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Improvement
a month ago

Alternative addresses for scheduling projects

Were you aware that not all dispatches for a project end up going to the same place? While we have had ways to handle this - specifically by using a custom address when scheduling - now you have a way to store addresses to be reused later. This will allow for you to not have to re-type addresses for regular / recurring locations for a projects. This is accomplished in two ways:

  1. Add an alternative address for the project
  2. Create a fabrication shop (or equivalent) that can be used across multple projects

For the first example, this allows you to store a secondary address for the project. You can also optionally apply a name for each of the addresses, or allow the system to set the names as "Default" and "Dispatch". Just go to the edit page for the project and you will see additional fields for the project to store this secondary address. Below is a screenshot that shows where you can find these fields on the edit page:


The second option, requires a bit of setup - but once you get this shops added, they can be reused as much as needed. Also if you do not see the options as shown below, please contact us to adjust your permissions within your system. 

The first step is to use the "gear" icon in the upper right corner of the system. You will be looking for an option labeled "Fabrication Shops". Once you locate this option, simply click on the link to navigate to the maintenance page for this feature.

This listing will allow you to maintain which shops are available for scheduling within the system. Simply use the "Create New" button to start adding new shops. For each shop, you can add as many addresses / locations that the shop has. This way when you are scheduling and sending a tech to a shop, it will be as simply as selecting the address from the drop down. Below is an example of a shop being created within the system. Once you have the information entered, simply click on the "Create" button to add the shop to the system.


Now, on to using these two options while scheduling a project! The entry screen will look pretty familiar but there are some new buttons available to use these new addresses. If you did not give the project's secondary address a name - the name shown will be "Dispatch". To access the shops stored within the system, you will need to select button labeled "Shop". In both cases, the system will then use these addresses to be shown from the dispatch so that the tech knows where to go. Also, you do not need to worry about mistyping or having the wrong address.

Selecting the secondary address:

Using the shops to schedule a dispatch:

Why This Change Matters:

  • Time savings – Quickly reuse addresses for projects rather than having to type in a custom address
  • Improved accuracy – No second guessing if you entered the address correctly
  • One-time setup – Once you set up the addresses, the data is available for reuse by simply clicking
Avatar of authorThe Omnant Team