Using Quick Dispatch

To use a Quick Dispatch Template that you’ve made, click the Schedule Tab

Next, click the Quick Dispatch Tab> Quick Dispatch

Once on the Quick Dispatch page, on Step 1 choose your template.

If you need to quickly add additional properties you can change the view to “By Property

Next, on Step 2 you can quickly add any additional items/services by clicking the “+” button

On step 3 you can assign employees/ crews for this dispatch

Last, set the date and time you want this Quick Dispatch template to be dispatched

Click the blue “Add to Schedule” button to dispatch these visits

Updated on February 26, 2023
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