Table of Contents
Overview #
The Dispatch Board is FieldAx’s visual scheduling interface that enables dispatchers to efficiently manage job assignments, monitor technician schedules, and optimize routes. This section covers the technical configuration of the dispatch board including column setup, view creation, and visual customization through assignment colors. Proper dispatch board setup ensures dispatchers have a powerful, intuitive tool for managing field operations.
Understanding the Dispatch Board #
Dispatch Board Components #
The dispatch board consists of three main configuration areas:
Board Columns
- Define what information displays
- Control data visibility
- Enable quick decision-making
- Customize per business needs
Board Views
- Filter jobs displayed
- Create role-specific perspectives
- Manage different workflows
- Optimize performance
Visual Elements
- Color-coded assignments
- Status indicators
- Priority markers
- Schedule conflicts
Benefits of Proper Configuration #
Operational Efficiency
- Quick job overview
- Drag-and-drop scheduling
- Visual workload management
- Real-time updates
Better Decision Making
- All relevant data visible
- Color-coded priorities
- Conflict identification
- Resource optimization
Dispatch Board Usage #
For Dispatchers #
With configuration complete:
- Drag jobs to schedule
- View workload visually
- Identify conflicts
- Optimize routes
- Monitor progress
For Managers #
Visual management tools:
- Resource utilization
- Performance monitoring
- Bottleneck identification
- Capacity planning
- KPI tracking
For Field Technicians #
Mobile visibility:
- Daily schedule
- Job priorities
- Route planning
- Customer information
- Real-time updates
Best Practices Summary #
Configuration Best Practices #
Planning
- Define requirements first
- Involve end users
- Document decisions
- Plan for growth
Implementation
- Test in sandbox
- Deploy incrementally
- Train users thoroughly
- Monitor adoption
Maintenance
- Regular reviews
- User feedback
- Performance monitoring
- Continuous improvement
