> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Availability & Scheduling Overview

> See how availability scheduling works in FieldPulse — find your team's open time and book a job onto the calendar without double-booking or leaving gaps.

> **Who uses this:** Admins, who can view and edit every schedule in the company, and Team Managers, who can view and edit their own team's schedule. The **View & edit all schedules** permission is No for Service Agents and Limited Agents — see [User Roles and Permissions Details](/settings/users-teams/user-roles). **Availability:** All regions.

Availability scheduling is how you find open time across your team and book a job onto it. You see which team members have a slot, pick one, and create the job on their calendar without double-booking anyone or leaving a hole in the day. It runs on the Dispatch View of the Team Schedule page, part of [scheduling and dispatching](https://www.fieldpulse.com/features/scheduling-and-dispatching) in FieldPulse.

## Overview

The Dispatch View shows availability across your team members so you can schedule a job around it. There are two starting points:

* **From the Dispatch View** — start on the **Dispatch** tab of the Team Schedule page when you already know you want to book around your team's open time.

* **From a job record** — select **Find Availability** while you are building the job and let FieldPulse suggest the times for you.

## Video walkthrough

<Frame caption="Video walkthrough: finding availability and scheduling a job from the Dispatch View">
  <iframe src="https://www.loom.com/embed/c7be0bf9d2804108a9844b0d08cbe7ca?hide_owner=true&hide_share=true" width="100%" height="420" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />
</Frame>

## How it works

### Scheduling from the Dispatch View

Start on the schedule when you want to see the whole team's day before you commit to a time.

1. Select **Schedule** from the left-side menu.

2. Open the **Dispatch** tab on the Team Schedule page.

   <img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/482398-dispatch-availability-scheduling/01.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=cd893636f0494ea96ab5796c14ec9d55" alt="Team Schedule page with Schedule highlighted in the left-side menu and the Dispatch tab highlighted above the day's time grid" width="1200" height="789" data-path="static/images/_api/482398-dispatch-availability-scheduling/01.png" />

3. Once you have found availability for your team member(s), select their name(s) in the left column. Selecting a name highlights that team member's row in blue.

4. Select the top of the time slot you want on the grid to set the job's start time.

5. Select **Create Job** in the upper right corner.

<img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/482398-dispatch-availability-scheduling/02.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=4470a1989ef4a1d85acfefaa1c49c354" alt="Dispatch Day view with two team member rows selected and highlighted in blue, the 10–11 AM slot marked on the time grid, and Create Job highlighted in the upper right" width="1200" height="789" data-path="static/images/_api/482398-dispatch-availability-scheduling/02.png" />

The new job record opens with the team members and time slot you selected. Fill out the remaining fields and edit the assignments as needed.

<img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/482398-dispatch-availability-scheduling/03.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=ef5f0a956a60681514ca15723621d526" alt="Dates section of the new job record with the date, start time, and end time filled in, above the Clear Dates, Find Availability, Find By Map, and Check scheduling conflicts controls" width="1200" height="789" data-path="static/images/_api/482398-dispatch-availability-scheduling/03.png" />

<Note>
  When you select the start time, the job defaults to a 1 hour duration. You can edit the duration on the job record.
</Note>

### Filtering the Dispatch View by team or skill

Two dropdowns above the left column of team members narrow who shows up on the schedule.

* The **All Team Members** dropdown narrows the list to members of the selected team(s).

* **Filter by Skill** is a multi-select dropdown listing every tag in use.

If you set both filters, only team members who are on a selected team *and* carry a selected skill appear. Leave either filter empty and only the other applies; leave both empty and everyone shows.

<img src="https://mintcdn.com/fieldpulse/jZf74Z_MCI57TFd9/static/images/_api/482398-dispatch-availability-scheduling/dispatch-filter-by-team-and-skill.png?fit=max&auto=format&n=jZf74Z_MCI57TFd9&q=85&s=a69e0fd89f8e6b2019455cdd3f80bfac" alt="Dispatch Day view with the All Team Members dropdown and the Filter by Skill dropdown highlighted above the team member list, and skill tags shown beneath the first team member's name" width="3006" height="1454" data-path="static/images/_api/482398-dispatch-availability-scheduling/dispatch-filter-by-team-and-skill.png" />

### Reordering teams in the Dispatch View

Team rows in the Dispatch View load in the default order set on the **Teams** tab under **Company Settings > User Accounts > Teams**. You can move your priority teams to the top for your current session.

1. Open the **All Team Members** dropdown above the left column of team members.

2. Drag a team up or down by the drag handle beside its name.

<img src="https://mintcdn.com/fieldpulse/RPZs7ofDDffKWJ35/images/Screenshot-2026-08-26-at-10.47.03-AM.png?fit=max&auto=format&n=RPZs7ofDDffKWJ35&q=85&s=e5b01345c3b52b261cde3f662dcb3cb6" alt="The All Team Members dropdown open on the Dispatch view of the Team Schedule, with the drag handles highlighted beside Default Team, Installation Crew, and Repair Team, above Unassigned Jobs and the Save button" width="1842" height="1432" data-path="images/Screenshot-2026-08-26-at-10.47.03-AM.png" />

<Note>
  This reorder affects only your own view and does not save. It resets to the default order set on the **Teams** tab when you refresh the page or clear your browser cache.
</Note>

### Scheduling from a job record

Start from the job when the work is already defined and you want FieldPulse to propose the times.

1. While creating the job record, scroll down to the date/time area and select **Find Availability**.

   <img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/482398-dispatch-availability-scheduling/04.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=948a032cc1972f71bb221ca714e7f0d7" alt="Create Job record scrolled to the Dates section, with Find Availability highlighted next to Clear Dates and Find By Map" width="1200" height="789" data-path="static/images/_api/482398-dispatch-availability-scheduling/04.png" />

2. Review the **Scheduling Parameters** in the **Automatic Time Slot Suggestion** panel — **Time Slot Duration**, **Time Slot Buffer Before**, **Time Slot Buffer After**, **Starts After**, **Ends Before**, **Team Members**, **Team Members Needed**, and **Skills** (user tags).

   <img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/482398-dispatch-availability-scheduling/05.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=3c02a62dc999e7057b6cd278582d03f4" alt="Automatic Time Slot Suggestion panel showing the Scheduling Parameters fields for time slot duration, buffer before and after, starts after, ends before, team members, team members needed, and skills, with the Suggest Times button at the bottom" width="3024" height="1646" data-path="static/images/_api/482398-dispatch-availability-scheduling/05.png" />

3. Select **Suggest Times**. FieldPulse returns combinations of team members who are available to service the job, grouped by day.

4. Select the slot you want and select **Confirm Selection**. FieldPulse assigns the job to those team members and schedules it at that time.

<img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/482398-dispatch-availability-scheduling/06.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=b8d16a0b54f39590432d79f084367473" alt="Suggested time slots grouped by day, each row listing the available team members, with one slot selected and Confirm Selection at the bottom of the panel" width="3024" height="1642" data-path="static/images/_api/482398-dispatch-availability-scheduling/06.png" />

If you would rather not use the suggested times, select a time by hand instead. Select (1) the day of the week, (2) the team member's name, and (3) the time slot for the job, then select the green check mark. The same 1 hour default duration applies, and you can edit it on the job record.

<img src="https://mintcdn.com/fieldpulse/erojgXs99C5J_zAB/static/images/_api/482398-dispatch-availability-scheduling/07.png?fit=max&auto=format&n=erojgXs99C5J_zAB&q=85&s=c7d67ba25de66c709b00a00debc48f4d" alt="Manual selection in the availability grid with the day, the 11 AM to 12 PM slot, and the team member row highlighted, and the green check mark highlighted in the top right" width="1200" height="789" data-path="static/images/_api/482398-dispatch-availability-scheduling/07.png" />

The job record now carries the team members and time slot you selected. Fill out the remaining fields and edit the assignments as needed.

You can also save scheduling parameters onto [job templates](/jobs/jobs-tasks/creating-job-templates) for quicker job scheduling.

<Note>
  To set working hours on a job that runs across more than one day, see [Setting Up Working Hours for Multi-Day Jobs](/scheduling-dispatch/working-hours/multi-day-jobs).
</Note>

For the full step-by-step on the **Find Availability** panel, including booking windows, see [How to Find Availability](/scheduling-dispatch/availability/finding-availability).

## Availability

Availability scheduling runs on the Team Schedule page in FieldPulse. You configure two pieces of it elsewhere:

* **Booking windows** come from your Booking Portal configuration, and Find Availability factors them into its suggestions. See [How to Find Availability](/scheduling-dispatch/availability/finding-availability).

* **Schedule visibility** decides how much of the schedule a service agent sees, and whether the team members assigned to a job can see that job on their schedule. See [Setting Up Schedule Visibility](/scheduling-dispatch/availability/schedule-visibility-settings).

## Related articles

* [How to Find Availability](/scheduling-dispatch/availability/finding-availability)

* [Setting Up Schedule Visibility](/scheduling-dispatch/availability/schedule-visibility-settings)

* [How to Use the Schedule Map View](/scheduling-dispatch/dispatch/using-schedule-map-view)

* [Setting Up Working Hours for Multi-Day Jobs](/scheduling-dispatch/working-hours/multi-day-jobs)

* [Setting Up Job Templates](/jobs/jobs-tasks/creating-job-templates)


## Related topics

- [Chat AI Overview](/add-ons/ai/chat-ai-overview.md)
- [Availability & Scheduling](/scheduling-dispatch/availability/index.md)
- [How to Find Availability](/scheduling-dispatch/availability/finding-availability.md)
- [Customers & Scheduling Quick Start](/getting-started/quick-start/customers-scheduling.md)
