Review and approve requests, edit them, send them back for re-approval, or book a provider directly.
Before you start
When dispatch approval is on, new requests wait in Dispatch as Pending Approval until someone on your team approves them. You'll need a role with dispatch access.
Step 1: Review the request
- In Dispatch, open a request marked Pending Approval.
- Check the services, address, and requested time windows. Use the Account tab to see the client's history.
Step 2: Approve
- Select Approve, then Confirm.
- The request moves to Pending, and dispatch starts offering it to the best-matched providers (see Provider Matching).
Step 3: Edit and redispatch
- Edit: select the pencil to change the services, address, or time windows. If offers have already gone out, you'll be warned that editing takes them back, so providers only see the new details.
- Reset: sends a Pending or Waitlist request back to Pending Approval, so you can adjust it and approve it again for a fresh round of offers.
- Book directly: under Primary Constraint, select View Details and select Book next to a candidate to assign them yourself.
Tips
- Not sure a request can be filled? Move it to the waitlist instead of approving it.
- To close a request without booking, select Cancel request and choose a reason.
