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Daily DispatchOverview

Daily Dispatch

Daily Dispatch is a Kanban-style board that shows every job scheduled for today or tomorrow and lets you move them through their workflow as the day unfolds — from Scheduled to En Route to On Site to Completed. Each lane shows the jobs in that state, and you drag cards between lanes as your crew progresses.

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Who Should Use This

Daily Dispatch is built for office staff and owners who coordinate crew movement, and for field crews who need a single screen showing what’s next, what’s running late, and what’s done. It replaces calling each crew lead for status updates.

Where to Find It

In the sidebar under Jobs & Operations, click Daily Dispatch. The board defaults to today’s jobs; tap the Tomorrow tab at the top to preview the next day.

The Seven Lanes

Each lane represents a stage in the day. Jobs move left-to-right as work progresses:

LaneMeaning
ScheduledJob is on the books for today but the crew hasn’t left yet.
En RouteCrew is driving to the customer’s address.
On SiteCrew has arrived and is working.
PausedWork is temporarily stopped (lunch, waiting on parts, weather). A reason is required to move a job here.
Reschedule NeededJob can’t proceed today and needs to be rebooked. A reason is required.
CompletedWork is done. This is a final state — Completed jobs cannot be reopened from the dispatch board.
CancelledJob was called off. Also a final state.

The Completed and Cancelled lanes are end-of-day destinations. Once a job lands there, it cannot be moved back from the dispatch board — you’d need to open the job detail page to change its status.

What Each Job Card Shows

Every job card on the board displays:

  • Customer name
  • Job title
  • Scheduled time (or “Unscheduled” if no time is set)
  • Crew assignment (shows the primary crew name, or “Unassigned”)
  • Service address (with a button to open in Maps)
  • Active timer indicator — if someone has the job timer running on this device, an “Active timer” badge appears

Auto-Refresh

The board refreshes automatically every 30 seconds, so as field crews tap “Arrived” on their phones, you’ll see the cards move on your screen within half a minute. The board also refreshes whenever you click back to the tab.

Today vs. Tomorrow

The board only shows two days at a time — today and tomorrow. Yesterday’s jobs and overdue work are not visible here; for historical or future planning, use the regular Schedule page.

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