// GUIDE 02 ยท DISPATCH

How do you schedule and assign service?

Scheduling happens on the Dispatch board: drag a service request onto a technician's lane for the day, and it's both scheduled and assigned in one move.

Built in

The dispatch rail

Every open service request starts life in an Unassigned lane. Off to the side sits the dispatch rail — one lane per technician for the day you're looking at, plus the Unassigned lane. You drag a service request card from Unassigned onto a tech, and that's it: the request now has a scheduled date and an assigned tech. Its status flips from "Open" to "Scheduled & Assigned" automatically.

Picking the day

The board always opens on today. Step forward or back a day at a time to plan the week. Drop a request on a different day and the scheduled date moves with it — no separate "set the date" step.

More than one tech on a job

Some jobs take two people. Drop the same service request onto a second tech's lane and both stay assigned — it's additive, not a swap. Need to pull one tech back off? Right-click the card and toggle that tech off. The job stays on the others.

A heads-up when the parts aren't there

Inventory in NORDVEST is tracked per branch. When you schedule a service request, the board looks ahead at the parts that job is likely to need — based on the customer's assets and their service history — and checks them against what's on the shelf at the assigned branch.

If you're short, a warning modal tells you exactly which items fall below what's predicted. You decide: schedule it anyway and sort the parts out, or hold off. NORDVEST surfaces the shortfall; it doesn't block you.

From the board to the truck

Once the day is laid out, you can print a day sheet straight from Dispatch — each tech's stops for the day, ready to hand over. The route order is left blank on purpose so techs write in the order that makes sense once they're out.

Why drag-and-drop? Dispatching is a fast, visual job — you're sizing up the day at a glance, not filling in a form. The rail is built to match how a dispatcher actually thinks: who's free, what's aging, what fits.

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