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The schedule and dispatch board

Plan every day on the dispatch board. Assign jobs to technicians, find conflicts, and keep the field team up to date.

1

One column for each technician

Open the Schedule. Each technician gets a column that shows the day in time order. The unscheduled jobs are in a list on the left. Switch between Day, Week, and Month at the top.

The dispatch board shows one column for each technician. Drag a job to assign it or to change its time.
The dispatch board shows one column for each technician. Drag a job to assign it or to change its time.
2

Drag a job to assign or move it

Drag a job card to a different column to assign it to another technician. Drag it to a different time to move it. ServicePilot highlights jobs that conflict, so you see them before the customer does.

3

Add a job quickly

A customer calls and books a job. Select New job on the board. Type the name, the customer, and the time. The job appears in the correct column immediately.

4

Technicians see their own day

Each technician sees only their own schedule on the phone and the web. Administrators see the whole board. ServicePilot sends a push notification to a technician when you assign a job to them.

Common questions

Can technicians move their own jobs?

A technician can change the status and details of their own jobs. Only administrators can assign or reassign work. This keeps the board under control.

Is there a printable run sheet?

Yes. Go to Reports, then Job run sheet. It prints a clear day-by-day run for any technician and date range.

Does it handle recurring work?

Yes. Set up a maintenance plan and ServicePilot creates each job automatically before the visit. This suits pool, pest, HVAC (heating, ventilation, and air conditioning), and cleaning rounds.

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