Assign visits to crew, optimize routes, and handle multi-day or past-due work.
The dispatch board has a Day view (one column per crew member for the selected date) and a Week view (a 7-day grid per crew member). Switch between them with the top-right toggle. Drag visit cards between columns or days to reassign and reschedule.
Visits whose scheduled date has passed without completion stay visible on both Day and Week views — they don't fall off until you mark them done, skipped, or reschedule them. They appear with a red border so they stand out from on-schedule work.
Set a visit's end date to a later day to mark it multi-day (e.g. a 3-day reroof). The visit shows on every day in the range, with a small pill below the date indicating it continues.
Assign multiple crew members to a single visit by adding them in the visit details. The visit then appears in each assignee's column on the board, and a single completion flips the visit done for everyone.
Set a home location (your yard or shop) under Settings → Company → Dispatch. Click Optimize on a route to re-order stops by drive time, with the home as the start and end anchor.
Managing Contacts
Add clients, vendors, and employees to your contact database.
Creating Estimates
Build detailed estimates with sections, margins, AI-written descriptions, and line items — then send or turn them into a proposal.
Proposals & E-Signatures
Build proposals with the drag-and-drop builder and collect electronic signatures.