Enable Dispatch Pro: Detailed Setup

  • Updated on Apr 25, 2026
  • Published on Mar 27, 2026
  • 2 minute(s) read
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Overview

Use Detailed Setup to review and adjust Dispatch Pro's pre-configured settings while you enable it to help optimize operations and drive business growth. We recommend this if you have technicians who cover multiple geographic areas or who specialize in different job types.

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.

Best practices

Enable Dispatch Pro from your settings

  1. Go to the navigation bar and click Settings.

  2. In the side panel, go to Dispatch Pro > Settings.

  3. On the Dispatch Pro Settings screen that opens, select your preferred Dispatch Pro Mode:

    1. Assist Mode: Dispatchers can generate, review, and approve suggested optimizations for each Dispatch Pro-enabled job. This provides greater transparency and control over the changes Dispatch Pro is making. For more, see Use Dispatch Assist in Dispatch Pro.

    2. Auto Mode: Dispatch Pro automatically assigns the most optimal technician to Dispatch Pro-enabled jobs, eliminating the need for manual review. While Dispatch Pro does the heavy lifting in Auto Mode, it still needs dispatchers to oversee it.A cursor selecting the Assist Mode option in Dispatch Pro Mode section.

  4. Review your settings and make adjustments as needed.

    Note: This is especially important if you have more than 10 managed technicians who cover multiple geographic areas or technicians who specialize in different job types. For details on each settings tab, see:

    1. Adjust Dispatch Pro Routing Settings

    2. Adjust Dispatch Pro Locking Jobs Settings

    3. Adjust Dispatch Pro Prioritization Settings

    4. Adjust Dispatch Pro Technician Settings

    5. Adjust Dispatch Pro Technician Ranking Settings Image showing the tabs under the Settings section on the Dispatch Pro screen.

  5. Click the Dispatch Pro dropdown and select Turn On Dispatch Pro.A cursor selecting Turn On Dispatch Pro from the Dispatch Pro dropdown field.

  6. Read the Important Disclaimers pop-up that opens and then click Continue.A cursor clicking Continue on the Important Disclaimer screen.

  7. The setup check begins running automatically. It generally takes up to 10 minutes to run. When it's complete:

    1. If you see a Checkicon next to Dispatch Pro, that means it's live and running every 10 minutes. Setup check warnings with a Check  icon are suggestions only.

    2. If you see an Officon next to Dispatch Pro, that means it is not live. Setup check warnings with an Officon need to be addressed before Dispatch Pro can go live. For more, see:

      1. Dispatch Pro setup step 1: Run the Dispatch Pro setup check

      2. Dispatch Pro setup step 2: Resolve issues found by the Dispatch Pro setup check

  8. When Dispatch Pro is live with a Checkicon, it starts optimizing your Dispatch Board immediately.

Want to learn more?

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