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If you run dispatch

Task-by-task help for the person who books the work, places it on people's days, and moves it when the day changes.

Running dispatch is a job, not a role. Anyone with an admin account — the owner included — can do it; it happens on the Dispatch tab of Lupa Dash, in a web browser. Technician accounts cannot open Lupa Dash, and the phone app has no dispatch board.

The Dispatch tab has three views behind one toggle at the top of the panel:

  • Chart — one lane per person across the day, with the Open pool of unassigned work down the left.
  • Map — the same day drawn on a map.
  • Routes — the areas of town you serve, and the addresses nobody has decided about yet.

I need to…

Task Where it is covered
Book a visit while the customer is on the phone Booking and changing visits
Change a visit's time, length, date or notes Booking and changing visits
Remove a visit that should never have been booked Booking and changing visits
Drop one visit of a recurring schedule Booking and changing visits
See who is late and who has room The dispatch board
Look at one person's whole day The dispatch board
Work my own visits as well as dispatching The dispatch board
Give a visit to someone else Moving work between people
Put a visit back for anyone to take Moving work between people
Cover for someone who is out today Moving work between people
Assign a proposed visit from a recurring schedule Moving work between people
Tell a customer their promised time has moved Moving work between people
See where the day's work is, and where people are The map
Draw an area and have its addresses go to one person Routes
Settle an address that two routes both cover Routes
Hand a whole route to someone else Routes

What the technician sees

Every change you make on the board reaches the technician's schedule on the web and on the phone. A technician who is given a visit, loses one, or has one moved back to the open pool from the board gets a notification. Visits a move pushes later on their day, or off a full day back to the open pool, send no notification, and neither does handing a whole route over with Reassign to… — tell the people affected. What they do next — confirm, decline, claim open work, work the visit — is covered in the technician help: