The Dispatch Grid is a visual, time‑based scheduling workspace used to manage technician assignments throughout the day. It displays job blocks across technician rows and time slots, allowing dispatchers to monitor real‑time progress, adjust schedules, and respond quickly to changes as work is completed. The Dispatch Grid is best understood as a technician‑centric view, showing where each technician is scheduled, what they are working on, and how their status changes over time.
Best Suited for:
- Dispatchers managing daily technician assignments
- Operations teams monitoring real‑time job progress
- Back office users coordinating schedules throughout the day
What Appears on the Dispatch Grid:
Items appear on the Dispatch Grid only when both of the following are present:
- A technician assignment
- A specific date and time
Items missing either requirement are placed in the Bullpen until they are fully scheduled. The Dispatch Grid can display:
- Jobs and work orders
- Estimates
- Additional site visits
- Miscellaneous calendar tasks
Key Capabilities and Benefits:
Visual Status Tracking
- Job block colors reflect the technician’s current status, not the overall job or estimate status
- The white portion of a job block represents the arrival time window, as configured within Company Preferences
- The shaded portion represents the estimated duration
- Light gray gradients on technician rows indicate scheduled time blocks, such as lunch, as configured within Workforce Management > Schedule tab
- Green or gray indicators next to technician names show clock‑in or clock‑out status
Bullpen Organization
The Bullpen holds items that are not fully scheduled and organizes them into actionable tabs:
-
Unscheduled (no date present)
- Click Set to apply filters to this tab
- These filters are persistent and are set on a per‑user basis
- Click Set to apply filters to this tab
-
Unassigned (no technician assigned)
- Click Set to apply filters to this tab
- These filters are persistent and are set on a per‑user basis
- Click Set to apply filters to this tab
- With Open PO's (job that have associated open purchase orders)
- Partially Completed (based on status)
- Paused (based on status)
- Marked For Follow Up (jobs with the "Requires Follow-up" checkbox selected)
The Bullpen can be minimized to maximize grid visibility, by clicking the down arrow, on the right.
Technician and Crew Management
- Crew filters allow dispatchers to isolate specific technician groups
- Arrival time windows support controlled double‑booking
- Miscellaneous calendar tasks can represent time off or schedule blocks
- Jobs with multiple technicians do not complete until all technicians mark their work complete
Interaction and Productivity Tools
- Single‑click on a job block shows contact details and allows free‑form texting
- Double‑click opens the Quick Edit dialog for fast updates
- Right‑click creates a new job, estimate, or task with date and time auto‑filled
- Drag‑and‑drop actions may trigger automatic status changes based on configuration
- Select Set Filters to narrow down the results on the Dispatch Grid
- These filters are persistent and are set on a per‑user basis
- Date
- Jobs, Estimates and Tasks
- Technicians and Crews
- Categories
- Statuses
- Priorities
When to Use the Dispatch Grid:
Use the Dispatch Grid when:
- Assigning technicians to specific time slots
- Monitoring technician progress throughout the day
- Adjusting schedules in response to delays or cancellations
- Managing overlapping arrival windows
- Identifying jobs needing follow‑up or parts using the Bullpen