Dispatching Methods

There are two methods for dispatching appointments: Live or Manual.

• Live Dispatching: This method is used if dispatch times are being entered in real-time as the technician calls into the office to report their times. If your company is using the mobile application, as technicians enter their dispatch times, the appointment record in Managely is automatically updated.
• Manual Dispatching: If technicians report their dispatch times to the office after the fact, all dispatch times are entered at one time.

Dispatch an Appointment

Appointment dispatch times are entered from the work order or the calendar. Using the calendar is the quickest way to enter dispatch information. For instructions on dispatching an appointment from the calendar, refer to the Calendar topic later in this document.

To enter dispatch times for an appointment, access the work order from the customer record or by selecting the work order from Accounts Receivable > Work Orders > Open Work Orders tab.

Once the work order is open on your screen, click the Edit button at the upper right of the page.

The work order is displayed in edit mode. Click the Appointments tab. Locate the appointment you want to dispatch, and then click the edit button (pencil icon).

The appointment record is displayed.

• Live Dispatching: Clicking the Now button fills in the date/time field with today's date and the current time.
• Manual Dispatching: Enter the date/time for each of the three dispatch fields: Dispatch Time, Arrival Time, and Completed Time.

When finished, click the Save button at the bottom of the record.

Lastly, click the Save button at the upper right of the Work Order page.