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Using the Dispatch System

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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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