Jim Hammel

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Recent activity by Jim Hammel Recent activity Votes
  • Multi Book A Job

    Navigate to Jobs - DispatchDouble click on the job that you want to multi book.On the top panel select Multibook.Click on a day that you would like add the job to the schedule. If you want to add m...

  • Rescheduling A Job

    From Jobs / Dispatch Double click and open the job that you need to reschedule.Select the job date drop down menu.Select the date in which the job needs to be rescheduled to.Change any other necess...

  • Adding Contact Phone Numbers or Other Caller Specific Information

    From Jobs / DispatchDouble click on the desired job from the schedule.Double click on the “Caller / phone # (click for list) linkRight click in the new window.Choose “Add A New Contact Person”Enter...

  • Cancelling A Scheduled Job

    From Jobs / DispatchRight click on the job you wish to cancel.Select “cancel selected job”.From the new window choose the reason why the job is being cancelled.Enter in the name and number of the p...

  • New Job Status: Pending

    OverviewA new job status is available called "Pending". It is typically used for jobs whose jobsites still do not have Permit/License approved.SpecificsTo set job status to "Pending" open a job and...

  • Invoice File Attachments

    OverviewJob attachments, located in the Job Gallery tab, can be included to the invoice emails directly form Rapid ERP. Benefits The user has the job related files in one place and can decide which...

  • Ticketed Jobs

    OverviewUsers can see which jobs are ticketed and which are not. There is column called "Ticketed" which shows exactly this.Then the user can send a reminder to the operators to transmit their tick...

  • Gallery Enhancements

    OverviewIf the uploaded files in the Gallery have metadata, it is shown in the Miscellaneous. This metadata helps the operator to find the jobsite, for example, or some specific information about t...

  • Double-Booking Settings for Equipment Units

    OverviewUsers can receive a warning message if there is a double-booking of an equipment unit.Double-booking means that the working hours of the equipment unit for a job are overlapping with the wo...

  • Send Job Information to Crew

    OverviewSend SMS/Text Job information to operators for more than one job simultaneously.SpecificsOpen Jobs -> Dispatch.Mark two or more jobs as selected.Right-click on one of them and select Crew -...