Use the dispatch board
See every technician's day, drag jobs to assign them and spot conflicts.
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#How the board is laid out
Open the Dispatch tab. Each row is a technician and each column is an hour of the selected day. Unassigned jobs wait in the Unassigned column on the left. Switch to Map to see job sites and, for technicians who are clocked in, their live location.
- Job colors come from the job type.
- An orange outline means a conflict: two jobs overlap for one technician, or the job is outside its arrival window.
- A grey block is time off, entered in Team > Time off.
#Assign and reassign jobs
Drag a job from Unassigned onto a technician's row to assign it. Drag it sideways to change the time. Hold Shift while dropping to add a second technician instead of moving the job. When a job changes after it was dispatched, the technician gets a push notification and the job is updated in their app within a minute.
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