My day is the technician’s view of Dispatch. It opens in the browser on a phone and lists the day’s jobs in order, with everything a technician needs on each one. This guide covers how to set it up and how a technician uses it through the day.
Setting it up
- Open Settings, then Teams.
- Choose Create from preset, then Technician.
- Add your technicians to the team.
The Technician preset sets the right access in one click. Each technician sees their own jobs and the clients of those jobs, with the price book, quotes, invoices and payments switched on. They land on Dispatch, then My day, when they sign in. An admin can also set My day as the landing page in user rights.
Which clients a technician can open
A technician opens the client of their own job from the day before the job to 3 days after, to add photos, notes and quotes. Every other client stays private.
You can adjust that window from 0 to 14 days each way in Settings, Dispatch, under Technicians can open a client.
The job list
Jobs show in start order, with the next job large at the top and tomorrow’s first job in a strip above it. One big button moves each job through its stages:
- On my way
- Arrived
- Done
If the job stops for a part, choose Waiting for parts. When the part arrives, choose Resume to carry on. Each change shows on the Dispatch board straight away, with the time recorded, so the office sees where the job stands.
Automations on each step
Each step can fire an automation. The most common one texts the customer when the technician taps On my way, for example “Hi, this is Cool Air. Your technician is on the way.”
To set it up, create a workflow with a Custom Table: Cell Change trigger on the Jobs table’s Status column, set to run when the new value is On the way. Add a Send SMS task to the client and switch the workflow on. See automation workflows for more recipes.
On a single job
Open a job to see what the technician needs on site:
- Navigate opens the address in Google Maps.
- Call and Text reach the customer from the CRM.
- The job notes and your shop’s own job details, such as a gate code.
- Previous visits show what was done before.
- The checklist lists the steps for this type of job.
Checklists
Each job type can have its own checklist, with up to 30 items, set in Settings, Dispatch, Job types. Mark an item Required and it is ticked before the job is marked Done, wherever Done is set: My day, the board, the client or an automation. BaseCloud names any Required item still open.
Finishing on site
When the work is complete, the technician finishes the job from the same screen. They can:
- Add a note about the work
- Upload photos and files
- Create a quote or an invoice from the price book
- Collect a signature
- Take payment through the invoice’s payment link, or record cash or check
Photo and file uploads from iPhone and iPad work in every browser, and fields fit the screen without zooming.
Flags for the office
If something changes, the technician raises a flag:
- Running late tells the office the job will start later than planned.
- Need help asks the office for support on the job.
- Needs a return visit creates a linked follow-up job waiting on the board.
Flagged jobs appear on the Dispatch board under Needs your attention, so the office sees them first.
Ask an AI app
With a connected AI app, a technician can run their day by asking. Try “What’s my day?” for the day’s jobs, or “Tell dispatch I’m running 20 minutes late” to raise a Running late flag.
Read more about the board on the Dispatch page, or see what to look for in a technician app.