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Use the dispatch board

Use the Dispatch Board to see technician schedules, review unassigned work, and place jobs on the right person's day.

Last verified July 22, 2026 · Nexus web app

Open Dispatch​

Click Dispatch in the main navigation. Nexus opens the Board view.

The Dispatch Board showing search, status and business-unit filters, view controls, technician timelines, and Unassigned Jobs.

Technicians appear in rows and time runs across the board. Unassigned work stays in the panel below until it is placed on a schedule.

Choose a view​

Use the controls near the top-right:

  • Board shows work on technician timelines.
  • List shows appointments and assignments in a table.
  • Map shows available technician locations and routes.

Change the date and time range​

  1. Choose Day, Week, or Month.
  2. Use the previous and next arrows to move through time.
  3. Click Today to return to the current date.
  4. Use All Business Units to focus on one team or division.

Find work on the board​

Enter a customer, job, location, or technician in Search jobs.... Use the status filter to show only the stage of work you need to review.

Assign an unassigned job​

  1. Find the job under Unassigned Jobs.
  2. Review the customer, location, job type, date, and expected duration.
  3. Drag the job to the correct technician and time.
  4. Confirm the appointment details if Nexus asks for them.
  5. Review the new placement on the technician's row.

The job remains connected to the same customer and location. Only its schedule and assignment change.

Review a scheduled job​

Click a job on the board to open its detail panel. From there you can review the appointment and use the actions available for its current status.

Use Optimize​

Click Optimize when you want Nexus to review the day's assignments and route order. Review the proposed changes before applying them.

Create work from Dispatch​

Click New Job when a request needs to be booked without leaving the Dispatch workspace. Complete the customer, location, work, and schedule details, then click Book Job.

Troubleshooting​

A job is not under Unassigned Jobs​

Clear the search and status filter. Confirm the job is open and has an appointment on the date being viewed.

A technician is missing​

Confirm the technician is active, available for dispatch, and connected to the business unit selected on the board.

The board looks empty​

Click Today, choose Day, and return the business-unit and status filters to All.

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