RapidStart Field Service Dispatcher Overview

What can you do with RapidStart Field Service App?

As a Dispatcher in this, you can create Work Orders for Accounts and/or Contacts. You can then create Service Appointments from Work Orders for your field technicians. These Service Appointments will appear in the RapidStart Technician mobile app for each Technician. You can track the progress of Service Appointments toward the completion of Work Orders.

We have also included two new Dashboards, where Dispatchers can quickly see a 360-degree view of “everything”.

Wherever you see the “Show Video” button on a form, there is a video to explain the feature.

Basic Process

  1. Create a new Work Order from an Account or Contact Record.
  2. Open the new Work Order or an existing Work Order.
  3. Add Service Appointment(s) to Work Orders.
  4. Technicians see assigned Service Appointments on their Mobile App.

The RapidStart Field Service App sends status alerts to your Customer (Service Contact) when a Service Appointment is scheduled and whenever the Technician updates the Appointment’s status on their mobile app. By default, these emails come from the Work Order owner which is usually the Dispatcher. In order for the system to send these automated emails, the Dispatcher (You) will need to allow it by clicking on the gear in the upper right (1) to go to your Personalization Settings, then click the email tab (2), then tick the box (3).

Note: This documentation is updated whenever we release an update. If the information or screenshots within do not match what you see, you may be on an older version.