--- title: "Use the Jobs Tray on the Weekly Dispatch Board" slug: "use-the-jobs-tray-on-the-weekly-dispatch-board" updated: 2026-04-25T01:24:27Z published: 2026-04-25T01:24:27Z --- > ## 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. # Use the Jobs Tray on the Weekly Dispatch Board ## Overview Maintain access to critical information with the Jobs Tray on the [Weekly Dispatch Board](/v1/docs/use-the-weekly-dispatch-board), which you can minimize or fully expand. The Jobs Tray shows you job appointments by status in different tabs. The *Unassigned* and *Alerts* tabs are especially important, as they show you which job appointments need your attention first. --- ### #### Who uses this feature - Administrators, dispatchers, CSRs, managers, and other office employees - Applies to all business types ## Things to know - The Jobs Tray on the Weekly Board includes an *Assigned* tab that shows job appointments that are *Scheduled* and *Assigned*. - You can expand the Jobs Tray to a full-screen view and keep it open in a separate window while you work. ## Best practices - Expand the Jobs Tray and keep it open in a separate window while you work to keep an eye on all your dispatching tasks, such as unassigned jobs and alerts. ## How the Jobs Tray on the Weekly Board is different from the Daily Board The Jobs Tray on the Weekly Dispatch Board is similar to the Job Tray on the Daily Dispatch Board with a few key differences. With the Jobs Tray on the Weekly Board: - Click, hold, and drag the **Jobs Tray header** to adjust your view. You can also adjust your view by clicking **Collapse**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-5k17cfwj.png)to view more of the Weekly Board or **Expand**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-81mnpfrh.png)to view more of the Jobs Tray. - Click **Info**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-9l8zuou7.png)to open the Job Details Flyout or **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-wa3277m9.png)to open the *Action* menu for a job appointment. - Use the **Select Technician** dropdown in the *Technician* column of the *Unassigned* tab to assign technicians to appointments. - Hold Reasons are now shown on the *Hold* tab and can be filtered. - The *Assigned* tab shows job appointments that are *Scheduled* and *Assigned*. ## Jobs Tray tabs on the Weekly Dispatch Board Status tabs are what make up the Jobs Tray. Each row within a tab corresponds to a single job appointment. > [!NOTE] > **Note:** Job appointments with *Posted* or *Exported* invoice statuses are not shown in the Jobs Tray. Only job appointments with *Pending* invoice statuses are shown. For example, an appointment for a job with a *Pending* invoice will be shown, but as soon as the invoice status is changed it will be excluded. Jobs Tray tabs on the Weekly Board include: - **Unassigned:**Scheduled job appointments that don't have any assigned technicians and are not in *Hold* status. Includes appointments with a start date three months before the end of the current selected five-day or seven-day period. - **Assigned:** Scheduled job appointments that have at least one assigned technician and are not in *Working, Dispatched, Paused, Hold, Done,* or *Canceled* status. Includes appointments with a start date three months before the end of the current selected five-day or seven-day period. - **Alerts:** Job appointments with triggered alerts. Includes appointments with a start date within the current selected five-day or seven-day period. For more, see [Configure Dispatch Board Alerts](/v1/docs/configure-dispatch-board-alerts) and [Dispatching icon and alert glossary](/v1/docs/dispatching-icon-and-alert-glossary). - **Hold:**Job appointments in *Hold* status. Includes appointments with any start date in the past, future, or today, regardless of the current selected five-day or seven-day period. - **Paused:**Job appointments marked *Paused*. Includes appointments with any start date in the past, future, or today, regardless of the current selected five-day or seven-day period. - **Canceled:** Job appointments marked *Canceled*. Includes appointments with a start date within the current selected five-day or seven-day period. > [!NOTE] > **Note:** Sometimes, not all job appointments within a canceled job will have a canceled status. An appointment that is marked *Done* before a job is canceled stays as a *Done* appointment and is not listed in the *Canceled* tab. ## Resize the Jobs Tray on the Weekly Dispatch Board Drag the **Jobs Tray header** to adjust your view. ![Cursor dragging the Jobs Tray header to adjust your view.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-croiwqsw.png) You can also adjust your view by clicking **Collapse**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-sabrq0lx.png)to view more of the Weekly Board or **Expand**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-g9f9hidv.png)to view more of the Jobs Tray: 1. Click **Collapse**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-ldi5cbgk.png)to fully close the Jobs Tray and view more of the Weekly Board.![Image showing the fully closed Jobs Tray section to view more of the Weekly Board.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-sc2yz5k2.png) 2. Click **Expand**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-yba9bfx4.png)to reopen the Jobs Tray.![Image showing expanded Jobs Tray section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-711ydg56.png) 3. Click **Expand**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-8bui1t1i.png)again to fully open the Jobs Tray, over top of the Weekly Board.![Image showing theJobs Tray section over top of the Weekly Board.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-s79hgpro.png) The Jobs Tray remembers how you last adjusted it. > [!TIP] > **Tip:** Keep the fully expanded view of the Jobs Tray open in a separate window while you work on the Dispatch Board in another window. Click **Refresh** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-v2szc429.png) at the top of the screen in each window to see updates from other dispatchers. ## Use the Job Details Flyout and More Actions in the Jobs Tray Click **Info**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-20n8mlxi.png)next to a job appointment to manage it using the Job Details Flyout. For more, see [Use the Job Details Flyout to view and edit job details on the Dispatch Board](/v1/docs/use-the-job-details-flyout-on-the-dispatch-board). ![Image showing the Info icon next to a job appointment to manage it using the Job Details Flyout.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-qk6e84ap.png) Click **More Actions![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-w10vh784.png)**next to a job appointment to: - [Confirm](/v1/docs/use-job-confirmations) the appointment - [Assign or Unassign](/v1/docs/manage-technicians-on-appointments#assign-unassign-or-reassign-technicians-from-the-dispatch-board) a technician - [Dispatch](/v1/docs/dispatch-technicians) a technician - **Cancel Dispatch** - [Reschedule](/v1/docs/reschedule-a-job) the appointment![Image showing actions under More Actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-n8zinku6.png) ## Assign technicians to Unassigned job appointments 1. Go to the *Unassigned* tab of the Jobs Tray on the Weekly Dispatch Board. 2. Click the **Select Technician** dropdown to find and select the technician or technicians you want to assign to the job appointment. 3. Click **Assign/Unassign** to assign the selected technician or technicians to the job appointment.![Cursor clicking Assign/Unassign to assign the selected technician or technicians to the job appointment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-022nz71a.png) 4. A message appears confirming that the job appointment was successfully assigned.![Image of the confirmation message that the job appointment was successfully assigned.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-a77hv7fy.png) ## Filter and sort the Jobs Tray on the Weekly Dispatch Board Columns that have a **Filter**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-399ks1fb.png)icon in the Jobs Tray can be filtered and sorted. ### Filter Jobs Tray columns > [!NOTE] > **Note:** Business unit filters used on the Weekly Dispatch Board also apply to the Jobs Tray. 1. Click **Filter**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-h2j5ofx6.png)in a column header to select filtering options.![Cursor clicking Filter in a column header to select filtering options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-ki4uhxad.png) 2. After you select filters, click **Filter** to apply them.![Cursor clicking the filter button to apply selected filters.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-updtg9ke.png) 3. Click **Clear All Filters** at the top of the Jobs Tray to clear your filtering.![Cursor clicking Clear All Filters at the top of the Jobs Tray to clear your filtering.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-wtv0ir6g.png) ### Sort Jobs Tray columns > [!NOTE] > **Note:** The *Received Date & Time* column is sorted in descending order by default. 1. Click a **column header** to sort the Jobs Tray in ascending order by that column. An arrow pointing up appears, which means the column is sorted in ascending order.![Cursor clicking a column header to sort the Jobs Tray in ascending order by that column.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-ryp5j7yy.png) 2. Click the **column header** again to sort the Jobs Tray in descending order by that column. An arrow pointing down appears, which means the column is sorted in descending order.![Cursor clicking the column header again to sort the Jobs Tray in descending order by that column.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-jobs-tray-on-the-weekly-dispatch-board-image-ja1qjixx.png) ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Dispatching Basics](https://servicetitan.docebosaas.com/academy/learn/courses/94/Elevating-your-Dispatch-Skills) - See [Dispatching icon and alert glossary](/v1/docs/dispatching-icon-and-alert-glossary) - See [Use the Weekly Dispatch Board](/v1/docs/use-the-weekly-dispatch-board) - See [Use Job Confirmations](/v1/docs/use-job-confirmations)