Summary
Solatech Focus offers integration with Dispatch.me, a third party dispatching system. This knowledge base article will provide instructions on how to setup and use this feature. (Dispatch.me integration is an add-on feature for Solatech Focus users. Contact your Solatech sales rep for more information).
Note: Your Solatech Site Administrator (SA) must enable this feature for your account before you can perform the setup steps below.
Setup the Dispatch.me integration
- While logged in as an Account Administrator, click Admin from the upper navigational bar. Note: Site Administrators may also complete setup for each of their accounts
- From the lower navigational toolbar, click Integrations
- Click the Enable Dispatch.me Integration button
- On the Settings window, place a check mark to the left of Enable Dispatch.me integration
- Type your Organization ID in the box
- Press OK
- Dispatch.me integration is now active on your account.
Note: If you do not have your Organization ID, follow these steps:
- Log into Dispatch.me
- Click on the logo in the upper left hand corner
- Your ID will be listed on the Diagnostics page in the Info section
- Only the first series of number in the ID field should be copied (the numbers before the "-" )
How Dispatch.me works with your Focus account
- When adding a customer in Dispatch.me, enter an email address and phone number. This information will be used in Focus to bring in customer data.
- After a customer has been entered in Dispatch.me and a job is scheduled, a technician will be assigned to the job
- This technician must also be a user in Focus and the email addresses for the technician in Dispatch.me and the user in Focus must match.
- When the technician indicates in Dispatch.me or in the Dispatch.me app that they are En Route to the appointment, the customer data is sent to Focus
- When importing customer information, Focus searches on email address and phone number
- If no matches are found, the customer is added
- If exact matches are found, the customer data in Focus will be updated to match the information in Dispatch.me (if applicable)
- The Source information entered in Dispatch.me will populate Lead Source in Solatech Focus for the customer record.
- If the Source information from Dispatch.me is not currently in the list of Lead Sources in Solatech Focus, it will be added to the list and applied to the customer.
- When a customer is added, the user to whom the customer has been assigned will see a notification will appear in the upper right hand corner of the site.
- Clicking on the notification icon will give the user details on the customer addition
- The customer history will also contain an entry that The customer was added from Dispatch
Applies To:
- Focus