Dispatch

Dispatching jobs from your phone or laptop

Drag-and-drop dispatch, route ordering, on-the-way SMS, and how techs see what they're supposed to do today. Works the same on a phone, tablet, or laptop.

By Maya Chen · Customer success 4 min read

Dispatch in TradeOS is a single board that works the same on a phone, tablet, or laptop. There is no separate "dispatcher" view — the same screen owners use from the truck is the one you'd use from a desk if you had one.

The dispatch board

Open Schedule from the sidebar (or the bottom nav on mobile). You see a column per tech and the day's jobs stacked chronologically. Unassigned jobs sit in a backlog rail on the left.

  • Toggle Day / Week in the top-right.
  • Filter by Trade, Customer, or Status.
  • Color is by job status: gray = scheduled, blue = en route, green = on site, purple = done.

Assigning a job

Three ways:

  1. Drag the job from the backlog onto a tech's column. The estimated time block respects the job's expected duration.
  2. Open the job and pick a tech from the Assigned to dropdown.
  3. Use the AI suggest button on a job in the backlog. We rank techs by skill match, distance from the previous job, and current daily load.

Routing and on-the-way SMS

Each tech has an Optimize route button on their column. We re-order the day's jobs by drive time using the truck's starting address. Locked appointments (jobs the customer specifically requested at a time) stay put.

When a tech taps On the way from the mobile app, the customer gets an SMS with a live ETA — same flow as a rideshare. That single message has dropped no-shows by ~30% across our beta cohort.

What the tech sees

On the mobile app, each tech sees only their own day:

  • Today's jobs in order, with addresses tappable for navigation
  • Customer name, phone (one-tap call), and the scope of work
  • The materials list (pre-populated from the quote)
  • Buttons for On the way, Arrived, Done, plus photo + note capture

Office staff and other techs are filtered out — they only see what they need to see.

Reschedules and cancellations

  • Drag the job to a new time slot. The customer gets an SMS with the new time and a one-tap Confirm link.
  • Cancel from the job menu. Pick a reason (customer cancel, weather, parts delay, etc.) — we use these for your monthly ops report.

Still need a hand?

Email help@tradeos.app — a real person responds within a few hours.

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