There are three ways to dispatch work in GamePlanPro™. You may use all three simultaneously within a field service company. Which method you use will depend on the particular work order and situation.

Before you start

• Open a Work Order, then go to the Roles tab.
• For clarity, set a Due Date and Urgency so workers understand the expected timeframe.
• Consider using assignment status alerts, reminder notes, and Watch notes to help ensure nothing is missed.

Method 1: Assign and schedule

• Use this when you need to book a specific time.

1. Select a role.
2. Select a person.
3. Enter the start and end date/time.
4. Click Save.

The worker will see the assignment on their home screen (the Your Assignments tab) with the scheduled date and time.

Method 2: Assign without scheduling

• Use this when you want the work assigned to a specific technician, but they should choose the time.

1. Select a role.
2. Select a person.
3. Leave the start/end dates and times blank.
4. Click Save.

The worker will see the assignment on their home screen (the Your Assignments tab) and can schedule it themselves.

Method 3: Post to the Work Pool

• Use this when technicians should self-assign.

1. Select a role.
2. Do not select a person.
3. Optional: Set required skills and mark any as mandatory.
4. Change the status to Posted.
5. Click Save.

Technicians will see the role on their home screen (the Roles in Pool tab) and can assign and schedule it themselves.

Quick decision guide

• Need a firm time? Use Assign and schedule.
• Need a specific technician, but not a specific time? Use Assign without scheduling.
• Anyone qualified can take it? Post to the Work Pool.

See this tutorial for more details.