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Plan and Monitor Dispatch

Use dispatch views to assign crews, check route context, review conflicts, and keep scheduled field work moving.

Liam Chen
Written by Liam ChenUpdated over a week ago2 min readBeginner

What this guide covers

Dispatch helps operations teams turn scheduled work into field execution. Use it to see who is assigned, where crews are expected, and which jobs need attention before the day starts.

Before you begin

Review the dispatch board

  1. Open Dispatch or a dispatch-focused schedule view.
  2. Select the date or route window.
  3. Review scheduled jobs, assigned team members, and visible conflicts.
  4. Open a job to confirm address, notes, tasks, parts, and customer context.
  5. Adjust assignments when a crew is missing, overloaded, or out of area.

The dispatch board is meant for operational review. It does not replace manager approval for policy-sensitive work.

Assign or adjust crews

When you assign a technician:

If a job has required tasks, forms, or check-in rules, make sure the assigned team can complete them before the visit.

Use live context carefully

Live location and status updates help dispatchers react to the day. They should be used for active work coordination, not for unrelated monitoring.

If a live update looks stale, refresh the page and confirm the technician has network access and location sharing enabled.

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