Keep your ConnectWise Dispatch Portal accurate
ScheduleSync is a calendar tool that keeps your ConnectWise Dispatch Portal accurate by syncing time entries with schedule records and automatically adding Travel To & Travel From schedule records for on-sites.
Keep your ConnectWise Dispatch Portal accurate
ScheduleSync is a calendar tool that keeps your ConnectWise Dispatch Portal accurate by syncing time entries with schedule records and automatically adding Travel To & Travel From schedule records for on-sites.
How it Works
Typically, the Dispatch Portal is a representation of what your team expects to happen. Throughout the day, some tasks are completed earlier than predicted while others are completed later than predicted. The more often this occurs, the less accurate your Dispatch Portal becomes.
ScheduleSync keeps tickets on the Dispatch Portal accurate by synchronizing each ticket’s scheduled resource with the resource’s time entry. If someone works on a ticket without a scheduled resource, ScheduleSync will automatically add one to the Dispatch Portal.
For example, when a ticket previously scheduled for 2:00 - 4:00 PM is worked on from 10:16 - 11:31 AM, ScheduleSync will automatically update your Dispatch Portal by moving the 2:00 - 4:00 PM scheduled entry to 10:16 - 11:31 AM. Now your Dispatch Portal represents what was expected to happen, what is happening, and what has happened.
How it Works
Typically, the Dispatch Portal is a representation of what your team expects to happen. Throughout the day, some tasks are completed earlier than predicted while others are completed later than predicted. The more often this occurs, the less accurate your Dispatch Portal becomes.
ScheduleSync keeps tickets on the Dispatch Portal accurate by synchronizing each ticket’s scheduled resource with the resource’s time entry. If someone works on a ticket without a scheduled resource, ScheduleSync will automatically add one to the Dispatch Portal.
For example, when a ticket previously scheduled for 2:00 - 4:00 PM is worked on from 10:16 - 11:31 AM, ScheduleSync will automatically update your Dispatch Portal by moving the 2:00 - 4:00 PM scheduled entry to 10:16 - 11:31 AM. Now your Dispatch Portal represents what was expected to happen, what is happening, and what has happened.
How it Works
Typically, the Dispatch Portal is a representation of what your team expects to happen. Throughout the day, some tasks are completed earlier than predicted while others are completed later than predicted. The more often this occurs, the less accurate your Dispatch Portal becomes.
ScheduleSync keeps tickets on the Dispatch Portal accurate by synchronizing each ticket’s scheduled resource with the resource’s time entry. If someone works on a ticket without a scheduled resource, ScheduleSync will automatically add one to the Dispatch Portal.
For example, when a ticket previously scheduled for 2:00 - 4:00 PM is worked on from 10:16 - 11:31 AM, ScheduleSync will automatically update your Dispatch Portal by moving the 2:00 - 4:00 PM scheduled entry to 10:16 - 11:31 AM. Now your Dispatch Portal represents what was expected to happen, what is happening, and what has happened.
TravelSync
A key feature of ScheduleSync is its ability to add Travel To and Travel From entries on the Dispatch Portal. This makes it very clear to everyone when someone will be unavailable because they are on the road to or from a client. By mousing over a travel entry, you can see the details of the planned travel, including mileage and how long the travel will take. The system will also calculate distances automatically for traveling from one client to the next as well as whether the tech is predicted to travel from the office or from home.
TravelSync
A key feature of ScheduleSync is its ability to add Travel To and Travel From entries on the Dispatch Portal. This makes it very clear to everyone when someone will be unavailable because they are on the road to or from a client. By mousing over a travel entry, you can see the details of the planned travel, including mileage and how long the travel will take. The system will also calculate distances automatically for traveling from one client to the next as well as whether the tech is predicted to travel from the office or from home.
TravelSync
A key feature of ScheduleSync is its ability to add Travel To and Travel From entries on the Dispatch Portal. This makes it very clear to everyone when someone will be unavailable because they are on the road to or from a client. By mousing over a travel entry, you can see the details of the planned travel, including mileage and how long the travel will take. The system will also calculate distances automatically for traveling from one client to the next as well as whether the tech is predicted to travel from the office or from home.
Using ScheduleSync
ScheduleSync and TravelSync can be activated or deactivated across the entire organization or per individual. Global settings can be configured under ScheduleSync Settings and individual settings can be configured under Member Management.
Recommendations
When entering time, close out your scheduled entry by clicking on the “Done with this scheduled event” checkbox contained in the Time Entry pop-up window.
Do not reuse a schedule record once work has been performed. If you need to schedule additional work on a ticket, create a new schedule record rather than reusing the old schedule record.
Using ScheduleSync
ScheduleSync and TravelSync can be activated or deactivated across the entire organization or per individual. Global settings can be configured under ScheduleSync Settings and individual settings can be configured under Member Management.
Recommendations
When entering time, close out your scheduled entry by clicking on the “Done with this scheduled event” checkbox contained in the Time Entry pop-up window.
Do not reuse a schedule record once work has been performed. If you need to schedule additional work on a ticket, create a new schedule record rather than reusing the old schedule record.