Drag Jobs Between Techs and Statuses, See the Day at a Glance

Two views, one board: By Technician to balance load, By Status to run the pipeline. Drag-drop to reassign or move through stages. Mobile and touch friendly.

The Problem

Most CRMs show the day's jobs as a list or a calendar. Neither view makes it obvious which tech is overloaded, which jobs are stuck, or what to reassign.

Lists Hide Overload

A table of 30 work orders doesn't tell you that Tech A has 12 jobs and Tech B has 2. You discover imbalance when Tech A calls in burned out.

Status Transitions Are Manual

Moving a job from Scheduled to In Progress to Completed means opening the record, picking from a dropdown, and saving. Three clicks per move, for every job.

Reassignment Is Painful

When a job needs to move techs, owners open the job, change the technician dropdown, save, and hope everyone notices. No visual signal.

How It Works

1

Open the Dispatch Board

The /dispatch page shows today's work orders on a Kanban board. Pick By Technician or By Status from the view toggle.

2

Drag to Reassign or Progress

Drag a card to another technician column to reassign, or drag it through status columns (Scheduled -> In Progress -> Completed) on the By Status view.

3

Use Quick Actions

Every card has a mini menu for view, edit, and status change without dragging. Useful on mobile where drag is harder.

4

Filter and Focus

Filter by date, branch, or priority. Mobile-responsive layout collapses columns into a scrollable row for phones.

Key Capabilities

By Technician View

One column per tech. See load at a glance, spot imbalance, drag a card between techs to rebalance.

By Status View

Columns for Scheduled, In Progress, Completed, Invoiced. Move a job through the pipeline by dragging — no form-filling.

Drag and Touch Support

Drag-drop on desktop, long-press drag on mobile. Works on iPad and phone, not just a laptop in the office.

Quick Actions on Cards

View, edit, change status, and reassign from a menu on every card. Mirrors drag-drop actions for accessibility.

Date and Branch Filters

Focus on today, this week, or a specific date. Filter by branch to see one location's board in isolation.

Realtime Updates

Status and assignment changes from other users appear live via Supabase Realtime. No refresh needed.

See It in Action

Real dispatch board activity from Smarfle service businesses.

0

Jobs Today

0

In Progress

0

Completed

Mike R — 6 jobs

2 in progress, 3 scheduled, 1 done

Balanced

Lina T — 4 jobs

1 in progress, 3 scheduled

Available

Austin B — 9 jobs

Overloaded, reassign 2

Overload

Frequently Asked Questions

No, it complements. Calendar is best for scheduling ahead. Dispatch board is best for running today's operations.

Yes, but techs see only their assigned jobs. Drag-drop is disabled for them — they use the card actions to mark progress.

Yes. Columns collapse into a horizontal scroll on narrow screens, and long-press drag works for reassignment.

Dispatch handles who and what status. Route Optimization handles in-what-order and drive-time. Use both together.

Pricing

All tiers

Dispatch Board Is Included

The dispatch Kanban board is included on every plan. No per-card or per-user fees.

Included

View all plans

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