In the Schedule Appointment popup, the details are prefilled. Make the necessary changes and click Schedule Appointment. You can resize and reschedule appointments only from the Week, and Day views.
Tip: Click on the date in the Month view to go to the Day view.
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:
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?
Zoho DataPrep Resources
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 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 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 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 ...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