Choose what job cards show

Settings › Dispatch › Job card decides what every job card shows: on the Dispatch board, on the Calendar (Week and Day, and the day you open from the month) and on the truck schedule inside an order. You choose the details, their order, the separators between them and where a new line starts, and you see the card change as you go.

Your cards stay exactly as they are until you save your own layout.

Before you start

Anyone who can open Settings can change this page.

Each branch has its own card. The page changes the card of the branch you're working in.

Open the page

1. 1Press your name at the top right.
2. 2Press Settings.
3. 3Press Dispatch.
4. 4Press Job card.

Build your card

The boxes at the top are your card, in order. Each box is one detail of the order or a separator.

• Change a box — pick another detail or separator in its drop-down.
• Add a box — press + at the end. It adds the first detail not on the card yet; change it in its drop-down.
• Remove a box — press the red X on it.
• Move a box — drag it by its handle (the dots on its left) and drop it where you want it. On a phone or tablet, hold the handle and drag with your finger. With a keyboard, press Tab to the handle and use the ← and → keys.
• Start a new line — add a New line box. The boxes after it go on the card's next line.

Details you can show: Order #, Client name, Phone, Email, Arrival window, Branch name, Crew size, Trucks number, Move size, Cubic feet, Weight, Job time, Estimated time, Service type, Move type, Packing, Route (A → B), From, From address, From state, From zip, Entrance from, To, To address, To state, To zip, Entrance to, Distance, Estimated quote, Company flags, Dispatch truck, Foreman, Assigned sales and Job status.

Separators: New line, /, ,, ., |, - and Empty space.

A detail a job doesn't have is left out of that job's card, with the separator that came after it, so you never see "| |".

Estimated quote shows only to people who can see dispatch money figures (administrators, and anyone given that permission).

The preview

Under the boxes, Preview shows the card as it will look On Dispatch and On the Calendar and the order's truck schedule, with your branch's next booked job (or a sample job when none is coming up).

• A Calendar block has room for three lines, and the Week view shows the first line only. Put what matters most first.
• On Dispatch, a short job shows the lines that fit.

Save, or go back to the standard card

• Press Save at the bottom. Dispatch, the Calendar and the order's truck schedule show your card the next time they open.
• Restore to default puts the standard card's boxes back. Save, and every card shows exactly as it did before you changed anything.
• Compact example fills in one compact line — order #, client, arrival window, crew, move size, job time and route — as a starting point you can change.
• Cancel at the bottom forgets the changes you haven't saved.

The status, the note icon, the chat and the crew strip on a Dispatch card stay where they are, whatever your layout.

See The dispatch board and The calendar.