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  2. Using Doinn Platform
  3. 2. Automate - Scheduling, Dispatching & Service Pricing

How to use the dispatch with the daily view?

Dispatch View allows you to see all scheduled services, assign tasks to workers easily, and track their status in real time using intuitive visual cues.

The Dispatch View tool is extremely useful for managing and visualizing all scheduled services for the day. Here’s a breakdown of its key features and how to use it effectively:

1. Unassigned Services

At the top of the left column, you will see all services that have not yet been assigned to a worker. To assign a service, simply drag and drop it onto the appropriate worker on the right.

2. Assigning Services

When you drag a service, the worker’s row will light up in blue, indicating you’re in the correct row. A vertical purple line will also appear, showing the exact time you are scheduling the service, making it easier to place the task accurately.

3. Modifying Assigned Services

If you need to reassign a service, click on it and drag it to the new worker’s row.

4. Viewing Service Duration

  • Services under 15 minutes: Display as a small icon.
  • Services over 15 minutes: The width of the bar represents the service duration. For example, a two-and-a-half-hour service will take up two and a half cells.

5. Viewing a Worker’s Schedule

To view all services assigned to a specific worker, click the dropdown next to their name. This will give you a detailed view of their assigned tasks.

6. Worker Availability

If a worker is crossed out for a specific day, it means they are unavailable due to vacation, illness, or another reason that prevents them from being assigned tasks.

7. Real-Time Tracking

This view is highly practical for:

  • Seeing overlapping services and adjusting schedules.
  • Checking the status of services with color codes:
    • Green: Completed.
    • Yellow: Pending.
    • Red: Canceled.

8. Navigating Between Days and Weeks

You can easily move between days and weeks with the controls in the top right corner:

  • Use the arrows to move between weeks.
  • Select a specific day using the small calendar at the top of the screen.

These features make the Dispatch View a powerful tool for organizing daily tasks efficiently and clearly.

Suggested Images:

  1. Screen with unassigned and assigned services.
  2. Example showing the blue row and purple time line.
  3. View of a worker marked as unavailable.