Scheduling and dispatching work order tasks to agents

Send agents to work on the tasks.

You can assign tasks, monitor agents, and keep track of equipment.

Using overview

Scheduling and dispatching work order tasks can include one or more of the following activities.

• Assigning work order tasks to agents manually

  After a work order task has been qualified, it can be assigned manually from the dispatch queue, the task map, or Dispatcher Workspace.

• Assigning work order tasks to agents using dynamic scheduling

  Dynamic scheduling increases the efficiency of Field Service Management by automatically assigning tasks to the agents.

• Assigning work order tasks to agents from Dispatcher Workspace

  Dispatcher Workspace is a powerful interface that allows you to assign tasks to agents, see schedules, agent locations, and more.

• Managing agents and tasks from Workforce

  Access and view agent schedules, the team calendar, and map from the Workforce application.

• Assigning multi-day tasks to agents

  With the Field Service multi-day task scheduling capability, you can schedule work-order tasks spanning multiple schedule entries or days.

• Scheduling and assigning equipment to tasks and crews

  When a task requires a crew to complete it, you can quickly assign it, swap our members, or add any necessary equipment.

• Allowing contractors to bid on work orders and tasks

  Post tasks on contractor marketplace and allow contractors to use their mobile device to bid on the request.

• View scheduling history of work order tasks

  View the history of the scheduling method of work order tasks that are assigned and scheduled.

Related topics

Setting up a Field Service scheduling method