Dispatch Planning
Efficiently plan and assign jobs
The dispatch board is the central tool for daily planning. Here you can see all jobs, time slots, and technicians at a glance and assign jobs with drag and drop.
Board Overview
The dispatch board shows all relevant information for daily planning
Unassigned Jobs
List of all jobs not yet assigned to a technician
Time Slots
Available time slots per day and technician
Technician Columns
Each technician has their own column with their time slots
Calendar View
Switch between day, week, and month views
Drag & Drop
Assign jobs by dragging and dropping
- 1Click on a job in the left sidebar
- 2Drag it to the desired time slot
- 3Release to assign the job
- 4The technician is automatically notified
You can also move jobs between technicians by dragging them from one time slot to another.
Filters & Views
Customize the view to your needs
- Filter by date
- Filter by technician
- Filter by status
- Filter by category
- Filter by priority
Route Optimization
Automatic optimization of job sequence
Auto Optimization
Click 'Optimize routes' to calculate the best sequence
Distance Calculation
The system considers distances between customer locations
Time Slots
Buffer times are automatically considered
Notifications
Automatic notification of customers and technicians
- Appointment confirmation to customers
- Job assignment to technicians
- Appointment reminders
Tips for Efficient Planning
- Schedule regional jobs together for one technician
- Consider travel times between jobs
- Use priorities for urgent jobs
- Review utilization regularly