This is an improvement to the existing Dispatch Center Jobs Tray that adds column flexibility and view controls.
What’s changing with the updated Dispatch Center Jobs Tray options?
You can now choose which columns to see in the Dispatch Center Jobs Tray, including some that were available in the legacy board, like job priority and customer address. Columns are now resizable and reorderable. The tray also includes the new Future, Dispatched, Working, Done, Confirmed, and Unconfirmed tabs and updated date range logic to help dispatchers and office employees focus on what matters most.
Before and After
Before (Current)
Go to the navigation bar and click Dispatch .
Select the dispatch board you want.
On the dispatch board you selected, scroll to the table below the board to view the Jobs Tray.
You can view only fixed columns that cannot be reordered or resized. Tabs and job views are limited.
Impact: Hard to customize job information for dispatching or billing needs.
Try the current workflow in your account.
After
Go to the navigation bar and click Dispatch .
On the dispatch board you selected, scroll the table below the board to view the Jobs Tray, then click Dispatcher Preferences .
On the Dispatch Preferences window that opens, click Jobs Tray Columns.
In the column list, select the custom fields you want to include.
(Optional)Drag and drop the columns to set their order.
Impact: Easier to view the right info for your role and workflow.
Who uses this feature
All business types
Administrators, dispatchers, CSRs, and managers
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A dispatcher selects and reorders columns to prioritize urgent furnace repairs.
A back-office employee adds Total and Customer Address columns to verify invoices before sending.
A manager uses the Working tab to monitor active techs and their progress.
Commercial Service and Replacement
A dispatcher tracks jobs by building zone and assigns technicians based on job size and distance.
A CSR sets the tray to show only Confirmed appointments to schedule follow-ups.
A manager monitors high-priority commercial service visits in the Future tab.
Residential Construction
A dispatcher filters the tray by project phase using tabs like Dispatched and Done.
A CSR resizes the customer address column to verify job sites before confirmation calls.
A manager reorders columns to track project totals and stage.
Commercial Construction
A dispatcher manages large-scale job sites by using customized column views and filtering.
A CSR checks job locations and totals before routing invoices to finance.
A manager uses the Unconfirmed tab to follow up on pending approvals.
How to Prepare
Train dispatchers and office teams to use the column selector and new tabs.
Identify key columns needed by role, for example, priority for dispatchers, address for CSRs, totals for managers.
Align workflows to use date range filters and tab views for current and upcoming work.
Bookmark internal documentation or create job aids for column customization.
Resources
Knowledge Base topic: Use the Job Tray on the Daily Dispatch Board