Renee Hunter
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Articles
Recent activity by Renee Hunter-
How to Add New Employees
OverviewEmployees are created and maintained in Visual Dispatch Desktop from the Employee List. Each person can be classified by role checkboxes (field operator, office, sales, and so on), given pa...
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Understanding Timesheet Row Colors on the Visual Dispatch Portal
OverviewOn the Visual Dispatch online portal, timesheet and payroll screens use background colors to show the status of each time entry at a glance. Colors help employees, supervisors, and payroll ...
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Multiple Addresses
The dispatch module in Visual Dispatch manages job scheduling and jobsite data, where each rental is typically associated with a primary job address. In practice, many crane jobs span multiple phys...
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Hide from e-Ticket Checkbox
This functionality is designed to hide Resources, Labor, and Items from an e-Ticket once it has been created. The reasons for using this function can vary from wanting to hide certain charges from ...
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Users(Employees) not receiving Text Messages
If users haven’t opted out but still never receive SMS, the problem is almost always device-level filtering or carrier blocking, not Visual Dispatch itself.Below are the most common Android and iPh...
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e-Ticket Timesheets
There are two different methods for employees entering time. e-ticket times are the way for employees to enter their job times in the system. These times are entered directly into the e-ticket when...
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Kits
What is a Kit?A Kit is a grouping function that lives inside of a Quote or Package. They are used to group together resources, labor, and items that are typically are used on a job together. For ex...
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Basic Uses
VisD Statuses are used to provide clarity on what is happening with a Rental at any given time. These Statuses are set to be automatically updated once the Rental moves through certain stages of th...
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Creating/Adding Pricing Books
Price Books in Business OperationsA price book acts as a central repository for pricing information and helps manage the complexity of different pricing scenarios. Key characteristics include: Cent...
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How to Create an Invoice
Any Invoice that is created in VisD has to be derived from a Rental. Please follow the below steps in order to create an Invoice.Invoice Creation:Pre-requisite: Rental must be created.Steps:Either ...