Monitor Dispatch Pro Auto Mode on the Dispatch Board

Overview

Dispatch Pro works with your regular ServiceTitan Dispatch Board. Keep the Dispatch Board open throughout your day to monitor Dispatch Pro assignments and manage unexpected circumstances.

Things to know

• Dispatch Pro treats non-job events without timesheet codes and jobs booked with job types that are not enabled for Dispatch Pro as locked calendar blocks and optimizes around them. Dispatch Pro only responds to non-job events that include timesheet codes.

• If no other technician is available, Dispatch Pro may assign a technician to a job that is far away within your maximum allowed drive time range.

• Jobs may go from assigned to unassigned or vice versa as Dispatch Pro runs. All jobs unassigned by Dispatch Pro will have an alert explaining the reason.

• Dispatch Pro will not:

  • Assign a job to a technician who is on an on-call shift, a time off shift, or has a non-job event.

  • Assign multi-technician or multi-day jobs.

  • Place a job on the Dispatch Board before or after its arrival window or business hours.

• Dispatch Pro assigns, reassigns, and reschedules jobs. Dispatchers still need to unassign, dispatch, arrive, hold, complete, and confirm appointments/jobs as needed. For more, see View and edit job details from the Dispatch Board and Use the Dispatch Board.

  Note: Dispatch Pro only reschedules jobs within the arrival window or business hours (depending on setup). Dispatchers need to manually reschedule jobs when moving to the next day or a completely different time frame.

Dispatch Pro icons

Note: Jobs that are not enabled for Dispatch Pro do not display an icon.

Check Dispatch Pro status

Check the top of the Dispatch Board to see the status of Dispatch Pro:

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

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

  • Step 2: Understand Dispatch Pro setup check findings

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

    Note: Setup Check warnings with a Checkicon are suggestions only.

• A Checkicon next to Dispatch Pro means it's live and running every 10 minutes.

  Note: Dispatch Pro runs every 10 minutes during business hours. Outside of business hours, it runs every hour.

When Dispatch Pro is live and running, you can click the Dispatch Pro dropdown and:

• Select Settings. This takes you directly to Settings > Dispatch Pro > Settings, where you can adjust your settings in detail.

• Select Troubleshooter. This allows you to troubleshoot job appointments that didn't end up where you expected.

View Dispatch Pro on the Dispatch Board

When you view Dispatch Pro on the Dispatch Board:

• If an appointment was last updated (assigned, reassigned, or rescheduled) by Dispatch Pro, you see a lightningicon next to it. If you manually change a job, the lightning icon is replaced with a lockicon. The lock icon appears alongside the lightning icon when you select a lock time other than zero minutes in section 2.2 of your settings and the appointment starts within your selected amount of time. For more, see Adjust Dispatch Pro Locking Jobs settings.

  Note: Auto-locking also appears in the job audit trail with the note Dispatch Pro locked this job [number] hours before the job start time to prevent last-minute changes.

• Hover over an appointment bubble to see the predicted revenue number calculated by Titan Intelligence, and exactly how long the drive is expected to take.

  Note: If you manually reschedule a job, the drive time is shown as N/A until it's recalculated by Dispatch Pro.

  
  

• Enable or disable Dispatch Pro on any eligible job by right-clicking the job appointment.

• Hover over a technician name to get more information about their day. On the hover-over screen, you see projected revenue for the day from all the jobs already assigned to that technician, current value (how much was already collected), and the last time Dispatch Pro ran.

• Open the Job Details Flyout to see recommended actions or run the troubleshooter tool.

Monitor Dispatch Pro alerts in the Job Tray

If Dispatch Pro can't assign a job, you see it below the Dispatch Board in the Unassigned and Alerts tabs of the Job Tray along with an alert explaining why.

Hover over an alert to see more details.

Want to learn more?

• See Dispatch Pro in the ServiceTitan Knowledge Base