Job Scheduling & Dispatching

Job scheduling in field sales involves planning and assigning tasks, appointments, or service jobs to sales representatives based on availability, location, and priority. It is crucial for optimizing resource allocation, minimizing travel time, and ensuring timely job completion. Efficient job scheduling enhances productivity, improves customer satisfaction by meeting deadlines, and reduces operational costs by streamlining the field sales process.

Here is a reference video:

1. In order to schedule a job, click on the “Job Scheduling” option under Jobs.

2. When you click on “ Job Scheduling” you will be guided to the Scheduler listing page. You have to click on the “ Add New Scheduler” button on the top right corner to schedule a new job.

3. To create a scheduler, add the scheduler name and check the box to fix the frequency of the job for the default scheduler type. Also fill in the start date and end date of the job.

4. For Custom scheduler type, you can set the interval (in days) and choose whether the jobs will be created as per the intervals set (regardless the closure of the previous job) or after the closure of the previous at the set interval or both.

        5. You can also attach the job to a particular project by selecting the project type from the drop down.

5. You can select the requester type, if it is a request from the customer you can select the customer name & his details will pop out along with the customer address

6. You can assign the task to an internal employee or a sub-contractor by checking on the right option. Further we have a drop down to select the personnel for the task

7. Furthermore, you can attach files and set the messaging settings to notify respective person.

8. Once all details are filled, we can click on the “Save” button as on the screen above and the job will be scheduled