Silviya Grigorova

Credit Memos in VisD can only be applied to Posted Invoices. This article explains what “Posted” means and walks you through the steps to post an invoice and create a Credit Memo.What Does “Posted”...

This article walks you through how to receive a job, create an eTicket, capture customer signatures, and complete your work using Visual Dispatch on a mobile device.Step 1: Open Your Job from the S...

This article explains how to record an employee’s vacation time in the system using the Employee Chart and how it reflects in other views.Steps to Record Time Off1. Open the Employee Chart ViewNavi...

Billable hours represent the time or resources that can be charged to a customer during a rental or service engagement. This feature ensures accurate invoicing for equipment and labor used on a pro...

Forms are typically associated with a piece of equipment. This association can be completed either in the Desktop application or in the Web app.Desktop  Click the Lists dropdown.Open the Equipment ...

Getting to Submitted FormsVisual Dispatch stores submitted forms in separate lists, organized by form type. These lists can be accessed from the Forms dropdown in the web version.Although these ope...

Setting the JSA (Safety) form for the Entire CompanyJSA forms can only be configured in the Desktop version of Visual Dispatch.To access the setting:Click the Tools dropdown.Select the Options flyo...

IntroductionVisual Dispatch Form Designer now supports triggers, which are actions that occur when a specific value is entered in a form or when a checkbox or radio button is selected.Currently, Vi...

IntroductionThe various label controls share a common set of settings. Once a few key settings are understood, the entire system becomes more intuitive. Some settings are particularly important to ...

IntroductionThe Forms Designer is located in Visual Dispatch Web under the Forms dropdown. From this dropdown, lists of completed forms can also be accessed, grouped by type (JSA, Pre-Start, Other)...