Dispatch & routes

Assign technicians and organize the day on the dispatch board.

5 articles

• Assign and dispatch appointments →Once work is on the schedule, this is the permission that lets you move it from one technician to another. On the Dispatch board, dragging a Work Order card to a different technician's row is a…
• Dispatch Overview →Dispatch is where you see who is working what and move visits between days, times and technicians. It lives in the Schedule area and draws from the same scheduled work orders as the schedule itself…
• Manage Dispatch →ServiceVisit lets you manage dispatch, which means deciding which technicians work a Work Order. You would use it when a Work Order needs more than one person. It also puts the Dispatch tab in the…
• Using the Dispatch Board →The Dispatch board is a day or week grid with one row per technician. You use it to see how loaded each technician is, find scheduled visits that nobody has been assigned to, and drag a work order to…
• View Dispatch →ServiceVisit lets you see dispatch figures in your reports. On the Performance tab of Reports, holding this permission shows the Utilization & Capacity card, which gives your average response time and…