Zones Overview
As part of our Dispatching enhancement, P3 has introduced the concepts of Zones to help dispatchers improve dispatching efficiency and to eliminate unnecessary travel time for the technicians.
Dispatch Board - 2 Modes
Once the Zones functionality is activated for your account, the Dispatch Board will have two Modes - Status Mode and Zone Mode.
Status Mode is the default view and it displays the Status of every call on the Dispatch Board. This is the current, normal view and there are no changes to how it is displayed today.
Zone Mode will change the display the color of each service call to the color associated with the appropriate zone. Now, everyone has a quick and easy method to determine if the service calls are scheduled within the same zone and are close to one another.
When the Dispatch Calendar is in Zone mode, the legend below the table switches to display what color each zone represents. Hover over the legend and it will display the full description of the zone.
Dispatch Board - Open Call List
The Open Service Call table has a new column to display the Zone for each customer. Now, scheduling open calls is easier as you quickly know if a service call is in the same area as the calls currently on the schedule.
To help dispatchers further, the Open Call list can be filtered by Zones. This way the open call list can be quickly filtered down to just the calls that need to be done and are close to the ones already on the schedule for that day.
Create New Call - Zone Mode
When it comes to creating a new service call, the calendar that displays has the same ability to toggle between Status and Zone mode to assist during the actual booking process of the call. The behavior on the page is exactly the same as on the Dispatch Board - when in Zone mode, the color codes represent the Zones, rather than the Status of the calls.
Video
Notes
- Zone Functionality must be activated via the Help Desk. If you are an existing customer as of October 2021, you are grandfathered in and will get the functionality if you want it. New customers will need to be on the Business Plus Package to receive the functionality.
- The default view on the calendar is Status View.
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