Using overview

Scheduling and dispatching work order tasks can include one or more of the following activities.

• Assigning work order tasks to agents manually

  After a work order task has been qualified, it can be assigned manually from the dispatch queue, the task map, or Dispatcher Workspace.

• Assigning work order tasks to agents using dynamic scheduling

  Dynamic scheduling increases the efficiency of Field Service Management by automatically assigning tasks to the agents.

• Assigning work order tasks to agents from Dispatcher Workspace

  Dispatcher Workspace is a powerful interface that allows you to assign tasks to agents, see schedules, agent locations, and more.

• Managing agents and tasks from Workforce

  Access and view agent schedules, the team calendar, and map from the Workforce application.

• Assigning multi-day tasks to agents

  With the Field Service multi-day task scheduling capability, you can schedule work-order tasks spanning multiple schedule entries or days.

• Scheduling and assigning equipment to tasks and crews

  When a task requires a crew to complete it, you can quickly assign it, swap our members, or add any necessary equipment.

• Allowing contractors to bid on work orders and tasks

  Post tasks on contractor marketplace and allow contractors to use their mobile device to bid on the request.

• View scheduling history of work order tasks

  View the history of the scheduling method of work order tasks that are assigned and scheduled.