Dispatcher and Admin Walkthrough (Managers)
Dispatcher goals for Field Service Management
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Tracking Employees
After logging into the WorkCeo web application, look for the “Team” tab on the left hand column of the webpage. Hover over the “Team” tab to reveal further links. Click on “Employees” as shown below.
The details of current employees are listed in the “Employees” page as shown below. The status of the employee can be seen in the “Status” column.
Further details of the employee can be tracked from the “Action” column. Click on the “Action” button of the corresponding employee as shown below. Next, click on “View” button.
All employee details are displayed as below. To further track employee work progress, click on the various tabs as indicated below.
Adding Your Clients
After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links.
Click on “All Clients” to reveal the list of all the current clients of your organisation which have been added into the WorkCeo platform. Click on “Contacts” to reveal the list of all the clients as well as leads of your organisation.
To add a new client, click on “Add Client” button on the right top corner of the web page as shown above. On clicking the button, you will see an “Add Client” pop-up as shown below. Fill in all the details of the client as indicated in the pop-up. You can save the information to complete the “Add Client” process.
If you want to add more details, click on “Advanced” button. This will take you to a client information form which accepts more details of the client including website details, shipping address, billing address, etc. Upon filling all the information, click on “Save”.
Scheduling New Jobs
After logging into the WorkCeo web application, look for the “Schedules” tab on the left-hand column of the webpage. Click on the “Schedule” tab to open the schedule page showing calendar as shown below.
Click on the “Add Job” button available on the top right side of the “Schedule” page
On clicking the “Add Job” button, you will see an “Add Job” pop-up as shown below. Fill in all the details of the job as indicated in the pop-up. You can save the information to complete the “Add Job” process.
If you want to add more details, click on “Advanced” button. This will take you to a job information form as shown below which accepts more details of the job including job category, job description, team members, vehicles, invoices etc. There are options to add items or service and add product. Upon filling in all the information, click on “Save”.
Revising Existing Jobs
Open the “jobs” page. The existing jobs will be listed in the bottom half of the page as shown below. To revise existing jobs, click on “Edit” option in the “Action” column.
In the edit jobs page, the job can be rescheduled, the employees can be amended and new jobs can be added.
