Note: This article covers the Dispatch Beta. If you’re using classic Dispatch, the steps here don’t apply.
You can change how Dispatch looks so the information you check most is the easiest to see. This article covers visit colors, card details, table columns, and map options.
Your choices are saved in this browser only. Teammates, and you in another browser, will see their own settings.
1. Color visits
Colors help you read the day at a glance. To change them, open the View menu and use Event color, or use the color select in the map’s bottom-left corner. The two stay in sync.
Color by | What you see |
Routing status (default) | Gray for unrouted, green for routed |
Assignment | Each crew’s color. Visits assigned directly to employees use their colors, and a visit with two employees splits into two colors |
Service | The color of the service on the visit |
Event type | Visits blue, to-dos purple, meetings pink, maintenance and work requests gray-brown |
Weekday | A color per day of the week (useful in Week view) |
Colors come from the ones you’ve set up for your crews, employees, and services. A crew with no color shows gray, and a visit’s pin doesn’t borrow its members’ colors.
When you pick anything other than Routing status:
A legend appears on the map, listing only what’s plotted.
The table gets a column of color dots that match the pins.
Board view cards get a colored bar on the left.
Selected pins always show blue, whatever color option you’ve chosen.
2. Choose what shows on cards
Open the View menu and click Event card details.
In the Show/hide details list, click the eye next to each detail you want.
The details are grouped as:
Event: Event location, Event type, Assignments, Visit notes, Dispatch notes inline, Media
Time tracking: Budgeted hours, Tracked time, On site
Customer: Customer phone, Last service date
Billing: Revenue, Invoiceable, Past due alert
Event location and On site are on by default. Revenue and other prices only show for roles that can see prices.
To go back to the defaults, click Reset to default at the bottom of the list.
3. Set up table columns
Click the columns icon at the right end of the table header to open Show/hide columns.
Hide or show a column with its eye icon.
Reorder columns by dragging the handle beside a name.
Reset to default restores hidden columns and the standard order, removes any custom-field columns you added, and turns inline dispatch notes back on. It only appears when something has changed.
Dispatch notes inline
The last row in the list, Dispatch notes inline, shows dispatch notes as yellow banners under each row. It’s on by default and stays at the bottom of the list. Cards have their own separate Dispatch notes inline setting in Event card details.
Add a custom-field column
You can show custom field values from visits, customers, and properties as columns:
In Show/hide columns, click + Add custom field column.
Check the fields you want. They’re grouped under Event, Customer, and Property.
Click Save.
New columns appear after the standard ones, in the order you checked them. Rows with no value show a dash. Numeric fields are right-aligned, and you can total them in the footer. To remove a column, reopen the picker, uncheck its field, and save.
4. Choose map options
In the View menu, you can turn these on or off:
Show route order: shows stop numbers on pins (on by default)
Show landmark pins: adds nearby businesses from the base map
Show trucks: shows live truck locations (see Map Tools - Dispatch Beta)
Show traffic: colors a saved route by live congestion
Custom areas: show or hide all of them at once, or one at a time (not available while the map is hidden)
Where to reset each setting
Setting | Reset with |
Map options and Event color | Reset all in the View menu |
Event card details | Reset to default in the Event card details list |
Table columns | Reset to default in Show/hide columns |
Reset all doesn’t change card details or your layout, so each setting group keeps its own reset.
Good to know
Filters, the date, and your view stay put when you reload the page. Search doesn’t.
Settings aren’t shared with your team, so you can set Dispatch up differently from a coworker.