Scheduling & Field Work | Workspace
Use the dispatch board
Assign the right technician, balance the day, and keep job status consistent across office and field views.
Sign in to your company workspace to use the related controls.
What this section includes
- Technician assignment
- Day and route view
- Status updates
- Unassigned work
- Conflict checks
Start-to-finish instructions
Open Dispatch
Choose the correct date and service area, then review assigned and unassigned work.
Inspect the job
Confirm location, skills, duration, priority, promised window, equipment, and customer notes.
Assign the technician
Match skills, territory, availability, travel, and workload before saving.
Send the assignment
Notify the technician and confirm it appears in the field or technician view.
Watch the day
Track travel, arrival, in-progress, complete, delayed, and canceled statuses and communicate changes.
What success looks like
- Every active job has the right owner and time window.
- Office and field status match.
Common problems
- Resolve overlapping assignments before dispatching.
- If a technician cannot see a job, verify assignment, user status, role, and mobile session.