JobsiteOn

Dashboard Tips for Dispatchers

Learn which dashboard sections matter most for dispatchers and how to build a daily routine around the dashboard.

Ava Martinez
Written by Ava MartinezUpdated over a month ago3 min readBeginner

What this guide covers

This guide is written specifically for dispatchers and office managers. You will learn which parts of the dashboard to focus on, what your daily routine should look like, and how to use the dashboard to keep your team running smoothly.

What dispatchers see on the dashboard

Dispatchers see most dashboard sections, but financial details like the Revenue card may be hidden depending on your role configuration. Your key sections are:

Screenshot: Dashboard from a dispatcher's perspective showing the Job Pipeline with "Approved (5)" stage highlighted in amber, Active Jobs table with two unassigned jobs, and the Action Center with "Schedule Jobs (5)" prominently displayed

Your morning dashboard routine

  1. Set the filter to Today -- See what is scheduled right now
  2. Check the Action Center -- Look at "Schedule Jobs" count first. These are approved jobs waiting for your attention.
  3. Scan the Active Jobs table -- Look for unassigned rows (orange "Unassigned" in the Owner column) and resolve them
  4. Check the pipeline -- Any amber or red stages mean work is stuck

Tip: Address "Schedule Jobs" in the Action Center first thing every morning. Approved jobs sitting without a schedule date mean customers are waiting.

Key metrics to watch

Metric Why it matters to you
Approved stage count Work approved but not yet scheduled -- your queue
In Progress count How many jobs are actively being worked today
Unassigned jobs Jobs that need a team member before they can proceed
Schedule Jobs action count Your primary to-do list

Handling the unexpected

When something changes during the day (a cancellation, an emergency call, a crew member calling in sick):

  1. Return to the dashboard for the current state of things
  2. Check the Active Jobs table to see what is affected
  3. Use the Schedule link in the sidebar to reassign or reschedule events
  4. Return to the dashboard to confirm everything looks right

Animation: A dispatcher clicking the "Schedule Jobs" action card, the Jobs page loading with 5 approved unscheduled jobs, the dispatcher clicking "Schedule" on one job, the Schedule page opening, and the job being placed on a team member's Wednesday morning slot

Note: If you notice the same pipeline stage turning amber repeatedly, discuss the bottleneck with your team. For example, if "Proposal Sent" is always amber, the sales team may need to follow up on quotes faster.

End-of-day check

Before leaving:

  1. Switch the filter to Tomorrow (use a custom range)
  2. Verify all scheduled jobs for tomorrow have team assignments
  3. Check that no urgent action center items are left for tomorrow

Did this answer your question?

Related Articles