Scheduling & Dispatch Automation
Dispatch planning that proposes which crew or technician takes each job, plans the route and posts the day to the calendar the team uses.
The day's schedule lives on a whiteboard
Dispatch runs on a whiteboard, a spreadsheet and phone calls to find out who is closest. A job drops in mid-morning, and the crew with the right skills or the right truck is across town. A dispatch system takes new jobs from the job software and checks skills, availability, location and time windows. It proposes the assignments and routes for the day and posts them to the calendar. The dispatcher approves the plan and every change that notifies a customer or a technician.
What's included
- 01
Job intake
new and changed jobs pulled from the job software in use now.
- 02
Skill and equipment matching
jobs paired with crews who hold the licenses, skills and equipment they need.
- 03
Availability and time off
schedules, time off and existing bookings checked before any assignment is proposed.
- 04
Route planning
each crew's stops ordered to cut driving between jobs.
- 05
Calendar posting
the approved plan posted to each person's calendar and the shared board.
- 06
Mid-day changes
a late job or a cancellation triggers a revised proposal for the dispatcher.
- 07
Customer and crew notices
arrival windows and updates drafted for the dispatcher to approve.
- 08
Dispatcher control
the dispatcher approves or overrides every plan, and an off switch returns scheduling to staff.
How it works
- 01
Dispatch review
A look at how jobs are assigned today settles the rules for skills, service areas, time windows and priorities.
- 02
Setup
The job software and calendars are connected, crew skills and equipment are entered and the proposal rules are built.
- 03
Supervised pilot
The system proposes each day's plan beside the dispatcher's own, and the dispatcher decides which one runs.
- 04
Launch and support
It goes live on the client's sign-off, with proposals reviewed, rules tuned and a monthly report.
Industries
Industries served
Home Services & Trades
Calls, estimates, dispatch, paperwork and invoicing for roofing, HVAC, plumbing, electrical and field service companies.
Property Management
Maintenance requests, rent collection and tenant communication for property managers.
Frequently asked questions
Can the dispatcher still change the plan?
Yes. Every plan is a proposal until the dispatcher approves it, and any change can be made by hand, before or after approval. An off switch returns scheduling to staff at any time.
Does it work with the job software and calendars already in use?
It connects to the job software and calendars already in use, wherever their plans allow it. Each connection is confirmed before the build, and crews keep the phones and apps they carry today.
How does it handle emergency calls?
Rules set by the business mark which jobs move to the front. The system proposes the change, such as pulling a crew from another job, and the dispatcher approves it before anyone is notified.
Who can see customer addresses and schedules?
Only named people. Job data stays in the client's own accounts. The system records every plan it proposes and every change a person makes to it, so each day's decisions can be traced.