Dashboard > Dispatch > Tools Tab
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to access the Tools Tab, users will need Edit permissions for Scheduler
Let's discover how to add and manage tools within your appointments.
Adding Tools to Appointments
Note: You can't create a new appointment directly in the Tools tab. Instead, you can add tools to existing appointments.
Empty Tile:
Check the corresponding date (column) and tool (row).
If the tile is empty, the tool isn't assigned to any appointments.
Click on the tile to open a modal displaying available appointments. Please select the checkbox next to the appointment you want to attach the tool to.
In this "Assign Appointments" modal, you can modify the date and filter appointments by job name or tags (user) for easier navigation.
Populated Tile:
If you check the corresponding date (column) and tool (row) and see that the tile is populated, it means that the tool is already assigned to an appointment.
Click on the tile with the appointment to open the "Edit Appointment" modal.
Here, you can modify various appointment details such as Date, Start Time, End Time, Job/Area, and more.
To add or remove tools, use the "+" button in line with the "Tools Attached" section or click the "+" icon and select "Attach Tools."
Note:
If the tool is already added, modifications can be made within the "Edit Appointment" modal.
If there are no existing appointments on the selected date or if the applied filters don't match any appointments, the modal will display a "No Appointments" message.
Useful Tip for "Dispatch - Tools" Tab
Now that you've got a handle on adding tools, here's a tip for managing appointments:
Filtering Options:
At the bottom of the page, explore filters such as "Filter by tool categories," "Filter by tool name," or "Filter by status" for quick information retrieval.
