Use Dispatch Board Job Context Menu Items from Dispatch Pro and Schedule Assistant to speed routing

This improvement to the new Dispatch Board adds job and technician context menu actions from Dispatch Pro so you work faster with fewer clicks.

What's changing?

Before, in the new Dispatch Board you had to move between different screens or panels to turn Dispatch Pro on or off for a job or to improve a technician route, so common tasks took extra clicks compared to the legacy board. Now, right-click menus on jobs and technicians in the new Dispatch Board match the legacy experience and expose key Dispatch Pro actions, including Enable Dispatch Pro, Disable Dispatch Pro, Optimize Technician Route, and Schedule Assistant, so dispatchers can make routing decisions from one place.

Resources

Use the enhanced Daily Dispatch Board

Before and After

Before (Current)

In the new Dispatch Board, click into a job row or card to review details.
Open separate Smart Dispatch or Schedule Assistant tools to manage Dispatch Pro on that job.
Open other views to see each technician's route for the day.
Drag and drop jobs on the board to try to improve the route.

Impact: More time on every change, more screen hopping, and higher chance of routing errors.

Try the current workflow in your account.

After

On the new Dispatch Board, right-click a job to open the job context menu.
Select Enable Dispatch Pro or Disable Dispatch Pro to control Dispatch Pro on that job.
Select Schedule Assist to help schedule the job.
Right-click a technician to open the technician context menu and select Optimize Technician Route to re-balance that technician's day.

Impact: Dispatchers manage Dispatch Pro and routing directly from the new Dispatch Board, with fewer clicks and quicker route changes.

Test the changes in the NEXT environment.

Who uses this feature

Residential Service and Replacement, Commercial Service and Replacement
Administrators, Dispatchers
Region availability: All regions

How it works for your industry

Residential Service and Replacement

Dispatchers right-click a no-heat job and use Enable Dispatch Pro so the job gets priority in the schedule during cold weather.
When a homeowner reschedules, the dispatcher right-clicks the technician and uses Optimize Technician Route to tighten gaps in the rest of that day.
For same-day add-on work, the dispatcher right-clicks open jobs to toggle Dispatch Pro and find the best slot without leaving the board.

Commercial Service and Replacement

Dispatchers right-click planned maintenance visits for a large site and use Enable Dispatch Pro so Smart Dispatch keeps those visits grouped together.
After an emergency call at a key account, the dispatcher right-clicks the technician and runs Optimize Technician Route to fit in the call with minimal drive time.
For multi-site work, dispatchers use the job context menu to manage Dispatch Pro on specific jobs that must stay with certain technicians, while still using route optimization for the rest of the day.

How to Prepare?

Confirm your account has Dispatch Pro. If you don't already have Dispatch Pro and are interested, review pricing and select your package here. You can also request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
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.
Confirm which branches and dispatch teams in ServiceTitan already use Dispatch Pro and the new Dispatch Board.
Train dispatchers on right-click actions in the Dispatch Board, including job context options for Dispatch Pro and technician context options for Optimize Technician Route.
Identify clear rules for when dispatchers should turn Dispatch Pro on or off for a job and when they should run route optimization during the day.
Bookmark your internal playbook or training materials so new dispatchers learn the new context menu workflow during onboarding.