DispatchTrack

The DispatchTrack integration consists of two parts: exporting data to DispatchTrack and importing delivery receipts and notes from DispatchTrack.

Exporting Data to DispatchTrack

1. Go to Invoicing > Dispatching > Data Export.

   

2. Do the following:

   A	Enter the date range.
   B	Select DispatchTrack – with Detail.
   C	Select the Department you want included in the export (the default is all departments).
   D	Make sure this checkbox is selected.
   E	Select the Job Status of the data to include (the default is every job status).
   F	Make note of the export file name and location.

3. Click OK.

EPASS creates the export file.

Data Fields Included in the Export

Order Number	Bill Name	Bill Address1	Bill Address2
Bill City	Bill State	Bill Zip	Phone1
Model	Description	Quantity	Delivery Date
Delivery Type	Customer Code	Ship Name	Ship Address1
Ship Address2	Ship City	Ship State	Ship Zip
Phone2	Phone3	Email	Deliver Quantity
Amount	Delivery Charges	Taxes	Service Time
Cube	Truck	Account	Request Start Time
Request End Time	Order Detail	Number	Comment1
Comment2	Comment3	Latitude	Longitude
Service Time	Balance	Map Zone	Priorities
Installation Estimate	Points	Scheduled Window Start Time	Scheduled Window End Time
Unload Time	Job Status	Location	Directions
Qualifications	LaborRateCode	Serial#	Salesperson
Branch	SalesPersonEmail	ProductCode	Color
PO Number

Importing DispatchTrack Data

There are two methods to import DispatchTrack data into EPASS: you can set up an automatic import that runs every night, or you can import the data manually. If you’ve made changes to your DispatchTrack data after exporting it from EPASS (such as changing the order of calls or setting time windows), you’ll need to use the manual import.

Before Starting

Before setting up the automatic import or performing a manual update of DispatchTrack data, you have to make sure that you have your:

• DispatchTrack server name
• DispatchTrack code
• DispatchTRACK API Key

This information is supplied to you from DispatchTrack and you need to enter it as system variables in EPASS.

To Enter your DispatchTrack Information into EPASS

1. Go to Tools > System Maintenance, and then click the Variables tab.

2. Select Dispatching, and then click Open.

3. Click the Integrations tab.

4. In the DispatchTrack section, enter your DispatchTrack server name, code, and API key.

   

5. Select Use Invoice Schedule Date. If this is selected, then EPASS uses the schedule date on the invoices, rather than the dispatch records, when exporting the DispatchTrack data. This can result in only one record exported for a “two-man job.” If you want all “two-men” jobs exported with a record for each route, clear this checkbox.

   info

   When a two-person job is exported as two records, an ‘X’ is added to the end of the invoice number for the secondary route.

6. Click OK.

Set up an Automatic Import

• Contact the EPASS Support Team (888) 629-4218.

The EPASS Support Team will help you complete the set up by creating an automated task in EPASS Server Engine. Have your DispatchTrack server name, code and API key on hand when you talk to them.

The import runs nightly and downloads signed documents, pictures, and notes. Documents and pictures go to the invoice Documents tab and notes go to the invoice Notepad.

Perform a Manual Import

Running this utility imports the following DispatchTrack data into EPASS:

• Routes (technician or delivery truck)
• Stop order (for example, first call, second call and third call)
• Time window

You can use DispatchTrack to configure this data, for example, set up your order of deliveries for a truck, and then import that information into EPASS.

To Manually Import DispatchTrack Data:

1. Go to Invoicing > Dispatching > Data Import.

2. Do the following:

   

   A	Enter the Schedule Date.
   B	Select a Department (or multiple Departments) from the dropdown list. The default selection is all Departments.
   C	Select the MapZone (or multiple MapZones) from the dropdown list. The default selection is all MapZones.
   D	Select DispatchTrack.Click OK. The DispatchTrack data is imported into EPASS.

3. Click OK. The DispatchTrack data is imported into EPASS.

See Also

• Exporting Dispatch Data
• Invoice Header