Table of Contents

Jobs and Scheduling: Overview

Morgan Wynnes Updated by Morgan Wynnes

Table View

The table view provides users with a summary of job types scheduled for the current week, along with a table of all jobs in the system, whether scheduled or unscheduled. From here you can view important details for each job, such as the estimated time for completion, the job status, and any associated tickets, tasks, notes, or files, and can perform a variety of actions on the jobs as well. An overview of the table view and the functionality available from this view are outlined below.

  1. A weekly total of all the job types are displayed here, so that you can see how many jobs of a particular job type are occurring throughout the week. As jobs are scheduled or completed, the numbers under each day of the week will update to reflect these changes. Clicking on the job type will open a sidebar window with additional details for that job type.
    1. Grey box: total number of that job type scheduled for the day
    2. Red box: total number of jobs that were completed but failed, for that particular job type on that day
    3. Green box: total number of successfully completed jobs of that type for the day
  2. The search bar and filters allow you to manipulate the jobs that are displayed within the table. By default, the Status filter will be set to only display jobs with a status of "Not Completed" so that you can focus on jobs that need to be scheduled.
  3. Each job type is listed with the estimated duration of the job, along with the date and time it is scheduled for, if the job has been scheduled. Clicking on the job type will open a sidebar window with further details for that job.
  4. If the job is associated with a ticket or was created as a result of a ticket, the ticket subject will be displayed; clicking on it will open a sidebar window with additional details regarding that ticket.
  5. The account or network site where the job will take place is displayed here; clicking on the entity will open a sidebar window with further information.
  6. From left to right, the icons represent: tasks, notes, and files. If the job is associated with any of these, the number next to the relevant icon will reflect this.
  7. The status of the job is displayed, and can be one of the following:
    1. Not Scheduled: The job has been created but has not yet been scheduled
    2. Not Started: The job has been scheduled, but the assigned tech has not yet checked into the job
      Once the assigned tech checks into the job, the "Not Started" status will update to an ongoing timer, until the tech completes the job.
    3. Completed: The job was completed successfully
    4. Failed: The job was completed unsuccessfully
  8. Depending on the job status, different actions will be available from here:
    1. If the job has been completed (either successfully or failed), you will only be able to view details for that job.
    2. If the job has not yet been completed, you will be able to perform actions such as scheduling the job, assigning a user, checking in/completing a job, etc.
  9. Clicking the sideways arrow will open up a sidebar window with additional details for that job (this provides the same information as the "View Details" action available for completed jobs).
  10. Navigating to the Dispatcher view can be done by clicking this button.
  11. If you need to create a job, you can do so from here - clicking this button will open the Create Job window.

Dispatcher View

The dispatcher view provides users with a day-by-day visualization of all jobs to be scheduled, both through the job grid and also the map feature which displays both scheduled and unscheduled jobs based on the associated addresses. All available technicians and their availability for the day can be viewed here as well, which allows you to schedule jobs while being mindful of travel times and any schedule blockers in place, such as breaks, lunch, or requested time-off. An overview of the dispatcher view and the functionality available from this view are outlined below.

Use the < > buttons on either side of the date (located at the top of the grid) to switch to a past or future day. Clicking "Today" will bring you back to the current day's view.
  1. The search bar and filters allow you to manipulate the jobs that are displayed within the job grid.
  2. This is the jobs queue which contains all unscheduled jobs and hovering over each job will provide a mini pop-up with additional details for that job. To schedule a job and assign a technician, simply drag the job from the queue onto the grid and place in an available time slot for the specific technician.
  3. Here you can see a list of all available technicians, displaying their longest available time slot and routing information. Clicking on an individual technician will open a sidebar window with additional details for that tech.
  4. Daily Job View - this grid will display the daily schedules for all available technicians in the tech list, including scheduled jobs, any schedule blockers in place, and time-off.
    1. Hovering over the job tiles on the grid will display a pop-up menu, providing more details about it, such as the length of the job, travel time to the destination, and the assignee.
  5. Snap toggle, which which determines whether the time slots on the job grid snap to the nearest quarter hour or allow minute-to-minute adjustments.
    Holding down the CONTROL button down on the keyboard while dragging the job in the grid will also temporarily toggle the grid snap.
  6. The Map interface - as jobs are created, there will be an icon added to the map to represent it, based on the serviceable address. Hovering over the icon will display a mini pop-up window with more details about the job, and clicking "Show Filters" (located under the "Reset Map" option) allow you to filter the displayed jobs directly on the map. The unscheduled jobs on the map can also be dragged onto the job grid for scheduling.
    Holding your keyboard's SHIFT button while dragging the unscheduled job (grey bubble) from the map allows you to bring the job into the schedule.
  7. When changes are made to the schedule, the change log appears at the bottom of the screen, detailing all modifications made to the schedule during the current visit. The total number of changes made will also appear on the left-hand side of the log. The change log can be used to save/undo individual or all changes that were made.
  8. The Table View button will change the view back to the table view screen that can be seen in the first section of this article.
  9. If you need to create a job, you can do so from here - clicking this button will open the Create Job window.

 

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