The Dispatch library manages reusable schedule templates for recurring or multi-visit contracts and service packages.
Access this library from the left navigation under Libraries > Dispatch Management > Dispatch.
Overview
This library contains predefined dispatch schedules that can be applied to contracts or service agreements. It allows you to standardize recurring work patterns such as weekly, bi-weekly, or monthly visits.
The library has two tabs:
Schedules
This tab lists all available dispatch schedule templates.
Table Columns
Title – The name of the schedule (example: Bi-Weekly Even Mondays, Weekly Mondays).
Season – The season this schedule applies to.
Status – Whether the schedule is Active or Archived.
Type – The type of schedule (example: Service Agreement, Recurring Task).
Schedule – Two icons:
Calendar icon: Click to open the multi-date selector and edit the recurring schedule.
Location icon: Shows the Property Count – the number of properties currently using this schedule on their contracts.
End Date – The expiration date for the schedule.
Action – Edit or delete the schedule.
Vehicle Types
This tab manages vehicle types used in dispatch (documentation coming soon).
Use the + Add New button to create additional schedule templates. These schedules streamline the creation of recurring work and ensure consistency across contracts and dispatch operations. Changes made here are immediately available when assigning schedules to contracts.