DispatchPro - Setting Up Zones
To set up zones in DispatchPro, follow these steps:
- Open DispatchPro in ServiceTitan.
- Navigate to the settings or configuration section.
- Look for the option to set up zones.
- Click on the option to create a new zone.
- Enter the necessary information for the zone, such as the name and the zip codes that belong to the zone.
- Save the zone once you have entered all the required information.
- Repeat the process to create additional zones if needed.
- Once you have set up the zones, you can use them to optimize your scheduling and dispatching.
- Assign the appropriate zones to your technicians or service areas.
- When scheduling jobs, you can use the zones to ensure that the right technician is assigned to the right area.
Related Articles
DispatchPro - Technician assigned to incorrect branch
In multibranch tenants, instances may occur where a technician is assigned to a job in the wrong branch. When this occurs, the technician needs to be assigned to the specific zone for that branch. For more information see: DispatchPro - Setting Up ...
Setting up Zoom for a large meeting
Note: These directions apply to the standard Pro level license. The Pro license only allows up to 300 participants. For meetings over 300 participants, a Webinar license will need to be added to your account. When hosting a large meeting like a ...
Creating Book with Me Links (Zoom and Teams)
Setting up a publicly available calendar that lets people choose dates and times you are available is a great way to remove a little friction from your work life. The instructions below will guide you through two ways to setup a personal “Book with ...
Databricks Report List
While the full data lakehouse functionality is being expanded, we have built some reports to give Goettl decision makers insights from the data work we have completed so far. Using Databricks: This is not the fanciest system. In some cases, these ...
Alerts
Alerts in ServiceTitan are an awesome and easy way to have you or your team notified of all kind of items such as a certain type of job being booked or cancelled, a certain task being used, or new estimates being signed, sold, or even viewed - and so ...