Schedule and Dispatch

Open Admin > Schedule to manage the full workboard for operations and sales. The refreshed landing view keeps the same workflows and scopes, but now opens inside the branded admin shell with a summary header and dispatch-readiness cards above the calendar.

The page still has three scopes:

• Ops for truck dispatch, route order, unassigned jobs, and crew coverage.
• Sales for appointments and same-day follow-up work.
• Combined to stack both sections in one date range.

The summary strip above the board calls out active crews, dispatch assets, service defaults, and automation status so dispatchers can check readiness before opening the day grid.

The toolbar now also includes a Jump to date picker. Use it when you need to move straight to a specific service date without stepping forward or backward one day at a time.

Mobile Multi-Truck Schedule

The mobile Schedule keeps one calendar card per job, even when a larger job uses several trucks. The assignment chip shows the primary truck plus the additional count, such as Truck 1 +3. This keeps the day total, job count, and revenue accurate instead of repeating the same job four times.

Owners and managers can filter a multi-truck job by any assigned truck or any crew linked to one of its truck runs. The complete assignment list travels with the schedule record, so selecting Truck 4 still finds a job whose legacy primary assignment is Truck 1.

Crew leads and technicians see a job when either their assigned crew or their assigned truck is attached to any truck run. This includes secondary trucks; the field calendar is no longer limited to the job's primary compatibility fields. Existing single-truck jobs continue to use their original truck and crew assignment when they do not have truck-run records yet.

On mobile, Week uses compact day columns instead of stretching every item across a continuous hourly grid. Five days fit on the phone at once, with the remaining days available by horizontal scrolling. Each column shows its daily revenue and stacks the real assigned work in time order. Leads and appointments remain purple, jobs blue, standard follow-ups yellow, and high-priority follow-ups orange. A day with no assigned work shows a truthful No work state instead of sample appointments.

In mobile Day, untimed follow-ups are collapsed into one compact summary so the first timed lead appointment and scheduled job remain visible below it. The summary is yellow for standard work and orange when at least one follow-up is high priority. Open it to reveal every original follow-up card and its actions; close it without changing the underlying tasks.

Switching from Day to Week keeps the resolved day as temporary loading content while the expanded date range is requested. This avoids a misleading flash of $0 revenue or No work before the weekly response arrives; the final day and week revenue still comes only from scheduled jobs in the selected range.

Organization-local follow-up dates

Mobile and admin Schedule assign due lead and estimate follow-ups to calendar days using the organization's configured timezone. A follow-up due today remains on the same business day between UTC midnight and local midnight; it does not disappear early, become overdue early, or return as a duplicate on the next day. Owners and managers see the organization-wide result, while sales reps see the same local-day behavior for their assigned follow-ups. Day and Week views use the same organization-local date boundaries.

For release QA, test a workspace whose timezone is behind UTC during the window after 00:00 UTC but before local midnight:

1. Create or identify one follow-up due on the current organization-local date.
2. Open mobile Schedule > Day as an owner or manager, then as the sales rep

assigned to the follow-up.

1. Confirm the follow-up appears once under the current local day and is not

marked overdue.

1. Open Week and confirm the same follow-up appears once in the matching day

column.

1. Advance past local midnight or repeat with the next local date; confirm the

item changes day or overdue state only at the organization-local boundary.

Ops Day View

The Day view is the daily dispatch board.

Each truck card shows:

• Truck name
• Assigned crew for that truck and date
• Stop count
• Revenue
• Scheduled hours
• Warning indicator when the route is tight or overloaded
• Solo coverage and crew-note callouts when a truck-day changed

When you select a truck, the main panel shows that truck's ordered stop list with:

• Stop number
• Customer and address
• Service type
• Job value
• Arrival estimate
• Drive time and distance from the previous stop
• Estimated crew hours
• Job notes, access notes, and special instructions when present
• Crew pay per stop when the crew pay toggle is enabled
• Quick actions for Navigate, Start, and Skip

The Map toggle opens the live Google route map panel on the right. Numbered pins match the stop list, truck polylines render on top of the map tiles, and unassigned jobs appear with a ? marker when they already have coordinates.

The day board now also writes the current stop order, drive minutes, drive miles, and arrival estimates back into the dispatch tables so the next load keeps the same route timing.

That route-sync save now validates the full payload before it writes and batches the coordinate updates in parallel, so malformed dates, stop ids, or invalid latitude/longitude values are rejected cleanly and larger syncs should finish faster.

Crew Assignments By Day

Click Edit Crew inside the selected truck's day board to assign the crew lead and technician for that specific truck-day.

Use this when:

• A technician calls out
• A lead swaps trucks for the day
• One truck runs solo
• You need to leave notes for the dispatcher

These day-specific assignments show on the truck cards and in the weekly grid.

CE Pro now validates those day-assignment saves before they overwrite dispatch data. Invalid truck ids, malformed dates, or broken crew-member ids are rejected with a readable error instead of partially writing a bad truck-day record.

Route Ordering

The board automatically uses the saved stop order when a truck already has one. If no saved order exists, CE Pro uses a dispatch heuristic that groups stops by time window and then orders nearby jobs together.

You can change the order by:

1. Dragging a stop within the selected truck's list.
2. Using the up/down controls on a stop card.
3. Clicking Optimize Route to rebuild the day's order from the current jobs on that truck.

Route optimization now rebuilds the full stop order instead of pinning the previous last stop in place. In practice that means short routes can still improve when the best final stop changes after you add, remove, or swap jobs.

When the system finds a likely improvement, it shows a Routing Suggestions card at the top of the day view with the proposed truck move, rationale, and estimated time or distance savings.

The reorder controls now degrade gracefully when the optional dispatch sync tables are unavailable or a stored truck assignment is stale. In practice, that means dragging a stop or using the up/down controls should still persist the visible route order instead of kicking back a board-level 500.

Unassigned Jobs

Jobs without a truck stay in the Unassigned Jobs panel. From there you can:

• See the estimated hours for the job
• Open the job detail sheet
• Assign the job to the best-fit truck from the current board

Week View

The Week view now uses a compact Gantt layout instead of separate cards in every cell.

Each truck row shows:

• Continuous multi-day bars for jobs that span across several dates
• Dense single-day cards with customer, address, time window, and value
• A crew strip below the bars for each truck-day
• Amber highlighting when a day is solo or has a swap note
• A tighter footer with daily revenue, job count, scheduled hours, and optional crew pay/gross

This view is best for spotting trucks tied up for multiple days, overloaded lanes, empty capacity, and crew swaps later in the week.

Month View

The Month view rolls the schedule into a revenue calendar. Click a day to jump into that day's dispatch board.

Each day tile shows:

• Daily revenue
• Up to three scheduled jobs
• Overflow count when more jobs exist than the tile can show

Sales and Combined

The Sales scope separates work into two sections:

• Appointments grouped by rep
• Follow-Ups Due with owner, type, pipeline value, and age

In the daily Sales view, you can switch reps, open the map split panel, and review Nearby follow-ups while you're here between appointments for the active rep.

In Week view, reps become rows and the calendar becomes a rep-by-day grid with denser appointment cards and follow-up badges that include pipeline value. In Month view, appointment and follow-up counts roll up into a monthly calendar.

The Combined scope stacks the operations board above the sales board for the same date range.

Both map panels now share the same Google Maps loader configuration behind the scenes, so switching between Ops, Sales, and Combined views no longer trips the schedule board into a client-side loader crash.

Creating Jobs

Use Create Job from the top-right corner of the schedule when you need to add work directly from dispatch.

The dialog lets you set:

• Customer details
• Service type
• Date range
• Start and end time
• Truck
• Crew
• Estimated crew hours
• Notes and quoted total

Use the single-job dialog when dispatch is booking one location at a time.

For multi-location contracts, start from Admin > Jobs > Bulk Schedule instead. The bulk scheduler is better when you need to create many separate property jobs in one pass, reuse shared pricing defaults, and keep every job invoice-ready without opening each detail screen.

Bulk Schedule And Route Mode

Bulk Schedule supports two submit modes:

• Jobs Only creates one job per selected property.
• Jobs + Route Stops creates one job per selected property and then appends route stop positions by truck and service date using the row order from the batch grid.

Behind the scenes, truck-id resolution and route-stop appends now run in parallel per batch, so larger same-day route imports should finish faster before the new jobs appear on the board.

Route mode only works when every routed row has:

• one truck assignment
• a single service date instead of a multi-day range

If you need multi-day work, create those rows in Jobs Only mode and place them on the board manually afterward.

Related Guides

• Use Route Management for route-specific workflow details.
• Use Schedule & Dispatch Settings to set the shop address, truck capacity, and crew pay visibility.