Smart planning: the dispatch panel and the weekly board
Who do you send to a job? On the weekly board you drag jobs to days and technicians, and the dispatch panel advises who fits best, with the reason.
What the advice is based on
The panel weighs travel time, workload, skill or certificate and availability, and always says why it proposes someone. Travel time is an approximation that helps you choose, not a route to the minute. A proposal stays a proposal: nothing goes to a technician without your click.
How to schedule a job
- 1Open Planning and choose the week view.
- 2Drag an unscheduled job to a day; the dispatch panel shows who fits best.
- 3Pick a technician, or accept the advice with one click.
- 4The technician sees the job on their phone, with a marker on what is new for them.
Good to know
- Move a job to another day or technician and both calendars line up again.
- With teams or regions, everyone only sees the work that belongs to them.
- Skills and certificates are recorded under Settings, Skills.
Last checked on 5 September 2026
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