Table of Contents

Jobs and Scheduling: Overview

Jennifer Trower Updated by Jennifer Trower

Read Time: 5 mins

Within Sonar, there are three primary views you’ll use when working with jobs and scheduling: Table View, Dispatcher View, and Week View. This article provides an overview of each, along with references and links to their dedicated articles, and also includes a detailed look at what an individual job may look like in practice.

For more information on creating, cloning, or scheduling jobs, please refer to the Scheduling How-to: Creating and Booking a Job article.

Table View

The Table View in Sonar allows users to quickly assess the status of all jobs—scheduled or unscheduled—for the current week. It centralizes access to job details, filters, and actions, enabling users to manage jobs efficiently from a single interface.

Dispatcher View

The Dispatcher View provides a central hub for managing all jobs, technician schedules, and route planning. This tool supports both visual and grid-based scheduling, enabling dispatchers to quickly assess and assign jobs with minimal travel time and schedule conflicts.

Week View

The Week View displays each technician’s week at a glance—including jobs, drive times, blockers, and time off. It’s best for quickly checking availability, not for detailed scheduling or booking new jobs. Despite showing a lot of info, it’s designed to be easy to scan and understand.

Individual Job View

The Individual Job View provides a centralized page to manage everything related to a specific job in Sonar. From scheduling and assigning users to viewing notes, files, and tasks, this view offers full visibility and control over job details in a single screen.

Permissions

Before getting started with the feature, your user roles will need to be adjusted to account for the permissions required to use the Job Management feature.

If you're a Super Admin, you already have full access, and no changes are needed. To learn more, see the Roles and Permissions article.
Permission Details
1. View all jobs: allows you to view all jobs.
2. Update a job: allows you to update a job.
3. Create a job: allows you to create a job.
4. Delete a job: allows you to delete a job.
5. View all schedule blockers: allows you to view all scheduled blockers.
6. Update a schedule blocker: allows you to update a scheduled blocker.
7. Create a schedule blocker: allows you to create a scheduled blocker.
8. Delete a schedule blocker: allows you to delete a scheduled blocker.
9. Reschedule a schedule blocker: allows you to reschedule a scheduled blocker.
10. Allows a user to check themselves in to a job: allows you to check into a job.
11. Allows a user to check anyone in to a job: allows you to check anyone into a job.
12. Allows a user to complete their own job: allows you to complete your job.
13. Allows a user to complete any job: allows you to complete any job.

Management View Details

You can access the individual job view in several ways, but the easiest is by clicking the job name on the Jobs screen—this opens the job details on a new page.

Once you open the job management view, you’ll find the following details:

  1. Header: The job view header displays the job type while working in the job management view.
  2. Job Actions Menu: The available actions will change based on the job’s current status. For jobs that haven’t been scheduled yet, you’ll have options to schedule them and assign users. If a job is already scheduled but hasn’t started, you can check in users or reschedule the job as needed.
  3. Tasks: This area allows you to create and manage tasks tied to the job. You can easily switch between viewing completed and incomplete tasks using a toggle. New tasks can be added one at a time or from templates. Each task has a menu that lets you edit or delete it.
  4. Account: This section shows who the job is currently assigned to, along with key account or network site information. You'll be able to view important details such as the account status, balance, and type. You can also take quick actions on the account, like editing details, adding notes, or updating custom fields.
    Clicking the assignee’s name will open a sidebar with their profile information for further review.
  5. Additional Information/Reason For Failure: Once a job is completed, any notes added during the process will appear in this section. These completion notes help track final job details and can still be edited if needed.
  6. Notes: Here, you can add new notes or manage existing ones related to the job. Use the “Create Note” button to add a new entry, and edit or delete existing notes through the 3-dot menu beside each one.
  7. Tickets: If the job is linked to a support ticket, the ticket name will be displayed here. Clicking on the ticket name opens a sidebar with ticket details, and you can use the “Manage” button to jump directly to the full ticket page.
  8. Files: This section lets you upload and store any files related to the job. All file types are supported—image files will show a preview, while others will appear as gray tiles. Clicking on a file tile opens a sidebar with full file details and a download option. You can also use the 3-dot menu on each file to edit or delete it.
  9. Job History: This area contains a record of all actions and views associated with the job. The “Action History” tab logs any updates made to the job, while the “View History” tab shows who accessed the job and when.
  10. Custom Fields: If custom fields have been filled out for the job, they’ll appear in this section along with their values. To make updates, open the Edit Job window where these fields can be modified.
  11. Check In Activity: This log tracks when technicians check in and out of a job. It includes the technician’s name, the time of check-in/out, and who performed the action. Clicking on a user’s name opens a sidebar with more profile details.

Example of a Completed Job
After a job is completed, the job view may look similar to this example.


How did we do?

Job Types: Best Practices

Scheduling Dispatcher View: Overview

Contact