# The board, jobs and locations

> Schedule work across technician rows, keep the service address separate from the bill-to, and set work to repeat.

## The dispatch board

Technician rows run across a day or a week, with everything unscheduled sitting in a drawer beside them. Drag work onto a row to schedule it, drag it again to move it.

<DocShot src="/docs-screens/dispatch-board.webp" alt="The dispatch board: technician rows across a working day, with unscheduled jobs waiting above them." />

Double-book someone and the board refuses first, then offers to book anyway, so overbooking is a decision you make rather than one that happens to you. Approved time off is shaded and skipped by smart scheduling and recurring auto-assignment.

Status filters across the top let you narrow to assigned, dispatched, en route, on site, working, done, couldn't finish, no-show or cancelled work.

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## Jobs and service locations

A **service location** is the address where work happens, and it is kept separate from the **bill-to**. In field service they are constantly different: a property manager, a landlord, a warranty company, an insurer.

<DocShot src="/docs-screens/dispatch-job.webp" alt="A job page showing the service location, the bill-to, visits, equipment and photos together." />

The job page shows both side by side, along with every visit, the scope, the equipment on site, the photos and the worklists attached to that job. One property-management company can own forty addresses, each with its own site contact.

<DocShot src="/docs-screens/dispatch-locations.webp" alt="The locations page: every building with its active jobs and when it was last serviced." />

A visit carries a **lead technician and one helper**. A third person needs a second visit on the same job, and only the lead can finish a visit.

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## Recurring visits

Maintenance routes, seasonal contracts and standing service agreements generate their visits on a schedule instead of being rebuilt by hand every cycle.

Weekly, every second week, every third week, and the nth weekday of the month are all ordinary schedules here, so a first-Monday commercial route and a bi-weekly maintenance visit both work without a spreadsheet. The series is one thing to pause or change, not a pile of copies to keep in step.

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## Printing a route sheet

Print a technician's day from their own screen and it comes out as a route sheet: times, addresses, gate codes, access notes, the job details and a signature line, with none of the dashboard furniture around it. Every shop has one person who wants paper, and every commercial building has a gate code that has to be on it.

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Source: https://seedlycrm.com/docs/help/dispatch/board