GETTING STARTED GUIDE. Follow these simple steps to get started using suredispatch.

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1 GETTING STARTED GUIDE Follow these simple steps to get started using suredispatch. Step 1: Enter Employees This step will show you how to enter your employees into suredispatch and assign roles and permissions. Click on Employees on your toolbar and then click Add Employees. Next, enter the employee number and create a username. Enter the employee name and select a role by using the drop down menu. If the role is Driver, then additional fields will appear at the bottom of the screen including options to assign Mobile App Permissions. In the field, enter the Admin s address. The password for the employee account that you are setting up will be ed to this address. This should be managed by the Admin since many drivers will not have . Assigning a vehicle to a driver is optional and can be done after your vehicles have been entered. Click Save.

2 GETTING STARTED GUIDE Follow these simple steps to get started using suredispatch. Step 2: Enter Vehicles This step will show you how to enter your vehicles into suredispatch. Click on Vehicles on your toolbar and then click Add Vehicle. Next, fill in the vehicle information. Start by assigning a name to the vehicle. We suggest including the vehicle number in the name. Vehicle status can be assigned using the drop down menu. Check the box in front of the Service Types that this vehicle performs. If you choose to assign vehicles to drivers, you can do this by using the drop down menu under Drivers. Click Save. If you are a current surefleet user, you can quickly link to your surefleet account and import your vehicles by selecting the Link to surefleet button near the top right of the Vehicles page and entering your surefleet credentials.

3 GETTING STARTED GUIDE Follow these simple steps to get started using suredispatch. Step 3: Entering Calls for Dispatch This step will show you how to enter calls for dispatch. Now that you have your vehicles and employees entered into suredispatch, you can begin using it to take and assign calls for dispatch. First, click on Calls on your toolbar and then click Create Call. If this is a new customer, click on Add Customer. A pop up box will open for you to add your customer contact information. Next, go to Service Type and use the drop down menu to select the service that is needed. Selecting a driver and vehicle is optional at this point. You can choose to enter your call and come back to that later depending on how you process your calls. If you are assigning a driver now, use the drop down menus to select the driver and vehicle. Update the Status accordingly using the drop down menu. Next, enter the ETA and complete your call details. Click Save.

4 1 SETTINGS What You Can Do In the Settings Tab Select your time zone and date display preference using the drop down menus. Choose from Mechanical Services Industry, Towing Industry, or both (more industries coming soon). Create Service Types by clicking Add New and entering the service type and number of locations associated with it in the pop up box. Click Save.

5 2 Arrange the order in which the Service Types appear in your call screen by dragging and dropping them to the place of your choice. Enter your invoice header and company logo. Customize call list headers by selecting the fields you want to display in your Calls screen.

6 3 Add customized fields to the call screen by clicking Add and entering the field parameters. Click Save. Enter Storage Lots for drop down menus on call screen for quick entry. Simply enter the name of the storage lot and then click Add.

7 GETTING STARTED GUIDE Follow these simple steps to get started using invoices in suredispatch. Step 1: Add custom services and pricing. Select Settings and then select Industry and Services. You can add a custom service and price by selecting Add Service.

8 Step 2: Once your custom services and prices have been added you are ready to start generating invoices. Step 3: Open a call details screen by selecting any call from your call list. 1. The Billing Section is located towards the bottom of the call details screen. 2. You can add billing items to the call by selecting Add Item. 3. Once you ve added all of your items, you can generate an invoice for the customer by selecting Generate Invoice. 4. You can also view Balance Due and Payment Status here. Step 4: Once an invoice has been generated, you can now accept payments from the customer. 1. You can apply payments directly from the call details screen by selecting Make Payment in the Billing Section. Partial payments are accepted. 2. You can also record payments by selecting the payments menu option.

9 Step 5: Recording payments from the payment menu item. 1. Select the customer to view a list of all invoices with a balance due. 2. Record payment details. 3. Decide how to distribute payment among balance owed. Step 6: Generate a customer statement report. 1. Select Reports from the menu items. 2. Select Customer Statements from the Report Type drop down. 3. Select date range. 4. Select Customer(s).

10 GETTING STARTED GUIDE Follow these simple steps to get started using the suredispatch mobile app. Step 1: Download the mobile app. The app is available in the Google Play Store for Android devices and in itunes for ios devices. Step 2: Make sure all of the employees that you would like to dispatch calls to have been added as employees in the web application for suredispatch. Please refer to the Enter Employees section of the Getting Started Guide for help on adding employees. Step 3: Provide employees with their login credentials. 1. When you add a new employee, suredispatch will automatically them their login credentials. Step 3: You are now ready to dispatch calls to an employee. 1. When a call is dispatched to an employee, they will receive a notification on their mobile device. 2. The employee will be able to update the status of the job assignment as well as enter job related information. 3. All job assignment updates will automatically update the call record in suredispatch.