Exterior Inspections - Schedule Board How To
In general, EI will 'schedule' a work order in CRM and then 'DISPATCH' it to an inspector.
Schedule - to EI this means they create a work order in CRM with a TIME To PROMISED date and time. This will now be visible on the SCHEDULE BOARD.
- Then go to Schedule board
- Choose which board you want to be on
- Drag desired work order from list below, up to desired resource. This will assign that work order to that inspector.
- Every morning 5 am - the CRM system checks for any assigned work orders for that day and will update status to 'DISPATCHED'
- For same day assignments, EI end user will manualy mark thte status to 'Dispatched'
Automation
-Once a work order(really the Bookable Resource Booking record) is marked dispatched - this will trigger automation to send the work order to Fast Field. Fast field then notifies inspector.
-Once inspection completed in Fast Field - the inspection comes back to CRM and the work order gets marked completed
-Once Completed - if resource is not in training, then it will send via email the completed inspection report to the work order superintentent contact
Training Links:
Schedule Board how to dispatch
More documentation in project folder (link to project)