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.

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.