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Schedule

Scheduling & Dispatch turns service items from orders into scheduled jobs. An Unscheduled panel feeds three views — Calendar, Job List, and Map — plus assignment and dispatch modals.

Scheduling & Dispatch

Overview​

Drag unscheduled requests onto the calendar (or open the modal), assign a technician, set priority/status, and dispatch — by print or a shareable link.

Tabs in detail​

Unscheduled Service Requests (panel)​

  • Cards for each unscheduled service item: order #, customer, service name, priority, phone/address, estimated duration.
  • Drag to schedule onto the calendar, or use the quick-schedule button. Filter by priority/order type; refresh.

View: Calendar​

  • Month/week/day navigation; assignment cards show customer, service, time, technician, and a priority icon.
  • Drag-and-drop to reschedule; click a card for the details modal; color-coded by status/priority.

View: Job List​

  • Sortable table: date/time, technician, customer, service, priority, status (Scheduled / In Progress / Completed / Cancelled / Rescheduled / No Show), duration, address, price, work-order #.
  • Row actions: open details, edit, delete, quick status change.

View: Map​

  • Geographic markers at each job's service address (with clustering); marker popups show customer, service, time, technician; click to open details.

Modals​

  • Work Assignment — schedule/edit a job: technician, date/time, priority, status, duration, plus advanced fields (labor rate, travel time, completion/quality notes, follow-up, warranty).
  • Send Dispatch — generate a shareable dispatch link and send via SMS/email.

Controls​

  • View toggle (Calendar / List / Map), date-range picker, filters (technician, priority, status), Print Schedule, Create Job, refresh.

Step by step: schedule an unscheduled job​

  1. Find the job in the Unscheduled Service Requests panel.
  2. Drag it onto a Calendar slot (or open it and use the Schedule modal).
  3. Assign a technician; set date, priority, and status; save.

Step by step: dispatch the day​

  1. Filter to the date and technician.
  2. Click Print Dispatch List, or Send Dispatch to share a link.

Tips & best practices​

  • Fastest scheduling is drag-and-drop from the Unscheduled panel.
  • Filter by technician before printing so each person gets only their jobs.
  • Keep statuses current so the dashboard and Services Report stay accurate.

Troubleshooting​

IssueFix
A job isn't in the Unscheduled panelEnsure the order has a service line item and isn't already scheduled
Can't assign a technicianConfirm the person exists in Settings → Users with the right role
Map view is emptyJobs need a valid service address to plot

What's next​