Using the dispatch board

The calendar is about when. The board is about who. Most owners plan on the calendar and hand the work out on the board.

Handing out work

1. 1Open the Dispatch board.
2. 2Unassigned jobs are in the column on the left.
3. 3Drag one into a tech's column. That is the assignment done — there is no save step.

Covering for someone

If someone calls in sick, drag their jobs into whoever is covering. Each person is emailed about the work that lands on them.

Two people on one job

Assigning more than one tech to a job is on the Growth and Pro plans. Starter assigns one person per job.

Which plan

The dispatch board is on every plan, including Starter.