Dispatch¶

Dispatch is where you run a field team — HVAC, plumbing, electrical, cleaning, pest control or any trade that sends people to customers: who is going where today and tomorrow, which jobs are still waiting for someone, and who should go next. Each booked job lands on the technician's own calendar, so it shows in their BaseCloud calendar and in Outlook or Google.

How it fits together¶

• A job is a visit to a client: what needs doing, which day, the arrival window promised to the customer (morning or afternoon), and — once someone is sent — the technician and the start time.
• Each job has a Priority — Emergency, High, Normal or Low — and your own rules for what else moves a job up the queue (a member, an old system, a vulnerable household).
• Jobs live in a Jobs table on each client, so you can see and edit a client's visits right on the client, and add your own columns for what matters in your trade (a gate code, a serial number, the indoor temperature).
• Technicians are your users, marked as technicians with their skills and working hours.
• A job with a technician and a start time is on that technician's calendar. Move the job and the calendar entry moves; give it to someone else and it moves to their calendar.

Who can do what¶

A technician needs neither right to do their job: they see their visits on their calendar, and can mark their own job On the way, Working and Done — not cancel or unbook it. Both rights start on for everyone, so Dispatch works as soon as it's switched on — turn Edit Dispatch off for technicians in User rights or on their team.