Use the Daily Dispatch Board

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Overview

With ServiceTitan's Daily Dispatch Board, you can optimize the routing and logistics of your technicians' job appointments and schedules for the day. Use the Daily Board with the Weekly Board to complete all your dispatching workflows in ServiceTitan. You can dispatch technicians, track job appointments, update job appointment details, and more directly on the board.


Who uses this feature

  • Administrators, dispatchers, CSRs, managers, and other office employees

  • Applies to all business types

Note: This feature has been updated for most users and the processes are different. See Use the enhanced Daily Dispatch Board for the updated version.

View the Daily Dispatch Board

The Daily Dispatch Board gives you a visual overview of where technicians are and what job appointments are going on for the day.

To open the Daily Dispatch Board:

  1. Go to the navigation bar and click Dispatch  .

  2. The Daily Dispatch Board opens. If you navigate away from it, you can click the dropdown next to Today and select Daily to get back to the Daily Board.

User interface showing daily options and employee clock-in status for March 3, 2025.

Job appointments and non-job events are color-coded and include icons according to their status:

  • Light blue : Scheduled job appointments

  • Dark blue : Confirmed job appointments

  • Green : Working/Arrived/in-progress job appointments

  • Purple : Dispatched job appointments

  • Yellow : Job appointments paused by the technician

  • Light gray : Done/Closed-Out/complete job appointments, or jobs marked as Hold All Appointments

  • Dark gray : Non-job events

  • Red outline: Job appointments that have an alert

For more on dispatching icons, see Dispatching icon and alert glossary.

Schedule for March 6, 2023, showing various appointments and tasks for the day.

Note: Dispatch Board colors are not customizable.

The vertical gray dotted line indicates the current time. Horizontal gray dotted lines indicate the time between dispatch and arrival. Horizontal blue lines indicate the time from arrival to the job appointment being marked Done.

Hover over the square at the beginning of the gray line to see the dispatch time. Hover over the dot at the beginning of the blue line to see the arrival time. Hover over the second dot to see when the job appointment was marked Done.

Cursor hovering over the second dot to see when the job appointment was marked Done.

Click Settings at the top of the Dispatch Board to personalize your view. For more, see Configure the Dispatch Board.

A hand pointing at the settings icon in a user interface toolbar.

At the top and the bottom of the Dispatch Board, you can drag the horizontal scroll bar left and right to see all scheduled assignments for the day.

Cursor dragging the horizontal scroll bar left and right to see all scheduled assignments for the day.

Refresh the Dispatch Board

Click Sync at the top of the Dispatch Board to see updates from other Dispatchers. We recommend you do this fairly often, especially during peak hours.

A hand icon clicking on a refresh button in a user interface.

Change the date for the Dispatch Board

Use the arrows to move forward or back by a day, click the date to choose from the calendar, or click Today to jump to today's date.

Calendar view showing today's date and time slots for HVAC Sales team members.

Use filters on the Dispatch Board

Click Filterat the top of the Dispatch Board to filter your view by Business Units, Teams, or Skills. For more, see Filter the Dispatch Board.

User interface showing filter options for business units, teams, and skills selection.

Activity Center on the Dispatch Board

Note: To activate the Activity Center on the Dispatch board:

  1. Go to the top toolbar and click Settings A simple icon representing a settings gear..

  2. In the side menu go to Dispatch Board > New and Upcoming Features.

  3. On the New and Upcoming Features screen that opens, turn on the Dispatch Board Activity Center toggle. Overview of new features including redesigned dispatch board and activity center options.

At the top of the Dispatch Board, click Activity Centerto view and manage notifications and messages. These include text messages between technicians and the office and job updates, such as when a technician completes a job.

In the Notifications section:

  • Click the Unread tab to only see unread notifications, click the All tab to see all read and unread notifications.

  • Click the job number for a notification to open the full job record.

  • Click Filters to:        

    • Select a Business Unit (BU) or Team then click Apply to only see notifications with technicians in specific BUs or teams.

    • Click Clear selection, then Apply to clear your filters and see everything.

  • Click Mark all as read to mark all notifications as read.

Activity Center displaying notifications for dispatched jobs by Miles Tech 1.

In the Messages section:

Move the line up and down according to what you want to prioritize.

Activity Center displaying notifications and messages with a draggable slider for navigation.

Click Notifications, then click Filter desktop notifications in the Notifications window to manage which types of notifications appear.

A user selects 'Filter desktop notifications' from the notifications menu.

Manage technicians on the Dispatch Board

If your company has set up teams, technicians are grouped by team on the Dispatch Board. If your company has set up zones, you see a dot next to each technician that indicates their zone.

Hover over a technician to see any memos and skills added to their profile.

User profile for Andy F, showing skills in installs and repairs with highlighted tools.

Click a technician name or profile picture to call them, send them a text message, start or end their meal break, edit their timesheet, clock them in or out, view their route, add or edit a memo, or optimize their route.

User interface showing technician options including clock in, meal start, and route optimization.

Note: Account configuration is required to use skills, set technician zones, and see technician zones on the Dispatch Board. Please contact Technical Support for details.

Click View Technician Route to see the full map of that technician's day in Google Maps. This view shows jobs and non-job events with timesheet codes that include specified addresses along with both the start and end locations, helping you plan other visits within the context of the technician's route.

Map showing directions from Glendale to Pasadena with estimated travel times and routes.

Note: The route is determined using a verified address, if available, and the entered address if not. Unverified addresses may lead to inaccurate results on the map.

For more, see Manage technicians on appointments.

Manage appointments and non-job events on the Dispatch Board

Hover over a job appointment to see a quick view of the priority level, job tags, and other appointment details. Tag colors update dynamically so they're easy to read and comply with modern accessibility guidelines. If there's an associated invoice, the Invoice Subtotal is also displayed.

Details for John Richards' fixture installation appointment including contact and invoice information.

If a job appointment has more than one technician assigned to it, you see the Multiple Technicians icon. When you hover over the appointment, you see the names of the technicians.

Details of a leaky faucet assignment, including assigned personnel and contact information.

If you set up alerts for the Dispatch Board, job appointments where the technician is late are outlined in red and include details about the status in the hover-over pop-up. For more, see Configure alerts on the Dispatch Board.

HVAC sales call details for Kevin Cthun, including contact and appointment information.

Click a non-job event to see the event details, delete the event, complete the event, or edit the event. For more, see Schedule and manage non-job events.

Event details for 'Install training' scheduled on March 3rd, 3:00-4:30 PM.

Click a job appointment to view and edit the Job Details Flyout directly on the Dispatch Board, without needing to open the Job Record. For more, see View and edit job details from the Dispatch Board.

Job overview for Amy Smith, including details and tasks related to the job.

Right-click a job appointment to quickly reassign it, confirm it, dispatch it, reschedule it, view the property data, open the Job Record, open the invoice, open the Location Record, open the Customer Record, or map the address with Google Maps.

Note: There is a different workflow for marking a technician as Done and closing the appointment. For more, see the Mark a technician as done section of Manage technicians on appointments.

Job overview for Amy Smith, including details and tasks related to the job.

You can also drag and drop any a job appointment to reassign or reschedule it.

Cursor dragging and dropping the job appointment to reassign or reschedule it.

Note: Working, Dispatched, and Done job appointments can't be reassigned.

View the Job Tray

Scroll past the Dispatch Board to see the Job Tray. The default tab is Unassigned, which displays job appointments that do not have a technician assigned. Drag any job appointment in the Unassigned tab to a technician on the Dispatch Board to schedule and assign it to them.

The Job Tray also includes the following tabs:

  • Alerts: Job appointments with alerts.

  • Scheduled: Job appointments that are scheduled.

  • Unconfirmed: Job appointments that are not marked Confirmed.

  • Dispatched: Job appointments where the technician is marked Dispatched.

  • Working: In-progress job appointments where the technician is marked Arrived.

  • Paused: Job appointments marked Paused.

  • Done: Job appointments marked Done (Complete on the technician side).

  • Hold: Job appointments marked Hold.

  • Canceled: Job appointments marked Canceled.

  • Future: Job appointments scheduled for the future after today's date.

For more, see Dispatching icon and alert glossary.

Dashboard displaying alerts, scheduled tasks, and customer information for January 13, 2025.

View the map

At the bottom of the Dispatch Board, click Show Map to see the current location of all technicians. The map inherits your business unit selection for the Dispatch Board.

  • Click a technician picture to see the latest status and technician phone number.

  • Hover over the map to click and drag to a different area.

  • Use the + and - buttons to zoom in and zoom out.

  • Click Full Screen Map at the bottom of the map to open it in another tab.

  • Click Hide Map to minimize the map.

Map of Los Angeles with highlighted locations and nearby areas of interest.

If your company has a large number of technicians and business units, you can use Map 2.0 at the top of the Dispatch Board to help you dispatch more efficiently. For more, see Dispatch efficiently with Map 2.0.

Want to learn more?