Move the Jobs Tray onto the Dispatch Board to speed up scheduling

This improvement lets you move jobs from the Jobs Tray onto the Dispatch Board with a quick click so you cut steps and match jobs to technicians faster.

What's changing?

Before, when you had unassigned jobs in the Jobs Tray, you had to open a multi-step reschedule flow to place each job on a technician's timeline. That meant extra clicks and more chances to miss the right time slot. After this change, you can click a job in the Jobs Tray and drop it straight onto a technician on the Dispatch Board, using the visual timeline as your guide while you work.

Resources

Use the Job Tray on the New Daily and Weekly Dispatch Board

Before and After

Before (Current)

Go to the Dispatch Board in ServiceTitan.
Open the Jobs Tray to see unassigned work.
Select a job and start the reschedule flow.
Search for a technician and time, then confirm the reschedule.
Repeat for each job you want to place on the board.

Impact: More clicks per job, slower dispatch during busy times, and a higher chance of picking the wrong technician or time slot.

Try the current workflow in your account.

After

Go to the Dispatch Board in ServiceTitan.
Open the Jobs Tray to see unassigned work.
Select Click-to-drop for a job in the Jobs Tray.
Click the spot on a technician's timeline where you want that job to land.
Repeat the click-to-drop action to place the rest of your unassigned jobs.

Impact: Fewer clicks, faster clean-up of the Jobs Tray, and better alignment between the job, the technician, and the open time on the timeline.

Test the changes in the NEXT environment.

Who uses this feature

All business types
Administrators, Dispatchers
Region availability: All regions

How it works for your industry

Residential Service and Replacement

Fill same-day no-heat or no-cool calls straight from the Jobs Tray into open slots on the Dispatch Board during weather spikes.
Drop urgent water leak jobs on the closest available technician without stepping through a reschedule form.
Clear out marketing campaign jobs from the Jobs Tray by placing them quickly into lighter parts of the day.

Commercial Service and Replacement

Place planned maintenance visits from the Jobs Tray onto the best technician based on open gaps on the board.
React fast when a rooftop unit fails by dropping that job onto the technician already at the same site.
Move multi-site service jobs from the Jobs Tray onto a senior technician's schedule as you confirm access windows.

Residential Construction

Drop trim-out and final inspection jobs directly onto the board as build stages finish.
Shift rough-in work from the Jobs Tray onto a crew that has had a cancellation, without walking through a long reschedule flow.
Balance projects across crews by placing smaller visits into open slots you can see on the Dispatch Board.

Commercial Construction

Place start-up and commissioning visits from the Jobs Tray on the project technician who already owns the job.
Adjust visits when a site delays access by moving those jobs from the Jobs Tray into later dates directly on the board.
Slot short punch-list visits onto open gaps in a foreman's schedule as items come in from the field.

How to Prepare?

If you're not already part of the New Dispatch Board Early Access, go to Settings > Dispatch Board > New & Upcoming Features and enable the Redesigned Dispatch Board toggle.
Align on simple rules for when to use click-to-drop versus the full reschedule flow, such as same-day work versus long-term project changes.
Train dispatchers in a short meeting using real or sample jobs so they practice clicking from the Jobs Tray to the Dispatch Board.
Update any internal dispatch cheat sheets or training notes that talk only about the multi-step reschedule workflow.
Bookmark your internal demo or training video so new dispatchers can learn the click-to-drop flow during onboarding.