Assigning Work Orders to Scheduled Routes in PRO Software

Efficient dispatching starts with assigning work orders (WOs) to the right routes. PRO Software provides a structured workflow to ensure that each job is placed optimally for scheduling and efficiency. Follow these steps to assign a WO to a scheduled route.

Filtering and Finding Work Orders

1. Filter by "Special is Set" to refine your search.
2. Click "Work Orders" in the top blue bar.
3. Select "Unassign" from the dropdown menu to find unassigned WOs.

PRO TIP: If you select multiple WOs from this screen, you can use the Action Dropdown Menu to add them to a route simultaneously.

Opening and Assigning a Work Order

1. Open the desired Work Order.
2. Choose your preferred method for assigning the WO:
   • Manually find the best placement for the job.
   • Auto-assign the WO to a scheduled route.
3. Click "Overlay Service Stops" to view available stops.

Using Static Route Overlays

1. Select your depot from the dropdown menu.
2. Leave other filters open for better visibility.
3. Click "Show Static Route Overlay" to see scheduled routes.

Finalizing the Assignment

1. Review the route map to determine the best placement based on GPS location and schedule.
2. Click "Assign WO to Route" to proceed.
3. Choose the desired date, and all scheduled routes for that day will appear in a dropdown.
4. Select the best route for the job.

Optimizing Work Order Placement

1. Click "Suggest Optimal Placement" to let the system determine the best spot.
2. Click "Assign to Route" to finalize.
3. Return to the main Dispatching Screen, where the newly assigned WO will be visible within the selected route.

PRO TIP: If you have multiple unassigned WOs, use the Action Dropdown Menu to batch-assign them to a route efficiently.

By following these steps, you can quickly and efficiently assign work orders, ensuring optimal placement for scheduling and field service operations.