Introducing Grid View in Dispatch Console - Ideal for Quick Appointments

Introducing Grid View in Dispatch Console - Ideal for Quick Appointments


 
The Dispatch Console is the heart of Zoho FSM where the bulk of service appointment scheduling and dispatching takes place. Here, the dispatcher has at their disposal all the information required to assign the right technician to the service appointments based on availability, proximity, and skill. The Dispatch Console comprises of the following views:
  • Gantt: It provides a timeline view of the service appointments. Each service appointment is represented by a horizontal bar that spans the duration of the service appointment, making it easy to see when jobs start and end. Thus, it provides you with a real-time view of the progress of service appointments.

  • Map: Each work order or appointment is represented by a marker on the map, making it easy to visualize where service calls are located. Technicians' locations are tracked in real-time using GPS, allowing dispatchers to see where each technician is at any given moment. This allows for real-time tracking and efficient resource allocation.

  • Calendar: Here, 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 appointments on a day irrespective of the service resources or territories. You can also see the details using the Month, Week, Day, and List views. 
In addition to these, we are introducing a new view - Grid
 
In the Grid view of the Dispatch Console, you can view all the service appointments assigned to a service resource on each day.  This enables you to assess technician availability, allowing for informed job assignments that maximize efficiency. This view also enables you to make deductions such as the resource utilization for a day, territory-based work density, etc.
 
Why a new view?
 
It has spawned from the need to have a different calendar view where the dispatcher can see the prominent details of the appointments at a glance. Although the Gantt view also provides a comprehensive view of the appointments, as the size of the service appointment bars is proportionate to the duration of the job, it is sometimes difficult to quickly grasp appointment details. The user will also have to scroll to view all the appointments. Thus, a new view was created by combining the desirable elements of both the Gantt and Calendar views. 

Optimal Job Assignment

As the Grid view gives you a clear picture of the service appointments assigned to a service resource for a day, you can assign new jobs to them based on their workload. 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, modify the necessary details, and click Schedule or Schedule and Dispatch to continue.
 

 
Apart from the availability-based assignment, the filters in this view also facilitate skill and territory-based assignments.
  
Skill-based Assignment
This ensures the right technician is assigned to the right job based on their specific skills, qualifications, and experience. This can reduce the time spent on service calls and minimize the need for follow-up visits. Customers are more likely to be satisfied when their service requests are handled by qualified professionals who can address their specific needs.



Territory-based Assignment
This ensures that technicians are dispatched to jobs within their designated areas, optimizing travel time, reducing costs, and improving service efficiency. With this, organizations can not only leverage technicians' familiarity with the area but also minimize travel distances, leading to faster response times and lower fuel costs.
 

Comprehensive View of Appointments 

To quickly view an appointment's details, simply hover over the entry. For a more comprehensive look, hover over the entry and click on . A bird's-eye view of the grid view also lets you assess the statuses of the service appointments as indicated by the color of the header of each entry.
 

Filter And View Relevant Information 

Apart from skill and territory, there are other filters to fetch the desired data:
  • Using the Service Resources List, filter the appointments based on whether they are assigned to an agent or crew.
  • If you want to see the entries based on Scheduled/Actual Date/Time, choose Schedule or Live from the Appointment Date/Time filter.
  • Use the Time Range filter to choose a Day, a Week, or 4 days for which you want to see the service appointments.
  • 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.

 
Refer to our help documentation for more details. Feel free to contact at us support@zohofsm.com for any queries.

    • Recent Topics

    • Zoho commerce

      i am facing issue with order summary emails.i am getting 1 continuous email for order received yesterday and today.ideally 1 email should be received for a particular date ie for 02/08 i should received 1 email from 12.01am till 11.59pm but it is being

    • Feature Request: Improve Category Page Sorting for "Out of Stock" Products

      Hi there, I'm writing to request a new feature that I believe would significantly improve the user experience in my online store. Currently, on category pages, products are sorted by popularity. However, when a popular product goes "Out of Stock," it

    • POSTMAN - There was an error in evaluating the Pre-request Script:Error: Cannot read properties of undefined (reading 'json')

      I am beginning the journey to learn how to use the API for Zoho Sign. I am getting the following error when I try to use postman. To walk you through how I am getting this error... I wanted to start with a simple GET and expand my learning from there.

    • How do i integrate shipstation with zoho inventory

      Wanting to set up my own delivery driver in ship station so we can get real time tracking of where the package is but then i want it to automatically update zoho inventory packages/shipments how can i do this

    • Invalid value passed for salesorder_id

      Hi, I am using sales return API, details are given below: API: https://inventory.zoho.com/api/v1/salesreturns?organization_id=700571811 Post Json Data: { "salesreturn_number": "", "date": "2020-11-12", "reason": "Testing from API", "line_items": [ { "item_id":

    • Create Invoice and Invoice Items from Sales Order via API

      Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the  items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with

    • Outlook 2013 Calendar Syncs but "Related To" Field in Zoho is blank

      Outlook 2013 Calendar Syncs but Related To Field in Zoho is blank I expect the "Realted To" field to be populated with the calendar participants

    • Export a Course

      Is it possible to export a course from Zoho Learn to a SCORM file?

    • Add and Remove Agents from Departments and Groups in Zoho One

      Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to

    • Zoho learn Custom portal - networkurl & CustomPortalId

      I want to get my individual account’s networkurl and customportalId to use in this API: https://learn.zoho.com/learn/api/v1/portal/<networkurl>/customportal/<customportalId>/manual How can I retrieve the networkurl and customportalId using the API? I

    • Consumer Financing

      Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them

    • Intégration de la gestion des Passkeys dans Zoho Vault

      Zoho Vault est depuis plus d’une décennie une solution fiable pour les entreprises : pour la gestion, le partage et le stockage des mots de passe. En 2018, nous avons fait un pas en avant en proposant la connexion unique (SSO). Nous sommes fiers de franchir

    • Scan & Fill with double quote key/value pairs

      Hi, An old Ticket moved to a Topic/Idea: I love the idea of the new Scan & Fill as it nearly covers my previous request for a QR Scanner to read a multi-part QR Code. My QR Codes are hard-coded as below: {"key1":"value1","key2":"value2","key3":"value3"}

    • Analytics SQL Queries should allow # as comment

      # and // are very common for commenting in SQL. Not sure why analytics only allows /* and */ for commenting. Especially when # grays the line as if it's being commented out. This should be added for sure.

    • SalesIQ Operator Activity Reports in Zoho Analytics

      I'm busy building a dashboard in Zoho Analytics and I want to include SalesIQ stats in the dashboard, but I'm unable to get the statistics mentioned in the attached image. Any idea where I can get the stats for Operator Activity?

    • No longer can indent

      Hey there! Is it just me or were we used to be allowed to used tab or indent when writing. It’s not working right now, has this always been the case?

    • Free webinar alert! Seamless Transition with Lossless Migration: Zoho One + Zoho Mail

      Hello Zoho Mail Community! 🚀 Attention IT Admins and Email Administrators! Are you planning to migrate your organization's email to Zoho Mail within the Zoho One ecosystem? 📧 Join our exclusive webinar, Seamless Transition with Lossless Migration: Zoho

    • Add Resource to Export

      The Export Data feature does not include a column for the Resource field. Without this column, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings. It seems to be an oversight,

    • Client Script | Update - Client Script Support For Custom Buttons

      Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

    • Mandatory field via deluge code

      I would like to ask you if it is possible to make a field mandatory via deluge script. For example, if I have a decision box and I click on it then I want a single line field to be mandatory. If uncheck the decision box then to do the single line as optional. I think it is not possible to do that and I have to do it via validation in 'on validate' field. 

    • Revenue Management: #1 What does it mean to "recognize" revenue?

      Earning revenue isn't just about collecting cash from your customers. It's about recording the income correctly and consistently. Revenue recognition is the process of deciding when and how to record revenue in financial statements so that they reflect

    • Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Zoho Forms and ChatGPT - populating a field using AI.

      I have a form where I would like the user to enter a response or query, and have another field populated using AI. For example, user enters Field 1, AI populates Field 2 in response. I want to be able to wrap some additional instruction text around the

    • campo tag para api

      debo conectarme a una api de zoho inventory y ocupo tomar el campo tag para poder asi jalar el articulo que cuente con el campo correcto en tag ejemplo que tag existen carro y avion que cuando busque los articulo con tag carro arroje solo estos por mas

    • Uploading file as attachment to Zoho CRM

             Hi,   I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1).   Here is what I tried:   Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101).   Step  1: Creating a Webmerge document (screenshot 99)   Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet du

    • Zia Answer Bot - Create Ticket

      Surprisingly, the current iteration of Zia will try to answer a question and unless you have "transfer to SalesIQ chat" enabled, it won't create a ticket for the user or offer them a method to create a ticket. We don't want it to create chats for us,

    • meassure leads phases

      Hi, I need to create a table to meassure the time that a lead stay in blueprint phases. the phases are first contact, second contact, lead spam, contacted, appointment. any idea? I have attached an example

    • In the Custom Module I have 500 Records , this 500 record only want to view to the specific user only example user A ,

      In the Custom Module, I have 500 Old records that should only be visible to a specific user, for example, User A. Any new records created from today onwards should be visible to Record owner in the Custom Module. Pls help how i achive this .

    • Invoice template, how to change the text under "Notes" and "Terms and Conditions"

      In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.

    • How to reply to thread via API

      We have built a webapp for our customers that uses the Zoho Desk API to enable each customer to view their full list of tickets, view individual tickets and raise new tickets. The Zoho Desk API doesn't have the ability to reply to a ticket/thread. Replies

    • Sending merged mail templates for signatures fail since today

      We have ZOHO one, we use merge templates in CRM to edit in ZOHO Writer, and from there send it for signature through zoho sign. This all worked up until today, suddenly we read in the log that the merge is succesfull but the sending for signature failed.

    • Feature Request - Make Lead List Larger and Adjustable

      Hi LandingPage team, I recently started using LandingPage and I am happy to share my feedback to help improve the app. I've noticed on the Leads page, there is no option to make the columns wider. It would be great if the comlumns expanded to fit the

    • Zoho Projects - Pin Recent Projects

      Hi Projects Team, It would be great if I could "pin" projects on the Recent Projects list in Zoho Projects. We have some internal projects which we regularly have to add time and some regular client projects. It would be great if I could pin those projects

    • ZDK Error

      I get this error when trying to trigger a CRM Function from Client Script: Uncaught (in promise) ZDKError: {"code":"NOT_ACTIVE","details":{"api_name":"activate_client_from_prospect"},"message":"api is inactive for the given custom function","status":"error"}

    • "Disbursing product components in phases, monitoring them, and displaying only the final product."

      i have a product composed of multiple components, and these components will be delivered to the customer in batches. However, the final invoice should only show the finished product. How can I issue (or release) the components and track their delive

    • Followed Subtasks doesn't show up in the Subtasks Section

      I have a task assigned to me now in the same task, there's a subtask and I am added as the follower on that task Even though I am a follower I still don't see that in the subtasks section The view permission for the profile is Related It's supposed to

    • Tip #39- Strengthen account security with Multi-factor Authentication (MFA) – ‘Insider Insights’

      Securing your organization's data begins with verifying that only the correct individuals have access to it. One of the simplest yet most effective ways to accomplish this is to enable Multi-factor Authentication (MFA) within Zoho Assist. MFA introduces

    • Automate timeout chat tracking with Workflows in SalesIQ

      With our feature-packed Nova release, Workflows has become one of the most powerful tools in Zoho SalesIQ. They let you automate follow-up actions when key events occur, such as when a chat ends, a visitor leaves a bad/good rating, or a lead is updated.

    • Mass edit / Mass update products

      Hi, Is there any way to mass update or bulk edit product fields in Zoho Inventory?

    • Automatic Verification of IMAP Integration Status

      Our sales staff have their O365 email integrated with CRM, over time this integration requires re-authentication via the UI. I can manually check the integration status by accessing Settings -> Channels -> Email -> Email Sharing -> "Configuration Type"

    • Next Page