Create, dispatch, reschedule and reassign: the dispatcher guide

1. Book the job#

1. Click New Job on Jobs or on the Dispatch Board, or press Ctrl K and choose New Job.
2. Pick the Customer (search by name, email or phone), type a Description, and set the Priority.
3. Under Scheduling, set the Start. End fills in one hour later; change it if the job is longer.
4. Leave Technician empty to dispatch from the board, or pick one now.
5. Click Create Job.

2. Dispatch it#

1. Open Dispatch in the sidebar. New jobs without a technician wait in the Unassigned rail on the left.
2. Drag the job onto a technician's lane. If the job already has a time that day, it keeps that time.
3. The technician gets an in-app and push notification: "New job assigned".

To notify the customer at the same time, right-click the job, choose Assign, and tick Send ETA notification to customer before Assign Job.

3. When plans change#

1. To change the time: drag the job along the same lane.
2. To give it to someone else: drag it to the other technician's lane. Time and technician change in one move.
3. When the start time changes, Ormi asks Let the customer know? Choose Text, Email or Don't notify.
4. Every move shows a toast with Undo if you dropped it in the wrong place.

4. Follow the day#

• Job cards update as technicians tap On My Way, Start job and Complete Job on their phones. See Job statuses.
• For a map of where everyone is, open Scheduling, then Live Map.

What if this fails?

"Add a service address to schedule this job."

The customer has no address. Add one to the customer, then create the job. See Add and manage service locations.

"You do not have permission to dispatch jobs".

Your role cannot dispatch. Ask an admin to check your role under Team, Roles.

"... is already booked at ..." when I drop a job.

The technician has another job at that time. Use the Book button in the message to pick the offered time, or drop it somewhere free.

Related tasks

• Create a jobJobs and scheduling
• Dispatch a job to a technicianJobs and scheduling
• Reschedule or reassign a jobJobs and scheduling