Garage Door OS Docs
Jobs & Scheduling

Scheduler & Dispatch

Day view dispatch board for assigning and moving jobs.
5 min read

Scheduler & Dispatch Board

The Scheduler (/scheduler) is your dispatch hub for assigning technicians, viewing the day’s workload, and moving jobs without leaving one screen.

Overview

The Scheduler Dashboard combines multiple scheduling views in one place:
TabBest for
Calendar ViewMonth/week/day overview with financial summary and side panels
Column ViewWeekly columns per technician (compact or expanded time grid)
TimelineHorizontal technician rows with drag-and-drop rescheduling
Route PlanningGenerate and optimize technician routes for a selected date
A collapsible side panel (Calendar tab) shows Technician Availability and Job Scheduling—unscheduled jobs, same-day scheduled jobs, and quick actions to assign or schedule work.
Your last-selected tab, calendar range (day/week/month), and side-panel open/closed state are remembered between visits.

How to access

  1. Sign in to ServiceFlow.
  2. Open Scheduler from the main navigation (/scheduler).
  3. Use the tabs at the top to switch views. URLs support deep links, for example /scheduler?tab=timeline.
Embedded scheduler views are also available in workspace modals and embed routes for multi-business setups.

What you can do today

  • Filter by date and technician on the Calendar tab.
  • See period financial totals (revenue, profit, margin) for the visible date range.
  • View technician availability and gaps for the selected day.
  • Assign or schedule unscheduled jobs from the Job Scheduling panel.
  • Create new jobs prefilled with the selected date and technician.
  • Switch to Column, Timeline, or Route Planning tabs for specialized workflows.
  • Open job details from any view to edit status, notes, or customer info.

Prerequisites

  • Your account needs permission to view and edit jobs (dispatchers, admins, or roles your business assigns).
  • Technicians must exist under Settings → Team (or your user management path) and appear on the schedule (Show on Calendar enabled on their profile).
  • Jobs should have a service address for route planning and travel conflict checks to work well.
  • For route optimization in the Route Planning tab, technician home/start addresses and Google Maps configuration help produce accurate results—see Route Optimization & Bulk Scheduling and Routes guide.

Step-by-step

Open the dispatch board

  1. Go to Scheduler (/scheduler).
  2. The Calendar View tab opens by default with day, week, or month range controls.
  3. Use Today, Prev, and Next to move through time, or pick a date from the date picker.

Schedule an unscheduled job

  1. On the Calendar View tab, open the side panel (toggle if collapsed).
  2. In Job Scheduling, find Unscheduled Jobs.
  3. Select a technician in the filter bar if you want a default assignee.
  4. Click Assign (requires a selected technician) or Schedule to pick date and time.
  5. Confirm in the schedule modal. Working-hours validation applies unless you override.

Use Column or Timeline views

  1. Click Column View for a week-at-a-glance layout per technician—see Calendar View guide and Column docs.
  2. Click Timeline for horizontal drag-and-drop rescheduling—see Timeline View and Timeline docs.

Plan routes

  1. Click Route Planning.
  2. Routes generate for the selected date; review, optimize, and adjust as needed.
  3. See Route Optimization & Bulk Scheduling and Routes guide for details.

Current limitations

  • Side-panel Bulk Schedule and Optimize Routes quick actions show a “coming soon” message; use the Route Planning tab or schedule jobs individually until bulk workflows ship.
  • Financial summary reflects jobs in the loaded date range (up to 1,000 jobs per query)—very large businesses may need narrower filters.
  • Mobile layouts simplify controls; complex drag-and-drop is easiest on desktop.

Related features