For agencies📋 Scheduling & Dispatch

Use your agency Home

Home is one page of what needs your agency next: jobs happening now, a ranked Up next list, pending offers, your team, recent activity and, if you handle billing, money and customers.

Home answers "what needs us next?" without checking five pages. The top shows alerts for anything silently broken and the jobs under way right now. Below that, Up next ranks everything waiting on you, most urgent first, and the cards beside it give the context: offers still out, who's out or free, recent activity, and (with billing access) money and customers.

Watch the walkthrough

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Step by step

  1. 1Click "Home" in the sidebar. The line under the greeting changes each visit: a tip, a holiday greeting or something to smile at.
  2. 2If a red or amber banner shows at the top, something needs fixing, such as outgoing email not being sent or QuickBooks needing to reconnect. Click its button to fix it. If there's no button, the banner says who can.
  3. 3Happening now shows each job under way as a pill: the job type, who's on it and how long is left. The pill fills up as the job goes on, and turns amber when nobody is on it. Click a pill to see the onsite contact, the requestor and the interpreters, with tap-to-call and email buttons, and an "Open job" button that opens it on the board.
  4. 4Read Up next. It's one numbered list of everything waiting on your agency. Click any row to go straight to it: a job opens on the board, a person opens their Team Roster profile, and billing rows open the right Billing tab.
  5. 5Up next shows ten rows. Click "Show all" at the bottom to see the rest.
  6. 6Don't need a kind of task in your list? Click the eye at the end of its row to hide every row of that kind, such as all confirmations. Click "Undo" right after if you didn't mean to.
  7. 7To see what's hidden or bring something back, click "Manage what's shown" under Up next. Turn each kind of task on or off, or click "Show everything". This only changes your own list: the work still waits on its own page, and your choice is saved to your account.
  8. 8Pending offers lists every offer still out on an upcoming job, soonest job first. An offer with no answer after 4 hours turns amber. Click "Remind" under an offer to send it to the interpreter again, in the app and by email. They can still accept or decline. Click an offer to open the job and offer it to someone else or more widely.
  9. 9If the interpreter said yes some other way, such as on the phone, click "Assign" under their offer to put them on the job. To take an offer back, click "Withdraw offer": the slot goes back to unfilled and the interpreter is told the offer was withdrawn. The same buttons, "Remind" included, are on the job when you open it from the dispatch board.
  10. 10When your upcoming jobs are in more than one language, buttons above the list narrow Pending offers to one language: "All", or a language with its count of offers out. A language with nothing out shows 0. Your choice is saved to your account, and the amber "waiting" count beside the title still counts every language, so a filter never hides an overdue offer.
  11. 11Your team shows who's out today and tomorrow, who's free right now, new interpreters still waiting on their first job, and how much of your roster has its paperwork in order.
  12. 12Use the Quick actions card to start a "New job", send a "Batch message" or "Add interpreter".
  13. 13To arrange Home your way, click "Customize" in the top right. Drag a card by its handle (on a phone, use the ⠿ handle so the page still scrolls), or use the up and down arrows on each card. Cards can sit across the top or in the left or right column.
  14. 14To remove a card you don't use, click Hide on it. Hidden cards wait under "Hidden cards" at the bottom, each with a button to show it again. "Reset to default" puts everything back. Click "Done" when you are finished.
  15. 15Need the OneTerp team? Click "Open support ticket" in the top right corner of Home. It opens Help & Support with a new request ready to fill in. On a phone it shows as an icon only.

Tips

  • How Up next is ordered: a job whose interpreter dropped out comes first, then jobs in the next 48 hours with nobody on them, offers with no answer after 4 hours, and confirmations still owed on jobs in the next 3 days. Next come people waiting on you: rate proposals, join requests, credentials and documents that are expiring or expired, tag requests and time off. After that, the rest of the week's open jobs, then billing work, then reminders.
  • You only see rows and cards for the areas you have access to. Billing rows and the Money card need Billing access; the Customers card needs Customers access.
  • Your Home layout is saved to your account, so it is the same on every computer, and it only changes your own Home. A card you can't see right now keeps its place and comes back there if your access changes. Alerts always sit at the top and can't be hidden.
  • Where you land when you sign in is the page at the top of your sidebar. Drag Home (or any page) to the top to make it your start page. Your order is saved to your account, so it's the same on every device.
  • Money counts invoices dated this month against last month, what customers owe, what's overdue, and payout batches that are drafted or being processed.
  • Customers shows your busiest customers this month by booked hours, and customers gone quiet: nothing booked in the last 60 days or the next 60.
  • Home looks 60 days ahead. A job further out still shows on Home while it has an open slot or an offer out, so a far-off unfilled job is never missed. For anything else beyond 60 days, use the dispatch board.
  • "Remind", "Assign" and "Withdraw offer" show on offers sent to one interpreter, not on broadcasts, and need Coordinate access at the Manage level. An offer to an intern can be reminded or withdrawn but not assigned on their behalf.
  • After "Remind", the pop-up says what went out. If the email didn't send, check Settings, Email Sender. If offer emails are off for that interpreter or for your agency, the reminder reaches their app only. Each reminder adds an "Offer reminder sent" line to the Job history.
  • Nothing waiting? Up next tells you you're all caught up. If everything still waiting is a kind of task you've hidden, it says so instead, so open "Manage what's shown" to bring it back.

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