Dispatch
The dispatch board: assign, reassign and track technicians through the day.
- Dispatch board basicsFind your way around the Dispatch Board: the day header, the technician timeline, the job list tabs, the map and the activity rail.
- Assign and move appointmentsSchedule waiting jobs, reassign technicians, change arrival times and dispatch from the board, by drag and drop or from the side panel.
- Crews and multi-day jobsPut several technicians on one appointment with a lead and helpers, and schedule a job that runs across several days in a row.
- Move-up list: offer earlier times to waiting customersTag appointments as wanting an earlier time and offer openings from cancellations or early finishes by text, where the first YES gets the slot.
- AI Dispatcher: plan the day and re-planGet a proposed board for any day, re-plan today when something goes wrong, review every change with its reason, and apply all or some of it.
- Book member visits by area (route density)See due maintenance visits grouped by zone or ZIP area and month, find days a truck is already nearby, and book a group of visits back to back.
- Dispatch alerts and conflict warningsUnderstand the alerts on the Dispatch Board (missed windows, windows at risk, early finishes, unassigned work, expired certifications, time off clashes) and fix each with one click.
- Job tags on the dispatch boardPartly availableWhat the tags and marks on the dispatch board mean, which ones TradesWork adds for you, and how to flag locations for technicians while custom job tags are coming soon.
- Work streams and zonesSet up ZIP-code zones, technician teams and home bases, and dispatcher work streams so each dispatcher sees and schedules only their slice of the work.