What Do Dispatch Types Do?
Dispatch Types allow you to specify whether a dispatch should be Billable or not. When a 'Billable' Dispatch Type is used on a dispatch it will immediately change the label above it to let you know this is a Billable dispatch.
Later, when the dispatch is completed, it will appear in the Uninvoiced View of the Dispatch List until an invoice is generated from that dispatch.
If a non-billable Dispatch Type is used on a dispatch, it will not appear in this list after it has been completed. This can be ideal when creating dispatches to track quotes or a technician's time off.
Adding New Types
To create a new dispatch type, go to Dispatch → Enter Dispatch Types.
Click the Add New button. Give the Type a Name and set the Billable check box as desired.
Removing Dispatch Types
Once a Dispatch Type has been used on any record, it can no longer be deleted from your system. However, you can make a type inactive if you no longer want it to show on the Dispatch screen. To do so, head to Dispatch → Enter Dispatch Types. Double-click on the Type you wish to make inactive and then remove the check from the Active box; click OK.
Please sign in to leave a comment.