Note: This article covers the Dispatch Beta. If you’re using legacy Dispatch, the steps here don’t apply.
Quick answers to the questions we expect to come up most. Each one links to the full article if you need more.
Getting started
I don’t see New Dispatch in my menu.
I don’t see New Dispatch in my menu.
Two things control it: your company needs to be in the beta, and your role needs the Dispatch Board access box checked. After a role change, log out and back in. A newly added company can take up to about 15 minutes to see it.
I can’t switch back to legacy Dispatch.
I can’t switch back to legacy Dispatch.
Switch to legacy dispatch is disabled while you’re building a route. Save your route or exit route ordering first.
The map
A visit isn’t on the map.
A visit isn’t on the map.
The visit probably has no usable location. A note at the bottom of the map tells you how many visits aren’t shown (for example, “X events without a location are not shown”). Update the visit’s or property’s address to fix it. Visits without a location can still be on a route, but they don’t show on the map or add drive time. Also check that your layout isn’t List only, which hides the map.
A start or end location won’t work for my route.
A start or end location won’t work for my route.
The options stay visible but greyed out, with a reason, such as “[Crew]’s start address isn’t a valid location,” “No end location set for [Crew],” or “No address on file for this employee.” Add or fix the address on the crew or employee record, or choose another option. If an address can’t be used, the route runs open at that end instead of using your company address.
The popped-out map won’t open.
The popped-out map won’t open.
Your browser may be blocking pop-ups. Allow pop-ups for Homeworks and try again. To bring the map back, click Bring it back here.
Building routes
Route X stops is greyed out.
Route X stops is greyed out.
Check three things:
You’re in Week view or a range. Routing only works on a single day. The tooltip reads “Routing is available for a single day.” To plan several days, build each day’s route, or save one into future weeks.
Your role. You need Events & Calendar set to Complete, Invoice & Edit.
Nothing is selected. Select at least one visit.
Optimize is locked, or didn’t work.
Optimize is locked, or didn’t work.
A lock and “Upgrade to Routes to use this” means your plan doesn’t include Optimize. It’s on Growth and Enterprise plans, and you can still order stops by hand. If you see “Failed to optimize route,” nothing changed, so try again.
I get “A route is limited to 100 stops.”
I get “A route is limited to 100 stops.”
A route is what one crew completes in a day, and it can have up to 100 stops. Split your selection into smaller routes.
My route won’t save.
My route won’t save.
“Failed to save route order.” The route stays open with your changes, so you can try again.
“Event not scheduled on [date]…” Someone moved or rescheduled a stop after you opened the route. Remove that stop with Remove from route in its ⋮ menu, then save again.
“Discard route changes?” You have unsaved changes. Choose Stay on this page to keep working, or Discard changes to leave without saving.
If two dispatchers save the same route, the later save wins, so check with your team before you edit a shared route.
Edit route is greyed out.
Edit route is greyed out.
Edit route only works when your selection is entirely on one route. If you selected a mix of routed and unrouted visits, the bar reads Mixed selection. Select just the route’s stops, or one stop from it.
Stop numbers and assignments
My stop numbers changed, or a visit shows 00.
My stop numbers changed, or a visit shows 00.
00 means the visit isn’t on a route. Reassigning, rescheduling, moving to the waitlist, deleting, or unrouting a stop takes it off its route, and the stops left behind renumber from 01 with no gap. To put it back, build or edit the route again.
A lane shows “Over” when there’s hardly any work.
A lane shows “Over” when there’s hardly any work.
A capacity of 0 for the day counts as a real limit, so any booked work reads as over. Check the employee’s daily and weekly capacity, and any change you made for that day.
Printing and permissions
Directions and Stops list are greyed out when I print.
Directions and Stops list are greyed out when I print.
A hint under the menu tells you why. Common ones are “No saved route for this day,” “Requires the Routes plan” (you need a Growth or Enterprise plan), and “You don’t have permission to view routes.”
An action or column is missing.
An action or column is missing.
Dispatch hides actions your role doesn’t allow, such as Duplicate or Delete. Prices and revenue are hidden from roles that can’t see prices. Ask your admin to check your role’s Events & Calendar settings.
I don’t see trucks on the map.
I don’t see trucks on the map.
Turn on Show trucks in the View menu. Trucks only show people with a known position in the past 6 hours, and you need access to employees to see them.
I can’t edit or reschedule a visit or note.
I can’t edit or reschedule a visit or note.
Completed visits can’t be rescheduled or edited.
Dispatch notes can’t be edited or deleted after they’re sent.
