Managing and Prioritizing Jobs and Resources
At the beginning of your shift, you typically check Jobs, emails and perhaps phone calls to determine your most important daily priorities. To efficiently manage and prioritize your work, Service Board provides you with a set of tools to help you organize your workflow.
• To quickly identify Job status and priority and Resource availability, you can define the color-coding for Jobs, Appointments, and Shift Segments. For example, you can add and edit colors that appear in your Job List, customize Appointment Status colors, and configure the colors in which Shift Segments appear.
• To more easily schedule Appointments during hours and days when Resources and customer sites are available, you can configure the days and times you see on the Calendar.
• To ensure accurate scheduling for nonlocal work locations, you can select your default time zone, and enable notifications to alert you when you schedule Appointments in time zones that do not match that of your current location.
• To focus on specific priorities such as Job status, accounts, or regions, you can search and filter Jobs and Resources to create custom Job List and Resource List views. For example, you can create Job Lists that show only the Jobs in a specific region whose Status is New, or Resource Lists by Service Team or Territory.
• To discuss a specific Job with technicians or other dispatchers, start one-on-one conversations with Resources, and share work routes with technicians, you can use Zinc from within Service Board.
• To handle complex Jobs that require a variety of skill sets and product expertise, you can create and manage Crews and Crew Resources. You can edit, activate, and deactivate Crews that you create, and add, edit, or delete Crew Resources.
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Crew Manager is available only for users who have the Crew Manager or Service Board Administrator roles. To use Crew Manager, you must have the Dispatcher and Crew Manager roles.
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For more information: