Plan the day on the dispatch board

Set up technicians, place jobs by dragging or from the keyboard, check conflicts and dispatch the day.

For: Dispatchers and supervisors

Steps

Go to MetriField → Dispatch board → Technicians. Everybody with a MetriField seat is listed. Select Edit to choose their holiday calendar (federal and state public holidays), set working hours for dispatch, an optional home base with coordinates for travel estimates, a daily visit limit, and whether they appear on the board.
Open the Board tab and pick a day. Each technician has a timeline: white is working time, grey is outside hours and a striped lane is a public holiday. The left column lists open work orders with no technician, most urgent SLA first.
Drag a job onto a technician's timeline at the time you want. Or select Assign and schedule (or a job block) to choose the technician, visit start and end from the keyboard — the dialog checks for conflicts as you type.
Blocks are coloured by priority, and a red outline means a conflict: overlap, outside hours, public holiday, missing skill, SLA at risk, outside the customer's window or over the daily limit. Select the block to see and fix it.
When a technician's day is right, select Dispatch day. Their scheduled jobs become Dispatched and they are notified in MetriCRM, by email and in Slack or Teams when linked.

On a phone the board shows a list per technician instead of the timeline; Change opens the same dialog.
Skills come from each person's routing profile in Settings → Users; the technician list in the dialog marks who lacks a required skill.
The Map tab is coming soon. Until a map provider is connected it lists the day's jobs with their saved coordinates to open in your maps app.
Dispatch settings set the travel speed, the travel time used without coordinates, the default visit length, the board's hours and the SLA warning time.

Still need help? Contact support

Set up technicians, place jobs by dragging or from the keyboard, check conflicts and dispatch the day.

For: Dispatchers and supervisors

Go to MetriField → Dispatch board → Technicians. Everybody with a MetriField seat is listed. Select Edit to choose their holiday calendar (federal and state public holidays), set working hours for dispatch, an optional home base with coordinates for travel estimates, a daily visit limit, and whether they appear on the board.
Open the Board tab and pick a day. Each technician has a timeline: white is working time, grey is outside hours and a striped lane is a public holiday. The left column lists open work orders with no technician, most urgent SLA first.
Drag a job onto a technician's timeline at the time you want. Or select Assign and schedule (or a job block) to choose the technician, visit start and end from the keyboard — the dialog checks for conflicts as you type.
Blocks are coloured by priority, and a red outline means a conflict: overlap, outside hours, public holiday, missing skill, SLA at risk, outside the customer's window or over the daily limit. Select the block to see and fix it.
When a technician's day is right, select Dispatch day. Their scheduled jobs become Dispatched and they are notified in MetriCRM, by email and in Slack or Teams when linked.

On a phone the board shows a list per technician instead of the timeline; Change opens the same dialog.
Skills come from each person's routing profile in Settings → Users; the technician list in the dialog marks who lacks a required skill.
The Map tab is coming soon. Until a map provider is connected it lists the day's jobs with their saved coordinates to open in your maps app.
Dispatch settings set the travel speed, the travel time used without coordinates, the default visit length, the board's hours and the SLA warning time.

Still need help? Contact support