---
title: "Manage technician memos from the Dispatch Board"
slug: "manage-technician-memos-from-the-dispatch-board"
updated: 2026-10-15T03:24:48Z
published: 2026-10-15T03:24:48Z
canonical: "help.servicetitan.com/manage-technician-memos-from-the-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.

# Manage technician memos from the Dispatch Board

## Overview

You can add, edit, or remove technician memos directly from the technician menu on the Daily Dispatch Board. This makes it quicker and easier for you to manage internal notes about technicians.

---

### 

#### Who uses this feature

- Dispatchers
- Applies to all business types

## Things to know

- Hover over a technician's name on the Daily Dispatch Board to see any existing memos about them.
- If needed, you can also add, edit, or remove an individual technician's memo from their [Technician Profile](/v1/docs/add-and-manage-technician-profiles).

## Best practices

- Check with your team before editing or deleting a memo, as these actions impact everyone in the office.

## Use cases

- As a dispatcher, you need to add a new, internal note about a technician you're working with without leaving the Dispatch Board. Click the technician's name on the Dispatch Board to quickly manage memos about them.

## Add a memo

1. Click **the technician's name** on the Daily Dispatch Board.
2. On the dropdown menu that opens, click **Add/Edit Memo**.![Cursor clicking Add/Edit Memo from the dropdown menu that opens.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-technician-memos-from-the-dispatch-board-image-hvimo2uo.png?sv=2026-02-06&spr=https&st=2026-10-17T12%3A10%3A46Z&se=2026-10-17T13%3A10%3A46Z&sr=c&sp=r&sig=Whgmr32RMSbU87sWPV3dU3SdCxOcYZ7cngljOwbhev8%3D)
3. On the *Technician Memo* pop-up that opens, enter your note in the **Memo** field.
4. (Optional) If you want the memo to appear on multiple technician's profiles, select **Add to multiple technicians** then search for and select the technicians you want to include.
5. When finished, click **Save**.![Cursor clicking Save to save technician memo.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-technician-memos-from-the-dispatch-board-image-6c5acbu5.png?sv=2026-02-06&spr=https&st=2026-10-17T12%3A10%3A46Z&se=2026-10-17T13%3A10%3A46Z&sr=c&sp=r&sig=Whgmr32RMSbU87sWPV3dU3SdCxOcYZ7cngljOwbhev8%3D)

> [!NOTE]
> **Note:** If one of the technicians you're including has an existing memo, you're prompted to confirm if you want to overwrite their existing memo.

![Image showing the pop-up window to confirm if you want to overwrite their existing memo.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-technician-memos-from-the-dispatch-board-image-tfvheaj6.png?sv=2026-02-06&spr=https&st=2026-10-17T12%3A10%3A46Z&se=2026-10-17T13%3A10%3A46Z&sr=c&sp=r&sig=Whgmr32RMSbU87sWPV3dU3SdCxOcYZ7cngljOwbhev8%3D)

## Edit a memo

1. Click the technician's name on the Daily Dispatch Board.
2. On the dropdown menu that opens, click **Add/Edit Memo**.
3. On the *Technician Memo* pop-up that opens, make your changes to the memo.
4. When finished, click **Save**.

## Delete a memo

1. Click the technician's name on the Daily Dispatch Board.
2. On the dropdown menu that opens, click **Add/Edit Memo**.
3. On the *Technician Memo* pop-up that opens, click **Clear Memo**. ![Cursor clicking Clear Memo to delete a memo.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-technician-memos-from-the-dispatch-board-image-bfr61obu.png?sv=2026-02-06&spr=https&st=2026-10-17T12%3A10%3A46Z&se=2026-10-17T13%3A10%3A46Z&sr=c&sp=r&sig=Whgmr32RMSbU87sWPV3dU3SdCxOcYZ7cngljOwbhev8%3D)
4. When finished, click **Save**.

## Want to learn more?

- See [Use the Daily Dispatch Board](/v1/docs/use-the-daily-dispatch-board)
- See [Add and manage technician profiles](/v1/docs/add-and-manage-technician-profiles)

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)

The user record for a field technician in ServiceTitan, containing schedule, skills, pay rates, certifications, and performance history.

**What it does:** Centralizes all information needed to schedule, pay, and evaluate a technician from a single record.

**Also called:** Tech profile, Field user record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)