Note: This article is for people moving from legacy Dispatch (the Dispatch Board) to the Dispatch Beta.
The Dispatch Beta is a new version of Dispatch, built to do what legacy Dispatch does, plus custom start and end locations, better filtering, and more. You can keep using legacy Dispatch while you try the beta. Nothing changes for your visits, crews, or assignments when you switch between them.
Which version am I on?
| Legacy Dispatch | Dispatch Beta |
Sidebar item | Dispatch Board | New Dispatch (with a Beta badge) |
Route button | Order Stops above the list | Route X stops in the selection bar |
Route totals | Show Stats button | Route details while you build, plus footer totals |
Future weeks | Apply to future weeks dropdown | Save and apply to future weeks in the Save order menu |
Quick check: if you see an Order Stops button above your list, you’re on legacy Dispatch.
Open the Dispatch Beta
In the sidebar, open the Schedule group.
Click New Dispatch.
To go back, open the View menu and choose Switch to classic dispatch. This button will be greyed out while you’re building a route.
Don’t see New Dispatch? Two things control it:
Your company needs to be in the beta.
Your role needs the Dispatch Board access box checked. After a role change, log out and back in.
If your company was just added, it can take up to about 15 minutes to appear.
Where things moved
In legacy Dispatch | In Dispatch Beta |
Order Stops | Select your stops and click Route X stops to open route ordering |
Order sequentially & Save | Drag stops into order (or nudge them up and down), then Save order ▾ > Save for today |
Reverse order & Save | Click Reverse, then save |
Optimize & Save | Click Optimize (Growth or Enterprise plan), review the result, then save. Optimize doesn’t save on its own |
Route start and stop from Settings > Preferences > Maps and Routes | Still your company’s default. You can also choose a crew, employee, custom address, or no start or end for each route |
Apply to future weeks (every week or every other week) | Save order ▾ > Save and apply to future weeks (Growth or Enterprise plan) |
Show Stats | Drive time and miles while you build a route, footer totals, and printouts |
Bulk actions on selected events (complete, move, assign, text or email) | The footer’s bulk actions and Assign in the top bar |
Dispatch notes | The yellow notepad icon, inline banners, and the Work View |
What’s new in the beta
Custom start and end locations for each route, including open-ended routes
Stronger filtering by crew, employee, status, service, event type, tags, routed status, and notes
Board view with a lane per crew or set of employees, and capacity bars
Waitlist for scheduling waiting work onto a day
Custom-field columns, color options, and card details you choose
Custom areas, live truck locations, and printing for maps, directions, and stops lists
Mobile, built for touch
Good to know
Your visits, crews, and settings are the same in both versions.
In the beta, reassigning a routed visit takes it off its route.
Optimize doesn’t save a route automatically. Click Save order when you’re happy with it.