Scheduling and Dispatching matches client work requests with crew availability, skill sets, and travel zones. An optimized schedule keeps technicians productive and drives down response times.
Step-by-Step Walkthrough
Open the Dispatch Board
From the scheduler menu, click Dispatch Board (or route to /schedules). You will see a multi-crew calendar timeline alongside an unassigned jobs panel.
Identify Unassigned Jobs
Review the 'Unscheduled Queue' list. Inspect job descriptions, priorities, estimated durations, and customer city locations.
Assign Work using Drag and Drop
Drag the job card from the queue and drop it onto a technician's timeline. Adjust the starting time and block duration directly on the board.
Verify Travel and Skill Matches
The system runs background checks on location routing and crew roles. If a mismatch is flagged, a warning icon appears.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Start Time | Required | Scheduled appointment start time. |
| Crew Leader | Required | Assigned technician owning job completion. |
| Helper Crews | Optional | Additional crew members assigned to assist. |
Publish the Dispatch
Click Publish Schedule. This sends notification updates, travel routes, and work order notes directly to the technician's phone.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Double-Booking Lock: The system displays warnings if job blocks overlap on a single technician timeline.
- Active Role Match: At least one crew member assigned to a job must hold the required certification role.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.