Documentation Index

Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt

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Dispatching Home

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Core Product

Dispatching

ServiceTitan's dispatching features help your office staff properly manage technician schedules and coordinate job appointments. With a simple point-and-click, jobs can be extended, shortened, or rescheduled, making it easy to ensure everyone stays on time.

The gif showing the Dispatch board.

Product overview

See Dispatching in action

Watch how dispatchers use the Dispatch Board to manage technician schedules, coordinate job appointments, and keep operations running smoothly.

Setup

To prepare for dispatching workflows in ServiceTitan, we recommend that you set up skills and business units so you can use the Dispatch Board optimally.

Setup checklist

Manage skills for technicians and job types

Set up skills so the Dispatch Board can match the right technician to every job. Note: Account configuration is required — contact Technical Support for details.

Add and edit business units

Configure business units so dispatchers can filter and navigate the Dispatch Board efficiently.

Dispatching icon and alert glossary

Learn how to identify items in the Dispatch Board and Job Tray before getting started.

Configure Dispatch Board appearance and settings

Customize the Dispatch Board layout and behavior to fit your team's workflow.

Included with ServiceTitan

Dispatching is a core feature available to all ServiceTitan customers. No additional subscription is required.

Once setup is complete

Use the Daily and Weekly Dispatch Boards, Job Tray, and Schedule Board to manage technicians and job appointments across your business.

Onboarding

Step 1: Use the Dispatching icon and alert glossary to learn how to identify items in the Dispatch Board and Job Tray.

Step 2: Use the Daily Board or Use the new Daily and Weekly Dispatch Board and Weekly Board to manage technicians and job appointments in various statuses.

Step 3: Use the Daily Job Tray and Weekly Jobs Tray to manage unassigned job appointments, job alerts, and more.

Step 4:Use the Schedule Board to filter your calendar and keep an eye on longer projects, jobs, and appointments.

New and upcoming dispatching features

In the Settings > Dispatch Board > New & Upcoming Features section, you can view the latest updates and upcoming features for Dispatching. If a new feature is available, you'll see its name along with a toggle switch that lets you turn it on and try it out. See new features in ServiceTitan release notes.

Overview of new features including Non-Job Event and Dispatch Board Activity Center.

Key workflows

Core workflows for using Dispatching in ServiceTitan.

Industry best practices

Recommended workflows for dispatchers, owners and managers, and administrators.

Manage technician communications, notifications, and memos

Manage technician communications in one place, without having to leave the Dispatch Board.

Manage multi-day construction crew jobs

Manage crew assignments by setting roles like Foreman or Apprentice, spotting weekly gaps or overlaps, and keeping long projects running smoothly.

Capacity planning

Manage and optimize resource availability with Adaptive Capacity, Adjustable Capacity Planning (ACP), and legacy Open Capacity Planning.

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Frequently Asked Questions

Check out the top five most frequently asked questions for dispatching. For more, see Dispatch Board FAQ.

Why are some of my technicians missing from the Dispatch Board on a previous date?
How can I hide a technician on the Dispatch Board?
How do I prevent certain messages from appearing on the Dispatch Board chat?
How can I optimize arrival windows for better efficiency in dispatching?
How do I ensure consistency in color coding across the Dispatch Board for better organization?