⦿ How to Complete Dispatch Preferences:

From the top navigation bar, click Clients. The Clients page appears.
Click Continue next to the desired client. The Clients page for the applicable client appears.
In the left navigation bar, click Dispatch Preferences. The Dispatch Preferences page appears.
At the top of the page, enter Name.
Under Service Requests, click the green plus symbol next to Phone. The phone fields appear.
Enter Phone.
Under Service Requests, click the green plus symbol next to either Fax or Email. The applicable fields appear. (Note: It is required to entire either a Fax or an Email.)
Enter a Fax Number and/or an Email. (Note: You can click the green plus symbol to add additional Fax or Emails, up to 5 contacts.)
(Optional) Set SMS Text Message for New Service Request preferences:
1. Next to Dispatch Text Phone, click the Country name drop-down list, and select the desired country.
2. Enter the full mobile number.
  
  You can receive a test message to your mobile number by clicking the Send SMS link next to each mobile number.
3. (Optional) Repeat steps 8a and 8b to add more mobile numbers.
  
  Message and data rates may apply for receiving and responding to SMS Alerts.
Under WO Notes/WO Alerts, click the green plus symbol next to either Fax or Email. The applicable fields appear. (Note: It is required to entire either a Fax or an Email.)
Enter a Fax Number and/or an Email. (Note: You can click the green plus symbol to add additional Fax or Emails, up to 5 contacts.)
Under Proposals/Proposal Alerts, click the green plus symbol next to either Fax or Email. The applicable fields appear. (Note: It is required to entire either a Fax or an Email.)
Enter a Fax Number and/or an Email. (Note: You can click the green plus symbol to add additional Fax or Emails, up to 5 contacts.)
Under Invoices/Invoices Alerts, click the green plus symbol next to either Fax or Email. The applicable fields appear. (Note: It is required to entire either a Fax or an Email.)
Enter a Fax Number and/or an Email. (Note: You can click the green plus symbol to add additional Fax or Emails, up to 5 contacts.)
Under Training, click the green plus symbol next to Email. The Email entry field appears.
Enter an Email. (Note: You can click the green plus symbol to add additional Emails.)
At the bottom-right of the page, click Save. The information is saved and a green check mark appears in the left navigation menu next to Dispatch Preferences.

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