Dispatching and triaging jobs

Every job has one status-aware action surface — the Job Command Sheet — reachable from any board view. Assign or do it yourself, dispatch, reschedule with a reason, hold, cancel, or complete on behalf. A needs-attention strip surfaces overdue, missed, and soon-unassigned work so nothing goes invisible.

To dispatch and triage work in Biloh you use one status-aware surface — the Job Command Sheet — reachable from every board view. You can do each step by chat (ask your AI assistant) or in the app; the actions are identical.

How do I get a job to a contractor?

Open the job's card and the Job Command Sheet appears with the actions that make sense for its status. For an unassigned job you can Assign it to a compliant contractor, or — if you do the work yourself — Do it myself, which assigns to your own crew and dispatches in one tap (see delivery models). Once assigned, Dispatch hands it to the contractor. Assignment runs a compliance gate: a contractor who lacks the service capability, a signed agreement, or current insurance is blocked with the exact reason, not silently dropped.

What can I do from the sheet?

The sheet is the whole triage menu, so control never lives on some other screen:

  • Reschedule — move this one occurrence to a new day, with a reason. Editing a recurring series instead asks whether you mean this occurrence or all future ones (scheduling by the day).
  • Reassign / Unassign — hand the job to a different contractor, or pull it back to the unassigned pool.
  • Hold / Resume, Cancel (reason required), and Complete on behalf — record a completion for a job done in the field, honouring the site's photo and notes requirements.
  • Un-complete — undo a completion (until the job has been invoiced), the way Housecall Pro's "unfinish" works.

What needs my attention this morning?

The board leads with a needs-attention strip: Overdue, Missed, Unassigned within the next few days, Declined, and Awaiting re-acceptance. Each chip filters the list to exactly those jobs. The design rule is that every fetched job appears in at least one bucket — a job whose date has passed surfaces in Overdue rather than falling into a gap. Tap a chip, work the list, and the count drops as you clear it.

Bulk moves after a bad-weather day

When a whole day needs to shift — a public holiday, a rain-out — select the affected jobs and bulk-reschedule them to one new date with a shared reason. Bulk gestures are a Pro-plan capability; single-job reschedule is always available. The move records a per-job audit trail and moves only the jobs whose lifecycle allows it, returning any it couldn't move.

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Last updated 2026-07-07