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Create a Quick Dispatch Template

Updated over a week ago

To create a quick dispatch template, go to your Dispatch Board by navigating to "Team > Dispatch Board".

You will then click the click "Quick Dispatch Templates" tab.

Name the Dispatch Template and click the plus signs to add the properties you want in this group.

Here you will be able to customize several options for each customer that you add. You can choose if this property visit is invoiceable, the time allowed for the visit, and any notes that need to be added.

Note: The services/ items that were set as the default services/ items when adding the property to the customer is what will automatically be added under "Services".

(You can remove them if this visit is for a different service)

Once you have all the customers added, you can then add additional services.

Finally, you can assign employees to the properties and click the "Create Template" button to save the template.

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