GoldCRM - Enabling Field Service Management
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Service Management

Dispatch Advisor
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Dispatch Advisor™
Dispatch Advisor™ schedules and assigns service orders to technicians, taking into account the customer's entitlement and preferences, priority of the problem, technician skills, trunk stock, location and route coverage - all fully-configurable parameters. Dispatch functionality includes the ability to order and/or ship needed parts directly to a customer site and automatically coordinate their arrival with that of the technician for installation. Scheduling of appointments and assignment of resources can be optimized based on route and processed manually or automatically. GoldCRM's dispatching methodology uses a cost based, data driven approach that ensures consistency between schedules and flexibility for dynamically changing parameters to reflect real-life situations when necessary. Dispatch Advisor™ enables dispatchers to easily dispatch technicians in real-time and meet customer SLAs every time. Additional functionality is described below.


Advanced Scheduling Features
  • Real-time intelligent scheduling & dispatching
  • Dispatch to group for next available resource
  • Personal, work, & SLA appts on single calendar
  • MapPoint integration for driving directions

  • Advanced SLA Management
  • Automatic SLA calculation, fulfillment & compliance
  • Indicates compliance when scheduling SLA appts

  • Inventory / Logistics Integration
  • Trunk stock considered when assigning resources

  • Advanced Call Center Management
  • Integrated schedule & schedule tracker
  • Color-coded GUI dispatch monitoring tool
  • Proactive jeopardy notification & escalation

  • Advanced Workflow Management
  • Templates create, schedule & dispatch tasks
  • Supports complex dependencies between tasks
  • Automatic scheduling of preventive maintenance


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