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Dispatch board

The whole day on one board, and it pushes back when a move is wrong.

The TradesWork dispatch board puts every technician's day on one timeline: drag a job onto a lane, see who's en route or on hold, and get warned before you send someone without the skill, the certification or the hours.

Included in all plans

TradesWork dispatch board with technician lanes, jobs and a live activity feed · Real product screenshot, demo company data.
TradesWork dispatch board with technician lanes, jobs and a live activity feed

What it does

Everything dispatch board does for your shop

01

Technician lanes on a timeline

Each technician gets a row on an hourly timeline with booked hours against their bookable hours, a now line, arrival windows and status colors for scheduled, dispatched, en route, working and on hold.

Technician lanes on a timeline · Real product screenshot, demo company data.
Dispatch board lanes showing jobs by technician and time

02

Live activity rail

A running feed of what just happened: dispatched, on the way, arrived, completed with the amount, paused, resumed, texts sent and customer replies. It checks for new activity every 30 seconds while the tab is open.

Live activity rail · Real product screenshot, demo company data.
Live dispatch activity feed

Skill and certification checks

Job types carry required skills. Drop a job on someone missing one and the board warns you; if the matching certification has expired, the assignment is refused outright.

Best tech for this job

Ranks every technician for a job and time with short reasons: skills, zone and business unit, whether they're working and free, today's load and drive time from the truck, the previous job or home base.

Crews and multi-day jobs

Put several technicians on one appointment (the first one picked leads), plan installs that run several days in a row, and keep helpers visible on the lane with a helper badge.

Move-up offers

Tag customers who want an earlier visit. When a cancellation or an early finish opens time, eligible customers get a text, and the first YES books it after a live capacity re-check.

Route comparison

Propose a shorter order for one technician's remaining stops, see before and after drive minutes, and apply it only if you like it. The same set of arrival windows is handed out in the new order.

Job list tabs and alerts

Unassigned, Scheduled, Dispatched, Working, Completed, Hold, Canceled and Future tabs under the timeline, plus alerts for running late, windows at risk, early finishes, unassigned work today and time-off conflicts.

How it works

Step by step

  1. 1

    Set skills and hours

    Give each technician skills, certifications with expiry dates, zones and bookable hours. Give job types their required skills and default durations.

  2. 2

    Book into the queue or a window

    Calls, online bookings and the office put jobs either straight into an arrival window or into the unscheduled queue, which you can sort by priority, age or value.

  3. 3

    Drag, check, assign

    Drag a job onto a lane and time. The board snaps to the grid, checks overlaps, skills, certifications, events and board hours, and tells you what it found. Undo is one click.

  4. 4

    Watch the day move

    Status changes from the field app update the lane colors and the activity rail. Alerts flag late jobs and open time, and move-up offers fill gaps.

Who it helps

Dispatcher
One screen for the day with warnings before mistakes, keyboard moves, and a list of who can take the next emergency and why.
CSR
Sees real open time per technician and the 7-day capacity strip before promising a window on the phone.
Service manager
Spots running-late jobs, technicians with expired certifications and unassigned work for today without walking the floor.
Owner
Hours booked against capacity for every technician, every day, so thin days show up while there's still time to fill them.

What to measure

Utilization
Booked job hours divided by bookable hours, per technician and per day. The board header shows both numbers.
Arrival windows kept
Appointments where work started inside the promised window, divided by appointments with a window. Track it weekly.
Unassigned at 8 am
Count of today's appointments with no technician at the start of the day. It should trend toward zero.
Move-up fills
Openings filled by a move-up YES, divided by move-up offers sent. Tells you whether tagging customers is worth the effort.

Compared with ServiceTitan

How TradesWork dispatch board compares

Both give you a drag-and-drop board with technician lanes. ServiceTitan sells assignment recommendations and automation as Dispatch Pro, a separate Pro product; TradesWork includes the best-tech ranking, crews, move-up and route comparison on the board itself.

 ServiceTitanTradesWork
AI assignmentDispatch Pro, listed under ServiceTitan's Pro products, with assist and full-automation modesBest-tech ranking on every plan; the AI dispatcher proposal is on the AI plan
Who it plans forDispatch Pro only works with managed technicians, per its help articleAny technician on the board, including crews and multi-day jobs
Appointment move-upPrivate preview; needs a Voice Agent account and job tags mapped to windowsBuilt into the board: tag a visit, offers go out when time opens
Max drive timeDispatch Pro never exceeds the configured maximum drive timeNo hard maximum on the board; the AI dispatcher can keep a tech within N minutes of base when you ask

ServiceTitan details from its public help center and published pages; see sources below.

A good dispatch board answers three questions in under a second: who is free, who is late, and who can't take this job. The TradesWork board is built around those questions. Every technician gets a lane on an hourly timeline, the header shows hours booked against hours available, and every drag runs the same checks a careful dispatcher would run in their head: skills, certifications, overlaps, time off and board hours.

What's on the board

The board follows the layout most dispatchers already know: a header with the day and capacity, a technician timeline, job list tabs under it, a map, and an activity rail on the right.

The full board: hours booked against capacity, technician lanes with status colors, trucks, alerts and the live activity rail. · Real product screenshot, demo company data.
TradesWork dispatch board with technician lanes, jobs and a live activity feed

Each lane shows a technician's name, a status dot and their booked hours against bookable hours. The status dot is derived, not typed in: a paused job makes the technician "On hold", an appointment in progress makes them "Working", then "En route", then "Available" if they're clocked in or have work left, then "Clocked out" or "Off". Without timesheet data, a finished day reads "Off", never a guessed clock-out.

Appointment blocks carry the arrival window, the job number and summary, and a color by status. A helper badge marks second technicians. Overlaps get their own marker, and so does a block whose technician lacks a required skill, so a glance at the grid tells you where the problems are.

Under the timeline, the job list has eight tabs: Unassigned, Scheduled, Dispatched, Working, Completed, Hold, Canceled and Future. A paused job lives under Hold only, so it doesn't get counted twice. Rows can be dragged from the list onto a technician and time.

Checks that run when you drop a job

The board treats some mistakes as warnings and some as rules. The difference matters, because dispatchers override warnings all day for good reasons.

SituationWhat the board does
Technician lacks a skill the job type requiresWarns, names the missing skill, lets you proceed
Matching certification has expiredRefuses the assignment
Appointment overlaps another on the same laneMarks the overlap
Start time outside board hoursWarns "Starts outside board hours"
Technician has an event (training, meeting, vehicle service)Blocks like time off
Technician has no bookable hours setSays so on the lane
Drop outside the boardNothing changes, and it tells you

If the server can't be reached when you drop, the move is undone on screen and you get a message, rather than a board that looks right and isn't. Moves come with an Undo in the confirmation, so a wrong drop is one click to reverse.

Picking the right technician

Click Suggest on a job and the board ranks every technician for that job and time. Each one comes with short reasons: skills and certifications, zone and business unit, whether they're working then and free, how loaded their day already is, and the drive time.

Drive time starts from the best position available. For today, and for people allowed to see the fleet, that's the truck's live position if it's under 30 minutes old. Otherwise it's the previous job on that technician's day, then their home base. If you've connected a routing provider (openrouteservice1 with an API key, or your own OSRM server2), drive times are real road estimates. If not, TradesWork uses a straight-line estimate with a detour factor and says "Drive times are straight-line estimates (no routing provider connected)" right on screen. You never get a precise-looking number that's really a guess.

Crews, multi-day jobs and events

Installs and big repairs rarely fit one technician and one day. On the board you can:

  • Build a crew. Pick several technicians for one appointment; the first picked leads. Everyone on the crew sees the same block.
  • Plan multi-day work. Set days in a row and hours on site per day, and the job lands as a group of visits.
  • Block non-job time. Events cover meetings, training, vehicle service and permit inspections. People on an event can't be booked then, and it shows on their row.

Member maintenance visits have their own view, Recurring Visits, which groups visits due in the next two months by zone or ZIP area so you can book a cluster on a day a truck is already nearby.

Filling gaps with move-up offers

Cancellations and early finishes leave holes. Move-up turns those holes into booked work without a round of phone calls.

  1. 1

    Tag the customer

    On any scheduled visit, tag "wants earlier": any earlier time, earlier the same day, or no sooner than a number of days out.

  2. 2

    Time opens

    A cancellation, a technician finishing early, or an opening you mark by hand creates an offer listing the eligible customers.

  3. 3

    Texts go out

    Automatically or with one tap. Never during quiet hours, never to opted-out numbers.

  4. 4

    First YES books it

    The reply is checked against live capacity before booking. Everyone else who answers is told the slot is taken.

ServiceTitan added a similar feature in 2026. Its Release Hub describes it as a private preview that now works for any Voice Agent account and runs off job tags mapped to rescheduling windows.3

Route comparison for one technician

When a technician has several stops left, Optimize route proposes a shorter order. You see the drive minutes before and after, and which stops move. The arrival windows stay the same set: the customers whose stops move get a different window from that set, and the board reminds you to let them know. Nothing changes until you approve, and a proposal goes stale if any of those stops changed in the meantime.

For the whole board at once, with goals like least driving or keep every promise, see the AI dispatcher.

Working the board fast

Dispatchers live on this screen, so it's built for speed:

  • Keyboard: left and right arrows change the day, T jumps to today, Space picks up and drops a block, Enter opens details. Keyboard drags move a quarter hour or one row per arrow press.
  • Work streams: each dispatcher can pick which work they're handling this shift and focus the board on it.
  • Queue sort: sort unscheduled jobs by priority, age or value.
  • Capacity strip: a 7-day view of open hours above the board, for CSRs promising windows.
  • Branches: multi-location companies switch branch from the same screen.

How to roll it out

Most shops get value in the first week if they set it up in this order:

  1. Add technicians with bookable hours and home bases. The board needs hours to show capacity and a starting point to estimate drives.
  2. Set required skills on your riskiest job types and enter certifications with expiry dates.
  3. Set default durations on job types. A blank duration makes every capacity number wrong.
  4. Run one week with the activity rail open and alerts on. Note how many "running late" alerts turn out to be real.
  5. Turn on move-up for one tag ("any earlier") before adding more.
Free download · ExcelField Service KPI ScorecardTrack the 12 numbers that run a service business, week by week, with formulas already built in.

Where the board isn't the right tool

The board is for scheduled service and install work. It doesn't do route-day scheduling for lawn, pest or pool routes, and it won't replace a project schedule for construction. On a phone it's a list, not a grid. And if you need a hard rule like "never more than 40 minutes between jobs", the board itself won't enforce it; the AI dispatcher's "stay near base" rule is the closest thing today.

ServiceTitan's Dispatch Pro, by its own help article, never exceeds a configured maximum drive time and only works with managed technicians.4 If a hard drive-time ceiling is central to how you dispatch, weigh that.

Footnotes

  1. openrouteservice, routing and directions API. https://openrouteservice.org/ ↩

  2. Project OSRM, Open Source Routing Machine. https://project-osrm.org/ ↩

  3. ServiceTitan Release Hub, "Fill schedule gaps with Appointment Move Up." https://help.servicetitan.com/release-hub/docs/fill-schedule-gaps-with-appointment-move-up ↩

  4. ServiceTitan help center, "Dispatch Pro overview." https://help.servicetitan.com/docs/dispatch-pro-overview ↩

Free download

Field Service KPI Scorecard

Track the 12 numbers that run a service business, week by week, with formulas already built in.

Get it free
  • 12 KPIs with definitions and formulas
  • 52-week tracker with trends
  • Targets and red / green flags
  • Per-technician view

Frequently asked questions

Yes, but on narrow screens the board becomes a list of technicians and their appointments with no drag and drop. Use a laptop or desktop for heavy dispatching; the list works for checking the day and opening jobs.

Sources

Last reviewed October 15, 2026. Third-party sources are marked; some are written by competing vendors.

  1. 1.ServiceTitan help: Dispatch Pro overview
  2. 2.ServiceTitan: Dispatch Pro
  3. 3.ServiceTitan Release Hub: Fill schedule gaps with Appointment Move Up
  4. 4.openrouteservice
  5. 5.Project OSRM

Ready to run a tighter shop?

Try the TradesWork AI plan free for 14 days. Bring your customers and price book, or start fresh with a price book made for your trade.

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Three workers in coveralls unloading equipment from a van