{"id":2524,"date":"2022-07-12T08:00:31","dateGmt":"2022-07-12T08:00:31","modified":"2022-07-13T20:31:13","modifiedGmt":"2022-07-13T20:31:13","status":"publish","title":"How to Manage the Dispatch Board","content":"<p>Let\u2019s learn how to manage the dispatch board in\u00a0<strong>Local Service Hero<\/strong>.<\/p>\n<p>The dispatch board allows you to view the jobs, services and appointments that you have scheduled.<\/p>\n<p>Go to\u00a0<strong>Scheduling > Dispatch Board<\/strong> to open the page.<\/p>\n<p>You will see a map where you can locate the places where work, services or appointments are due.<\/p>\n<p>You can use the <strong>Map<\/strong> or\u00a0<strong>Satelite<\/strong> view. You can also hit\u00a0<strong>Hide Map<\/strong> if you don\u2019t want to see the map.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2530 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-01.png\" alt=\"hide map in dispatch board in local service hero\" width=\"1920\" height=\"941\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-01.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-01-350x172.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-01-1024x502.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-01-768x376.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-01-1536x753.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>All services, jobs and appointments will be displayed in a table containing the following columns:<\/p>\n<ul>\n<li>Price<\/li>\n<li>Client<\/li>\n<li>Service<\/li>\n<li>Date<\/li>\n<li>City<\/li>\n<li>Postal code<\/li>\n<li>Assigned. Here you\u2019ll see the employee the job has been assigned to.<\/li>\n<li>Status<\/li>\n<li>Actions. Edit, delete, mark as completed.<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2529 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-02.png\" alt=\"manage the dispatch board in local service hero\" width=\"1920\" height=\"941\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-02.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-02-350x172.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-02-1024x502.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-02-768x376.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-02-1536x753.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<h2>How to search for jobs, services and appointments<\/h2>\n<p>If you use the\u00a0<strong>Search<\/strong> button, you can find your jobs, services and appointments using different search filters:<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2525 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-06.png\" alt=\"search the dispatch board in local service hero\" width=\"1920\" height=\"941\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-06.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-06-350x172.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-06-1024x502.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-06-768x376.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-06-1536x753.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<ul>\n<li>Service ID<\/li>\n<li>Start date<\/li>\n<li>End date<\/li>\n<li>Employee ID<\/li>\n<li>Quantity<\/li>\n<li>Rate<\/li>\n<li>Budgeted hours<\/li>\n<li>Discount ID<\/li>\n<li>Discount amount<\/li>\n<li>Discount type<\/li>\n<li>Author ID<\/li>\n<li>Job ID<\/li>\n<li>Master Schedule ID<\/li>\n<li>Status ID<\/li>\n<li>Client ID<\/li>\n<li>Is paid<\/li>\n<li>Payment status<\/li>\n<li>Master Schedule Tier ID<\/li>\n<li>Files<\/li>\n<li>Notes<\/li>\n<li>Entity Type<\/li>\n<li>Date completed<\/li>\n<li>Final discount amount<\/li>\n<li>Total price<\/li>\n<li>Invoice ID<\/li>\n<li>Team member start notified<\/li>\n<li>Team member start push sent<\/li>\n<li>Team member start email sent<\/li>\n<li>Invoice<\/li>\n<li>Job<\/li>\n<\/ul>\n<p>You just need to use three parameters: Field, Operator, and Value. Once you select these fields, hit Apply filters to search for the jobs, services and appointments that meet the search criteria.<\/p>\n<h2>How to apply bulk actions to your jobs, services and appointments<\/h2>\n<p>If you select services, jobs or appointments using the checkbox picker, you can apply bulk actions to all the selected items.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2528 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-03.png\" alt=\"select jobs local service hero\" width=\"1920\" height=\"941\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-03.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-03-350x172.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-03-1024x502.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-03-768x376.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-03-1536x753.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>After selecting the items, these are the\u00a0<strong>Bulk Actions<\/strong> you can apply:<\/p>\n<ul>\n<li>Delete<\/li>\n<li>Change status<\/li>\n<li>Add Note<\/li>\n<li>Send email to clients<\/li>\n<li>Send message to clients in the app<\/li>\n<li>Send email to unique employees<\/li>\n<li>Send notification to unique employees<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2527 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-04.png\" alt=\"dispatch board bulk actions local service hero\" width=\"1920\" height=\"941\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-04.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-04-350x172.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-04-1024x502.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-04-768x376.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-04-1536x753.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>The\u00a0<strong>Dispatch board<\/strong> page contains some other options on the toolbar:<\/p>\n<p>You can use the Add dropdown to create jobs, services or appointments.<\/p>\n<p>You can also sort data based on your location.<\/p>\n<p>Besides, you can get the archived scheduled services, which means you will view the archived services on this page.<\/p>\n<p>Finally, you can use the calendar to view jobs, services, and appointments scheduled on a specific date.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2526 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-05.png\" alt=\"dispatch board local service hero\" width=\"1920\" height=\"941\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-05.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-05-350x172.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-05-1024x502.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-05-768x376.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/dispatch-board-05-1536x753.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>This is how you can manage the\u00a0<strong>Dispatch Board<\/strong> in\u00a0<strong>Local Service Hero<\/strong>.<\/p>\n","excerpt":"<p>Let\u2019s learn how to manage the dispatch board in\u00a0Local Service Hero. The dispatch board allows you to view the jobs, services and appointments that you have scheduled. Go to\u00a0Scheduling > Dispatch Board to open the page. You will see a map where you can locate the places where work, services or appointments are due. You \u2026 <a title=\"How to Manage the Dispatch Board\" class=\"read-more\" href=\"https:\/\/localservicehero.com\/us\/manage-dispatch-board\/\">Read more<\/a><\/p>\n","commentStatus":"open","sticky":false,"meta":[],"categories":[{"slug":"tutorials","id":18,"name":"Tutorials"}],"tags":[],"pictureUrl":"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/02\/manage-the-dispatch-board-in-local-service-hero.png","_links":{"predecessor-version":[{"id":2733,"href":"https:\/\/localservicehero.com\/us\/api\/wp\/v2\/posts\/2524\/revisions\/2733"}]}}