Reassign Employee to Multiple Visits in Dispatch Board
in progress
E
Ezra Heinritz
Currently, when reassigning an employee in the Dispatch Board, the change only applies to a single visit. There is no option to update all future visits for the same client or job at once. Requested Improvement: Add a feature or checkbox in the Dispatch Board that allows an employee or crew reassignment to apply to all selected visits or all future visits for that client/job in a single action.
A
Abel
updated the status to
in progress
Autopilot
Merged in a post:
Feature Request: Bulk Permanent Job Assignment from Dispatch Board
P
Peter Harris
Description:
Currently, assigning a crew to jobs permanently requires going into each customer account individually, which is time-consuming. We would like the ability to assign crews in bulk directly from the dispatch board. This bulk assignment should:
Assign a selected crew to all recurring visits for each customer at once.
Maintain the assignment permanently, so that future visits automatically stay linked to the same crew.
Work after optimizing routes on the dispatch board, allowing crews to be assigned efficiently based on current schedules.