Schedule & Dispatch

Plan the day, route the trucks, and reassign on the fly.

12 articles
Basics7 / 7
Dispatch board overview
The board, the job panel, the queue and how scheduling by drag or tap works on computers and iPads.
Timeline, Calendar and Map views
Switch the dispatch board between tech-row timelines, a Google-style calendar and the live map, and know which to use when.
Setting your business hours
Set your company's open hours and time zone, and see what they control on the board, phone line and automations.
Working the unassigned queue
Use the queue tabs, columns and Assign dropdown to get waiting jobs onto a technician.
Avoiding scheduling conflicts when assigning jobs
The Heads up warnings the dispatch board shows when you drop a job on someone who's off, busy or already booked.
What customers receive when you schedule a job
When booking confirmations, day-before reminders, reschedule, on-my-way and cancellation texts go out, and how to book quietly.
Setting team working hours, time off and company holidays
Set each person's weekly hours, approve time off and add company holidays so the dispatch board knows who is available.
Advanced5 / 5
Using Runny, the AI dispatcher
Ask Runny about the day or have it propose moves on the dispatch board, then apply the ones you like.
Blocking time on the dispatch board
Put meetings, keep-time-free blocks, office closures and days off on the dispatch board.
Planning multi-day jobs (install projects)
Create an install that spans several days, plan its dates and crew, and manage each day.
Needs you and the Activity panel on the dispatch board
Act on missed calls, voicemails, unread texts and unassigned emergencies, and follow the team's live activity.
Customizing the dispatch board
Board settings: setup presets, card fields, colors, tech order, calendars and caller panel.