Dispatcher

Who this is for

The Dispatcher owns the live schedule: assigning jobs to crews, adjusting install dates, and keeping routes efficient. If your day is about the dispatch board and making sure the right crew is at the right job at the right time, this is your role.

What you can access

Sidebar pages:

• Mission Control (/)
• Dispatch (/dispatch) — full read/write: assign, reassign, and edit jobs on the board.
• Routing (/routing) — plan efficient routes for crews.
• Schedule (/schedule) — the team-wide calendar of consultations and install jobs.
• Communications and Training

What you cannot do

• You cannot see Customers, Opportunities, Appointments, Proposals, or Payments — those belong to sales/CSR roles. If you need customer context for a job, check the job details on Dispatch itself or ask a CSR.
• You cannot see Field Portal or Projects — those are PM/Reconciler tools for sold jobs in progress.
• You cannot see Price Book, Configurator, or Imagine.
• No /admin/* access.

Your typical day

1. Open Dispatch first thing to review today's assigned jobs and any overnight changes.
2. Use Routing to check that crew routes make sense given today's addresses and time windows.
3. Handle reassignments — a crew calls in sick, a job needs to move — directly on Dispatch.
4. Check Schedule for upcoming days to catch conflicts before they become same-day problems.
5. Coordinate with CSRs (who see Dispatch read-only) when a customer calls asking about their appointment window.

Step-by-step guides

Assign or reassign a job

1. Open /dispatch.
2. Input: select the job, then choose a crew/installer and time window.
3. What happens: the job updates on the board immediately; anyone viewing Dispatch (including CSRs, read-only) sees the change reflected. The crew's own schedule updates as well.

Plan routes

1. Open /routing.
2. Input: date and the set of jobs/appointments scheduled for that day.
3. What happens: the system suggests an efficient order/route; you can adjust manually if local knowledge (traffic, access windows) suggests a better order.

Manage the team-wide schedule

1. Open /schedule.
2. Input: none to view; to change, select a date/slot and a job or appointment.
3. What happens: this is the shared calendar of consultations and installs — useful for spotting conflicts (e.g., two jobs booked for the same crew at overlapping times) days in advance rather than the day-of.

Edge cases

• Wrong pipeline stage doesn't apply to you directly, but if a job appears on Dispatch that shouldn't be schedulable yet (e.g., project deposit hasn't been paid), flag it to a Manager/PM rather than assigning a crew — the job may not actually be ready.
• Read-only viewers seeing stale data: remember that CSRs and Managers are viewing the same board read-only (or full, for Managers) — make changes promptly so their view stays accurate, especially when a customer is on the phone with a CSR.
• Crew double-booked: if the schedule shows a conflict, resolve it on Dispatch directly; don't rely on Schedule alone to catch every conflict since Schedule and Dispatch show overlapping but not identical data.
• Missing property data: if a job's address/property details look incomplete on the board, it usually traces back to a data-entry issue upstream (RentCast lookup or manual entry) — flag to a CSR rather than trying to fix it from Dispatch.

When something looks wrong

• A job won't move or reassign on Dispatch → /help/troubleshooting/common-issues
• Routing suggestions look wrong → /help/troubleshooting/common-issues
• Schedule shows a conflict that shouldn't exist → /help/troubleshooting/common-issues
• Access denied on a page you expected to see → /help/troubleshooting/access-denied