How to configure the 5 Day Dispatch report

There may be times that a user may need access to view their scheduled work orders without needing to access their dispatch board.

FieldEdge provides users a way to subscribe to a daily email report that will provide a breakdown of their scheduled work orders for the next five days, as well as any incomplete work orders from the past week.

This should serve as a supplementary view to scheduled work orders inside FieldEdge, as well as a backup schedule access to FieldEdge is unavailable.

• Note: This is a daily email. You may want to setup a "Rule" in your email to have these emails moved, automatically, to a specific folder. The Subject line of this email should be "Your 5 Day Dispatch Report," so you may also wish to Name the Rule similarly. Below are links to assist you with how to set up "Rules" for the following email providers.
  • Outlook - Manage email messages by using rules
  • Gmail - Create rules to filter your emails
  • Yahoo - Use filters to sort and organize incoming email

How To:

The following steps will help enable the 5 Day Dispatch Report to send to an email of your choice.

1. In FieldEdge, click on Settings and choose Global Settings from the Company section.

2. Next, scroll down to 5-Day Upcoming Appointments in the Upcoming Activity Summary Email Setup options.

3. Place a checkmark in the Subscribe User 5-Day Upcoming Appointments box.

4. Provide a valid email address in the Email Address field.

5. When finished, click the Save button.

This feature was added as part of the March 15, 2019 release.