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 full Dispatch calendar board is a Planning feature. If you don't see it yet, it may not be turned on for your company — 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) and a Group by city toggle so you can batch a route by geography before you ever assign a tech.

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.

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 an Aged badge anchored to when the request was created: new (zinc) → 7+ days (amber) → 14+ days (rose), so stale work is easy to spot.

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.
Print picklist produces a clean pick sheet grouped by customer and asset, with the selected count 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.