Board Options gives you the opportunity to customize the Dispatch Boards to fit your preference.
You have the option to:
- Select Board Type of Daily, Multi Day, or Summary
- Select Start Date on the Board
- Select Date on Open. Options are Today, Tomorrow, or This Monday
Tech Filters include:
| Department |
| Tech Type |
| Territory |
| Status |
| Rating(s) |
Check “Show Inactive Techs” if you want to show techs that are inactive
Tech Sort includes:
| Sort By |
| Then By |
| Then By |
| Sort Appts By |
Service Call Filters include:
| Location Territory |
| Department |
| Call Type |
| Salesman |
| Priority |
All of which include the option to sort by:
| Name (which can show as Last Name, First Name or First Name Last Name) |
| Department |
| Tech Type |
| Territory |
| Truck Number |
| Hire Date |
| Sort Appts By: Scheduled Time or Scheduled Code |
Daily, Multiday, Summary Options
The right side of the Board Options pertain individually to each Board.
(These options are the same for All Dispatch Boards Types!)
| Data Width | Changes the width of the boxes that contain Site Visits |
| Name Width | Changes the width of the column that contains Technician’s Name |
| Auto-Fit Columns | Correctly proportions the columns |
| Gray Sunday/Saturday | Check these to gray Saturday and Sunday |
| Exclude Competed Appointment Status on Daily Board | Appointment status colors for Confirmed and Competed can be manipulated. Click on the text to edit the background and font colors. |
These options are different between the Dispatch Boards Types:
Daily
| Tech Info Width | – Changes the width of the column next to the technician’s name |
| Status Width | – Changes the width of the technician’s status column |
| Max Hours | – The number of maximum working hours in the day |
| Number Days | – N/A |
| Custom Sat Width | – N/A |
| Custom Sun Width | – N/A |
Multiday
| Tech Info Width | – N/A |
| Status Width | – N/A |
| Max Hours | – Same number set in the Daily column |
| Number Days | – Number of days that are shown on the Dispatch Board |
| Custom Sat Width | – Changes the width of the column (check the box to change width) |
| Custom Sun Width | – Changes the width of the column (check the box to change width) |
Summary
| Data Width | – Changes the width of the Totals column |
| Name Width | – Same number set in the daily column |
| Tech Info Width | – Same number set in the daily column |
| Status Width | – N/A |
| Max Hours | – N/A |
| Number Days | – N/A |
| Custom Sat Width | – Changes the width of the column (check the box to change width) |
| Custom Sun Width | – Changes the width of the column (check to box to change width) |
TIP: You must click the Save Options button located in the bottom left corner in order for the changes to stay permanent.
TIP: Checking the “Auto-Fit Columns” and entering numbers in the specific data width fields will show the boxes as being somewhat equal. In order the manipulate the widths of the boxes so that they aren’t proportionate, uncheck “Auto-Fit Columns”.