Multi-day Dispatches

In some instances, a work order may require multiple days to complete. The technician and office teams may or may not know this prior to dispatching for the day. As soon as the possibility of a multi-day dispatch is identified, it is important for the field technician, the foreman, and/or the office staff to work together to make sure the dispatch can be completed accurately.

If the dispatch was originally scheduled for multiple days:

If a work order isn't fully completed by the end of the current dispatch, a new dispatch for the following day must be published before the service technician confirms corrections for the current day's dispatch. This action prevents the 'request approval' or 'capture signature' screens from appearing, ensuring the work order remains in the "in progress" status.

In addition, Deficiencies that remain uncorrected in the current dispatch must be deselected from the dispatch Deficiencies before confirming corrections. This guarantees that any outstanding or open deficiencies can be included and corrected in future dispatches for that work order. It is advisable for the service technician to only choose deficiencies they intend to correct in the current day's dispatch. This approach minimizes the necessity for the technician to backtrack and deselect deficiencies before confirming corrections and completing the dispatch.

If the dispatch was originally scheduled for a single day:

If the technician discovers that the job will take an additional day, they must contact an office admin to create, schedule, and publish a new dispatch for that work order before they confirm corrections for the current day's dispatch.

If you require a customer signature at the completion of a dispatch:

If additional days had been scheduled, the technician needs to inform an admin to cancel future dispatches before they confirm corrections for the current day's dispatch. This will enable the approval and signature screens for the current dispatch once the unnecessary dispatches have been canceled.

If you don't require service technicians to undergo approval or capture a signature:

Technicians can proceed with and confirm corrections for the current dispatch. An admin must then cancel subsequent dispatches on the Powerboard. The work order will remain "In progress" until an admin selects the "Complete Work order" option from the "more actions" menu. This action transitions the status to "completed" and "approved," enabling admin staff to then create an invoice for the work order.