This improvement to the Jobs Tray on the new Dispatch Board lets each dispatcher create, name, and arrange their own personal tabs so the jobs they care about most are always one click away.
What's changing?
The Jobs Tray previously showed a fixed set of system tabs shared by all dispatchers. There was no way to create a shortcut for a specific group of jobs, so dispatchers had to apply filters manually every time they wanted to see a particular set of work. Now, each dispatcher can create personal tabs using the same filters already available in the Jobs Tray. Each tab displays a live job count and filters the tray with one click. Dispatchers can also rename tabs, reorder them, and hide any system tabs that don't apply to their workflow.
Resources
Before and After
Before (Current)
Open the Jobs Tray on the new Dispatch Board.
To see a specific group of jobs, for example, all unassigned maintenance visits, apply the relevant filters manually.
Each time you return to the tray or switch views, reapply those filters from scratch.
The tab row shows only the default system tabs. You cannot add, rename, reorder, or hide tabs.
Impact: Dispatchers spend extra time reapplying filters throughout the day. High-volume operations with many job types have no way to keep their most-used views in persistent, visible shortcuts.
After
Go to Settings > Dispatch Board and select New and Upcoming Features.
If you have not already, enable the new Dispatch Board. Then enable Custom Jobs Tray Tabs. Both are available in New and Upcoming Features.
Open the Dispatch Board and go to the Jobs Tray. Select Manage Tabs on the top right to open the tab configuration panel.
Create a new custom tab: set a name, choose your filters, and save.
The new tab appears in the tab row with a live job count. Select it to instantly filter the tray.
Reorder, rename, or hide any tab, system or custom, to match your daily workflow.
Impact: Each dispatcher has a personalized tab row that reflects their work. Frequently used filter sets become one-click shortcuts, reducing repetitive filter work throughout the shift. You can create up to 20 custom tabs alongside the 13 system tabs.
Who uses this feature
All business types
Dispatchers, Administrators
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A dispatcher who handles multiple trade lines creates separate tabs for HVAC, plumbing, and electrical jobs. Each tab shows a live count of open appointments for that trade, so they can see their daily blend at a glance without toggling filters.
A team that triages unassigned jobs every morning builds a tab filtered to unassigned status. The count badge updates in real time as jobs are booked or dispatched, keeping triage fast.
If a dispatcher covers a specific zone or business unit, they create a tab pre-filtered to that area. Their personal tab row stays focused without affecting what other dispatchers see on their own boards.
Commercial Service and Replacement
A dispatcher managing multiple accounts creates a tab for each priority client, filtered by customer name or job tag. High-value jobs are always visible at the top of their workflow without hunting through the full list.
A team that tracks maintenance agreements separately from reactive service builds a tab for each type. The count badge lets supervisors monitor service agreement workload at a glance.
A dispatcher covering a large metro area filters by zone and saves it as a named tab. They can switch between zones instantly instead of re-entering filter criteria each time.
Residential Construction
A dispatcher coordinating subcontractors creates tabs by job phase, such as rough-in, inspection-ready, and final walkthrough. Each tab filters to the relevant job tags or statuses, keeping the day organized by phase.
A project manager who dispatches daily checks a custom tab filtered to jobs scheduled for today that have no technician assigned. The count badge flags gaps before the morning briefing.
Tabs are personal, so two dispatchers on the same team can each maintain their own set without changing what the other sees.
Commercial Construction
A dispatcher managing large multi-trade projects creates a tab per project site, filtered by job tag. Each tab shows how many open visits remain for that site.
A team that handles service and construction work in the same board separates them with two tabs, one filtered to service work and one to construction, so triage stays organized across work types.
For a high-volume operation running 20 or more technicians, custom tabs reduce scroll and filter time by keeping each dispatcher's most-used views in the tab row.
How to prepare
Have an administrator navigate to Settings > Dispatch Board and select New and Upcoming Features. Enable the New Dispatch Board first if your team has not already switched. Then enable Custom Jobs Tray Tabs. Both options are available in the same panel. Custom Jobs Tray Tabs are not available on the classic Dispatch Board.
Identify which filter sets your dispatchers use most often. Those are the first candidates for custom tabs.
Have each dispatcher configure their personal tabs after the feature is turned on. Each dispatcher's tab row is saved to their own profile and does not affect other users' views.
Let dispatchers know they can create up to 20 custom tabs alongside the 13 system tabs, and that they can reorder and hide any tab to fit their workflow.
Bookmark any knowledge base articles or Academy videos for team training.