Dispatch & Picklist

Dispatch is where the week comes together — every scheduled visit laid out on a calendar board, techs assigned by drag-and-drop, and the day's work printed and parts-picked before anyone leaves the shop.

Find it under Dispatch in the sidebar (Service Manager and Admin).

The Dispatch calendar board is part of the Dispatch module — included on the Operations and Partner plans, and available as an add-on for Shop. If you don't see it, ask your admin whether Dispatch is enabled for your company, or reach out to support.

The Dispatch Board

The board is a split view: an Open queue on the left and a calendar on the right.

Calendar views

Switch the time range with the buttons at the top:

Day — one day, full width
3-day — three days side by side
Week — Monday–Sunday. Saturday and Sunday collapse into one skinny column to save space, unless you expand the weekend or there's already weekend work scheduled in view
Month — a compact 5–6 week grid

Use Today to jump back to the current week, and the arrows to step forward and back through the range.

The Open queue (two columns)

Unscheduled work waits in two columns so the source is never a mystery:

Open — ad-hoc requests (customer calls, go-backs, internal work)
Service Agreements — PM visits whose window is open and waiting to be placed

Each column has its own search box (matches customer name + title), a Group by city toggle so you can batch a route by geography before you ever assign a tech, and an Oldest toggle that sorts the longest-waiting work to the top (with city grouping on, whole city groups sort oldest-first too).

Every card wears an Aged badge — new (zinc) → 7+ days (amber) → 14+ days (rose) — measured from when the work actually became available to schedule (or from when it was created, for ad-hoc requests), so agreement work doesn't look stale before its window even opens. Cards for customers with a contact preference also show the call-ahead phone icon: amber while the heads-up still needs to happen, green once someone has recorded that the customer was contacted.

Assigning work — drag and drop

Drag a Service Request card from the Open queue onto a technician lane on the day you want it. That schedules the visit for that date and assigns the tech. Drop it on the No assignee lane to schedule it without picking a tech yet.

Multi-tech is additive — drop the same SR on a second tech's lane and both techs stay assigned. To remove a single tech, use the unassign action (you'll be asked to confirm).
You can also drag SR rows straight from a Service Requests table onto a lane — the same drag works across the app.
Past days are dimmed on the calendar, and scheduling onto one pops a warning — it doesn't block you (sometimes back-dating is on purpose), it just makes sure it's deliberate.

Board controls

Branch filter — if your company runs multiple branches, a branch picker narrows the tech lanes to the branches you dispatch for (it starts on yours). Techs from other branches keep their lane while they have work on the calendar, so nothing scheduled ever disappears — this only tidies the view, it never limits who you can assign.
Done switch — flip on Done to see the day's completed and closed requests as muted cards in the lanes of the techs who did them. It's off by default, the cards can't be dragged, and it's available in the day, 3-day, and week views.

Customer heads-up (contact preferences)

Some customers want advance notice before a visit — that's recorded as contact preferences on the customer. The first time you schedule a request for one of these customers, a reminder pops up showing their preferences ("Contact ahead", "Call on the way") and any note, and you acknowledge it before moving on. Scheduling itself is never undone — it's a heads-up, not a gate.

Two different things can happen from that prompt, and the difference matters:

Just acknowledge ("Got it") — dismisses the reminder. Nothing is recorded about reaching the customer.
Tick "I contacted this customer ahead" — records the outreach on the service request, with an optional note and the time (defaults to now, editable if you called earlier).

If you dismiss the prompt and make the call later, you can still record it from the service request's page — see Service Requests.

Customers who want a call on the way also get a "Call customer on the way" check-off line printed on their stop on the Day Sheet and on the Work Order, so the reminder rides along to the field. And once the heads-up is recorded, the paper says so too — the stop prints "☑ Customer was contacted ahead" so the crew knows it's handled.

The Quick Dispatch Rail

On the Dispatch and Service Requests pages, a Quick Dispatch rail slides in from the right edge. It's a focused, single-day version of the board: tech lanes plus an Unassigned bucket for the active day. Drag SR cards (or table rows) onto a tech lane to assign them.

Day buttons step the rail forward and back; it always opens on today.
The rail overlays the page — it doesn't shove your content around.
Each card carries the same Aged badge as the board — new (zinc) → 7+ days (amber) → 14+ days (rose), measured from when the work became available to schedule (or created, for ad-hoc work) — so stale work is easy to spot.

Prep Day

Prep Day gathers everything about getting a day ready onto one page — no more hopping between the Picklist and Print Day. Open it with the Prep Day button at the top of the Dispatch board.

Prep Day is an early-access feature. If you don't see the button yet, it may not be turned on for your company — reach out to support.

The Day shows every tech with scheduled work, their stops in route order, and a checkbox for whether they're in the printed packet. An Unassigned card appears when work on the date has no tech yet.
Parts to Pick is the same picklist you know, right on the page — confirm the pre-checked parts and fill in quantities without leaving.
The print bar at the bottom is the one place to print: choose whether the packet leads with the Parts to Pick page, then Open print view.

Change the date at the top and the whole page follows — techs, parts, and print choices all reset to the new day.

Print Day (Day Sheet)

Once the day is laid out, click Print Day to generate one PDF for the field:

Pick the date.
Check the technicians you're printing for — each is pre-checked if they have scheduled work that day, with their SR count shown.
Optionally include a final Unassigned cover for SRs scheduled that day with no tech assigned (only offered when such SRs exist).
Optionally include the leading Parts to Pick page — on by default when a picklist has been built for that date.
Open print view — you get a cover sheet plus a work order for each selected tech.

Stop badges on the printed sheets are intentionally blank circles — techs hand-write the route order themselves.

Picklist

The Picklist is the parts list for a day's scheduled work — build it once, and the whole crew pulls from the same sheet. Open it from the Picklist button on the Dispatch page (pick a date), or directly under Dispatch in the sidebar.

Persisted per branch, per date. Build it today, come back tomorrow, it's still there. The modal shows how many parts are already selected and when it was last updated.
Pre-checks predicted parts. Consumables that the asset's meter forecast says are due get checked for you automatically — you're confirming a list, not building it from scratch.
Measurable parts need a quantity. Parts measured in gallons or grams require an inline quantity override before they roll up into the totals.
Part names ride along with part numbers. Every row shows the part's name beside its number, so you're not pulling shelves from memory.
Grouped by component type. Rows are organized under component-type headings — oil filters together, separators together — with parts that have no component type collected under Other at the end.
Every alternate shows the same way. Whether a part has interchangeable substitutes (OEM and aftermarket) or is simply known by more than one stamped number, the row shows an "or:" line listing each one — with an in-stock count wherever that number has its own stock to report — so whoever's pulling parts can grab whichever number is actually on the shelf. If stock isn't known for an alternate, it's left off rather than guessing.
Part numbers are set apart from descriptions. Numbers render in a distinct monospace type on screen and on every printout, so a number like 02250139-996 can't be misread against the part's name next to it.
Print picklist produces a clean pick sheet: a shelf-pull list per tech with a check-off box, quantity, and part on each row (grouped by component type, alternates included), followed by a customer/asset breakdown. The selected count is right on the button.

Checking a part on the Picklist does not pre-check that component on the work order itself — the picklist and the work-order component checklist are tracked separately.

See Parts Forecast for how the predicted-due parts are calculated and how stock/inventory warnings work.