AUTOTASK SPOTLIGHT:
Autotask Named Finalist in SIIA's 2005 CODiE Award in business productivity software category!
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Tech Scheduling
Schedule and Dispatch Your Field Service Techs |
Manage and monitor field service technician dispatching and scheduling with unprecedented efficiency. Use this powerful feature to schedule real-time service calls as well as plan and schedule your field service techs for the week. Autotask's Dispatcher Workshop displays all of your techs' schedules in one place, along with every open ticket waiting to be scheduled. Use our intuitive master scheduling calendar utility and a series of resource and ticket filters to quickly bundle tickets into service calls and then schedule those calls. Finally, a way to guarantee that the right tech is always scheduled for the right job in the right timeframe.
With Autotask's new Tech Scheduling and Dispatching feature, your dispatchers always know who is available for assignment, your technicians always know where they need to be, and you'll always be sure that your key accounts are being serviced in a timely manner. Spend less time figuring out who's doing what and more time on billable activities.
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See Priorities At A Glance
Service calls are color-coded for priority and can easily be scheduled, rescheduled and modified by the dispatcher. All you have to do is schedule a service call and start adding tickets to it. That service call will automatically appear on the calendar of any technician assigned to those tickets.
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See Every Tech's Schedule In One Place
Service calls are color-coded for priority and can be easily scheduled, rescheduled and modified by the dispatcher. All you have to do is schedule a service call and start adding tickets to it. That service call automatically appears on the calendar of any technician assigned to those tickets.
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Prevent Scheduling Conflicts
Technicians can freely access their Service Desk calendar from their Home page. They're able to review their upcoming service calls, schedule non-service appointments and block out "busy time," indicating that they are unavailable for service calls for a given period of time, preventing scheduling conflicts.
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Create Statements Of Work Effortlessly
Once your technicians are on-site, they're able to generate statements of work listing the tickets addressed in the service call. This provides your customers (and you) with a record of who was there, what tickets were addressed, and what services were provided.
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Map Service Call Location With A Single Click
Wherever a service call appears on a calendar, a "Map" link provides instant access to a Mapquest™ popup with the account location already displayed. With Autotask's Tech Scheduling and Dispatching feature, dispatchers always know where they're sending their techs and techs always know exactly where they're going.
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See Integrated Ticket & Service Call Info
A Service Call tab provides direct access to service call information right from the ticket itself. If the ticket has already been scheduled for a service call, you'll know when it's going to take place. If service calls have already been scheduled for that account, you're able to assign the ticket to an existing service call immediately, or create a new one right from the Edit Service Desk Ticket window.
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View Service Calls Any Way You Want
The new Service Call search and display grid allows you to query a comprehensive service call list by account, date, status, priority or resource, offering a complete picture of service call activity for any period of time |
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Automate Management Of Tickets Assigned To Service Calls
Automated workflow rules can be set up to automatically assign service tickets to specific service queues. You can also use our workflow automation engine to provide notifications to your techs of their assignments.
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