Daily Operations
How to Dispatch a Job
dispatch schedule assign job calendar
How to Dispatch a Job
When to use this guide
Use this guide to assign a job to the correct employees using the Schedule and the dispatching tools in DOP.
Prerequisites
- Job must already exist in the system.
- The employee must be active and available on that date.
- Job should not be marked as completed.
Step-by-step
Step 1 — Open the Schedule
- Go to Schedule in the sidebar.
- Confirm you are viewing the correct:
- Date
- View mode (Day / Week)
Step 2 — Locate the Job
You can find unassigned jobs in the:
- Unassigned list on the left, or
- Jobs tab inside the Schedule
Jobs are color-coded by priority.
Step 3 — Assign the Job
There are two ways:
Option A — Drag & Drop
- Click and hold the job card.
- Drag it to the employee column.
- Drop it at the correct time slot.
Option B — Auto-Dispatch Panel
- Click the job card.
- Open Dispatch Options.
- DOP will show:
- Available employees
- Distance from previous job
- Travel time
- Conflicts or overlap
- Select the best employee and confirm.
Step 4 — Confirm Assignment
After dispatching:
- The job card will appear under the employee’s column.
- The technician will see the job on their mobile app.
Common mistakes
❌ “Employee does not appear in the Schedule”
- Employee may not have working hours set.
- They may be inactive or assigned to a different department.
❌ “Employee can’t see the job in the app”
- Ensure the job is assigned, not just saved.
- Check if the employee is logged into the correct company.
❌ Jobs overlapping
- Check the conflict warnings before dispatching.