This improvement gives dispatchers more control over the new Daily Dispatch Board so they can see key job details faster, stay on the board, and make better scheduling decisions on busy days.
What's changing?
Before, the Daily Dispatch Board did not have hover previews, used more space than the legacy board, and always opened in the same view. Dispatchers often had to open each job to check notes, status, or technician details, then jump back to the board and repeat. Now, you can turn on hover job detail popovers in horizontal and vertical views, open a job details flyout from the board, choose compact or expanded job bubble rows, and set a per-person default board. Jobs Tray changes add a dismiss button, alert tooltips, and filters on the new columns so you can focus on the right jobs faster.
Resources
Before and After
Before (Current)
Go to the new Daily Dispatch Board to watch active jobs.
Scan job bubbles and the Jobs Tray to guess which jobs might be late or need attention.
Click into each job record to see notes, status, and technician details.
Back out to the board and repeat this for every job that looks risky.
Work from the default board view, even if it does not match how you like to schedule.
Impact: More clicks, slower decisions, and a higher chance to miss late or high-priority jobs during peak times.
Try the current workflow in your account.
After
Go to the Daily Dispatch Board.
Open Dispatcher Preferences and go to View Options.
Turn hover job detail popovers and the job details flyout on or off based on how you like to work.
Set Job Bubble Row Density to Compact or Expanded and choose your default Dispatch Board view.
Use hover previews, compact technician timelines, Jobs Tray filters, and the dismiss button to spot and act on problem jobs without leaving the board.
Impact: Fewer clicks, faster decisions, and a clearer view of job load and technician time on heavy dispatch days.
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
You turn on hover job detail popovers and compact mode so you can scan a full day of tune-ups and replacements, then quickly see which jobs are running long without opening each record.
You set the Service Dispatch Board as your default view so you land where you work most, then use Jobs Tray filters to pull out no-heat or no-cool jobs first during weather spikes.
You use the job details flyout to review notes, equipment, and add quick comments while keeping the board in sight so you do not lose track of other active jobs.
Commercial Service and Replacement
You use compact technician timelines with hover previews to see which tech can swing by a nearby rooftop unit check without blowing a service level agreement.
You filter the Jobs Tray by new columns, such as priority or job type, to bubble up callouts from property managers while still watching the rest of the schedule.
You rely on the dismiss button and alert tooltips in the Jobs Tray Alerts tab to clear handled issues and leave only real risks for the next dispatcher on shift.
Residential Construction
You set the Projects Dispatch Board as your default and use compact job bubbles so you can see more rough-in and trim jobs for each crew on one screen.
You use hover popovers to confirm start time, crew, and phase details before moving jobs, which helps avoid slotting a framing crew into a finish day by mistake.
You keep the job details flyout open while you drag and drop jobs so you can review notes from the builder and adjust timing without losing the board view.
Commercial Construction
You use compact timelines and hover details to scan long-running jobs on big projects, then move smaller tasks into gaps without opening multiple tabs.
You filter the Jobs Tray to focus on inspections or crane days, making it easier to group work that must happen in a tight window on large sites.
You set your preferred Dispatch Board as the default for each coordinator so project schedulers, service schedulers, and after-hours teams each land in the view that fits their work.
How to Prepare?
If you're not already part of the Daily Dispatch Board Early Access, go to Settings > Dispatch Board > New & Upcoming Features and enable the Redesigned Dispatch Board toggle.
Identify which dispatchers and CSRs use the new Daily Dispatch Board today and choose a pilot group to try the new preferences.
Confirm a standard starting set of options, such as hover popovers on, job details flyout on, and preferred row density, so the team has a shared baseline.
Train dispatchers and CSRs on where Dispatcher Preferences live, how to change View Options, and how to use Jobs Tray filters and the dismiss button during live calls.
Align with managers on when to shift more scheduling from the legacy board to the new board and how you will track time saved or fewer missed late jobs.
Bookmark your internal demo or help content for the Daily Dispatch Board so new team members can learn this workflow during onboarding.