If you’re coordinating internal technicians, schedules, and locations, this feature gives you broader visibility and more flexible scheduling compared to the traditional week view.
Accessing the Month View
Navigate to Dispatch (2.0)
Locate the view toggle
Switch from Week View (default) to Month View
The week view remains unchanged, but the month view expands your planning horizon.
Key Capabilities
Multi-Week Planning
View and manage multiple weeks at once
Easily move work across weeks without switching screens
This is the core value: fewer clicks, more context.
Open Work Orders Panel
Still available in month view
Displays all unassigned or open work orders
Assigning Work Orders
Drag a work order from the panel
Drop it onto a specific date
After dropping:
A Technician Selection dropdown appears
Only technicians scheduled for that location and date are shown
Selecting a technician will:
Assign the work order
Update the ETA
Update the assigned technician
Rescheduling Work Orders
You can adjust schedules directly within the calendar:
Drag a work order to a different day or week
Reassign to a different technician if needed
Changes are immediately reflected in:
Scheduled date
Assigned technician
ETA
Unassigning Work Orders
If a work order needs to be removed from the schedule:
Drag it back to the Unassigned/Open Work Orders panel
It becomes available again for reassignment
View Toggles
The month view includes two distinct perspectives:
1. Work Orders View
Displays scheduled work orders across the calendar
Best for task-level planning and adjustments
2. Technician Schedule View
Displays technician schedules instead of work orders
Shows availability and assignments at a resource level
Additional Behavior
If more than two schedules exist for a day:
A “See More” option appears
You can still:
Drag and drop work orders for assignment
Important:
Work orders themselves are not visible in this view
You’ll need to toggle back to Work Orders View to confirm placement
Navigation
Move between months using standard navigation controls
Maintain visibility across extended scheduling windows
Data Refresh
Built-in refresh logic keeps data reasonably current
Manual refresh may be required to immediately reflect recent changes
Summary
The Dispatch Month View enables you to:
Plan across multiple weeks in one interface
Assign, reschedule, and unassign work orders.
Align work orders with technician availability
Used properly, it reduces scheduling friction and improves visibility.
Used poorly, it just spreads mistakes across a bigger calendar.