--- title: "Customize the Jobs Tray with custom tabs on the new Dispatch Board" slug: "customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board" updated: 2026-10-15T03:21:47Z published: 2026-10-15T03:21:47Z canonical: "help.servicetitan.com/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Customize the Jobs Tray with custom tabs on the new Dispatch Board ## Overview The Custom Jobs Tray lets dispatchers, CSRs, and managers personalize the **Jobs Tray** on the new Daily and Weekly Dispatch Board. Save your current filters as a named tab, then show, hide, reorder, rename, and delete tabs to match how you work. This gives you one-click access to the exact slices of work you watch most, so you spend less time reapplying filters and more time dispatching. --- ### #### Who uses this feature - Administrators, CSRs, dispatchers, and managers - Applies to all business types - Applies to all trades #### Feature configuration - This feature is currently in Early Access and available for specific accounts. It is subject to change. ## Things to know - The Custom Jobs Tray is available only on the new Daily and Weekly Dispatch Board. It is not available on the classic Dispatch Board. - Tab configuration is for each user. Each person sets up their own tabs and your changes do not affect anyone else on your team. - System tabs, such as **Unassigned**, **Unconfirmed**, and **Alert** can be hidden and reordered, but they cannot be deleted. Only tabs you create can be deleted. - Your tab setup is saved automatically. When you reload the board or come back later, your tabs and their order stay the same. - You can create up to 20 custom tabs in addition to the 13 system tabs, for a total of 33 tabs. - Custom tabs are limited to a date range of the board date plus three months prior. ## Best practices - Create a tab for each slice of work you check throughout the day, such as a single business unit or job type, so you can see your daily blend at a glance without reapplying filters. - Hide the system tabs you rarely use to keep your tab row focused on what matters to you. - Reorder your most important tabs to the front of the row so they are the first thing you see when you open the board. - If your tab row becomes cluttered, use **Reset to Default** to return to the standard system tabs and start fresh. ## Use cases - A dispatcher who only manages one business unit creates a tab filtered to that business unit, so every tab they open is already scoped to their work. - A manager monitoring water restoration work saves a tab for unconfirmed jobs in that division and watches the live count to know how many need attention. - A CSR confirming appointments hides the status tabs they never use and keeps **Unconfirmed** front and center. ## Turn on the Custom Jobs Tray 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D). 2. In the side panel, go to **Dispatch Board**. 3. In the side menu, click **New & Upcoming Features**. 4. Find the *Custom Jobs Tray* section and turn on the **Custom Jobs Tray** toggle.![Overview of redesigned Dispatch Board features and Custom Jobs Tray options for users.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-x7hacq8i.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) > [!NOTE] > **Note:** The new Dispatch Board must be turned on before you can enable Custom Jobs Tray. When you turn on the Custom Jobs Tray, your **Jobs Tray** keeps all of its current tabs. Nothing is removed and the design adds a clearer view of which filters are applied to each tab. ## Save a custom tab from your current filters 1. Go to the navigation bar and click **Dispatch**, then open the new Daily or Weekly Dispatch Board. 2. From the **Jobs Tray**, click the tab you want and apply filters, such as a business unit, job type, or status.![Job tray displaying scheduled and dispatched jobs with alert notifications for attention.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-b9w9ykms.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) 3. Click **Manage tabs**.![User interface showing tab management options and task statuses in a table format.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-4h38ei2m.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) 4. On the *Manage Tabs and Filters* screen that opens, click **+ Save as New Tab**.![User interface for managing tabs and filters with options to save new tabs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-v5v5lf1r.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) 5. In the *Save as Tab* box, enter a name for the tab, then click **Save**.![Dialog box for saving a tab named 'Alert - HVAC' in an application.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-oomaqnzf.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) Your new tab appears in the tab row with a live count of the jobs that match its filters. The tab is visible only to you. Selecting the tab applies its saved filters automatically. ## Manage your tabs Use the *Manage Tabs and Filters* screen to control which tabs appear, the order they appear in, and the details of each tab. ### Show or hide a tab 1. From the **Job Tray**, click **Manage tabs**. 2. On the *Manage Tabs and Filters* screen, find the tab you want to show or hide. 3. Click the **Visibility** icon next to the tab name to hide it or show it.![User clicks Hide for the 'Assigned' option in a task management interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-hrxcet00.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) > [!NOTE] > **Note:** System tabs can be hidden but cannot be deleted. A hidden tab does not appear in the tab row, but you can show it again at any time. 4. When finished, click **Save**. ### Reorder tabs 1. From the **Job Tray**, click **Manage tabs**. 2. On the *Manage Tabs and Filters* screen, find the tab you want to move. 3. Click and drag the **Reorder** handle to move the tab to a new position. You can arrange system tabs and custom tabs in any order.![Manage tabs and filters with options to save, reorder, and check visibility settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-lspgp4id.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) 4. When finished, click **Save**. The tab row updates to match the new order. ### Edit a custom tab 1. From the **Job Tray**, click **Manage tabs**. 2. On the *Manage Tabs and Filters* screen, find the custom tab you want to edit and click **Edit Tab** to open it.![A cursor clicking Expand for the Alert - HVAC tab](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-v7qzent9.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) 3. On the *Edit Tab* screen, edit the tab as needed: - **Tab name:** Enter a new name for the tab. - **Tab preset:** Select a preset, such as **Alerts**, to apply a starting set of filters and fields, or select **Custom** to build the tab from scratch.![Editing tab settings for HVAC alerts with filter options and column visibility adjustments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-nr4oaz4t.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) 4. (Optional) Each Tab preset has its own set of filters. If you want to include more filters, click **Add Filter** and select one of the following if they're not already included: 5. - **Job Status**. - **Assignment**. - **Confirmed**. ![User interface showing filter options and a dropdown menu for job status selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-8p3w071s.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) 6. Select any filters as needed.![Editing tab settings with filters for assignments and job types in a project management tool.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-kxc0icf6.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) > [!NOTE] > **Note:** System tabs have editing restrictions. The filters that define a system tab are always applied and cannot be changed. To customize a system tab, click **Duplicate** **as a new**. 7. Hide, rearrange, and edit any of the columns under *Column Visibility and Filters* as needed. 8. When finished, click **Save**. After you save, the tab applies its filters automatically every time you select it. The tab summary shows which filters are in use, for example the selected business units, status, and confirmation state. You can still apply column filters and reorder columns within the tab as needed. ### Save a system tab as a new custom tab To build on a system tab without changing it, open the system tab on the *Edit Tab* screen and click **Duplicate as new**. This creates a custom tab you can rename, refilter, and delete. ![Editing a scheduled tab with filters for job type, appointment, and tags.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-4w1mauks.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) ### Delete a custom tab 1. From the **Job Tray**, click **Manage tabs**. 2. On the *Manage Tabs and Filters* screen, find the custom tab you want to delete. 3. Click the **Delete** icon next to the tab.![A cursor clicking Delete for the Unconfirmed - BU tab.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-gywj7ivd.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) > [!NOTE] > **Note:** Only custom tabs can be deleted. The deleted tab no longer appears in the tab row, and its configuration is removed so it is not restored when you reload the board. 4. Click **Delete** to confirm. 5. When finished, click **Save**. ### Reset your tabs to default This will restore your tabs to the default order, visibility, and configuration. Your custom tabs will be hidden but not deleted — you can show them again from **Manage Tabs**, or delete them permanently using the delete button on each custom tab. 1. From the **Job Tray**, click **Manage tabs**. 2. On the *Manage Tabs and Filters* screen, click **Reset to Default**.![A cursor clicking Reset to Default.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-1-image-8pfpcx7i.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) 3. Click **Reset to Default** to confirm the reset. ## Manage company tabs Company tabs are shared Jobs Tray tabs that an administrator sets up for everyone on the account. They appear in every dispatcher's tab row alongside their own personal tabs, so your whole team can start from the same set of views. Company tabs are managed from the same **Manage Tabs** screen you use for your personal tabs. > [!NOTE] > **Note:** Creating and editing company tabs requires the **Manage Jobs Tray System Tabs** permission, found in **Settings > People > Employees > Edit > Permissions** under the **Dispatching** section. This permission is granted to Owner and Admin roles by default. If you do not have it, you can still see and use company tabs, but they appear read-only and you cannot create, rename, edit, or delete them. Please contact the account administrator on your team. ### Switch between My tabs and Company tabs From the **Manage Tabs** screen, use the **My tabs** and **Company tabs** toggle to choose which set of tabs you are working with. Select **Company tabs** to view and manage the shared tabs for your account. ![User interface for managing tabs, highlighting the 'Company tabs' option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-3-image-5x9xck4m.jpg?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) > [!NOTE] > **Note:** System tabs have editing restrictions. The filters that define a system tab are always applied and cannot be changed, even on the **Company tabs** screen. ### Create a company tab 1. From the **Jobs Tray**, click **Manage tabs**. 2. Click **Company tabs**. 3. Click **+New tab**. 4. Enter a name for the tab and click **Save**. 5. Click **Expand** for the tab and set its preset, filters, and columns. 6. When finished, click **Save**. The new tab is saved as a company tab and appears in every dispatcher's tab row on their next refresh. To edit a company tab later, open it from the **Company tabs** screen and click **Save** when you are done. ![List of system statuses with 'Urgent' highlighted under the company category.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-3-image-rov7na7e.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) > [!NOTE] > **Note:** Company tabs reach everyone on their next refresh. Changes are not pushed in real time, so dispatchers see updates the next time they reload the Dispatch Board. ### Personalize a company tab Any dispatcher can personalize a company tab to fit how they work. For example, by adjusting its filters or columns. When you do, your changes create a personal version of that tab that only you see. Everyone else keeps the company version, and your personalized version stays in place until you reset it. A company tab you have personalized shows a *Customized by you* label so you can tell it apart from the shared version. ![Manage tabs and filters with customized options for user-specific settings and organization.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-3-image-l8fg2dsf.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) ### Reset a company tab to the company version If you want to discard your personal changes and go back to the shared tab, reset the tab to the company version. 1. From the **Jobs Tray**, click **Manage tabs**. 2. Find the company tab labeled **Customized by you** that you want to reset. 3. Click the **Reset to company version** icon next to the tab. ![List of tasks with a highlighted option to reset to company version.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-3-image-f1sa1gev.jpg?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) The tab returns to the shared company version and the *Customized by you* label is removed. > [!NOTE] > **Note:** If an administrator changes a company tab after you have personalized it, your personal version is kept and continues to work. A tab that no longer matches the company version shows an indicator letting you know it has diverged, and you can reset it to the company version at any time. ### Reset your tabs to the company defaults If your overall tab arrangement no longer matches your company's defaults, the **My tabs** screen shows a message letting you know. Use **Reset to Default** to sync your tab order and visibility back to the company defaults. Your own custom tabs are kept. ![Manage tabs and filters with options to reset to default settings for customization.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-the-jobs-tray-with-custom-tabs-on-the-new-dispatch-board-3-image-e01b5v2u.png?sv=2026-02-06&spr=https&st=2026-10-15T23%3A14%3A08Z&se=2026-10-16T00%3A14%3A08Z&sr=c&sp=r&sig=61WlB1Y1WOei8IZt%2BBAekw4z5Lp1FjKFG0HNx3teujQ%3D) ## Want to learn more? - See [Use the Job Tray on the New Daily and Weekly Dispatch Board](/v1/docs/use-the-job-tray-on-the-new-daily-and-weekly-dispatch-board) - See [Use the Jobs Tray on the Weekly Dispatch Board](/v1/docs/use-the-jobs-tray-on-the-weekly-dispatch-board) - See [Configure Dispatch Board appearance and settings](/v1/docs/configure-dispatch-board-appearance-and-settings) The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout. **What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments. **Also called:** Schedule board, Dispatch view **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)