Davisware GlobalEdge 2008 Scheduling a Service Call

1. Davisware GlobalEdge 2008Scheduling a Service Call

2. Service Dispatch From the Main Screen choose Service Dispatch System – SO Daily Processing Menu – Column Schedule

3. The Pick Territory/Date screen will come up. Enter the Schedule Code for the Branch location you want to access Service Order scheduling for.

4. In this example Schedule Code 100 was used. By pressing the “TAB” key on the keyboard the other data field will fill in. If you want to view today’s information the “Days Ahead To Look At” field should be set to “0” “F8 – OK”

5. The Column Schedule Screen will appear showing all service orders for that day. ***NOTE*** An overview of this screen will be covered separately. Dispatching a service order will be covered in this section. Choose the service order from the technicians column you want to dispatch. The service order should have an orange border around when it is selected.

6. To dispatch the cal to the technician you can: • Bring up the sub-menu for the call and click Dispatch. • Click Dispatch at the bottom of the screen within the Service Order Operations area • Either way will bring up the Send/Complete Call screen • ***Note*** Call selected was the first call in the column.

7. In this example the technician is not on a current call so there is no Current Call to complete. “F8 – OK” to dispatch the service order and have it go into a “SNT” status. You will be returned to the Column Schedule screen.

8. Calls that have “SNT” in the upper right corner have been dispatched to a technician. To send the technician the service order information you need to choose the “Message” button at the bottom of the screen

9. Make sure the correct technician is indicated in the Tech Code field . “F8 – OK” This sends the text message to the technician.