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Dispatch board

The dispatch board brings together your map, job list, technician status, and dispatch feed on one screen. Use it to track active jobs, see where every technician is, and keep work moving through the day.

Open the dispatch board

Navigate to Scheduling > Dispatch Board from the sidebar. The board loads with today's active jobs and technicians displayed across a tabbed interface.

Dashboard layout

The dispatch board is organized into four main sections:

  • Live map — A map showing all technician locations, traffic layer, and zoom controls
  • Live status cards — Key metrics: active jobs, idle technicians, SLA violations
  • Live dispatch feed — Activity log of all dispatch events from the last 24 hours
  • Activity notes — Historical log of your own dispatch actions

Right main area

  • Tabbed interface — Switch between "Jobs" and "Active Technicians" views
  • Jobs tab — Searchable, filterable list of all jobs for the day with assignment controls
  • Active Technicians tab — Current technician status, distance, ETA, and quick actions

Live map

The live map displays all active technician locations and refreshes automatically.

Map controls

  • Fit to fleet — Zoom and pan the map to show all technician locations at once
  • Traffic — Toggle traffic layer on or off to see road conditions
  • Fullscreen — Expand the map to fill the screen for better visibility
  • Auto-follow — Checkbox to automatically pan and center the map on the selected technician

Selecting a technician

Click any technician marker on the map to view their details in the profile slideout panel. The selected technician's position and assigned jobs appear highlighted.

Jobs tab

View, search, and manage all jobs for the day.

Search and filter

  • Search input — Type job name, job ID, or location to filter the list as you type
  • Total count — See the total number of jobs displayed

Job list features

Each job row shows:

  • Job ID and title
  • Customer name and location
  • Assigned technician (if any)
  • Priority and status badges
  • Scheduled time or estimated arrival

Click any job to open the Job Details slideout on the right side of the screen. From there you can reassign the job, update its status, or view the full job record.

Quick assign

Click the technician dropdown on a job row to reassign it without opening the full detail panel.

Active Technicians tab

Track all active technicians in one list.

Status metrics

The header shows three key metrics:

  • Active Now — Number of technicians currently on duty
  • En Route — Number of technicians traveling to a job
  • Avg ETA — Average estimated arrival time to next assigned job

Search and refresh

  • Search input — Filter technicians by name or location
  • Refresh button — Manually refresh technician data (auto-updates every 30 seconds)

Technician list features

Each technician row shows:

  • Name and status badge (On Site, En Route, Idle)
  • Current location or next destination
  • Distance to next job
  • ETA to next job
  • Quick action buttons (call, message, view profile)

Click any technician to open their Profile slideout on the right side. The profile shows full details, recent job history, and communication options.

Automatic updates

Technician locations and ETAs update automatically every 30 seconds. No manual refresh needed.

Live dispatch feed

The dispatch feed is an activity log showing all dispatch events from the last 24 hours.

What appears in the feed

The feed displays:

  • Job assignments — when a job is assigned to a technician (manual or auto-assignment)
  • Status changes — when a technician marks a job as started, arrived, or completed
  • Reassignments — when a job moves from one technician to another
  • Schedule adjustments — when booking times or priorities change

Each entry shows:

  • Timestamp — when the event occurred
  • Event description — what changed and which job or technician it involved
  • Status indicator — visual icon for quick scanning

Feed controls

  • Load older — Click to load dispatch events from more than 24 hours ago
  • Auto-scroll — The feed scrolls to show the newest events first
  • Empty state — If no events have occurred recently, the feed shows "No dispatch activity in the last 24 hours"

Use the feed to stay aware

The dispatch feed is especially useful in busy operations where multiple dispatchers or the auto-assignment engine are making changes throughout the day. Glance at the feed to see everything that just happened without checking individual jobs.

Quickly find jobs, customers, technicians, and inventory without leaving the dispatcher dashboard.

Use either method:

  • Keyboard shortcut: Press Ctrl+K to open the search modal
  • Header icon: Click the search icon in the top navigation bar

The search overlay opens with the cursor focused in the search input, ready to type.

Search across everything

Type your query and results appear as you type. Global search looks across:

  • Jobs — job title, description, ID, status
  • Customers — customer name, email, phone
  • Technicians — technician name, email
  • Inventory — item name, SKU
  • Invoices — invoice number, status

Results are grouped by type and ranked by relevance.

Filter results by type

Above the result list, use filter chips to show only one record type:

  • All (default)
  • Job
  • Customer
  • User (team members)
  • Inventory
  • Warehouse
  • Invoice
  • Recurring job
  • Supplier
  • Asset

Keyboard:

  • Up / Down — move through results
  • Enter — open the selected result
  • Esc — close the search overlay

Mouse: Click any result to open it.

Job Details slideout

When you click a job in the Jobs tab, a right-side panel opens with the full job detail form.

What you can do in the slideout

  • Reassign — Change the technician assigned to this job
  • Reschedule — Adjust the scheduled time
  • Update status — Mark the job as started, in progress, or completed
  • View notes — See customer notes and internal dispatch notes
  • View history — See the job creation date, assignment history, and previous status changes

Close the slideout

  • Click the Close button in the header
  • Press Esc on your keyboard
  • Click the backdrop (dark area outside the panel)

Profile slideout

When you click a technician in the Active Technicians tab or on the live map, a right-side panel opens with the technician's full profile.

What you can do in the slideout

  • View contact info — phone, email, address
  • See assigned jobs — list of jobs assigned to this technician for the day
  • See current location — the technician's latest position on the map
  • Send message — message or call the technician directly
  • View stats — job completion rate, average job duration, skills and certifications

Close the slideout

  • Click the Close button in the header
  • Press Esc on your keyboard
  • Click the backdrop (dark area outside the panel)

Assign a job

You can assign jobs from the dispatch board using either method.

  1. Enable auto-assignment in your company settings.
  2. When a new job is created, the engine automatically assigns the best-matched technician based on skills, proximity, availability, and workload.
  3. The board refreshes as assignments are made.

How auto-assignment picks the technician

The engine looks at technician skills, distance, current workload, SLA deadline, and customer preferences and picks the best match. You can override the choice manually any time.

Manual assignment

  1. Find an unassigned job in the Jobs tab.
  2. Click the job to open the Job Details slideout.
  3. Select a technician from the assignment dropdown.
  4. The board updates immediately.

Check availability first

View the Active Technicians tab to see which technicians are available and their current workload before assigning.

Reschedule or reassign a job

To move a job to a different time or technician:

  1. Click the job in the Jobs tab to open its detail panel.
  2. Update the assignment (technician dropdown) or scheduled time.
  3. The change takes effect immediately.

Suggested reassignments

If auto-assignment is enabled, the engine can suggest a better-matched technician when you reschedule. You always have final say.

Notify your team

When you reassign a job, the affected technicians receive a notification about the change. Make sure the new assignment is feasible before confirming.

Color coding

Jobs on the dispatch board are color-coded to help you identify priorities and statuses at a glance:

Color Meaning
Blue Standard priority job
Orange High priority job
Red Urgent priority or overdue job
Green Completed job
Gray Cancelled job

Automatic updates

The dispatch board updates automatically as changes occur:

  • Job status changes — when a technician starts or completes a job, the board reflects the new status
  • New job assignments — jobs created or assigned by other dispatchers appear immediately
  • Technician movements — technician locations update on the map as they move
  • Schedule changes — if a technician's availability changes, the board adjusts accordingly

You do not need to refresh the page to see the latest information.

Best practices

  • Start each morning on the dispatch board to review the day's workload and address any gaps
  • Use global search to find jobs quickly — press Ctrl+K to search by job ID, customer, or location
  • Monitor the live dispatch feed — glance at recent events to stay aware of system activity
  • Watch for overloaded technicians — if one technician is packed while others are light, redistribute work for balance
  • Keep unassigned jobs minimized — aim to assign all pending jobs before the workday begins
  • Use the live map — spot technician clusters and uneven workloads at a glance

Frequently asked questions

Can multiple dispatchers use the board at the same time?

Yes. The dispatch board supports concurrent use. Changes made by one dispatcher show up for others viewing the board the next time it refreshes.

Does the dispatch board work on mobile?

The dispatch board is designed for desktop use where the full layout is visible. Technicians use the mobile app to view and update their own assigned jobs.

Can I print the dispatch board?

You can use your browser's print function to create a snapshot of the current view. For formal scheduling reports, use the reporting features under Reports.

How often do technician locations update?

The board refreshes every 30 seconds automatically, so technician locations and data stay current.

What happens if a technician goes offline?

Offline technicians remain visible on the map at their last known location. Once reconnected, their location updates to the current position.