Field service
Dispatch board
Each day by technician; drag a job onto a technician to assign it. Home-visit bookings show up here automatically.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
Every morning to hand out jobs, and whenever an urgent job comes in.
Step by step
- 1
Pick the day and drag Unassigned jobs onto the right technician.
- 2
If a new job from DMs isn't here yet, click Sync.
- 3
For a phone job, click New job; Send details to the customer sends the time and technician to the customer.
Common mistakes
- An Overlap mark means two jobs at once for one person; fix it before telling the customer.