Using the Schedule and Dispatch Board

The Schedule/Dispatch board provides real-time visibility into your team's workload with multiple viewing options.

Accessing the Schedule Board

1. Click Schedule in the left sidebar
2. The dispatch board opens with your default view

Available Views

1. Schedule View

A list-based view showing:

• All appointments for selected date(s)
• Organized by technician
• Status indicators
• Time slots

2. Map View

A Google Maps view showing:

• Technician current locations (if GPS enabled)
• Scheduled stops for the day
• Route visualization
• Customer pins

3. Combined View

Split screen showing:

• Schedule list on one side
• Map on the other
• Synchronized highlighting

4. Calendar View

Traditional calendar layout:

• Monthly, weekly, or daily view
• Color-coded by technician
• Drag-and-drop scheduling

The Unassigned Queue

Appointments without assigned technicians appear in the Unassigned Queue:

• Located on the left side of the board
• Drag appointments to technician columns to assign
• Shows appointment details on hover

Drag-and-Drop Scheduling

1. Click and hold any appointment
2. Drag to a new time slot
3. Drag to a different technician column
4. Release to reschedule/reassign

Date Navigation

• Use arrow buttons to move between days
• Click on date to open date picker
• Select date range for multi-day view

Technician Columns

Each technician has their own column showing:

• Name and photo/initials
• Daily schedule
• Total appointments for the day
• Available time slots