Dispatch
Click Dispatch on the schedule toolbar. People and crews run down the side. The day runs across. A cell is that person on that day.1
See who is already booked
Work already on that person shows in the cell. Unassigned visits are not on a person yet. Assign them from the visit, or drop unscheduled work onto a person below.
2
Add work in an empty cell
Click the cell. You are adding work for that person on that day. The same dialog as an empty calendar slot opens: a visit on a new or existing job, a task, or an event.
3
Pull from the waiting list
Unscheduled lists jobs that have no time. The toolbar count says how many are waiting, or No unscheduled jobs. Search the list. Drag a row onto a time slot, or onto a day to set the hours. Hide unscheduled list closes the panel.
Crews
Crews (also under Options as Crew availability) is who is free, not a list of work waiting. Each crew for the day is Free, Partial, Booked, or Off. A person on that crew is Free, Booked, Off, or Not working. Nothing scheduled means that crew has no jobs that day. Schedule a job on this day books from that row. If you have no crews, the board says No crews yet and links to Manage crews in team settings. Crews are named rosters under Settings → Team → Crews. While crew availability is open:- The Unscheduled list hides. The control says unscheduled jobs are not listed in this view.
- Map is off. The control says the map is not available while viewing crew availability.
