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Guide 3 of 6

Run the dispatch board

3 minutesFor: Office

Step by step

See the whole day at once, move work between technicians, and track every truck.

  1. Read the board

    Each row is a technician and the columns are the day. The red line is now. The colour of a job tells you where it is: assigned, dispatched, en route, on site, done.

  2. Triage unassigned work

    Jobs booked without a technician wait in the Unassigned row at the top. Drag one onto a technician’s row at the time you want.

  3. Move a job

    Drag a job sideways to change the time or up and down to change the technician. It snaps to 15 minutes and keeps its length.

  4. Open a job

    Click a job to see the customer, address and phone number, change its status, or reassign it without dragging.

  5. Look ahead

    Use the arrows or the date box to plan tomorrow and next week the same way.