How do I use the Dispatch Board?
What you'll do: The Dispatch Board (under Service ERP) is where coordinators assign backlog service requests to engineers and time slots by dragging cards, and reassign jobs that are already under way.
What you can do
- Open Dispatch Board from the navigation.
- Assign a backlog request: drag a request card from the backlog sidebar onto an engineer's time slot. This creates a job assigned to that engineer, and you'll see a toast like "Assigned {request} to {engineer}."
- Reassign an in-progress job: drop a started job onto a different engineer and confirm with a reason. The current job is closed and a fresh one is created for the new engineer.
- Create a new request directly from the board.
The "Needs info" flag
Backlog cards can show an amber Needs info badge. It means the request (usually an auto-created installation) is missing site details. Hover to see which:
- Missing primary contact
- Missing shipping address
- Missing contact and shipping address
Open the request, edit it, and fill in the missing contact/address — the flag clears automatically when the details are complete. There's no separate "resolve" button. See What does the "Needs info" flag mean?.