Enhanced Dispatch Board user interface

See Gantt Chart.

The Gantt chart now provides drag-and-drop scheduling, plus additional information, with sorting and querying abilities, for finding and selecting employees for activities.

Enhanced Dispatch Board data retrieval

See Optimizing Display Speeds.

The Dispatch Board now uses an activity cache for faster data retrieval. Administrators can make changes to optimize the performance of the activity cache.

Enhanced scheduling using service region hierarchies

See Service Regions View.

Service regions can have parent regions that effectively widen the primary service region when manually assigning activities using the Dispatch Board. Thus, resources can be shared across areas by setting up region hierarchies.

New Dispatch Board distance calculator

See Gantt Chart.

This new feature improves manual scheduling by providing the distance between employees and the location of an activity.

Ability to renew agreements

See Setting Up Agreement Renewal.

You can define renewal terms for each product or service of an agreement. In addition, for any product or service, you can set up a series of renewal periods, each with its own pricing structure. For example, you can set up a cell phone plan providing more free minutes after each year of service.

Ability to define renewal terms for agreements

See Setting Up Agreement Renewal.

With this new feature, renewal terms can be defined for individual line items or the entire agreement. Individual line items can be renewed manually and entire agreements can be renewed automatically.

Ability to store billable expenses as charges and then consolidate charges into invoices

See Charges and Invoices.

Instead of creating an invoice for every billable expense, this new feature lets you create individual charges that can be consolidated into invoices. Invoices can be customized based on predefined consolidation rules. Charge and charge consolidation workflows can be configured as needed. Invoices can also be billed to the address on a service request or the account address.

Ability to verify entitlements on activities, quotes, and orders

See Workflows for Entitlement Verification.

In addition to verifying entitlements on a service request, you can now verify entitlements on orders, quotes, and activities. This ability is supported through configurable workflows that can be activated, revised, or left inactive.

Ability to create service charge quotes

See Generating a Service Charge Quote.

To get the estimated cost of completing a service request, you can create a quote. A quotes lists the labor hours required and parts prices.

Automated pricing adjustments for activity charges per schedule data and entitlement metrics

See Charges View.

Field service engineers only need to report start times and end times for activities. Any pricing adjustments per entitlements, overtime rates, and so on, are automatically calculated based on previously entered data.

Ability to prioritize eligible field service engineers

See To add role priorities to employees associated with an asset.

For the purpose of assigning field service engineers to activities, you can add a role priority to each field service engineer that is associated with an asset. When Assignment Manager schedules field service engineers, it considers the role priority of the associated engineers.

Ability to swap assets

See Asset Swaps.

Service activities often entail the replacement of one asset with another, called an asset swap. When two assets are swapped, the warranties, entitlements, and hierarchical relationships of the uninstalled asset can be automatically transferred to the installed asset (with certain exceptions).

Ability to create concurrent warranties

See Concurrent Warranties.

You can create warranties that terminate based on usage or time, whichever occurs first. For example, an automobile warranty that expires after 3 years or 36,000 miles, whichever occurs first, is a concurrent warranty.