Schedule and Dispatch
Agent Utilization Details
In the Dispatch Console, you can view the utilization levels of your service resources in the Gantt, Grid, and Calendar views. Utilization is categorized into four levels—Overbooked, Fully booked, Optimal booking, and Underutilized. Utilization is ...Dispatch Console Grid
Available in Editions: Professional, Premium 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 ...Dispatch Console Calendar
Available in Editions: All Editions In the Calendar view, you can view all the appointments to which service resources have been assigned, Holidays in the organization, and the Time Off taken by the resources. You can view all the service ...Time Sheets
Time spent working on an appointment can be logged using Time Sheets. Time sheet entries can be recorded by the field agent from the FSM mobile app. Time sheets can be also be recorded from the Zoho FSM web app. Available in Editions: All Editions - ...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 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 ...Manage Service Appointments
Scheduling Service Appointments All the service appointments in the Dispatch Console are initially scheduled by assigning them to a field agent or crew. Appointments can be scheduled from the Work Order Details page, as mentioned here. This can also ...Dispatch Console Map
Available in Editions: Standard, Professional, Premium - 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 ...Dispatch Console Gantt
Available in Editions: All Editions 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 ...Dispatch Console Left Panel
The left panel of the Dispatch Console will list the service appointments and work orders whose details can be viewed in the Gantt or Map view. Service Appointments List You can view the Service Appointments List by selecting the Service Appointments ...
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