Overview of the New Dispatch Board

This article is an overview of the functionality available on the Dispatch Board. You can access the Dispatch Board by going to Scheduling > Dispatch Board (New)
At the top of the page, under the Navigation Bar, you will see the filter selection:


Click on any filter to display the filter criteria and apply the filter. Under the filters, you have the view selection:


Here, you can access different views you've already created or create new views. To the immediate right of the View dropdown menu is a Refresh button. To the right of the Refresh button is the date selection. If you click in the date selection field, it will open a date picker:


After you select your date(s), click Close to apply the date(s) and close the dialog.

Note: You can only filter the Dispatch Board for 90 days and can only load up to 1500 Jobs at a time. If you attempt to load more than 1500 Jobs, you will get an error message asking you to apply filters to narrow your search. The cap for the Beta Dispatch Board is 2500.

Continuing over to the right, you have the Print button and the More dropdown list:

Use the Print button to print Route Sheets for dispatched jobs.
The More dropdown includes Chemical Tracking (if you have chemical services scheduled), Assign Teams, Send Text, Export, Customize Sort Order, Show Tabs, Show Legend, and Show/Hide Job Comments.

Note: Your Job Comments selection will be saved as a default until your browser cookies are cleared.

Under the view selection and job total is the Actions menu:


Many different actions can be taken, such as changing a job's status, routing, or communicating with Clients. To the right of the Actions dropdown is a quick date selector. Choosing a different date will automatically refresh the page.

Continuing to the right, you have the Edit Jobs button:


This allows you to reassign or reschedule one or more jobs. The Show Map button will display the Map so you can see jobs next to each other. Show Stats will show B. Hrs, job count, and total amount by resource. On the far right is the column selection for the Dispatch Board. 

There are additional functions on the grid of the Dispatch Board itself. You can click any status icon to display a dialog to make quick changes:


Clicking a Client name will open the Client Account in a new tab. Clicking a service will open the Job Details overlay. You also have icons to update Notes and add Products to the right of any scheduled Job.

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