INTRODUCTION - USING THE DISPATCHING SYSTEM
Using our software to track customer service calls is easy and the benefits of having all dispatched calls on computer are countless. Some benefits are:
| • | You have a total history of every service call that can be pulled up by customer. If a customer tells you that the problem is recurring you can verify this in seconds and even obtain the technician's name that did the original service. |
| • | A complete record of every call a truck is sent to can be obtained at any time. |
| • | Time in, time out and time spent on the call is automatically calculated. |
| • | A truck can be "re-dispatched" several times if necessary using the existing call. |
| • | All transactions are recorded automatically in your accounting software. |
| • | A service call can be put on "Hold" in order to wait for a customer call or a part to come in. |
| • | Service calls can be changed or voided at any time (changing may require a password). |
Basic Dispatch Procedures
Below is the order of events that occur when tracking a basic call with JWC/CAS dispatching software.
| 1. | New Dispatch – The customer is entered into the computer at the time of the request for service. |
| 2. | Dispatch – A dispatch ticket is printed and a truck is dispatched to the customer's site. |
| 3. | Finish – The truck returns and the dispatch is "Finished" on the PC. Alternatively the truck can be re-dispatched to another call over the phone or radio . |
| 4. | Post to Sales Order – At the end of the day or shift dispatch transactions are posted to the sales order screen. |
| 5. | Tendering – From the "Sales Order" screen dispatches are pulled up and inventory items added and the sale tendered. |
| 6. | Post to accounting – At the time of posting all "Sales Orders" and dispatches that have been tendered are posted to the accounting books and inventory items are subtracted from inventory. |
That's all there is to it. From start to finish your dispatch is now logged, your inventory deducted and your accounting completed.
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http://www.cassoftware.com.com/adv7docs/index.html?usingthedispatchingsystem.htm
