Company teams · Dispatch
Dispatch jobs and crews
Schedule ready jobs, assign crews, and keep field work scoped to the right team.
Ready work
Jobs should be created from accepted estimates after signature and deposit readiness are satisfied. Owner or admin overrides should be rare and documented.
Scheduling
Use dispatch views to schedule start times, crew assignments, job status, and field notes. Crew assignment should match the actual team responsible for the work.
Worker scope
Workers should see assigned jobs and field actions without getting broad customer, billing, or admin access. Keep office-only tasks in owner, admin, or sales roles.
Field updates
Use time entries, safety reports, equipment inspections, photos, and job notes to keep office and crew status aligned.