Skip to main content

Dispatch Board

Limited preview

The Dispatch Board is an early, read-only screen. You can look at jobs and technicians on it, but you cannot yet assign a job to a technician, schedule a time slot, create a job, or filter the board. Jobs do not have an assigned technician or a booked time in ContractorScope AI today, so every job the board lists appears in the Unassigned list. The full dispatching listed under What Is Not Available Yet below is on the roadmap.

What works today: jobs are tracked as projects that move through stages on the project Kanban. The live job stages are Scheduled → In Progress → Completed, alongside Won and On Hold for in-flight work. See Getting Started for how projects move through their stages.

The board is built from your company's projects whose job stage is In Progress, On Hold or Completed, plus older projects still saved as Estimate Accepted (the app now labels that stage Won). Projects in the Won and Scheduled stages do not appear yet, even though those are live job stages. The board loads only the jobs whose project creation date falls in the day or week it shows; that date is not a booked day.

The Dispatch Board shows the company's jobs and its technicians on one screen, by day or by week.

Board overview

Opening the Board​

The Dispatch Board is not in the left menu. Open it by adding /dispatch to your ContractorScope AI web address. Only people whose role includes the scheduling permission, which is the company owner and office managers, can open it.

Board Layout​

On a computer the board has two parts:

  • Unassigned list (left) — the jobs that have no technician yet, with a count, for example Unassigned (12).
  • Technician grid (right) — a Technician column with one row for every active technician, and one column for each day shown.

On a phone or small tablet the board shows one day at a time as a list of technician cards. Tap Show Unassigned (n) to open the unassigned jobs, and Hide Unassigned (n) to close them.

Day View vs. Week View​

Use the Day and Week buttons at the top to switch the view. They are hidden on a phone, which always shows a single day.

ViewShows
DayOne day, one column.
WeekMonday to Friday of the week, one column per day.

Moving Between Dates​

Use the left and right arrows to step one day (or one week) back or forward. The date, or the week's date range, is shown between the arrows. Click Today to return to the current date.

Job Cards​

Each job is a card showing the customer name, the technician's name (once a technician is assigned), the job address, the time (the project's creation date and time, not a booked slot) and the job's status. Click a card to open the Job Details window, which lists the Customer, the address, the time and its duration in minutes, the Type, the Status and, once assigned, who the job is Assigned to. Click Close to return to the board. Nothing in the window can be edited.

Google Calendar Busy Blocks and Conflicts​

Events that sync from Google Calendar appear in a technician's row as a Busy block, marked with a green G, showing the event title and its start and end times. A job card can be marked Schedule conflict when its time overlaps a busy block, but that mark only appears on a job assigned to a technician. Jobs cannot be assigned yet (see What Is Not Available Yet), so you will not see it today.

When the Board Has No Technicians​

The board is built around technician rows, so a brand-new account opens to an empty board reading No active technicians — "Add technicians in Team Management to start dispatching."

That empty state includes an Add technicians button. Click it and you go straight to Team Management, where an Invite Member button lets you send an invitation to the people who will appear as rows on the board. The board only shows active technicians, and an invitation is not active the moment you send it — the invited person has to open the invite and accept it first. Come back to the board once at least one invited technician has accepted and the grid fills in. This is the fix for an empty board on a new account — you do not need to create any jobs first.

What Is Not Available Yet​

These are planned but not in the app today:

  • Assigning a job to a technician, by drag and drop or from a panel, and booking a time slot.
  • Creating a job from the board.
  • Filtering the board by technician, date range, status or job type.
  • Late or flagged indicators on job cards. (Each card's status is already color-coded.)
  • Push notifications to technicians, and saved or shared En Route / Arrived status from the My Jobs screen.

Next Steps​

  • My Jobs — The technician's early job list.
  • Notes & Files — Attaching notes, photos, and documents to contacts and projects.
  • Offline Mode — What works when your connection drops.