Dispatch and Markets

Dispatch connects service demand with technician capacity and service areas.

Markets

Markets define where work can be served. A market may use distance, drive time, custom boundaries, and assigned technicians to determine fit and availability.

Under Settings > Markets you can also turn on Auto assignments for a market. Auto assignment picks the eligible technician with the fewest jobs and the most efficient route, and a separate option controls whether it may exceed a technician's capacity.

Technician Capacity

Technicians can have capacity, schedules, location data, active/inactive state, and market associations. Cloudflow uses those inputs to support routing and availability decisions.

Daily capacity is the number of services a technician can take in a day. Adjust it in the Technicians list. Technicians who are at or over capacity are not suggested for new work, and overbooked time slots are listed in Scheduling Conflicts.

Scheduling in Dispatch

Dispatch has Services and Scheduling views. Scheduling suggests dates, times, and technicians for services that have no date, need a technician, or need rescheduling. Select Logic to adjust the rules for your organization (requires permission to manage settings):

• Honor SLA minimum wait and SLA deadline for appointment targets
• Allow same-day scheduling
• Number of time slots to offer
• Capacity basis: individual technician or full market pool
• Recommendation goal: shortest estimated drive, low-volume days, balanced workload, or rotating work among technicians
• Maximum estimated drive, technician handoff, and preferring a customer's usual time window
• Search ahead: 7 or 14 days

The same rules drive the times customers see in the Customer Scheduling Portal. They are also available under Settings > Scheduling.

Labels set to Show on Dispatch Map appear on the Dispatch map; see Tasks and Labels.

Market Availability API

The public market-availability endpoint accepts an address and date, geocodes the address, identifies the best market, and returns available time slots when configured.

The optional slotDurationMinutes setting controls the length of each time window. It must be a whole number of minutes from 15 to 480 and divisible by 15, and defaults to 60.

Good Setup Habits

• Keep technician addresses, schedules, and daily capacity current.
• Define market boundaries before relying on online scheduling or estimate flows.
• Review warnings when an address is outside, or near the edge of, a service area.