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  • Home
  • Features

      Get Paid & Expenses

      • Commissions Management
      • QuickBooks Integration
      • Consumer Financing
      • Expenses Tracking
      • Contractor Payroll
      • Card Reader
      • Payment

      Job Management

      • Work Order Management
      • Field Service CRM
      • Job Management
      • Employee Time Tracking
      • Job Costing
      • Recurring Jobs
      • Supplies order
      • Job Tracking
      • Equipment tracking

      Complete Job & Invoice

      • Sales Proposal Tool
      • Invoicing
      • Estimates
      • Quoting
      • Mobile App
      • Review Management
      • Price pages
      • Accounting

      Scheduling & Dispatching

      • Employee GPS Tracking
      • Scheduling Software
      • Route Optimization
      • Field Service App
      • Call Recording
      • Dispatching

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      • Automated Direct Mail
      • Advanced Reporting
      • Home Services Marketing
      • Text Messaging
      • Voice Solutions
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    • Plumbing
    • Construction
    • Appliance Repair
    • Electrician
    • Garage Door
    • Handyman
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  • Tutorial
  • Custom-queue
Custom queues

Custom queues

Apr 24, 2023

Custom queues

 

You can customize your workflow to meet your needs by creating your own queues or workflows with automated rules. Queues help you organize, monitor and keep track of your work. You can use the default queue or create separate ones based on your business structure or tasks. For example, you can create queues for different tasks or assign tasks to specific people.



You can create and manage your custom queues in Settings - Dispatch (access to Settings has to be enabled for your user).

Please note, “Settings” menu is only available in the browser.



Once you go to the Dispatch menu, you will see the list of all existing queues.



You will also be able to Add new queue and Customize default queues in the same menu.



Once you press Add new queue button, a modal window will open where you can set the name of the queue, choose an icon for it and select sorting options for events in this queue.



You can use different sorting options depending on your workflow.



After you press the Save button, you will see the queue you’ve created in the queue list. There you can edit it, if needed by clicking on the pencil icon near it.



Also, you can delete the queue at any point in edit mode by pressing the Delete queue button.



Please note, you will get a warning if you have any events in the queue you’re trying to delete! 



To delete the queue, you should move all the events from it first by selecting the queue and moving them to the queue from the dropdown menu and press Move and delete.



You can also rearrange the queues order by simply dragging the queues and dropping them to the right position.



By pressing Customize default queues you can set rules for different event types, so when you create a new event it will be assigned to a certain queue by default.



You will be able to select a certain queue for each event type from the dropdown.



When creating an event, you can still choose to keep it assigned to a default queue or choose a different one.



You can see all of your queues displayed on your dispatch along with the number of events in any of them.



To see all the events in the queue, just click on the arrow near it to expand the list.



 

You can click on any of the events to see more detailed information on it.



Now, to schedule a chosen event for a specific time and column, simply drag and drop it to the correct place on the dispatch.

 

 

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How to Schedule Multiple Visits at Once

Scheduling is now easier! You can create multiple visits as a group within projects, work orders, and on dispatch, saving you time and effort.

7 min read Oct 09, 2024

Share job details via public links

Make collaboration and communication easier by sharing job details via public links, ultimately leading to more efficient project delivery and better outcomes for everyone involved.

 

4 min read Feb 27, 2024

Custom forms

Make managing data more flexible and efficient for you. Design and set up your own custom forms to collect and manage information efficiently.

 

8 min read Jan 18, 2024

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