Manage technicians with Dispatch Pro Auto Mode

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Overview

While Dispatch Pro does the heavy lifting automatically, it still needs dispatchers to oversee it. Monitor Dispatch Pro assignments so you can pause Dispatch Pro when necessary to manage unexpected circumstances.


Who uses this feature

  • Administrators, managers, and dispatchers

  • 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.

Things to know

Pause Dispatch Pro for a technician

If a technician calls in sick or is otherwise unavailable for the day, pause Dispatch Pro for them and then manually unassign their remaining appointments. Dispatch Pro will pick them up on the next run.

  1. Go to the navigation bar and click Dispatch.

  2. In the side menu, click the technician's name.

  3. In the dropdown that opens, select Pause Dispatch Pro.A cursor selecting Pause Dispatch Pro from the dropdown list.

  4. After pausing Dispatch Pro, right-click each of the technician's remaining appointments and unassign them.

    Note: If the technician has a helper who was automatically assigned based on your settings, make sure to also unassign the helper from each appointment.

  5. When the technician becomes available again, click their name and select Resume Dispatch Pro to unpause Dispatch Pro for them.

When you pause Dispatch Pro for a technician, it stops making adjustments to that technician's schedule, but it doesn't unassign jobs already assigned to them. In other words, the pause button freezes the technician's schedule so they can finish their commitments for the day without having anything added or taken off their plate.

If a technician can't finish their commitments, be sure to manually unassign their remaining appointments after pausing Dispatch Pro.

View technician performance with Dispatch Pro

To see how a technician is performing, hover over their name in the side menu.

A cursor hovering over their name in the side menu to see how a technician is performing.

In the pop-up that opens, you can view the following details:

  • Current value: This shows the invoice total for jobs the technician completed that day.

  • Projected value: Powered by Titan Intelligence (TI), this shows the predicted value of all jobs assigned to the technician that day.

  • Drive time between jobs: This shows the amount of time it will take the technician to drive from one job to the next.

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