Overview
Use Locking Jobs Settings to tell Dispatch Pro how close to the end of the arrival window or business hours it can reschedule appointments. These settings can help you react to what's happening in the call center and the field up until the last minute. If part of your business requires more stability and control, these settings can help you reduce last-minute changes.
Who uses this feature
Administrators and managers
Primarily for Residential Service and Replacement business types
Feature configuration
To get started with Dispatch Pro, 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).
Certain permissions are required to set up and manage Dispatch Pro. To have these enabled, please contact the account administrator on your team. For more, see the Required permissions section of Dispatch Pro.
Things to know
Dispatch Pro is as effective as the data it has access to. Expect an adjustment period while you manage and revise your data and settings.
Best practices
We recommend that you review and adjust your settings as needed during shoulder slow seasons to prepare for the busy season.
Open Dispatch Pro Locking Jobs Settings
Go to the navigation bar and click Settings
.In the side panel, go to Dispatch Pro>Settings.
On the Dispatch Pro Settings screen that opens, click the Locking Jobs tab under Settings.
The Locking Jobs tab opens.
Tip: Read the details listed under each setting for helpful information, definitions, and recommendations.
Setting 2.1 - Choose how long before the end of the arrival window appointments can be rescheduled
In setting 2.1, choose if you want Dispatch Pro to assign or reschedule appointments until the end of the arrival window, or if you want it to abide by a set amount of time before the arrival window ends. Choosing an amount of time helps prevent jobs from being scheduled too close to the end of the arrival window.
Note: If your company doesn't use arrival windows, this setting applies to your business hours instead.
To set this, click the dropdown and select an amount.
If no further changes are needed, click Save.
Setting 2.2 - Choose when to lock assignment and rescheduling
Dispatch Pro can assign or reschedule an appointment within the arrival window or business hours up until the appointment start time or technician dispatch time. If you prefer to call your customers or notify your technicians ahead of time, choose when to lock each appointment in setting 2.2.
For example, if you choose 30 minutes, Dispatch Pro will stop moving each appointment 30 minutes ahead of its start time.
To select a lock time, click an option within the slider.
Tip: If you want the schedule to be more settled, choose more time. If you want to allow for more flexibility, select zero minutes. Selecting zero minutes tells Dispatch Pro to not lock rescheduling at all and to optimize until the last minute.
You can also select Don't lock appointments until a technician is dispatched. This allows Dispatch Pro to react to last-minute changes without manual intervention and is also helpful if you have long or all-day arrival windows.
Tip: We recommend that you never lock jobs if you use all-day or very long arrival windows.
If no further changes are needed, click Save.
Want to learn more?
See Dispatch Pro in the ServiceTitan Knowledge Base