Learn the scheduling workflow and how to manage technician assignments.
Dispatch Board vs. Calendar View
Dispatch Board:
- Shows today (or selected day) in columns by technician
- Best for same-day dispatching and monitoring
- See who's available right now
- Real-time status updates
Calendar View:
- Week or month view across all technicians
- Best for planning ahead and seeing workload
- Spot gaps in schedule
- View time-off requests
Assigning Jobs
From Dispatch Board:
- Click an unassigned job from the left panel
- Drag to a technician's column at the desired time
- Or click the job → "Assign" → select technician
From Job Detail:
- Open the job
- Click the "Technician" field
- Select from dropdown (shows availability)
- Set date and time window
Checking Availability
HeyJack shows several availability indicators:
- Green - Available, no conflicts
- Yellow - Has jobs but time available
- Red - Fully booked or time-off
- Gray - Outside working hours
Hover over a technician to see their day's jobs and travel time between.
Technician Skills & Certifications
Match technicians to jobs by:
- Setting skills in their profile (e.g., "HVAC Install", "Plumbing")
- Tagging jobs by skill required
- HeyJack warns if you assign a tech without the required skill
Assignment Notifications
When you assign a job, the technician receives:
- Push notification - "New job assigned for [date]"
- Email - Full job details, customer info, address
- Mobile app - Job appears in their schedule
They can see all job details including prior notes, equipment, and photos.
Reassigning & Rescheduling
Same day reassign:
- Drag job to different technician
- Both techs notified of the change
- Customer not notified (unless you choose)
Reschedule to different day:
- Click job → "Reschedule" → pick new date
- Option to notify customer of change
- Original date is logged in job history
Unassigned Jobs Queue
Jobs without a technician appear in the "Unassigned" queue:
- Sorted by date (soonest first)
- Shows days until scheduled date
- Red alert for jobs scheduled tomorrow without assignment