Tips to Organise your Schedule and Dispatch

From the tip of the pen, the world has evolved to the tip of the finger with Field Service Management Software. We offer businesses a hand in scheduling work orders based on customer preferences and dispatching skilled and equipped technicians to perform the work. Field Service Management lives on scheduling and dispatching as it is the bridge that connects them with their customers. Let us dig deep into what is scheduling and dispatching.

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Table of Contents

What is Scheduling?

This is a feature offered by many Service Business Scheduling Software. It creates work orders for technicians based on customer requests and queries. Scheduling arranges work orders based on the availability of technicians at a particular time. It analyses the forms applied by clients and sorts the information data provided, like location, work orders, time and other details. These details are then filled in the scheduling column to inform the technicians of where, when and what they should do.

What is dispatching?

This is a follow-up feature of the schedule provided by Field Dispatch Software. Technicians who fit the work order based on location, skills and availability are dispatched to the field for the job. They are dispatched along with the required types of equipment and data required to complete the work order on time. It handles the routing and prioritisation of customers and their needs with sincere service and customer satisfaction.

Why is it important to keep your schedule and dispatch organised?

As mentioned above, these features bridge the gap between customers and the Field Service Management Software. It is essential to keep them organised to avoid missing appointments, double bookings, weak customer service, and eventually failure in field service management. A disorganised system can confuse and make the work more complicated and often give rise to miscommunication and unintentional mistakes. Hence it is important to sort and organise your schedules and dispatches using service technician scheduling software or service technician dispatching software or that which has both.

Service call scheduling software, service technician scheduling software, service call dispatch software, and Dispatch Field Service are software that works with Field Service Management Software to accurately and organise schedules and dispatches. Here are four pointers to keep in mind to have an organised schedule and dispatch feature.

1. Columns

The most basic form of organising anything is putting them into respective column and rows. It makes finding what is required quickly. Field Service Scheduling Software allows managing all the data from a customer’s application automatically. It puts information like time, address, contact number, email, work orders etc., in the respective columns making it easier for technicians to access.

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2. Technician

While preparing for dispatching after analysing the organised schedule, choose the right technician for the job. It is vital to send technicians who are experienced and skilled for the work order offered to him. Dispatching the right technician to the field is an important responsibility because it determines the quality and standard of the Field Service Management Software. It is also important to equip technicians with the right type of equipment before entering the field to get the work done. Using the Equipment Tracker, make sure to keep equipment used in check. Organise technicians according to ranks of experience and skills can help with dispatching. Giving each technician a personalised colour to recognise their work orders or calendar can also help organise technicians.

3. Map

Most Service technician dispatch software is integrated with GPS allowing location tracking and rerouting them to the most convenient and less crowded path to reach the customer on time. Gaining visibility of service operations can help enforce safety measures and more productive and honest working. Maps allow you to schedule work orders during non-rush hours by learning traffic patterns beforehand. Field Service Management Software induced with maps has a feature to show a pop-up of scheduled work orders, visible to all technicians and team leaders. In this way, everyone is aware of the scheduling and dispatching, keeping track of work done and yet to be done. This form of organisation helps teamwork grow.

4. Field Service Scheduling and Dispatching Software

The most efficient way to organise and manage your scheduling and dispatching work is by using the software that is built for it. These tools available in Field Promax Field Service Management Software allow adequate bonding with your customers and attain updated information from the field, enabling efficient dispatching. By organising your schedules and dispatches with the best service and dispatch software, you can select the right technicians for the job, keep track, route plan profitably and triage incoming calls.

With these simple and efficient steps of organising your schedules and dispatching, your Field Service Management Software can become more effective. It helps to make work progress faster and smoother. Field Promax stands as a leading example for this feature.