Filter the Dispatch BoardLast updated on 04/27/2023

• We’ve added teams and skills filters, which are now grouped with the existing business units 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 business units filter at the top of the Dispatch Board. To request this, please contact Technical Support.

• If you use several combinations of business units, 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 business units 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.

• 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.

• 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.

1. Go to the navigation bar and click Dispatch .

2. At the top of the Dispatch Board, click the Filter icon.

3. From the Business Units dropdown, select which business units you want to see on the Dispatch Board.

4. When you're 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.

1. Go to the navigation bar and click Dispatch .

2. At the top of the Dispatch Board, click the Filter icon.

3. From the Teams dropdown, select which teams you want to see on the Dispatch Board.

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

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

1. Go to the navigation bar and click Dispatch .

2. At the top of the Dispatch Board, click the Filter icon.

3. From the Skills dropdown, select which skills you want to see technicians for on the Dispatch Board.

4. When you're 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.

To clear your selection, click X or None.

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.

• Visit ServiceTitan Academy and enroll in Dispatching Essentials

• See Use the Dispatch Board

• See Manage and view technician teams

• See Manage skills for technicians and job types