The dispatch board has org-wide settings that shape how Run a Call assigns and warns. Most live on the dispatch settings page; some on individual tech profiles.
Org-wide dispatch settings
Where: typically reached through the dispatch board (a gear icon in the corner) or settings.
Common knobs:
| Setting | What it controls |
|---|---|
| Customer favorite tech mode | Strict (require it), Prefer (try it first), or Off. |
| Member favorite tech mode | Same options, applied to membership visits specifically. |
| Require skills for dispatch | When on, the system blocks an assignment if the tech doesn't have the required skill (instead of just warning). |
| Scoring weights | How much weight to give to drive time vs continuity vs other factors when Runny ranks plans. |
These settings apply to all dispatchers and to Runny. Change them once and the whole shop's dispatch math shifts.
Per-tech settings
On a tech's profile:
| Setting | What it does |
|---|---|
| Service areas | Restrict which zip/city codes they cover. |
| Skills | Certifications and capabilities (read from the Skills & Certifications settings page). |
| Default shift | Start/end times. |
The dispatch board reads these every time you assign or move a job.
What's not configurable (yet)
- The columns/rows shown on the board (always tech × time).
- The block size on the time axis.
- Adding non-job blocks (lunch, meeting) is not supported via the board today; if you need time off blocked, schedule it as a no-tech job or talk to support.
- Re-ordering the tech rows on the board (the current order comes from the team list).
Useful patterns
- Two-tier service areas. Put your primary zip codes in tech service areas, then create looser org-wide service areas for the AI Receptionist to gate booking. This way Runny can spread within the loose zone but the AI can decline truly out-of-area bookings.
- Skill-blocking only on high-stakes work. Turn Require skills for dispatch on for Installation jobs, leave it off for Service. The settings page supports per-job-type overrides.