Overview
The Custom Jobs Tray lets dispatchers, CSRs, and managers personalize the Jobs Tray on the new Daily and Weekly Dispatch Board. Save your current filters as a named tab, then show, hide, reorder, rename, and delete tabs to match how you work. This gives you one-click access to the exact slices of work you watch most, so you spend less time reapplying filters and more time dispatching.
Who uses this feature
Administrators, CSRs, dispatchers, and managers
Applies to all business types
Applies to all trades
Feature configuration
This feature is currently in Early Access and available for specific accounts. It is subject to change.
Things to know
The Custom Jobs Tray is available only on the new Daily and Weekly Dispatch Board. It is not available on the classic Dispatch Board.
Tab configuration is for each user. Each person sets up their own tabs and your changes do not affect anyone else on your team.
System tabs, such as Unassigned, Unconfirmed, and Alert can be hidden and reordered, but they cannot be deleted. Only tabs you create can be deleted.
Your tab setup is saved automatically. When you reload the board or come back later, your tabs and their order stay the same.
You can create up to 20 custom tabs in addition to the 13 system tabs, for a total of 33 tabs.
Custom tabs are limited to a date range of the board date plus three months prior.
Best practices
Create a tab for each slice of work you check throughout the day, such as a single business unit or job type, so you can see your daily blend at a glance without reapplying filters.
Hide the system tabs you rarely use to keep your tab row focused on what matters to you.
Reorder your most important tabs to the front of the row so they are the first thing you see when you open the board.
If your tab row becomes cluttered, use Reset to Default to return to the standard system tabs and start fresh.
Use cases
A dispatcher who only manages one business unit creates a tab filtered to that business unit, so every tab they open is already scoped to their work.
A manager monitoring water restoration work saves a tab for unconfirmed jobs in that division and watches the live count to know how many need attention.
A CSR confirming appointments hides the status tabs they never use and keeps Unconfirmed front and center.
Turn on the Custom Jobs Tray
Go to the top toolbar and click Settings
.In the side panel, go to Dispatch Board.
In the side menu, click New & Upcoming Features.
Find the Custom Jobs Tray section and turn on the Custom Jobs Tray toggle.
Note: The new Dispatch Board must be turned on before you can enable Custom Jobs Tray.
When you turn on the Custom Jobs Tray, your Jobs Tray keeps all of its current tabs. Nothing is removed and the design adds a clearer view of which filters are applied to each tab.
Save a custom tab from your current filters
Go to the navigation bar and click Dispatch, then open the new Daily or Weekly Dispatch Board.
From the Jobs Tray, click the tab you want and apply filters, such as a business unit, job type, or status.
Click Manage tabs.
On the Manage Tabs and Filters screen that opens, click + Save as New Tab.
In the Save as Tab box, enter a name for the tab, then click Save.
Your new tab appears in the tab row with a live count of the jobs that match its filters. The tab is visible only to you. Selecting the tab applies its saved filters automatically.
Manage your tabs
Use the Manage Tabs and Filters screen to control which tabs appear, the order they appear in, and the details of each tab.
Show or hide a tab
From the Job Tray, click Manage tabs.
On the Manage Tabs and Filters screen, find the tab you want to show or hide.
Click the Visibility icon next to the tab name to hide it or show it.
Note: System tabs can be hidden but cannot be deleted. A hidden tab does not appear in the tab row, but you can show it again at any time.
When finished, click Save.
Reorder tabs
From the Job Tray, click Manage tabs.
On the Manage Tabs and Filters screen, find the tab you want to move.
Click and drag the Reorder handle to move the tab to a new position. You can arrange system tabs and custom tabs in any order.
When finished, click Save. The tab row updates to match the new order.
Edit a custom tab
From the Job Tray, click Manage tabs.
On the Manage Tabs and Filters screen, find the custom tab you want to edit and click Edit Tab to open it.
On the Edit Tab screen, edit the tab as needed:
Tab name: Enter a new name for the tab.
Tab preset: Select a preset, such as Alerts, to apply a starting set of filters and fields, or select Custom to build the tab from scratch.
(Optional) Each Tab preset has its own set of filters. If you want to include more filters, click Add Filter and select one of the following if they're not already included:
Job Status.
Assignment.
Confirmed.
Select any filters as needed.
Note: System tabs have editing restrictions. The filters that define a system tab are always applied and cannot be changed. To customize a system tab, click Duplicate as a new.
Hide, rearrange, and edit any of the columns under Column Visibility and Filters as needed.
When finished, click Save.
After you save, the tab applies its filters automatically every time you select it. The tab summary shows which filters are in use, for example the selected business units, status, and confirmation state. You can still apply column filters and reorder columns within the tab as needed.
Save a system tab as a new custom tab
To build on a system tab without changing it, open the system tab on the Edit Tab screen and click Duplicate as new. This creates a custom tab you can rename, refilter, and delete.
Delete a custom tab
From the Job Tray, click Manage tabs.
On the Manage Tabs and Filters screen, find the custom tab you want to delete.
Click the Delete icon next to the tab.
Note: Only custom tabs can be deleted. The deleted tab no longer appears in the tab row, and its configuration is removed so it is not restored when you reload the board.
Click Delete to confirm.
When finished, click Save.
Reset your tabs to default
This will restore your tabs to the default order, visibility, and configuration. Your custom tabs will be hidden but not deleted — you can show them again from Manage Tabs, or delete them permanently using the delete button on each custom tab.
From the Job Tray, click Manage tabs.
On the Manage Tabs and Filters screen, click Reset to Default.
Click Reset to Default to confirm the reset.
Manage company tabs
Company tabs are shared Jobs Tray tabs that an administrator sets up for everyone on the account. They appear in every dispatcher's tab row alongside their own personal tabs, so your whole team can start from the same set of views. Company tabs are managed from the same Manage Tabs screen you use for your personal tabs.
Note: Creating and editing company tabs requires the Manage Jobs Tray System Tabs permission, found in Settings > People > Employees > Edit > Permissions under the Dispatching section. This permission is granted to Owner and Admin roles by default. If you do not have it, you can still see and use company tabs, but they appear read-only and you cannot create, rename, edit, or delete them. Please contact the account administrator on your team.
Switch between My tabs and Company tabs
From the Manage Tabs screen, use the My tabs and Company tabs toggle to choose which set of tabs you are working with. Select Company tabs to view and manage the shared tabs for your account.
Note: System tabs have editing restrictions. The filters that define a system tab are always applied and cannot be changed, even on the Company tabs screen.
Create a company tab
From the Jobs Tray, click Manage tabs.
Click Company tabs.
Click +New tab.
Enter a name for the tab and click Save.
Click Expand for the tab and set its preset, filters, and columns.
When finished, click Save.
The new tab is saved as a company tab and appears in every dispatcher's tab row on their next refresh. To edit a company tab later, open it from the Company tabs screen and click Save when you are done.
Note: Company tabs reach everyone on their next refresh. Changes are not pushed in real time, so dispatchers see updates the next time they reload the Dispatch Board.
Personalize a company tab
Any dispatcher can personalize a company tab to fit how they work. For example, by adjusting its filters or columns. When you do, your changes create a personal version of that tab that only you see. Everyone else keeps the company version, and your personalized version stays in place until you reset it.
A company tab you have personalized shows a Customized by you label so you can tell it apart from the shared version.
Reset a company tab to the company version
If you want to discard your personal changes and go back to the shared tab, reset the tab to the company version.
From the Jobs Tray, click Manage tabs.
Find the company tab labeled Customized by you that you want to reset.
Click the Reset to company version icon next to the tab.
The tab returns to the shared company version and the Customized by you label is removed.
Note: If an administrator changes a company tab after you have personalized it, your personal version is kept and continues to work. A tab that no longer matches the company version shows an indicator letting you know it has diverged, and you can reset it to the company version at any time.
Reset your tabs to the company defaults
If your overall tab arrangement no longer matches your company's defaults, the My tabs screen shows a message letting you know. Use Reset to Default to sync your tab order and visibility back to the company defaults. Your own custom tabs are kept.
