ServiceFlow Pro Docs
Jobs & Scheduling

Scheduler & Dispatch

HCP-style schedule menu, views, map, unscheduled queue, and dispatch board.
8 min read

Scheduler & Dispatch Board

The Scheduler (/scheduler) is your dispatch hub for assigning technicians, viewing workload, and moving jobs—aligned with Housecall Pro Schedule-tab workflows.

Overview

SurfaceBest for
Schedule Menu (left)Mini-month jump, team calendars, Unassigned toggle, service Areas (ZIP colors)
Unscheduled (badge icon)Drag unscheduled jobs onto the calendar
View dropdownSchedule, Dispatch, Day, Week, Monday–Friday, Month + View by employee
MAPPins for jobs/estimates/events; Day routing with drive estimates
Calendar Settings (gear)Tile fields, business hours only, US holidays, timezone, Color by
Column / Timeline / RoutesDense dispatch grids and route optimization
Preferences (view, menu open, tile fields, color-by, holidays) are stored per browser. Service Areas are saved on the business settings (schedulerServiceAreas).
Deep links: /scheduler?tab=timeline&calView=day.

What you can do

  • Toggle team calendars and Unassigned from the Schedule Menu.
  • Color tiles by Employee or Area (ZIP groups).
  • See Anytime jobs in the top band (flag isAnytime or legacy midnight + ≥8h).
  • Status-aware tiles: scheduled fill, OMW/In Progress outline, completed/paid grey, unpaid red outline.
  • US holidays in day headers when enabled in Calendar Settings.
  • Open estimate View on Schedule from the estimate detail Actions card.
  • Drag-and-drop reschedule with optional customer notify (Timeline / Column).

Schedule an unscheduled job

  1. Click the unscheduled icon (pink count badge) or open the Unscheduled tab.
  2. Drag a job onto a day/slot, or use Schedule on the card.
  3. Confirm time/technician; notify the customer when prompted (where wired).

Map & routing

  1. Set view to Day (or Dispatch).
  2. Click MAP.
  3. Turn Routing on; filter employees. Lines show estimated miles/minutes; Directions opens Google Maps.
  4. Anytime and unassigned pins are not sequenced on routes.

Prerequisites

  • Job edit permissions; technicians with Show on Calendar.
  • Geocoded addresses for map pins; Google Maps optional for Route Planning optimization.

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