For Dispatchers · Office team
Dispatch & scheduling jobs
Create, assign, track, and close out field jobs from the dispatch board — the operational heart of the app.
Dispatch is where field work gets planned and tracked. A job (also called a visit) can be a one-off booking or generated automatically from a contract. From here you create work, assign a technician, watch it through the day, and close it out once it's done — payment and invoicing included.
Creating a job
- 1
Start a new job
Dispatch → Create work. Search for an existing customer by name or phone, or add a new one on the spot.
- 2
Fill in the visit details
Pick a service type and department, the date and time, and the service address (choose from the customer's saved addresses or add a new one). Each visit can carry its own notes for the technician.
- 3
Assign a technician
Pick who's doing the work, or leave it unassigned to fill in later from the dispatch board.
Tip — If a service type belongs to a department with a daily capacity set, the date picker colors each day green/yellow/red based on how booked it already is — a helpful nudge, not a hard limit.
Booking several visits at once
Create dispatch work isn't limited to one visit per booking — you can add several visits in the same booking (a job group), and each one keeps its own notes for the technician, even though they're being created together. Useful when a customer books more than one service type in the same call, or you're scheduling a short run of visits at once instead of creating each job separately.
Running the board
The dispatch board has tabs for Active, Completed, Cancelled, and All jobs, with filters for date, service type, lead source, sales rep, technician (including "unassigned only"), and more. An overdue queue highlights anything that's slipped past schedule.
- Assign or reassign a technician at any time before the visit starts.
- Reschedule a job — this may need approval depending on your workspace's rules.
- Cancel a job (also may need approval).
- Export the board to CSV/Excel.
Importing your existing jobs
If you're moving from a spreadsheet or another system, you don't have to re-create your work history by hand. The dispatch board has an import tool built for exactly this.
- 1
Open the import tool
From the dispatch board, start an import and upload your CSV or Excel file.
- 2
Map your columns
Match your spreadsheet's columns to Overden Field's fields — customer, service, schedule, status, completed date, payment method, quoted amount, technician, sales rep, lead source, and notes. A scheduled date isn't required for a row that already has a completed date, which is exactly the case for historical, already-finished work.
- 3
Preview before committing
Check the preview grid — rows with a completed date or a payment method are promoted straight to completed status automatically (unless marked cancelled), and a payment method with a quoted amount records that payment on import too.
- 4
Import
Confirm and the rows are created as real jobs — even historical ones you're backfilling still get a proper invoice raised if there's a quoted amount and nothing was recorded as collected, so nothing you import goes untracked.
What happens on the visit
Your technician handles the on-site part from their phone: marking arrival, filling any service checklist, logging materials used, taking before/after photos, and completing the job. See The technician app for what that looks like from their side.
Getting paid
When a job is completed with a quoted amount, Overden Field always accounts for it — either the technician (or office) records the payment on the spot, or, if nothing was collected, the app raises an invoice automatically so the amount is never lost. If a customer still owes money on an existing invoice, you can send a technician purely to collect payment ("Send technician to collect" from the invoice) without creating a second, duplicate invoice.
Example: a same-day pest control visit
From booking to paid invoice
A customer calls for a general pest treatment. You create the job for 3pm today, assign it to your nearest technician, and set the quoted amount. The technician arrives, logs the chemicals used (which deducts from your stock), takes an after photo, and collects AED 200 cash on completion — Overden Field records the payment and marks the job paid in the same step, with no separate invoicing step needed.
Related docs
Contracts
Set up recurring service agreements with a visit schedule and payment plan, and let the visits generate themselves.
Map view
See your customers and today's jobs on a map, and assign the nearest technician to unassigned work.
Technician app
What your field team sees on their phone — job board, on-site steps, payment collection, and working offline.
Invoices
Bill customers, record payments, and handle proforma invoices, credit notes, and B2B statements.
Approvals
A second pair of eyes on sensitive actions — cancellations, deletions, and stock write-offs.