The Dispatch page in Yeti is your central hub for managing operations in real time. It offers visibility into route progress, crew locations, and job details—keeping everything on schedule and on-site.
Dispatch Page Purpose
The Dispatch page acts as the central operations hub in Yeti, designed for real-time oversight of day-to-day route execution. It provides live visibility into the progress of each operator, subcontractor, or crew led by a crew leader as they select and work through their routes. This allows dispatchers and supervisors to monitor performance, track progress as it happens, and ensure services are being completed efficiently and on time.
Dispatch Page
Head over to the Dispatch page by selecting the Dispatch button in the navigation bar.
Real-Time Crew Activity
When an operator begins a shift using the Yeti mobile app, their activity is immediately displayed on the Dispatch page in the field record section. Each crew member appears as a shift bar, which updates live as the operator completes work in the field.
What is a Shift Bars
Each Shift Bar on the Dispatch screen represents an operator's active or completed shift. It provides a quick overview of their current status, and can be expanded to show detailed route information.
Before clicking to expand, each Shift Bar displays key shift details:
- Crew Leader or Operator's Name: The name of the primary person responsible for the shift—either a solo operator or the crew leader
- Number of crew The total number of team members working together in a shift, including the crew leader.
- Flagged Site: Indicates if a site within the route was marked for review or attention
- Onboard Equipment: The specific piece of equipment the operator has with them during the shift
- Route completed during shift: Displays the most recent route completed by the operator or crew during the current shift.
- Progress Overview: Number of sites completed out of the routes completed
- Approve: Approve the completed shift
- Reject: Reject the completed shift
- Close Shift: End a in progress shift
- Timeframe: Start and end time (or shift in progress)
- If a Shift Bar has an orange corner on the left-hand side, it means the shift belongs to an operator working under one of your subcontractors. This visual indicator helps you quickly distinguish subcontractor activity from your in-house crews on the Dispatch page.
What You See when you open a Shift Bar (Expanded View)
Clicking a Shift Bar opens a detailed view of the operator’s shift, providing deeper insight into their activity and route progress.
-
Onboard Equipment
The specific piece of equipment the operator is using during their shift.
-
Crew Members
Names of the crew leader and any additional team members assigned to the shift.
-
Routes (In Progress and Completed)
All routes assigned to the operator during the shift, with details for each:
-
Routes with Flagged Sites (if any require attention or review)
-
Completion Progress (e.g., 6 out of 8 sites completed)
- Approve – Approve the completed route
- Reject – Reject the completed route
- Close Shift – Finalize the shift record
-
Route Timeframes
The start and end time of each route—or a live status if the route is still in progress.
- Route Map
What You See when you open a Route Record.
Clicking on a Route Record expands it to display detailed information about the route’s progress and activity at each site.
You’ll see a list of all the sites included in that route, each with a status color that indicates its current stage:
-
🟩 Green – The site has been completed
-
🟨 Yellow – The site is in progress
-
⬜ Grey – The site has not been started yet
What You See when you open a Site Record.
Clicking on a Site Record within a route reveals detailed information about the work performed at that specific site.
The Site Record Includes:
-
Weather Condtions
-
Service Details
A list of services performed at the site.
-
Geo-fence
Confirms that the operator was physically within the geofenced boundary during service.
-
Before & After Photos
Images captured by the operator to document the site beofre and after service completion.
-
Operators
The crew that services the site.
- Equipment
A list of equipment which was used on the site.
-
Operator Notes
Any notes added by the operator regarding site conditions, issues, or exceptions.
- Site Duration
The timeframe that the operator was on the site for
- Consumable
A list of Consumable which was used on the site
- Dispatcher Note
-
Flag Indicator
If the site was flagged for example, due to a missed task or concern, it will be clearly marked for review.
- Dispatcher Note
- If a dispatcher wants to add a note to this site record, they can do so by selecting the blue button.
- Edit a Site Record
- If an operator makes a mistake or forgets to note something down in the mobile app, you can make an update by selecting this button.
- Approve or reject the site
Choose either to approve the site record or reject it
Subcontractor records on the dispatch page
Your sub-contract operator’s shift record will also appear on the Dispatch screen when they are serving the sites you’ve assigned to them. You can identify a sub-contract shift by the orange corner on the left-hand side of the record.
Each company is responsible for approving its own records.
For example, if a sub-contractor completes a shift and you approve it from your Dispatch page, the record will still remain visible on the sub-contractor’s Dispatch page until they approve it on their end.
When the Sub-Contractor approves the records on its Dispatch page, the same record on the Service History Report shows as ‘Pending’.
When the site owner approves the record on their Dispatch page, the sub-contractor will see an ‘Approve’ option on the Service History Report
Approving & Rejecting Records
Approve Records
Approving a record removes it from the Dispatch screen and moves it into the Reports section.
You can approve the following:
- Shift Bar: When you approve a shift bar, all the sites that were completed during that operator shift will be approved
- Route Record: When you approve a Route record, all the sites that were completed in that route will be approved
- Site Record: When you approve a site record, only that site will be approve
Please not that end Clients cannot approve records
If a record is not yet approved, it will appear as an orange pending record in the Service History Report, but it will not appear in Billing Reports or Subcontractor Reports.
Set Records to Auto-Approve
By enabling auto-approval, you can streamline your workflow and prevent your Dispatch screen from becoming cluttered with a large number of open records.
Editing records
You can edit a record by selecting the Edit button within the site record on the Dispatch page.
There are a few rules that govern how and when records can be edited on the Dispatch page:
-
Shifts can only be closed by the company that performed the shift, so it's the Sub-Contractor’s responsibility to close their own Operator’s shifts.
-
Only the Site Owner (the company that created the site) can skip or unskip a site in an in-progress route.
-
Sub-Contractors can edit a record after the Operator ends their shift. Sub-Contractors can edit their records even if they are sponsored.
If you want to limit the time frame in which they can make edits, you can adjust this in your Settings. This allows you to block any changes or additions to site visit records after a set number of days from the original service date.
-
End Clients cannot edit records.
Add Work Order Number
To add a work order number to a record head down to the edit button.
Enter your work order number in the fields below and hit save. There will be one work order field for every service listed.
Enable or Disable Photos in Reports
The Dispatch page allows you to control whether your photos are displayed in reports.
Select the photo in the record. A pop-up will appear. Deselected appears in photos.
In the service history record, you will see that the photo is greyed, so this photo will not appear in any report options.
Track Your Crew on the Global Map
The Global Map allows you to view the real-time locations of all crew members, along with the current status of all Routes and Sites.
There are three available map views:
-
Map Pop-up
-
Map in New Browser
-
Route Map (Will only show data connected to that route)
Select the Map button to access these views. On the map, you can:
-
Switch between Terrain and Satellite view
-
Use the Filter button to display only sites that meet specific criteria
-
Zoom in or out using the plus (+) and minus (−) buttons
Site pins are color-coded to indicate the type of services performed.
The map legend, located in the bottom-left corner, helps you identify which sites have been completed and which are still pending.
Route Map
Track Crew Activity on the Route Map
The Route Map allows you to track a crew member’s movement from the start to the end of their shift. You can zoom in to view detailed movement and activity as they work on a specific site.
You’ll also be able to see the tracking of crew members working on the same shift. This feature works when crew members have the Yeti app installed on their mobile device and have enabled location tracking.
Black dots on the map represent specific actions taken (e.g., starting a route). Click on a dot to view more details about the action.
Message Your Crew
Yeti allows you to send messages to individual members of your company or create group chats. Select the message icon in the top right-hand coner.
You can see when a crew member has read your message, and you'll receive notifications when a crew member sends you a message.
Dispatch routes on the dispatch page
Select the show button beside the Dispatch section at the top of the page to see current and over-due dispatches.
Dispatches in Blue are due. Dispatched in orange are over-due.
