View more job and technician details on hover in the Dispatch Board to improve dispatching efficiency

This improvement adds hover popovers to the Dispatch Board, letting you see job and technician activity details without opening the full record.

Job details for technician assigned to HVAC service with customer information and urgency.

What's changing?

You can now see detailed job information and technician activity history when you hover over items on the Dispatch Board. This improvement gives you faster access to key details like customer information, job notes, arrival windows, and technician activity without needing to open the Job Details Flyout. When enabled in your preferences, hovering over job bubbles in the holding area or technician activity lines displays a popover with essential information.

Resources

Before and After

Before (Current)

Open the Dispatch Board and locate a job in the holding area.
Click the job bubble to open the Job Details Flyout.
Review job details like customer name, arrival window, and notes.
Close the flyout to return to the board view.
Repeat this process for each job you want to review.

Impact: Dispatchers must repeatedly open and close the Job Details Flyout to review basic job information, slowing down their workflow when managing multiple jobs.

Try the current workflow in your account.

After

Open the Dispatch Board and locate a job in the holding area.
Hover over the job bubble to view a popover with job details.
Review information like assigned technician, business unit, customer name, job notes, start time, arrival window, zone, invoice subtotal, and drive time.
Move your cursor to view details for other jobs without clicking.

Impact: Dispatchers can quickly scan job details across multiple appointments by hovering, making it faster to prioritize and assign work.

Test the changes in the NEXT environment.

Who uses this feature

All business types
Dispatchers, customer service representatives (CSRs), managers, and administrators
Region Availability: All regions

How it works for your industry

Residential Service and Replacement

A dispatcher hovers over a job bubble in the holding area to check the arrival window and customer location before assigning the job to a nearby technician.
When reviewing technician schedules, a dispatcher hovers over activity history lines to see what non-job events are planned without opening each record.
During peak call times, a CSR hovers over jobs in the holding area to quickly verify job details before confirming appointments with customers.

Commercial Service and Replacement

A dispatcher managing preventive maintenance routes hovers over job bubbles to review job duration and arrival windows before finalizing technician assignments.
When coordinating large commercial jobs, a dispatcher hovers over technician activity lines to see which technicians have scheduled breaks or training events.
A manager reviews the board and hovers over job bubbles to check invoice subtotals and dispatch status without disrupting the dispatcher's workflow.

Residential Construction

A dispatcher hovers over installation jobs in the holding area to review project details and job notes before assigning crews.
When managing multi-day installation schedules, a dispatcher hovers over technician activity lines to see scheduled events and plan around them.
A project manager hovers over job bubbles to check business unit assignments and verify jobs are assigned to the correct installation teams.

Commercial Construction

A dispatcher coordinating commercial installations hovers over job bubbles to check zone assignments and drive times before dispatching technicians.
When managing subcontractor schedules, a dispatcher hovers over activity lines to see which technicians have time off or other commitments.
An administrator reviewing capacity hovers over jobs in the holding area to identify unassigned work and verify job priorities.

How to prepare

Confirm your Dispatch Board preferences are configured. Go to the Dispatch Board and click Dispatcher Preferences. Go to View Options and turn on Show job details on hover to enable the popover for job bubbles. Turn on Show Technician Activity History along with Show job details on hover to enable popovers for technician activity lines.
Train dispatchers and CSRs on the new hover functionality and show them how to quickly review job details without opening the flyout.
Identify workflows where quick access to job information will save time, such as during peak booking hours or when managing large numbers of unassigned jobs.
Bookmark the Jobs Tray and holding area workflows in your dispatcher training materials.
Align your team on best practices for when to use hover details versus opening the full Job Details Flyout.