Dispatch Board
See every live work order at a glance, grouped by status and sorted by when it's scheduled — the board you'd have open while you're deciding what to dispatch next.
Who can use it — Trade Pack is an optional add-on; this page only appears for workspaces that have it enabled. Within a Trade Pack workspace you need "view work orders" permission to open the board. See Roles & Permissions for how access is set.
Where to find it — Trade Pack → Dispatch Board in the sidebar.
How to use it
The board lays out six columns left to right, one per status: Draft, Dispatched, In Progress, Completed, Ready for Invoice, On Hold. Each column header shows a count badge for how many work orders are sitting in that status.
Within a column, work orders are sorted by their scheduled start time (earliest first); anything without a scheduled time sorts to the bottom. Each card shows:
- The work order number
- A priority badge (Low, Normal, High, Urgent — colour-coded, Urgent shows red)
- The job title
- The client and suburb, if set
- The scheduled date/time, if set
Click any card to open the full work order record.
Reading the board
The board is a snapshot, not a live feed — it reflects whatever's in the system when the page loads; refresh to pick up changes made elsewhere. It's read-only: there's no drag-and-drop between columns and no filtering or search on this page. To change a work order's status, priority, schedule, or who's assigned to it, open the card and edit it on the work order record — see Work Orders for the full form.
Quote-phase work orders (Quote, Quote Sent, Lost) and finished-off ones (Invoiced, Closed, Cancelled) don't appear on the board — it's scoped to the jobs still in play. Once a work order is marked Ready for Invoice and then invoiced, it drops off here and moves into Ready for Invoice tracking instead.
The board doesn't show who's assigned to each job — that detail lives on the work order record itself, and on the technician's own My Jobs list.
Connected pages
- Work Orders — the full record behind every card: edit status, priority, schedule, assignment, materials, labour, and payments.
- My Jobs — the worker's own view of the jobs they're assigned to, with start/stop time tracking.
- Ready for Invoice — where completed work orders go once they're ready to bill.
Tips & common mistakes
- Can't find a job on the board? Check its status — quoting-stage and already-invoiced/closed/cancelled work orders are deliberately left off. Find them from the Work Orders list instead.
- No scheduled time showing? That work order hasn't had a scheduled start set yet — it'll sit at the bottom of its column until one's added on the record.
- Board looks out of date? It doesn't auto-refresh — reload the page after dispatching or updating jobs elsewhere.