License and Setup
Ensure you have a license with the Object Dispatch ticked (EMG licensed).
Enable the new Workflow in the Booking Defaults by selecting Booking Names and Customs.
Service Setup
Use the Service Setup and go to Modify to enable the Dispatch Workflow for specific types of bookings.
Enable Default Custom Fields if needed.
Objects Tree
Access the new Objects tree by disabling the classic mode in the Objects tree.
Preferably use the Camera and Accessories view.
Creating a Booking
Create a booking (now called Equipment) to activate the dispatch workflow.
Connect the workflow to the global status for automatic progression.
Dispatch Workflow Features
The workflow creates corresponding master checkout and master check-in with specific tasks and dates.
Tasks include preparing equipment, packing, delivery, collection, and potential delays.
Customization and Notes
Add notes for each step like preparation, delivery, collection, etc.
Set up custom fields for delivery addresses, client contacts, and special instructions.
Invoicing
Choose to invoice based on booked days or actual client usage days.
Adjust dates for accurate invoicing based on preparation and collection times.
Dispatch View
Access the Dispatch view for a structured task list.
Edit the view to display relevant information like preparation dates, delivery methods, and notes.
On-Day Activities
Utilize the on-day activities feature to list tasks for a specific date.
Easily track preparation, delivery, collection, and return tasks for each booking.
Overdue Items and Status Updates
Monitor overdue items and manage statuses like preparation, ready, dispatched, and completed.
Communicate effectively with team members using status updates and task progressions.
Completion and Return
Complete the workflow by checking in returned items to mark bookings as completed.
Ensure all steps are followed for a seamless workflow experience.
Overall Workflow
The new Dispatch Workflow streamlines booking processes, enhances task management, and improves communication for efficient operations.
Link to Loom
https://loom.com/share/6a8794ea29cb4ce988cf5680c2bb59fa?src=composer