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Operations

Dispatch Jobs to the Right Tech at the Right Time

A visual dispatch board with job management, priority levels, inline technician assignment, and a color-coded roster for your whole team.

No credit card required · Setup in 5 minutes

Overview

What It Does

SalesButler's Advanced Dispatch gives you a full dispatch board for managing field operations. Create and manage jobs with priority levels (low, normal, high, emergency), assign technicians inline with a single click, and see your entire team on a color-coded roster. The board gives dispatchers and office managers a clear, real-time view of who's doing what, which jobs need attention, and where to send the next tech.

SalesButler · Dispatch
Live board
Emergency call
Mike R.
En route
Maintenance · Oak St
Dana K.
On site
Estimate · 5th Ave
Sam P.
Assigned
How It Works

Step-by-Step Guide

1

Create a Job

Add a new job with customer details, service type, location, priority level, and any special notes for the technician.

2

Set Priority Level

Assign a priority — low, normal, high, or emergency — so your team knows which jobs need immediate attention.

3

Assign a Technician

Use inline assignment to assign a tech directly from the dispatch board. See each tech's current workload before assigning.

4

Monitor the Board

View all active jobs on the dispatch board with color-coded status indicators. Filter by priority, technician, or status.

5

Update Job Status

Technicians update status as they work — en route, on site, in progress, completed — keeping the board current in real time.

Benefits

Why You'll Love This Feature

Visual Dispatch Board

See all your jobs, techs, and statuses in one clear view — no spreadsheets or whiteboards needed.

Priority Levels

Low, normal, high, and emergency priorities ensure urgent jobs get handled first.

Color-Coded Roster

Each technician gets a color on the board so you can instantly see who's assigned to what.

Inline Assignment

Assign techs to jobs with a single click — no navigating away from the board.

Real-Time Updates

Job statuses update as techs work, giving dispatchers a live view of field operations.

Location Context

See job locations alongside tech assignments to make smart routing decisions.

Use Cases

Perfect For

HVAC companies dispatching emergency repair calls

Plumbing businesses managing daily job assignments

Electrical contractors coordinating multi-tech projects

Office managers who need visibility into field operations

Businesses with mixed priority jobs (maintenance vs. emergency)

Growing teams that have outgrown whiteboards and spreadsheets

FAQ

Frequently Asked Questions

How many technicians can I add?

There's no hard limit. Add as many technicians as your team needs — each gets a color-coded entry on the roster.

Can technicians update their own job status?

Yes. Technicians use the Technician Portal to update status, add notes, and mark jobs complete from the field.

What priority levels are available?

Four levels: low, normal, high, and emergency. Each is visually distinct on the board.

Can I filter the board?

Yes. Filter by priority level, assigned technician, job status, or date to focus on what matters.

Does it work with the scheduling module?

Yes. Scheduled appointments flow into the dispatch board automatically for technician assignment.

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