Note: This article covers the Dispatch Beta. If you’re using legacy Dispatch, the steps here don’t apply.
Dispatch works on your phone or tablet, so you can check the day and make quick changes when you’re away from your desk. Everything is built for touch: a map on top, and a drawer at the bottom with your day’s visits.
Open Dispatch on your phone or tablet
Open the sidebar menu and go to the Schedule group.
Tap New Dispatch (it has a Beta badge).
You’ll see it if your company is in the beta and your role has Dispatch Board access.
Get around the screen
The drawer. Drag the drawer up or down to see more of the list or more of the map. If you’re at full height, pull down to lower it.
The date. Tap the date at the top to pick a different day.
The bottom bar. Tap Select to pick several visits at once, or View to open View settings and change what you see.
Waitlist. Tap the hourglass button above the drawer to open the waitlist. The badge shows how many events are waiting.
Choose how to see the day
Use the switch along the top edge of the drawer to move between:
Table: your visits in columns, like on a computer.
List: one card per visit. Tap a card to open its Work View, or hold it for its actions.
Board: a lane for each crew or set of employees, with capacity so you can see who has room. Press and hold a card, then drop it in another lane to reassign it.
A strip under the drawer shows totals for the day.
Make quick changes
To work on one visit, hold its List card (or hold its map pin, or tap the ⋮ on a Table row) to open its actions. Depending on your role and the visit’s status, you can:
Change status: Complete, Skip, or Open
Assign it to a crew or to employees
Reschedule it to another day
Duplicate or Delete it
Text message or Email the customer
These work like they do on a computer. For example, reassigning or rescheduling a routed stop takes it off its route, a recurring visit asks before it moves, and a skipped visit is reopened when you reschedule it.
Act on several visits
Tap Select in the bottom bar.
Tap the visits you want. The bar shows how many are selected (for example, “2 of 9”).
Tap More for bulk actions, like Reschedule, Move to waitlist, Assign, and Text message or Email.
If your selection includes visits on a saved route, a route bar appears with Partial route selected, Route selected, or Mixed selection. From there you can Unroute the stops or tap Edit route to reopen the whole route.
Use the map
Tap a pin to focus it. The drawer opens to that visit’s card.
Tap or hold a stacked pin (one with a number) to see a list of the visits at that address.
Hold a pin to open that visit’s actions.
Use the lasso: draw a loop around pins to start selecting them.
Show trucks shows where people were last seen. Open View to turn it on.
Build a route by touch
Select the visits and tap Route X stops (the floating button, or More).
Reorder stops by touch, and use Reverse or Optimize (Growth or Enterprise plan).
Set the start and end locations and start time.
Save for today, or save and apply to future weeks.
Add waitlist work to the day
Tap the hourglass button, tick the events you want, and tap the add button. They land on the day you’re viewing, unrouted.
Good to know
Your list view, card details, and table columns are remembered on that device.
Some confirmations open as sheets from the bottom on a phone, and as dialogs on a wider tablet.
Custom areas are turned off by default on mobile. Turn them on in View settings.