{"id":1247,"date":"2025-07-10T13:56:41","date_gmt":"2025-07-10T13:56:41","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1247"},"modified":"2025-07-10T13:56:42","modified_gmt":"2025-07-10T13:56:42","password":"","slug":"dispatch-service-engineer","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=dispatch-service-engineer","title":{"rendered":"Dispatch Service Engineer"},"content":{"rendered":"\n

Understanding Assignment Logic<\/strong><\/h2>\n\n\n\n

Engineer assignment matches the right technician to each job based on multiple factors:<\/p>\n\n\n\n

Assignment Criteria<\/strong><\/h3>\n\n\n\n

Primary Factors<\/strong><\/p>\n\n\n\n

  • Required skills match<\/li>
  • Current availability<\/li>
  • Workload balance<\/li><\/ul>\n\n\n\n

    Additional Considerations<\/strong><\/p>\n\n\n\n

    • Travel time<\/li><\/ul>\n\n\n\n
      \n\n\n\n

      Assignment Methods<\/strong><\/h2>\n\n\n\n

      Method 1: Manual Assignment<\/strong><\/h3>\n\n\n\n

      Direct engineer selection:<\/p>\n\n\n\n

      From Job Record<\/strong><\/p>\n\n\n\n

      1. Open the job record<\/li>
      2. Click Dispatch <\/li>
      3. Select appropriate technician time slot<\/li><\/ol>\n\n\n\n

        Manual Selection Criteria<\/strong><\/p>\n\n\n\n

        • View engineer skills<\/li>
        • Check current schedule  <\/li><\/ul>\n\n\n\n
          \n\n\n\n

          Method 2: Assignment from Dispatch Board<\/strong><\/h3>\n\n\n\n

          Visual assignment interface:<\/p>\n\n\n\n

          Dispatch Board Assignment<\/strong><\/p>\n\n\n\n

          1. Open Dispatch Board<\/li>
          2. View unassigned jobs<\/li>
          3. See available engineers<\/li>
          4. Drag job to engineer<\/li>
          5. Confirm assignment<\/li><\/ol>\n\n\n\n

            Visual Benefits<\/strong><\/p>\n\n\n\n

            • See full schedule<\/li>
            • Identify gaps<\/li>
            • Optimize routes<\/li>
            • Balance workload<\/li><\/ul>\n\n\n\n
              \n\n\n\n

              Method 3: Auto-Assignment<\/strong><\/h3>\n\n\n\n

              System-recommended assignments:<\/p>\n\n\n\n

              Auto-Assignment Process<\/strong><\/p>\n\n\n\n

              1. Open Dispatch Board<\/li>
              2. Select jobs from unassigned list<\/li>
              3. Click Auto-Assign<\/strong><\/li>
              4. System analyzes:
                • Skill requirements<\/li>
                • Engineer availability<\/li>
                • Geographic efficiency<\/li>
                • Current workload<\/li><\/ul><\/li>
                • Suggests best match<\/li>
                • Review and confirm<\/li><\/ol>\n\n\n\n

                  Algorithm Considers<\/strong><\/p>\n\n\n\n

                  • Minimum travel time<\/li>
                  • Skill proficiency levels  <\/li><\/ul>\n\n\n\n
                    \n\n\n\n

                    Common Assignment Scenarios<\/strong><\/h2>\n\n\n\n

                    Scenario 1: Emergency Repair<\/strong><\/h3>\n\n\n\n

                    Situation<\/strong>: AC failure, 95\u00b0F day Assignment Process<\/strong>:<\/p>\n\n\n\n

                    1. Check emergency protocol<\/li>
                    2. Find available certified tech<\/li>
                    3. Reroute if necessary<\/li>
                    4. Notify affected customers<\/li>
                    5. Dispatch immediately<\/li><\/ol>\n\n\n\n

                      Scenario 2: Complex Installation<\/strong><\/h3>\n\n\n\n

                      Situation<\/strong>: Commercial system install Assignment Process<\/strong>:<\/p>\n\n\n\n

                      1. Identify lead technician<\/li>
                      2. Assign helper\/apprentice<\/li>
                      3. Block adequate time<\/li>
                      4. Coordinate equipment<\/li>
                      5. Schedule inspection<\/li><\/ol>\n\n\n\n

                        Scenario 3: Warranty Service<\/strong><\/h3>\n\n\n\n

                        Situation<\/strong>: Covered repair Assignment Process<\/strong>:<\/p>\n\n\n\n

                        1. Verify warranty status<\/li>
                        2. Assign certified tech<\/li>
                        3. Note coverage limits<\/li>
                        4. Follow manufacturer requirements<\/li>
                        5. Document thoroughly<\/li><\/ol>\n\n\n\n

                          Scenario 4: Multi-Trade Job<\/strong><\/h3>\n\n\n\n

                          Situation<\/strong>: HVAC + Electrical work Assignment Process<\/strong>:<\/p>\n\n\n\n

                          1. Assign primary HVAC tech<\/li>
                          2. Schedule electrical support<\/li>
                          3. Coordinate timing<\/li>
                          4. Ensure all permits<\/li>
                          5. Manage customer expectations<\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"

                            Understanding Assignment Logic Engineer assignment matches the right technician to each job based on multiple factors: Assignment Criteria Primary Factors Required skills match Current availability Workload balance Additional Considerations Travel time Assignment Methods Method 1: Manual Assignment Direct engineer selection: From Job Record Open the job record Click Dispatch  Select appropriate technician time slot Manual…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[11],"doc_tag":[],"class_list":["post-1247","docs","type-docs","status-publish","hentry","doc_category-job-management"],"year_month":"2026-05","word_count":204,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Job Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=job-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1247","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1247"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1247\/revisions"}],"predecessor-version":[{"id":1248,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1247\/revisions\/1248"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1247"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1247"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}