Scheduling¶
FSM Navigator's scheduling tools help you plan your team's workday and assign jobs to the right technicians. Whether you manage two technicians or two hundred, the visual scheduling interface gives you a clear picture of who is doing what and when.
What you can do¶
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Dispatch board
View all technicians, live job status, and dispatch activity in real time. Assign jobs using intelligent auto-assignment or manual selection. Track technician locations on a live map and manage the entire team from one dashboard.
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Technician availability
Set working hours, manage days off, and check availability before assigning jobs — so you never overbook your team.
How scheduling works¶
FSM Navigator's scheduling system connects your jobs, technicians, and calendar into a single workflow:
- Create a job — add the job details, location, and priority.
- Check availability — see which technicians are free during the required time window.
- Assign the job — let the auto-assignment engine select the best-matched technician, or assign manually from the dispatch board.
- Track progress — watch job statuses update in real time as technicians complete their work.
The dispatch board is where you manage the entire scheduling workflow.
Key concepts¶
| Concept | Description |
|---|---|
| Dispatch board | A visual timeline showing all technicians and their assigned jobs for a selected date range. |
| Working hours | The hours each technician is available for job assignments. |
| Time off | Scheduled days or periods when a technician is unavailable. |
| Job assignment | Linking a job to a specific technician and time slot. |
| Auto-assignment | Intelligent job assignment that considers skills, location, and availability. Available on the Pro plan and above. |
Scheduling across plans¶
All FSM Navigator plans include core scheduling features. Advanced capabilities are available on higher tiers.
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| Dispatch board | |||
| Intelligent auto-assignment | |||
| Technician working hours | |||
| Time-off management | |||
| Jobs tab with search & filters | |||
| Active Technicians tab | |||
| Live dispatch feed | |||
| Real-time map | |||
| Auto-assignment | |||
| Skill-based matching | |||
| Intelligent dispatch & auto-assignment |
Start with manual scheduling
Manual scheduling with the dispatch board works well for most teams. As your operation grows, Pro auto-assignment can save hours of daily planning.
Getting started¶
- Set up technician schedules — define working hours for each technician on your team.
- Open the dispatch board — navigate to Scheduling > Dispatch Board to see the visual timeline.
- Assign your first job — enable auto-assignment to let the engine handle it, or use the assignment dropdown on the job detail page.
Do I need to set up schedules before assigning jobs?
No, but it is strongly recommended. Without defined working hours, the dispatch board cannot show availability and you risk overbooking technicians. Set up schedules first for the best experience.
Can I schedule jobs for multiple days?
Each job is assigned to a single date and time slot. For work that spans multiple days, create separate jobs for each visit and link them to the same customer.
Who can access the dispatch board?
Owners and dispatchers can view and manage the dispatch board. Technicians see only their own assigned jobs through the mobile app.
Related guides¶
- Creating jobs — add jobs that appear on the dispatch board
- Job statuses — understand how job statuses flow from creation to completion
- Technician daily workflow — how technicians see and complete their assigned jobs
- Plans & pricing — compare subscription tiers and scheduling features