Introduction
The Dispatch Board in Copilot CRM is designed for office staff to efficiently manage daily and weekly routes. From this page, you can assign jobs, monitor field technicians in real time, optimize routes, and communicate directly with crews throughout the day.
What Is the Dispatch Board?
The Dispatch Board is your central hub for managing field operations. It helps your office staff:
Plan and organize routes for field employees.
Monitor real-time On-Site statuses of field techs.
View dispatch notes from the field as they’re entered.
Perform bulk actions such as completing, reassigning, or messaging visits.
Keep customer communication flowing smoothly while jobs are underway.
You can access it by going to Team > Dispatch Board.
Layout Overview
When you open the Dispatch Board, you’ll see two main sections:
1. Map View (Top of Page)
The map displays your selected visits for the chosen date range.
Each stop appears with a number indicating its order in the route.
The map updates automatically as you add or reorder visits.
2. Event List (Bottom of Page)
Below the map is a list of all assigned events—including visits, meetings, and To-Dos—for the selected date range.
By default, the Dispatch Board shows Today’s events.
You can adjust the date range to view past or future schedules.
Selecting Events
Each event in the list has a checkbox beside it.
Selecting checkboxes allows you to:
Display those events on the map
Perform bulk actions, such as:
Complete selected visits
Move events
Assign crews or employees
Send SMS or Email communication to customers
Optimizing Routes
You can optimize and save routes for maximum efficiency.
Check the boxes beside the visits you want to include in your route.
Click the Optimize / Save button above the list.
Choose from the following options:
Option 1: Optimize & Save
Automatically arranges the visits in the most efficient order based on your route start and stop locations.
By default, Copilot uses your business address in Settings > Your Business Profile.
To change the route start or stop point (for example, if your crew begins or ends their day elsewhere), go to Settings > Preferences > Maps and Routes.
How it works:
Copilot routes visits in a “U” shape, meaning crews start near the designated start location, work outward, and then finish closest to the stop location—minimizing drive time and maximizing efficiency.
Option 2: Custom Route Order & Save
Manually order your selected visits the way you prefer.
Drag or reorder visits in the list.
Click Custom Route Order & Save to lock in your custom sequence.
This option is ideal if you want to control route order manually rather than using smart optimization.
Option 3: Reverse Route Order & Save
If your optimized route runs in the opposite direction of what you want, use Reverse Route Order & Save to instantly mirror the order of selected visits.
Daily Use Tips
Use the Dispatch Board throughout the day to monitor technician progress and On-Site status.
Read and respond to dispatch notes from the field in real time.
Combine map visualization and list filtering to balance workloads or reassign routes mid-day.
Example
If your crew starts the day at the shop, works across town, and returns near the office, the Optimize & Save feature will automatically arrange stops in that efficient “U” pattern.
If you prefer to start at the far end and work back, simply use Reverse Route Order & Save to flip it.
Tip
The Dispatch Board is best suited for office staff managing multiple crews.
Field employees typically operate from the Schedule page, while dispatchers use the Dispatch Board for a full, real-time overview of all activity.