Overview
If your shop handles multiple trades or lines of business, this section of the Dispatch Pro settings helps you customize configurations for each business unit. This allows you to tailor your dispatching strategy to the specific needs of each unit.
Who uses this feature
Administrators and managers
Primarily for Residential Service and Replacement business types
Feature configuration
To get started with Dispatch Pro, review pricing and select your package here. You can also request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Certain permissions are required to set up and manage Dispatch Pro. To have these enabled, please contact the account administrator on your team. For more, see the Required permissions section of Dispatch Pro.
Open Dispatch Pro Business Units Settings
Go to the top toolbar and click Settings
.In the side panel, go to Dispatch Pro > Settings.
On the Dispatch Pro Settings screen that opens, click the Business Units tab under Settings.
The Business Units tab opens.
Tip: Read the details listed under each setting for helpful information, definitions, and recommendations.
6.1 - Choose whether you want different settings for each business unit
In Settings 6.1, set preferences for each business unit.
Note: The settings you configure will apply to all jobs within the selected business units.
Select the business unit you want to configure and click Edit
to update:Tip: Use the Search field to find the business unit you want.
Location Preferences: If you enable this option, Dispatch Pro prioritizes assigning a preferred technician or someone who has recently visited the customer within the same business unit, as long as they're available and have the right skills. If you disable it, Dispatch Pro assigns technicians based on your other settings, without considering past visits or preferences.
Routing: If a business unit uses a different setting from your main account, all jobs in that unit follow the override. For example, if your account uses Mostly Revenue but a business unit is set to Only Routing, jobs in that unit follow routing rules only. If different parts of your business use different dispatching strategies, you can set them here. For example, you can have your shop optimize for revenue, while your maintenance unit focuses on efficiency by using routing.
Fair Assignment: If you enable this setting, Dispatch Pro spreads jobs more evenly among skilled technicians to reduce idle time, especially in the morning. If you disable it, jobs are assigned based on revenue, routing, and urgency, which may result in top performers getting more work while others get less. If the option is disabled, Dispatch Pro instead assigns jobs based on technician performance and routing efficiency.
Job Lock: You can set different job lock times for each business unit. For example, a 70-minute lock means jobs in that unit will lock 70 minutes before the scheduled start time. If no time is set, Dispatch Pro uses your account-level setting.
Note: To lock jobs at the start time, enter 0.
From the corresponding dropdown field, select the option you want.
When finished, click Apply.
Bulk update Dispatch Pro Business Units Settings
Select the business units you want to update, then click
Edit.Tip: Select the box at the top of the Business Unit column to update all business units.
On the Bulk Edit pop-up screen that opens, configure Location Preference, Routing, Fair Assignment, and Job Lock.
When finished, click Apply.
Want to learn more?
See Dispatch Pro in the ServiceTitan Knowledge Base