Dispatch Board

Estimated reading time: 2–3 minutes

Overview

The Dispatch Board in Coperniq helps you assign and manage field work orders with speed and clarity. It provides a live, technician-based calendar to see who's available and when — making it easy to schedule tasks, optimize routes, and balance workloads across your team.

Accessing the Dispatch Board

To open the Dispatch Board:

1. Log into the Coperniq web app

From the left-hand sidebar, click Dispatch

1. You’ll be taken to the Dispatch Board view, where you’ll see:

   • A calendar grouped by technicians on the right

   • Undispatched work orders on the left, with filters above

   • A top bar with global filters and Smart View options

     

Purpose and Functionality

The Dispatch Board addresses a critical operations need:

Assign the right task to the right technician, at the right time — and in the right place.

It enables dispatchers to:

• Assign work orders directly to field staff

• Set both time and date during assignment

• View each technician’s real-time schedule and availability

• Make quick adjustments as things change throughout the day

Technician-Based Calendar View

On the right, the Dispatch Board displays a scrollable timeline where each row represents a technician or resource. Time slots are aligned horizontally to reflect the scheduling window.

View Modes

• Day View: Hour-by-hour breakdown of today’s assignments

• Week View: A technician-centric overview of the current week

• Today: Instantly jump to the current date

• Navigation Arrows: Move forward/backward in time across views
  

  

Each work order appears in the appropriate row and day block, making it easy to see exactly who is doing what and when.

Map View (Day View Only)

The Map view is available exclusively in Day View, and appears below the technician timeline. It provides a geographic view of all job locations for better dispatch planning.

What It Displays

• 📍 Dispatched work orders: Already assigned and scheduled

• 📍 Undispatched work orders: Still unassigned (visible from the left panel)
  

  

How It Helps

• Visualizes where each job is located in relation to the technician

• Identifies job clusters for better batching and route planning

• Prevents assigning distant jobs to technicians with closer tasks

• Pinpoints each job on the map with interactive click-to-view details

• Allows toggling of Map Layers to control job label visibility and category highlighting

Use the map to improve field efficiency and reduce technician travel time.

Assigning Work Orders

The left panel contains all Undispatched work orders, which haven’t been assigned or scheduled yet.

How to Assign:

1. Drag the work order from the left panel

2. Drop it onto the timeline of the desired technician at the preferred date and time

3. The work order is now scheduled and assigned

🔹 Use drag-and-drop to reschedule or reassign any time
🔹 Changes are saved instantly and visible to all users

Filters and Smart Views

Filters are available above both the Undispatched list and the technician schedule.

Filter Options

• Search: Find by name, address, or order number

• Record Type: Filter by Client, Project, or Request

• Resource: View only selected users or teams

• Event Type: Filter by job type (e.g., Installation, Survey, PTO)

• Status: Show work orders by stage (Queued, Assigned, Completed)

• Labels & Priority: Categorize and highlight tasks visually

All filters include built-in search bars for fast navigation.

Smart Views

Save any combination of filters as a Smart View to quickly toggle between dispatch setups, such as:

• Technicians by region

• High-priority jobs

• Daily team schedules