Dispatching a call out of Tracker is a rather simple matter once everything is setup, i.e. all applicable drivers, and accounts are in the system and ready to go. Please seek our Adding a New Account, and our Adding a New Employee guides for further details.
One more note before we continue, if your company is utilizing our TrackerMobile product for mobile dispatching, ensure that the driver is logged into the application before proceeding.
The Dispatch Screen
From this menu, we have many options to select, so let's break down the general areas that we are seeing. The primary, and largest, section is where all of your calls/dispatches/runs will appear. These calls can be sorted by selecting any of the column headers at the top of this area. Take note of the up and down arrows to the right of this area, these can be used to scroll. The smaller, right hand, section shows all of your active drivers that you can assign calls to. Take note that the drivers that are highlighted in green are currently logged into TrackerMobile.
Under call list/section you will see a multitude of different buttons, starting with Refresh. We'll come back to these later; for now direct your attention to the four larger buttons on the right side, under the driver list. You can add a new call/dispatch/run from these four options. Click on the desired type of call you would like to add.
Adding a Call/Run/Dispatch
Call Information: All calls require a Requested By (Req'd By) account to be entered in. If the requester is simply a bystander along the road, we advice you use a catch-all account for these individuals. This catch-all account is usually called OWNER.
Tow Information: Where the information related to the actual job is located. The fields are self explanatory, but pay attention to the Multiple Destinations button. Selecting this will open a new window where you can enter in different locations if the job requires it.
Vehicle Information: Where all of the information applicable to the vehicle(s) involved in the job are located. Pay attention to the Multiple Vehicle button (If more than one vehicle is involved in a job) in the top right, the VIN check button (used to verify if a VIN is valid), and the key location (where the keys to the vehicle are located, if present). Keep in mind that all of this information is accessible, and editable after a call is dispatched.
Billing Information: Where all of the information related to the payment for the job is located. All calls require a Bill To account to be entered. This account does not need to be the same as the requested by. Note that directly under the Billing Information section is where call notes can be entered in, as well as the check box to show if this call is for Police Hold.
Assigning the Call
The Assign/Update screen is where dispatch times, charges, and mileage are kept track of while the call is active. It is important to note that these important areas (as well as everything else pertaining to the call) are transferred over to the invoice, which is located within Recall, once the call has been cleared out of Dispatch.