Filter the Dispatch Board

Overview

Filters make navigating the Dispatch Board easier. Use filters to help you find the correct technician for an appointment. You can filter the Dispatch Board by business units (BUs), teams, and skills.

Who uses this feature

Dispatchers
Applies to all business types

Feature configuration

The View dispatch board permission is required to use this feature. Please contact the account administrator on your team.

Things to know

If your employee profile is assigned to a business unit (BU), that BU is selected by default in filtering and cannot be cleared.
If technicians aren't assigned to business units or teams, then they'll always appear on the Dispatch Board, no matter which filters you select.
We've added teams and skills filters, which are now grouped with the existing BUs filter in a new Filter menu. The new filter menu is available by default, but you can request to have it turned off if you don't want to see or use it. Requesting to turn off the new filter menu will remove the teams and skills filters and will return you to the old view, which only displays the BUs filter at the top of the Dispatch Board. To request this, please contact Technical Support.
If you use several combinations of BUs, teams, or skills, you can bookmark your view for quick access. The link to the Dispatch Board changes as you update the filter selections being displayed. Select the filters you want then bookmark that custom link to the Dispatch Board in your browser. For example, create a bookmark called "Install West" for only the install-related BUs for a certain zone.
After you apply filters, your filter selection remains if you go to a different screen in ServiceTitan and then back to the Dispatch Board. If you sign out and back in to ServiceTitan, any previous filters you applied are cleared.

Filter the Dispatch Board by business units

Go to the navigation bar and click Dispatch .
At the top of the Dispatch Board, click the Filtericon.
From the Business Units dropdown, select which technician BUs you want to see on the Dispatch Board.
When finished, click the dropdown again to close the selection box, then click Apply.
Note: If technicians aren't assigned to business units, then they'll always appear on the Dispatch Board, no matter which filters you select.

Filter the Dispatch Board by teams

Note: If technicians aren't assigned to teams, they'll always appear on the Dispatch Board, no matter which filters you select.

Go to the navigation bar and click Dispatch.
At the top of the Dispatch Board, click Filter .
Click the Teams dropdown, then select which technician teams you want to see on the Dispatch Board.
When finished, click the Teams dropdown again to close the selection box, then click Apply.
Tip: If you prefer to keep all teams on the Dispatch Board, but you only want to see the technicians and appointments for a specific team, you can collapse teams instead of filtering them. Click Collapsenext to the team name to collapse it. Click Expandto reopen it.

Filter the Dispatch Board by skills

Go to the navigation bar and click Dispatch.
At the top of the Dispatch Board, click the Filtericon.
From the Skills dropdown, select which technician skills you want to see technicians for on the Dispatch Board.
When finished, click the dropdown again to close the selection box, then click Apply.
Note: The skills filter only shows technicians who have the skill you're filtering for. If technicians don't have any skills assigned in ServiceTitan, then they'll be filtered out.

Clear your filter selection

To clear your selection, click X or None.

Clicking None to clear filter selections.

When you're finished, click the dropdown again to close the selection box, then click Apply.

You can also clear your entire selection by clicking Clear All, then Apply.

Clearing filter selections by clicking Clear All, then Apply.