Field operations & dispatch
Jobs, crews, and a dispatch board — for the work that happens outside the browser.
When a deal closes, somebody has to show up. The dispatch board turns orders into scheduled jobs, assigns crews, and tracks progress in real time — with mobile-friendly job cards so the person on site has the address, the scope, and the history in their pocket.
How it helps you
One board, whole day
See every job, every crew, every gap. Drag work to a tech; the notification and the job card follow automatically.
The field sees what the office sees
Job cards carry the customer record, the quote, and site notes — no "let me call the office."
Completion feeds the money
A completed job flows straight into invoicing and job economics — margin per job, not per guess.
The walkthrough
An order needs work scheduled
It appears as an unassigned job with its scope from the quote.
Dispatch assigns a crew and slot
The board shows conflicts before they happen; the tech is notified.
The crew works the job card
Check-in, notes, photos, completion — from a phone.
Completion triggers the back office
Invoice drafts, commission entries, and follow-up sequences fire automatically.
Shipped features behind this
From the same machine-readable catalog we publish at /features.json — what your AI reads to learn the platform.
Dispatch board (crew assignment)
Drag-free dispatch: see scheduled field jobs alongside your team roster and assign/unassign crew per job (POST /dispatch/assignments). The board reads the same ops jobs the Field Ops page manages, so dispatchers and schedulers work off one truth.
Field job creation + visits & territories
Schedule a field job from the web: pick the service agreement it fulfills (jobs bill against agreements), set the date, add crew notes. Plus compact read panels for recent field visits and defined territories — the web could previously complete jobs it couldn't create.
Schedule — the week on one board
A 7-day week view of field jobs and events — the 'where's my week' screen every field-service owner asks for first. Read view over GET /ops/jobs + GET /events (no new API); week navigation, today highlighted, every card links into its detail surface. Mobile-first: day columns scroll horizontally with snap on phones, full grid from md up.
Common questions
Does this work for a one-person business?
Yes — the board is just your own week. It matters more as you add crews: assignment, notifications, and per-job economics scale without new tools.
Can customers see job status?
Customers get confirmations and reminders via SMS/email automatically; the member portal can expose order status when you enable it.
See it, then build on it
This whole site runs on the same platform — fork the template, or point a front end you built with Lovable, v0, Bolt, Claude, or Cursor at the backend.