Learn how to efficiently navigate the Jobs & Dispatch interface to manage your field operations with speed and precision.
Accessing Jobs & Dispatch
From anywhere in PortaPro, click Jobs & Dispatch in the main navigation sidebar. You'll land on the Calendar view by default.
Interface Layout Overview
The Jobs & Dispatch screen is divided into three main areas:
```
┌─────────────────────────────────────────────────────────┐
│ HEADER BAR │
│ View Tabs | Date Display | Job Count | Actions │
├─────────────────────────────────────────────────────────┤
│ FILTER BAR │
│ Search | Driver Filter | Job Type | Status | Date Nav │
├─────────────────────────────────────────────────────────┤
│ MAIN CONTENT AREA │
│ (Changes based on selected view tab) │
│ │
└─────────────────────────────────────────────────────────┘
```
View Tabs
At the top of the screen, you'll find six view tabs to switch between different ways of viewing your jobs:
| Tab | Icon | Purpose |
|-----|------|---------|
| Calendar | 📅 | View jobs organized by date with outgoing/incoming sections |
| Dispatch | 📋 | Drag-and-drop interface for assigning jobs to drivers |
| Map | 📍 | Visualize jobs geographically on an interactive map |
| Advanced Search | 🔍 | Search across date ranges with advanced filtering |
| Drafts | 📄 | Access and resume incomplete job drafts |
| Pre-Saved Notes | 🔖 | Manage reusable job note templates |
On mobile devices, tap the view selector dropdown to switch between tabs.
Header Bar Elements
Date Display
Jobs Count Badge
Info Icon (ℹ)
Click to view Quick Tips:
Quick Job Search Hint
Reminder that pressing Enter in the search field will find jobs across all dates
Truck Stock Button
Opens the Truck Stock drawer to view current inventory levels on vehicles
Date Navigation
Navigate to specific dates using the date controls:
Tip: The date you select applies to Calendar, Dispatch, and Map views simultaneously.
Filter Bar Options
Search Field
Driver Filter
Job Type Filter
Status Filter
Show Cancelled Jobs Toggle
The + New Job Button
Located prominently in the interface, this green button opens the New Job Wizard to create any type of job. The wizard guides you through:
Mobile Navigation
On mobile devices, the interface adapts:
Keyboard Shortcuts
| Shortcut | Action |
|----------|--------|
| Enter (in search) | Search across all dates |
| Esc | Close open modals or drawers |
Alerts & Indicators
Watch for these visual indicators:
| Indicator | Meaning |
|-----------|---------|
| 🔴 Red "Overdue" badge | Job is past its scheduled date and not completed |
| ⚠️ Yellow "Priority" badge | Job is marked as high priority |
| 🟠 Orange "Was Overdue" badge | Job was completed after being overdue |
| 🔵 Blue status badge | Standard job status indicator |
Next Steps
Now that you understand the interface: