ServiceLedger White Papers
Service Scheduling & Dispatch Software Made Easy
ServiceLedger provides robust service dispatching functionality allowing you to easily dispatch your field service personnel and/or sub-contractors from one easy-to-use intuitive dispatch board. With ServiceLedger, you can dispatch your personnel with printed work orders, emailed work orders, text messages, email notification, and/or you can use the Tech Web Portal or Mobile Solutions to allow them to update work order information out in the field.
Key Capabilities
- Easy dispatching of all of your personnel from one easy-to-use dispatch board.
- Dispatch jobs via email or text message to their cell phone.
- Print or email work orders or use the Tech Web Portal or Mobile Solution.
- Track the current status of any resource including tracking what jobs are complete, what jobs are pending, and where they are at with customized dispatch statuses for traveling, onsite, offsite, etc.
- Use MapPoint to re-order jobs for maximum scheduling efficiency by updating your schedules for optimal driving routes to minimize driving times.
- Customize the layout and structure of all of your printed work orders.
- Easily re-assign jobs to other personnel when one resource is unable to get to the job or push jobs out into the future if a resource is called off for an emergency job and/or illness.
- Easily roll-over jobs to a future day if the job will not be completed on any given day.
- Color-code your jobs by type or status for easy tracking of what jobs can be pushed into another day and what jobs are high priority and must be completed.
Below you will find information on our most common functions of the dispatch board with sample screenshots. If you have any other questions regarding our service dispatching software, please do not hesitate to call us at 940.497.2834 or email us at sales@serviceledger.com.
Dispatch Board
The Dispatch Board allows you to dispatch your resources on a specific day and track the work loads and assignments of your resources at any given time. The intuitive interface allows you to color-code jobs and is fully drag and drop so you can easily change the schedule at any time. From this one screen you can quickly dispatch your personnel including printing work orders, emailing or text messaging work orders, or sending work orders to their mobile device.
MapPoint Integration
Using MapPoint, you can increase scheduling efficiency by minimizing drive times and squeezing more jobs out of each day per tech.
Job Scheduler
Allows you to take existing jobs (including new jobs, past-due jobs, etc.) and drag from the Job Scheduler over to the Dispatch Board to fill in any open slots available. This feature is perfect for companies that do inspections or preventative maintenance and do not necessarily schedule a specific time and just need to schedule the jobs on days where you have resources and time available.
Work Order Roll Over Feature
The Work Order Roll Over function allows you to automatically or manually roll over jobs that were not completed from one day to the next. For example, if you have three jobs from the prior day that were not completed and you wanted to roll them over to the current day or some future day, you just select the jobs and reschedule for the date you select. Additionally, you can reschedule for the same tech or reschedule for unassigned and untimed allowing you to determine who will do the job when on that day. The automated roll over allows you to automatically roll over uncompleted jobs from one day to the next based upon your preferences.
Customized Forms
Customize the layout of your work order or service forms to display the data you want to have displayed and hide any information you do not want your resources to see including prices, costs, etc. Additionally, you can customize the text that will be emailed or text messaged if you decide to email or text message job information to your resources.