The Dispatch Board is a centralized scheduling tool that makes it easy to assign technicians, monitor visit progress, and take quick action on jobs. It provides daily, weekly, and geographic views so you can see when and where your technicians are working.
Things to Consider
Drag & Drop Flexibility
Move Visit Cards on the Dispatch Board to quickly adjust the date, time, duration, or assigned technician(s).
Quick Navigation
Hover over any underlined data to open related pages such as the Job or Maintenance page, Visit Report, or Property page.
Visit Release Settings
By default, a Visit is released to the technician as soon as it’s saved and all required details are entered.If “Release to Tech” is enabled, the dispatcher will need to manually release the Visit before the technician receives it.
How to access the Dispatch Board:
Go to Dispatch in the main menu.
Select Dispatch Board.
Key Features
1. Preferred Default Landing View
You can set your preferred landing view (day or week) by clicking the gear icon in the upper-left corner of the Dispatch Board.
Once saved, this view will load automatically each time you open the Dispatch Board.
Many users prefer the week view, since it provides a full overview of scheduled Visits for the entire week.
2. Filters
Use filters to narrow down Visits by department, crew, or specific technician so you only see relevant assignments.
You can also create and save custom views, which can be set as your default or shared with your team for easier collaboration.
3. Map View
Click MAP (next to SCHEDULE) to see Visits displayed on a map.
Filtering Options
Filter by technician, Visit status, specific day, or time frame to focus only on the Visits you need.Technician Activity Snapshots
BuildOps does not provide live GPS tracking. Instead, when a technician taps an action button in the mobile app (Traveling, Working, Break, Paused, Finished), the system records a snapshot of their location and time. Dispatchers can view the most recent snapshot on the map.Color-Coded Pins
Gray pin: Scheduled Job
Blue pin: Traveling or Working
Black pin: Technician’s saved address (if entered in the employee profile)
4. Flagged Visits
Click FLAGGED to view only the Visits that have been flagged on the Dispatch Board.
This feature increases visibility by helping dispatchers quickly identify which Visits technicians have marked as flagged and may require attention.
5. Technician Status
Toggle on TECHNICIAN STATUS to display a color-coded status line under each Visit Card. This gives dispatchers real-time visibility into what’s happening at each Job, where technicians are, and how long they’ve been working.
Green line: Completed Visit
Blue line: Visit in progress (Working)
Dotted black line: Traveling
You can also hover over each segment to see an expanded view of overlapping Visit details.
6. Day/Week View
Switch between a day view or week view by clicking DAY or WEEK at the top of the Dispatch Board.
Click the calendar icon to jump to a past or future date, or manually enter a date.
Use the arrows to move quickly between days or weeks.
Click TODAY to return to the current day’s Visits.
Visit Status Trays
At the bottom of the Dispatch Board, you’ll find tabs that organize Visits by their status.
Click on a specific status tab (or the up arrow in the bottom-right corner) to expand the trays.
You can also drag the section to move it up or down for better visibility.
When you click the up arrow, you’ll land in the Unassigned tray. This tray contains all Visits that are missing a date, time, or technician.
You can drag and drop unassigned Visits onto the Dispatch Board.
Or, click a Visit to open the Visit Side Panel and take further action.
Within each Visit status tray, you can also:
Create saved views
Apply filters
Rearrange or hide columns
Visit Status Descriptions
Visit Cards
When a Visit includes a date, time, and primary technician, it appears on the Dispatch Board as a Visit Card.
Each Visit Card displays:
Visit status
Property name
Job number & Visit number
Additionally, some Visit Cards may display a diagonal banner in the upper-right corner:
To-Do – Includes a checkbox and indicates there are pre-dispatch actions the dispatcher must complete before the Visit can be dispatched or started.
These actions are visible only to the dispatcher and do not appear in the technician’s mobile app.
Flagged – Indicates the Visit has been flagged by a technician for attention.
To view more details about the Job and Visit, click anywhere in the blank space of the Visit Card to open the Visit Side Panel.
Visit Side Panel
1. Job Details
Displays Job and Visit numbers, statuses, and quick actions.
Click the Job number hyperlink to open the full Job page.
Click the Visit number hyperlink to review the Visit Report.
NOTE: the Visit number will notbecome a hyperlink until the report is submitted.
Manually cancel, complete, or unassign a Visit.
2. Quick Actions
Click the three dots in the upper-right corner to:
Clone Visits – Duplicates all details (forms must be re-added).
Create Purchase Orders – Visible to technicians, but only the office can mark them as received.
Create Field Orders – Technicians can receive these in the mobile app.
Release to Tech – If this setting is enabled, release the Visit to the assigned technician.
How to release visits to tech?
When the visit has all the information needed then now ready to release to the desired technician.
On the dispatch board, select a visit that is now ready to release to the technicians. A panel will appear on the right hand side. There is a kebab menu on the upper right corner, then click. Click on the "release to tech". This will allow the technician to see a visit on his mobile app.
3. Visit Details
View the Visit description, customer details, and property information.
See pre-dispatch actions (internal notes only visible to the dispatcher). Once the pre-dispatch actions have been completed, the dispatcher can
check the “done check box” and the banner will update as checked.
The Visit description outlines the work to be performed during the Visit. Dispatchers can update this section at any time, and any changes will reflect immediately in the technician’s mobile app for reference.
4. Scheduling
Update the date, time, and duration manually or by using the calendar icon.
Disptachers can reschedule a Visit unless the technician has already tapped Travel or started work.
The duration field is for scheduling purposes only; it does not restrict time entry.
Always click SAVE after making changes.
5. Departments & Technicians
Reassign departments, primary technicians, or additional technicians.
Skills and Certifications - select required skills and certifications
Technician statuses update in real time based on their actions in the field.
How to Create Events from the Dispatch Board
You can create four types of events directly from the Dispatch Board: Visit, Project Visit, Billable Event, and Non-Billable Event.
Click anywhere in the blank space on the Dispatch Board.
Select the type of event you want to create.
Fill out the details, scheduling, and technician sections in the Visit Side Panel
(Optional) Create recurring Visits or events that occur at the same time each day over a specific date range.
⚠️ Don’t forget to click SAVE when you’re done adding all details.
Billable & Non-Billable Events
Billable Event
A Billable Event is tied to a Job or Maintenance and is used to track time spent on work related to that Job or Maintenance but performed off-site (not on the Property).
Examples: Prepping materials at the shop, or picking up materials at a vendor for a Visit scheduled on the Property the following day.
Non-Billable Event
A Non-Billable Event is a standalone event not tied to any Job or Maintenance. It is used to track time or block out time on the schedule.
Examples: Team trainings, internal meetings, or time off (sick days, PTO, etc.).
FAQs
Why can’t I see certain technicians on the Dispatch Board?
Make sure the user is marked as a Technician in Personnel Settings.
Confirm their login status is set to Active.
I can’t assign a technician to a Visit from the Unassigned tray.
Open the Visit Side Panel and manually assign a technician.
A technician cannot take action on a Visit in the mobile app.
Check the Visit Side Panel to confirm that the correct primary technician is assigned.
Can I schedule a Visit in the past?
Yes. However, the office must manually complete the Visit so it appears as Past in the mobile app.
How to Cancel a Visit from the Dispatch Board
If a visit is no longer needed or has been canceled by the customer, you can easily update its status from the Dispatch Board.
Open the Dispatch Board.
Select the visit you want to cancel.
The Visit Details panel will appear on the right.
Click Cancel at the top of the panel.
The visit will update to a Canceled status and will no longer appear as active or scheduled.
6. How to mark the "TO DO" Banner as completed in a visit in the dispatch board
When there is a pre-dispatch action prior to a visit.
On the dispatch board, select the visit. A panel on the right will show. On the Pre-dispatch actions box, there is a note from the customer prior to a visit. Once the technician has completed the requirement, the admin may click the "done" box. This will display a checkmark on the "To do" banner on the visit card.
7. What does ‘clearing a flag’ mean? Why does the dispatcher need to clear flags?
The flag section is meant to be a mini ‘task list’ management section so that the dispatcher can clear off each flag as they take follow-up actions on them.
When all the flags have been cleared, the ‘RED’ flag banner will disappear on the visit side card and the visit card on the dispatch board.
Using the ‘Clear All Flags’ checkbox, all flags can be cleared together.
If a flag is cleared by accident, the checkbox can be unchecked & the ‘RED’ flag banner will reappear on the visit side card and the visit card on the dispatch board.