--- title: "Dashboard overview (Schedule Engine)" slug: "dashboard-overview-schedule-engine-1" tags: ["Area - Scheduling Pro", "Focus - Service Replacement", "Role - Admin", "Type - Residential"] updated: 2026-10-16T03:17:00Z published: 2026-10-16T03:17:00Z canonical: "help.servicetitan.com/dashboard-overview-schedule-engine-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Dashboard overview (Schedule Engine) ## Overview The Schedule Engine Dashboard is a tool that allows you to manage different aspects of Schedule Engine. > [!NOTE] > **Note:** This feature applies only to the legacy Schedule Engine. ServiceTitan customers are encouraged to transition to [Scheduling Pro](/residential-s-r/docs/scheduling-pro-home), an upgraded tool designed to replace Schedule Engine on your website and provide a seamless booking experience. ## --- ### #### Who uses this feature - Administrators, Office Employees, Managers - Applies to all business types ## Things to know - Because you insert jobs directly into Field Management Software, you don’t need to action jobs in the Dashboard, although we still recommend checking it daily. - There are known issues that can cause certain or all jobs to not sync from Schedule Engine to your software. - Most account edits outside of the items listed below require a Support ticket. - Schedule Engine now includes a non-editable SMS consent checkbox at the contact info step. Customers must check the box to receive SMS updates. If left unchecked, their notification preferences are turned off in ServiceTitan. This update ensures compliance with telecom regulations and applies automatically to all schedulers. ## Use the Live Escalations Dashboard From the Dashboard, you can: - View and manage jobs booked from your Schedule Engine services - View call and chat summaries - View analytics - Manage the availability Schedule Engine offers your customers - Manage Escalation settings - Track your usage versus commitment Depending on the type of integration you have and services you are using, your specific usage of the Live Escalations Dashboard may vary. To access the Dashboard, go to [https://provider.scheduleengine.net/](https://provider.scheduleengine.net/). ![Dashboard displaying total appointments, leads, and conversion rates over time.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/dashboard-overview-schedule-engine-image-pb3kddbl.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A51Z&se=2026-11-09T12%3A26%3A51Z&sr=c&sp=r&sig=bGIm5yeCUoAtKlXDvF%2BopfbQZH48Aq6Jfez%2BvfpDYio%3D) Some of the Live Escalations Dashboard’s most notable features include, but are not limited to: - View and manage jobs being booked from your Schedule Engine services (Scheduler, Live Chat, Live Voice) - If you are using a two-way integration, these jobs are integrated into your Field Management software. - Depending on your integration, you may not need to visit this section often. - View call and chat summaries (if applicable) - These appear in a list view and can be downloaded into a CSV format. - Each record will include a brief summary of the interaction. - See the list of [Resolutions and Inquiries](/residential-s-r/docs/live-voice-resolution-types-explanations-and-transcript-examples) we send in our recap emails - View analytics to see who, when, and how your customers are booking jobs? - Get a snapshot of how many bookings you receive per day, per job type and more. - If the button for this feature is not present on your dashboard, please reach out to Support. - In the meantime, you can visit: [https://provider.scheduleengine.net/jobs/appointments](https://provider.scheduleengine.net/jobs/appointments) - Visit [Analytics & Reporting](/v1/docs/review-analytics-and-reporting-schedule-engine) or schedule a meeting with your CSM for more details. - Manage the availability offered to your customers - Ability to add and toggle: - [Availability Buffers](/residential-s-r/docs/use-availability-buffers-schedule-engine) - [Blocked Dates](/residential-s-r/docs/block-dates-schedule-engine) - Availability Window - Manage escalation settings (Only for Live Voice customers using Escalations) - Add users to the dashboard - Control access your Schedule Engine Dashboard. - Choose who will receive notifications. - Choose who will be able to interact with Leads and Jobs. - Manage Zones - See which zip codes we are able to service for escalations. - Multiple zones can be created to have separate services depending on the customer’s area. - Manage on-call and escalation schedules - See which technician is responsible for each day and time block. - See which services are offered. - Manage Plans - Manage what happens when an escalation occurs - Who do we contact? - How do we contact them? - How often do we contact them? - What method of escalation are we using? (Notify, Notify + Book, Notify + Book + Assign) ServiceTitan's advanced scheduling add-on that adds smart capacity management, technician skill matching, and zone-based booking rules. **What it does:** Ensures the right technician is booked for the right job at the right time, maximizing daily revenue and reducing travel waste. **Also called:** Advanced scheduling, Smart scheduling **Tags:** Scheduling Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Targeted text message campaigns sent to customer segments through Marketing Pro. **What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers. **Also called:** Text marketing, SMS marketing **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)