Columns on the Dispatch Board

August 11, 2023 16:45

Columns on the Dispatch Board can be customized to display useful information about each Job. You can even save a selected set of columns to display in a custom view.

To customize columns on the Dispatch Board, follow these steps:

Navigate to Scheduling > Dispatch Jobs.
Hover over the Columns dropdown on the right.
Select the columns you wish to display on the Dispatch Board.

Note: Any columns listed below "Event Category" are Custom Fields, which are set up under Settings > Custom Fields.
If you wish to save your selected columns as a custom view, click on Dispatch Board > Create View.

Column Definitions

Order - Route order
Status (St) - Job status
Close Out Day - A group of columns:

Start and End - Start and End time recorded on the Job
Hours - Average number of hours for each Resource on the Job
Men - Total number of men on the Job
Qty - Quantity for the Job
Rate - Rate for the Job

Priority (Pri) - The Job priority , which is set on the Visit overlay by clicking on the Service name
Client - Client name and street address
Account Balance (Acct Balance) - Client account balance
Service - Name of the Service or for Work Orders, the Work Order description
Date - Date of the scheduled Service
Map - Map Code entered on the Client
City - Client's City
Zip - Client's postal code
Assigned - Assigned Resource
Sales Rep - Sales rep specified at the master Job level
Last Service Date (Last Svc) - Date of last completed Service for the Client
Sub Status - Sub status of the Job specified under the Visit overlay by clicking on the Service Name
Project Number (Project #) - Project number if the Job is part of a Project
Budgeted Hours (B Hrs)- Budgeted Hours entered on the Job and for Multi-Day Jobs, the number in parentheses is the remaining B Hrs on the overall Job
Variance - Budgeted hours minus actual hours, and on a Multi-Day Job, a running variance (negative values will display in green colored font and positive values will display in red)
Amount (Amt)- Job Quantity times the Rate and the total amount invoiced to the Client
Product Total - Total amount of all Products on the Job
Total - Sum of the Job amount and Product Total
Actual Hours (Actual) - Total time spent on the Job for all Resources
Apx Mileage - Approximate mileage as-the-crow-flies from the previous stop
Tip - An editable field to enter a tip amount
Completed By - Resource that marked the Job complete
Instruction Emails Sent - Letter icon to indicate chemical instruction emails not sent or mailbox icon to indicate sent
Event Category - Category for a scheduled Calendar Event