Dispatch board allows you to review your daily operations and make temporary changes to present and future days.
Here you may track tech progress, create custom jobs, reassign techs and more.
Dispatch Board and Actions Within It
Each day at midnight recurring jobs are auto created and dispatched for the current day. It is possible to search jobs by date, status, job type or field tech.
To create a custom residential job go to Actions > Add Job > choose client and tech > Add Job.
To create a custom commercial job, go to Actions > Add Commercial Job > choose client, tech/s and estimated time > Add Commercial Job.
To temporary reassign tech select a dispatched job > go to Actions > Reassign Tech > choose tech > Reassign.
To reschedule dispatched job select the job > Actions > Change Date > select the date > click on Change Date button.
It is possible to reschedule future jobs as well. Choose future date > Select the job > Actions > Adjust Pending Job.
To skip a dispatched job select the job > Actions > Skip > select skip reason > click on Skip button. You may enter a custom note to your client. Skipped cleanup notification is automatically sent by email to clients including any custom note.
To recreate missed or skipped jobs select those job/s > Actions > Recreate Missed/Skipped Jobs > Recreate. Please note that you cannot recreate missed job/s if a client subscription is no longer active. For jobs with “client subscription changed” note, you may add a custom job.
Dispatched and skipped jobs may be easily deleted if you select job/s and go to Actions > Delete Job > Delete Anyway button.
To view job details click on the view button next to your job.