Feature Focus: The Benefits of Dispatch
This week we spotlight Dispatch, the easiest way to communicate with your field personnel without picking up a telephone.
Dispatch allows companies, big and small, to eliminate the need for time-consuming task assignment and tracking. It gives the ability to create tasks, assign them to employees, and track their completion status in real-time right from the Dispatch Dashboard on the Canvas website.
Dispatch is perfect for:
- Assigning Work Orders, Inspections, and more
- Scheduling assignments individually or in mass
- Tracking job status & reports in real-time
- Construction, HVAC, Retail, Energy & Utilite, Home Healthcare
How it Works
The best part about the Dispatch functionality is that it connects the office with the employees who work in the field.
Office employees, those of who typically interact with the Canvas website, would use the Dispatch Manager to create and organize their field employees' daily tasks. They can choose any of the mobile forms that are currently published and begin pre-filling out details for the task before it gets assigned. The types of fields within the mobile form that can be pre-filled include Text Boxes, Checkboxes, Dates, Times, Dropdowns, and more. You can even dynamically add items into "Loop" or "List Screens", which allows for tables to be pre-filled out before they arrive to field employees.
Keep in mind, the dispatched task does NOT have to be immediately sent for completion. The "Dispatch Type", as seen below, can be toggled to "Schedule Dispatch" and be triggered to be sent at a future date and time. This is perfect for companies that have re-occurring inspections(3,6,12-month), have the need to schedule follow-ups, or book appointments days in advance.
When the office completes creating dispatches, any marked as "Immediate Dispatch" would instantly notify the assigned employee with a push notification. This immediately reduces the time it would normally take for the employee to come into the office, pick up their assignments for the day, and drive out to the first location.
Once the employee receives their Dispatch(s), they are able to scroll through the details and view the pre-filled info of each report. This can include addresses, dates, times, and more. When a Dispatch has begun being filled out, the employees in the office will view the status on the Dispatch Manager online change from "Assigned" to "Received". And once the task is fully filled out and submitted to the online database, the status will once again change from "Received" to "Completed" in real-time. These status updates give management up-to-the-minute insight into how many tasks are being completed daily, if they are on-time, and which need to be re-assigned to other employees.
Is Dispatch For You?
If you are a company looking to increase efficiency by increasing the speed of data moving from A to B, then Dispatch is definitely a feature you should consider.
Dispatch will allow your company to cut out 100's of hours a month when it comes to task management and scheduling, and will also increase the overall visibility of data across your entire organization. This will help in the communication of daily KPI's like job completion, as well as assist with giving instant insight into reports as soon as they are submitted.