Click on the link below to download this PDF lesson plan to learn all the ins and outs of Customer Records and Dispatching.  This lesson is intended for office managers and dispatchers.

Lesson 1: Customers

The focus of this training is customer and service call management from the Command Center.  At this end of this lesson you should be comfortable with the following:

Customer Record

• How to create a customer
• How to find customers
• How to find/create customer data – equipment, notes, etc.
• How to adjust customer record settings

Dispatching Service Call

• How to create a service call
• How to reschedule a service call
• How to find service calls
• How to adjust dispatching and service call settings

Video Preparation

If you have not already done so, please have your company office managers and dispatchers watch the following videos:

• Command Center Overview
• Quick Start Showcase
  • Managing Customer Records and Invoices (thru minute 5:36)
• Customer Record
  • Customer Record – General Overview
  • Customer Record – General Information Section
  • Customer Record – Billing Address Section
  • Customer Record – Service Location Fields and Buttons
  • Customer Record – Service Location Activity Tables
• Quick Start Showcase
  • Dispatching Basics
• Dispatching
  • General/Generic Calls