Dispatch Board (Technician Planning)

The Planner tab on Work Orders includes a weekly dispatch board: one row per technician, one column per day, and a panel of unscheduled work orders. Drag a work order onto a technician's day to assign and schedule it in one gesture. Available on the Business plan.

Two planning modes

Use the toggle in the Planner toolbar to switch between 'By shift' (rows are your work shifts) and 'By technician' (rows are the people who can execute work orders). Companies without shifts open the technician view by default.

Dispatch by drag & drop

1. Open Work Orders and select the Planner tab
2. Switch to 'By technician'
3. Drag a work order from the Unscheduled panel onto a technician's day — it becomes Scheduled and assigned to that technician
4. Drag a card to another technician to reassign it, or to another day of the same row to move it in time
5. Drag a card back onto the panel to unschedule it — its assignees are kept

Reading the workload

Each cell shows the number of work orders and the estimated hours for that technician and day. The Unassigned row collects scheduled work that has no assignee yet, and non-working days are greyed out and refuse drops.