Field Service Dispatch Board: A Simple Workflow
Use a clear dispatch board to see booked work, active jobs, delays, and the next action for a field service operation.
Direct answer
A dispatch board shows the work planned for each day and the status of each job. Solo, Crew, Growing, and Medium operations can use it to see what is booked, what is in progress, and what needs action.
Use clear stages
Use stages that describe work status. Keep payment status separate when possible.
- New: the request needs review.
- Quoted: the customer has a price to review.
- Scheduled: the visit has a time and owner.
- In progress: the crew is doing the work.
- Complete: the service work is done.
- Invoiced or paid: the money step is visible.
Run a daily dispatch routine
A short review prevents missing details and late updates.
Steps
- Review the jobs for today.
- Confirm addresses, access notes, and customer contact details.
- Assign each job to a person or crew.
- Update status when work starts, changes, or ends.
- Check gaps, delays, and overdue follow-ups before the day ends.
Avoid common board problems
The board is useful only when it shows the current state.
- Use one record for each job.
- Keep important notes on the job record.
- Record reschedules instead of deleting the old time.
- Show the next action for every incomplete job.
FAQ
Does every field service operation need a dispatch board?
A shared board gives owners and crews one view of planned work, active work, and work that needs attention. The right level of detail depends on the operation.
What is the difference between a dispatch board and a calendar?
A calendar shows time. A dispatch board also shows work status, owner, customer context, and the next action.