How to Group Jobs in Dispatch

Job Groups allow you to organize related Jobs under a single group, making it easier to manage, track, and take actions across multiple Jobs at once. 

Before you start: Make sure Job Groups in Dispatch is enabled in your Job Settings. To learn how to enable this, click here.

In this guide:

1. Create a Job Group
2. Link Jobs to a Job Group

1. Create a Job Group

Step 1: Go to the Dispatch menu, then click Groups. 

Step 2: Click New Group.

Step 3: Enter the group title. 

Step 4: Add additional details as needed:

• Reference (e.g., case number)
• Status (Open or Completed)
• Notes (internal notes for the group)

Step 5 (optional): Add Jobs to the group during creation.

• Enter the Job title and Address
• Set the date, job type, and assignee
• Add notes if needed
• Click + Add Job to include more jobs

Step 6: Click Create Group.

• Link Jobs to a Job Group

Step 1: In Dispatch, select All to view all Jobs, or open the Member’s board to view assigned Jobs.

Step 2: Select the Jobs you want to add in the group, then click Edit jobs.

Step 3: In Job Group, click Link to Group, then select the group to apply.