For agencies📋 Scheduling & Dispatch
Color-code job chips
Choose whether job chips are colored by language, customer, or location, and pick the color for any one of them.
Job chips on the Dispatch Board and Week View are colored so you can read a busy day at a glance. By default the color is the job's language. Your agency can color by customer or by location instead, and choose the exact color for any language, customer, or location from a palette of 40.
Step by step
- 1Open Agency Settings, then Operations & Alerts, and scroll to Assignment chip colors.
- 2Next to Color chips by, choose Language, Customer, or Location.
- 3Every value already has a color. To change one, click it in the list and pick a new color from the palette.
- 4To undo a pick, click it again and choose "Back to automatic".
- 5Open the Dispatch Board or Week View to see the new colors. The color key above the board shows what each color means on the day you are viewing.
Tips
- Nothing changes until you choose something. An agency that never opens this setting keeps coloring by language, with the same colors as before.
- The setting is agency wide, so every coordinator sees the same colors, and it takes Settings access to change it.
- Your picks are kept for each choice separately. Switch from Customer to Location and back, and your customer colors are still there.
- For locations, choose a customer to list its saved locations. Every remote job shares one Virtual color. For a place that is typed on jobs instead of saved, type its name in the box and click Add.
- With more customers or locations than colors, some will share a color. Each one's automatic color stays the same as you add more, so pick colors for the ones that matter most.
- Offered slots keep their amber stripes on the Dispatch Board, and unfilled jobs stay amber on Week View, whatever you color by.
- The agency phone app still colors jobs by language.
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