Using the Schedule and Dispatch Page

How to use the Schedule and Dispatch Page

The Dispatch Schedule page displays all dispatched forms in a calendar view, making it easy to see each technician’s schedule. This helps prevent overlaps and double-bookings.

  1. From the Operations menu, select Schedule and Dispatch. The Schedule and Dispatch page opens.
  2. Select Multiple Users Today to view the daily schedules of multiple users. Then, choose the users whose schedules you want to see. The following illustration shows Ann's and Carter’s schedules for Wednesday, June 4, 2025.

    Select One User This Week to view a single technician’s schedule for the entire week. Then, choose the user whose schedule you want to see. The following illustration shows Ann’s schedule for the week of June 1, 2025.
  3. To create a new dispatched form, simply double-click on the empty time slot to open the Dispatch Form window.