Tutorials

Tutorial

Schedule and dispatch a job

Plan work on the calendar, allocate crew or equipment, and use dispatch views for the day.

Steps4
Time6 minutes
Screenshots4
Step 1

Review the calendar

Open the Jobs calendar and choose the day, week, or month you need to plan.

Schedule and dispatch a job - Review the calendar
Screenshot from the running app: Review the calendar
Step 2

Confirm job schedule

Open the job and confirm scheduled date, time, duration, crew, and site details before dispatching.

Schedule and dispatch a job - Confirm job schedule
Screenshot from the running app: Confirm job schedule
Step 3

Allocate in Business Planner

Open Business Planner for the day and assign available crew or equipment to scheduled jobs.

Schedule and dispatch a job - Allocate in Business Planner
Screenshot from the running app: Allocate in Business Planner
Step 4

Use crew map context

Use opted-in crew locations, job sites, and dispatch context to make the final allocation decision.

Schedule and dispatch a job - Use crew map context
Screenshot from the running app: Use crew map context
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