Service Titan Knowledge Base

Use the Dispatch BoardLast updated on 03/10/2023

The Dispatch Board gives you a visual overview of where technicians are and what jobs are going on for the day. You can dispatch technicians, update jobs, and more directly from the Dispatch Board.

View the Dispatch Board

Go to the navigation bar and click Dispatch Dispatching.png. The Dispatch Board opens.

Click the Settings icon in the upper right corner of the Dispatch Board to personalize your view. For more, see Configure the Dispatch Board.

All events on the Dispatch Board are color-coded:

  • Light blue: Scheduled appointments

  • Dark blue: Confirmed appointments

  • Green: Working/in-progress appointments

  • Purple: Dispatched appointments

  • Light gray: Done/complete appointments

  • Dark gray: Non-job events

Note: Paused appointments marked done continue to show on the Dispatch Board as a gray bubble.

The vertical gray dotted line indicates the current time. Horizontal gray dotted lines indicate the time between dispatch and arrival. Horizontal blue lines indicate the time from arrival to the appointment being marked done.

Hover over the square at the beginning of the gray line to see the dispatch time. Hover over the dot at the beginning of the blue line to see the arrival time. Hover over the second dot to see when the appointment was marked done.

Refresh the Dispatch Board

Click the Refresh icon in the upper right corner to see updates from other dispatchers. You'll want to do this fairly often, especially during peak hours.

Change the date

Use the arrows to move forward or back, click the date to choose from the calendar, or click Today to jump to today’s date.

Filter the Dispatch Board

Use the Business Unit filter at the top of the Dispatch Board to filter technicians and jobs by business unit.

If you use several combinations of business units, you can save them for quick access and reference. The link to the Dispatch Board changes as you change the combination of business units being displayed.

Select the business units you want and bookmark that custom link to the Dispatch Board in your browser. For example, you could create a bookmark in your browser called "Install West" that shows you only the install-related business units for a certain zone.

View messages and notifications

Messages and notifications appear on the right. These include updates, like when a technician completed a job, and incoming text messages from technicians. Click Go to Settings to manage which messages show up in your queue. Click View Chat History to see and send messages. Click the Mail icon to mass text technicians.

Manage technicians

Technicians are grouped by teams, if your company has set up teams. Next to each technician, you see a dot that indicates that technician's zone. Hover over a technician to see their skills. Click a technician name or profile picture to call them, clock them in or out, start or end their meal break, edit their timesheet, send them a text message, view their route, optimize their route, or add a non-job purchase order for the technician.

Click View Technician Route to see the full map of the route for that technician’s day in Google Maps. The map helps you to plan other visits in context of the technician’s route for the day.

Note: The route is determined using a verified address, if available, and the user-entered address if not. Unverified addresses may lead to inaccurate results on the map.

Manage events

Hover over an appointment to see a quick view of the job details and priority level. For more, see View and edit job details from the Dispatch Board.

If an appointment has more than one technician assigned to it, you see the multiple technician icon. When you hover over the appointment, you see the names of the technicians. For more, see Manage technicians on appointments.

Tag colors update dynamically so they’re easy to read and comply with modern accessibility guidelines.

If you set up alerts for the Dispatch Board, late appointments are outlined in red and include details about the status in the hover pop-up. For more, see Configure alerts on the Dispatch Board.

Click a non-job event to see the event details, delete the event, complete the event, or edit the event. For more, see Schedule and manage non-job events.

Click an appointment to see and edit job details directly from the Dispatch Board, without the need to open the job record. For more, see View and edit job details from the Dispatch Board.

Right-click an appointment to quickly reassign it, confirm it, dispatch it, reschedule it, view the property data, open the job record, open the invoice, open the location record, open customer record, or map the address with Google Maps.

You can also drag and drop any appointment to reassign or reschedule it.

Note: Working, dispatched, and done appointments can’t be reassigned.

View the Job Tray

Scroll past the Dispatch Board to see the Job Tray. The default tab shows unassigned appointments. Drag any appointment in the Unassigned tab to a technician on the Dispatch Board to schedule and assign it to them. The Job Tray also includes alerts, scheduled jobs, unconfirmed jobs, dispatched jobs, working/in-progress jobs, paused jobs, done jobs, jobs on hold, canceled jobs, and future jobs. For more, see Use the Job Tray.

View map

At the bottom of the Dispatch Board, click Show Map to see the current location of all technicians. The map inherits your business unit selection for the Dispatch Board.

  • Click a technician picture to see the latest status and technician phone number.

  • Hover over the map to click and drag to a different area.

  • Use the + and - buttons to zoom in and zoom out.

  • Click Full Screen Map at the bottom of the map to open it in another tab.

  • Click Hide Map to minimize the map.

If your company has a large number of technicians and business units, you can use Map 2.0 at the top of the Dispatch Board to help you dispatch more efficiently. For more, see Dispatch efficiently with Map 2.0.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.