Step 1: Creating a Quick Dispatch Template
This is the most critical setup step. You build your route once, so when the snow flies, you just hit "Deploy."
Navigate to Team > Dispatch Board.
Find and open the Quick Dispatch Templates option near the top of the page.
Name it something clear, like “Route 3 – 4 Inch Residential Plow”.
Add Your Properties: Start by adding all of the customer properties that belong to this route.
Add Your Services: Select the service you want to perform (e.g., “Snow Plowing” or “De-icing”). Copilot automatically assigns this service to every property in the template at once.
Assign Employees: Select the crew or employee that you want to be dispatched on this route.
Add other necessary details for each property like notes, budgeted hours, and pricing per visit.
Click Save Template when finished.
Step 2: Dispatching the Quick Dispatch
The snow is here. It’s time to move fast and professionally.
Go to Team > Dispatch Board.
Open Quick Dispatch and select the relevant template you want to deploy (e.g., “Route 3 – 4 Inch Residential Plow”).
Review the properties and make any necessary changes. (all bulk actions that were available when creating the template are available now to make temporary updates for this specific dispatch. eg, if you need to assign a different crew or employee.)
Choose the Target Date and time.
Click Add to Schedule to schedule all visits for that route on that day.
Step 3: Onboarding a New Customer
Go to Team > Dispatch Board and open the Quick Dispatch Templates tab.
Select the edit icon to open the template for the route the new customer belongs to (e.g., “Route 3 – 4 Inch Residential Plow”).
Click the + icon next to the property to add them to the template.
Add Your Services: Select the service you want to perform (e.g., “Snow Plowing” or “De-icing”). If the services were previously added to properties in the template these services will not be overwritten.
Assign Employees: Select the crew or employee that you want to be dispatched on this route.
Add other necessary details for the new property like notes, budgeted hours, and pricing per visit.
Click Update Template when finished.
Step 4: Removing a Customer Who Canceled
When a customer cancels service, you need to remove them from your dispatch template instantly to ensure accuracy and prevent unnecessary crew travel or accidental visits.
Go to Team > Dispatch Board and open the Quick Dispatch Templates tab.
Select and open the template the customer is currently in.
Scroll down to the property list or use the search bar to find the property you need to remove.
Click the "X" icon located next to the property name in the template list.
Click Update Template to finalize the change.