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Jobs Scheduling and Dispatch
Doug edited this page Jul 2, 2026
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The operational core of GDX Dispatch: jobs move through a lifecycle (lead → estimate → scheduled → in progress → ready for billing → complete), and the dispatch tooling gets the right technician to the right place with the right parts.
- Job records carry customer, title, job type, schedule, assigned techs, line items, notes, photos, and signatures. Create from the Jobs list, a job template, or the sidebar quick-action.
- Job templates — reusable blueprints (e.g. a standard install) so common work starts pre-filled.
- Recurring jobs — a template + customer + cadence (weekly, biweekly, monthly, quarterly); the system spawns the next job automatically. Pause or deactivate without deleting the schedule.
- Checklists — reusable checklist templates instantiated onto jobs (pre-job inspection, post-job sign-off); items are checked off per job.
- Tasks — internal to-dos with priority, due date, and assignee, optionally linked to a job or customer. Not customer-facing.
- Change orders — mid-job scope changes tracked as first-class documents (see Sales & Estimating).
- Activity feeds — every job (and customer) has an audit-backed activity timeline; virtually all mutations in the app are audit-logged.
- Appointments are the calendar blocks: scheduled → confirmed → en-route → arrived → completed (or cancelled). Appointment duration is computed from the labor matrix (man-hours × quantity on the accepted estimate, divided by crew size, floored by per-row minimums) — so the calendar reflects real workload.
- Appointment confirmations — a dedicated queue for confirming visit dates with customers.
- Planner — visual calendar-based scheduling across the team.
- Team scheduling — bulk reassignment of jobs across technicians.
- Maintenance plans — recurring service programs (e.g. "Annual Tune-Up, 2×/year at $199/yr"): customers enroll, the system computes the next service date from visits-per-year, and a "due this month" view feeds proactive scheduling. Pause/cancel/advance per enrollment.
- Interactive board with date navigation and job assignment cards; drag jobs onto technicians.
- Traffic-aware scheduling — with a Google Maps key configured, the app estimates drive times between a tech's jobs for the day, helps order routes, and prevents overbooking.
- On-my-way — broadcast an ETA to the customer when a tech heads out.
- GPS & Maps — real-time technician locations, route tracing, geocoding, and polygon service-area checks (is this address inside our coverage zone?).
- Daily load sheet — morning prep: the parts and tools each tech needs for the day's jobs.
- Delivery load sheet — batching for multi-job delivery runs.
- Technicians — team roster and assignments.
- Timeclock — punch in/out (available to every role, geolocated); time entries feed payroll and labor-cost variance.
- Performance — per-tech productivity metrics.
Technicians get a dedicated mobile experience for all of the above — see Technician Mobile App.
- Feature Overview — where these modules live in the nav.
- Sales & Estimating — leads and quoting upstream of a job.
- Invoicing & Payments — billing downstream of a job.