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How to Dispatch a Tow

Dispatch Workflow

  • Click on New Dispatch  on the grey bar at the top of the page
  • OR hover mouse over the Dispatch button on the black bar
    • Click New DispatchHow_to_Dispatch_a_Tow1.png

*Anything in Red has to be filled before a dispatch can be saved. Some fields will auto populate depending on the type of call.

There are 5 different sections to fill out when dispatching a call

Call Information

  • The only field that needs to be selected in this section is Job Type, The dispatcher field will auto populate with the user who created the call.
  • The Dispatch status does not need to be changed- it will update automatically as the call progresses. 

dispatch_1.png

Tow Information

  • The only required fields in this section are Bill to and Service Type
    • Bill to pulls information from the Bill To's Page and once selected it will auto populate AP Email, Billing Notes, and Fee Schedule
    • Requested By pulls from Contact Profile and will auto populate the Requested By Email Address Field
    • Contact Name and Phone is where you can put in the contact information of the customer for your driver.

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Fields_auto_populating_when_bill_to_is_selected.png

Location Information

  • Our address fields are linked to Google Maps, and if you put in a valid address it will fetch the mileage and a route to and from the tow. 
    • You can pull in an address quickly by using the Site look-up, Bill to and Requested by Fields.

How_to_Dispatch_a_Tow6.pngHow_to_Dispatch_a_Tow7.png

Vehicle Information

  • The only required fields for this section are the vehicle class and vehicle make and model.
    • For vehicle the first spot is for make, and the second is for model. 

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Charge Information

  • Mileage will populated by pressing the fetch button, and Fee schedule will auto populate from the bill to. 
  • Once you have all the required information and any extra charges input, click the recalculate button to see an estimate for total charges.

 dispatch_charge_info.png

Click Save

dispatch_save.png

After Saving, new dispatch will Appear on the Dispatch Dashboard where it can be assigned to additional or different driver/s.

  • You can assign a driver one of the following ways
    • Click Dispatch on the call and select a driver from the list, they will be sorted by ETA. Click Dispatch Now.
    • Click and drag the call and drop it on the driver you wish to dispatch to.

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A New Dispatch can be created from this page in the upper left hand Corner.

 

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