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Dispatch Preferences
By keeping your dispatch preferences up to date you will ensure the correct person receives important notifications from Service Automation about the status of work and action required by your company.
Important: This section is a system requirement and without completing this information your client will not be able to accept you to do work for them.
You will provide dispatch preferences for:
- Service Requests
- WO Notes/WO Alerts
- Proposals/Proposal Alerts
- Invoices/Invoice Alerts
- Training
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Tip! If you have already completed Dispatch Preferences for any of your clients, save time by copying that information to the selected client.
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System-generated emails are sent to those listed in a given section. Should you want to add or remove someone from receiving emails for a given section simply update your dispatch preferences.
For new work order alerts, you can also choose to receive SMS alerts to your mobile number(s), including local and international numbers. By responding to an SMS alert, you can also accept or decline the work order.
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The email address listed under the Training section may receive the administrator account login for the ServiceChannel application. Be certain that the person listed in this section should, indeed, have possession of this information. Should you need to have someone else take training, simply place your email in this section and then - when you receive the training invitation, forward it to the intended trainee. |
When entering dispatch preferences for the first time or when modifying them later, you can copy preferences from another client or enter custom preferences for each client. You can add, edit or delete dispatch preferences as needed.
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