Dispatch & Field Work
State Rules: Reference Display & Usage
Summary: Use the State Rules display to review serve‑specific rules tied to coverage/state settings. Quick answer Open State Rules to reference guidance used alongside server coverage areas and dispatch suggestions. What you need WinServe+ access ...
Dispatcher Groups & Dispatcher Profiles (Power Boards Setup)
Summary: Create dispatcher groups, assign dispatchers to boards/servers, and configure Dispatcher Profiles used by the power dispatch boards. Quick answer Use Dispatcher Group Maintenance to organize dispatch responsibilities; assign dispatchers to ...
Dispatcher Assigned to Dispatch Board (Map Dispatcher → Server/Driver)
Summary: Set which dispatcher is responsible for which server/driver so dispatch boards route work to the right person. Quick answer Use the Dispatcher Assigned to Dispatch Board screen to map each server/driver to a dispatcher; the board and email ...
Unified Power Dispatch: Profiles, Columns, Filters, and Routes
Summary: Use a single dispatch board for all job types; configure profiles, reload columns, set defaults, and visualize routes/pins. Quick answer Select or build a dispatch profile; use **Reload columns** to pick up new fields; **Set as Default** to ...
Pima County Workflows: Mileage Entry & Specialized Updates
Summary: Use the Pima County mileage entry screen and specialized importer notes called out in the manual. Quick answer Access the Pima mileage entry from the file/menu item provided in your build; enter route miles and related data per job; review ...
Server Profile: Types, Login, Messaging, Vacation, and Checkbook
Summary: Configure server type for proofs, set website/app credentials, send messages, record vacation dates, and (optionally) track checkbooks. Quick answer In Server maintenance, set the server Type (used on proofs), enter web/app credentials, send ...
Messenger Proof of Delivery: Pickup, Delivery, and Driver Commissions
Summary: Enter pickup/delivery POD details, pieces/weight/wait time, and add multiple drivers with commissions. Quick answer Use Messenger POD to record pickup/delivery times, pieces/weight/wait time, fee advances, and add additional drivers for ...
Map It and Print Order from Dispatch
Summary: Open a map for the selected address and print a work order directly from dispatch. Quick answer Use **Map It** to open a reference map for the address; use **Print Order** to print the server’s worksheet from dispatch. What you need ...
Customer Route & Court Pickups (Retainer Work)
Summary: Schedule driver routes to customer offices for court runs, with times/days and optional call-in blocks. Quick answer Use Customer Route maintenance to add driver/time/day entries per customer; notes print on the court route list. What you ...
Suggest and Auto‑Assign Server using Coverage Areas
Summary: Use server coverage ZIP lists and rankings to suggest or automatically assign the best server. Quick answer Maintain server coverage areas by ZIP and rankings. In Dispatch, use **Suggest Server** to see candidates or **Auto Assign Server** ...
Route & Mileage Verification (G button and Route preview)
Summary: Validate Google miles and routes for process vs. court PODs; hand‑enter when necessary. Quick answer Use **G** on POD to calculate miles (office→service for Process; client→court for Court). If Google mis‑calculates, open **Route** preview, ...
Dispatch a Job to a Server (with auto-attachments)
Summary: Send address details to the assigned server and include marked attachments automatically. Quick answer Use **Dispatch Address to Server** to email job details; forward jobs to another dispatcher/branch as needed. What you need WinServe+ ...
Dispatch Board: filters, job lookup, list exports
Summary: Work un‑POD’d jobs, filter to web orders, jump to jobs, and export snapshots. Quick answer Use the Dispatch tab to manage all addresses awaiting POD, filter the list, and export to Excel for a snapshot. What you need WinServe+ access ...