Overview: Scheduling for Dispatchers
Schedules Module
After logging into the WorkCeo web application, look for the “Schedules” tab on the left-hand column of the webpage. Click on it as shown below.
Clicking on the “Schedules” tab will take to the below shown webpage with the calendar shown. There are also options to add an event or job, as well as change the calendar view
In order to schedule a job on any date, navigate to the required date and click on it to open an “Add Job” pop-up as shown below. 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”.
Different Calendar Views
Opening the “Schedules” tab on the left side will take to the calendar which offers different view options such as “Month”, “Week”, “Day”, “Timeline” and “List” as shown below.
“Month” view displays the scheduled jobs and events of each month which can be navigated using the arrow keys provided on the top left corner of the webpage as shown below.
“Week” view displays the scheduled jobs and events of each week along with time on the left side which can be navigated using the arrow keys provided on the top left corner of the webpage as shown below.
“Day” view displays the scheduled jobs and events of each day along with time on the left side which can be navigated using the arrow keys provided on the top left corner of the webpage as shown below.
“Timeline” view displays the scheduled jobs and events of all days of a month along with client names on the left side which can be navigated using the arrow keys provided on the top left corner of the webpage as shown below.
“List” view displays all the scheduled jobs and events without any blank space which can be navigated using the arrow keys provided on the top left corner of the webpage as shown below.
Add Job Pop-up
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.
Add Job Advanced
If you want to add more details, click on “Advanced” button available at the bottom of the “Add Job” pop-up. 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 services and add products. Upon filling in all the information, click on “Save”.
Add Event Pop-up
Click on the “Add Event” button available on the top right side of the “Schedule” page
On clicking the “Add Event” button, you will see a pop-up as shown below. Fill in all the details of the event as indicated in the pop-up. You can save the information to complete the “Add Event” process.
Preview Jobs
In the “Schedules” tab, click on any job schedule visible in any of the calendar views to open more information about the job as shown below.
Preview Events
In the “Schedules” tab, click on any event schedule visible in any of the calendar views to open more information about the event as shown below.
