Guided walkthrough
Tutorial 1: Schedule and dispatch the first job
A dispatcher can create a realistic job without leaving the operational workflow.
Audience: Dispatcher, operations manager
Walkthrough video
Tutorial 1: Schedule and dispatch the first job video
A focused walkthrough video so managers can train on this workflow without reading the full guide first.
Training steps
Run these in a test workspace, then repeat them with the manager or operator who owns the workflow.
- 1Open Customers and confirm Sathorn Tower exists as the service location.
- 2Open Services and choose Premium facility cleaning.
- 3Create the job for 08:30 with Sathorn Tower, Premium facility cleaning, Team Orchid, Van 04, and Floor machine A.
- 4Review required service tasks, site lead requirements, and customer handoff notes before dispatch.
- 5Move the job into dispatched status and verify it appears in the schedule view as In progress.
Success criteria
You're done when…
A dispatcher can create a realistic job without leaving the operational workflow.