A dispatcher's screen that shows what needs attention, not everything
A service dashboard for dispatchers and field leads: a KPI rail, attention lists for stale cases and routing failures, workload by territory, a driver day view.
- Salesforce
The problem
Dispatchers found problems by scrolling. A case that had gone stale, a route that had failed to build overnight, a warranty waiting on review, a repair that had stalled: each lived in a different list, and the person who noticed was usually the driver.
What we built
One screen per territory. A KPI rail shows open cases, dispatched today, backlog, response time, first-time fix, and techs on shift. Attention lists surface stale cases, routing failures, warranties awaiting review, and jobs stalled in repair. Workload and dispatch tabs show the week by driver, with month-over-month charts behind them. A driver day view, filtered to one technician and today, mirrors the overnight route post with an open-in-maps link.
The one thing we got wrong: it auto-refreshed every five minutes, technicians kept it open during queue work, and the open tabs saturated the org's limit on concurrent long-running requests. We removed the polling the same day and left a manual refresh. The lesson is in how we work: ship the monitor with the feature, so the feature tells you when it's the problem.
No AI in this build. Here's why that was right: a stale case is a date comparison and a routing failure is a logged event. Neither needs a model to find.
Every KPI, the attention-list criteria, the territory filter, the driver day view, and the failure alerts that feed the routing-failure list from the dispatch engine.
Outcome
Adopted fast enough to cause a problem: technicians kept it open during queue work, and the five-minute auto-refresh saturated the org's concurrent request limit. Polling came out the same day.
Who this fits
- Field-service managers who find problems by scrolling a case list
- Dispatch teams that learn about a routing failure from the driver
- Operations leads who need one screen per territory