Add Vendor Dispatch Instructions
Go to Vendors and select a vendor.
Open Details and expand Vendor Information.
Under dispatch instructions, click Add Instructions.
Describe the work the vendor handles, such as plumbing or WiFi setup.
Repeat this for vendors you want the system to consider for automatic dispatch.
Turn On Automatic Dispatch
Click Dispatch Settings from the vendor page, or go to Settings > Maintenance.
Turn on Automatic Dispatch.
Review the list of eligible vendors. Select a vendor in the list to open their record.
Optionally choose a Fallback vendor.
If no suitable vendor is found, the fallback vendor is assigned. If Fallback vendor is set to None, the request is left without a vendor for your team to assign.
Create a Request
Go to Maintenance and click New Request.
Enter a clear Subject, Description, and Category so the system has enough information to select a vendor.
Leave the Vendor field blank. Selecting a vendor yourself keeps that selection and prevents automatic dispatch from running.
Click Submit.
After a few seconds, refresh the page to see the vendor selected for the request.
Note: Automatic vendor dispatch requires the Customization and Automation feature pack. The setting is available only when this pack is enabled for your account.