Scheduling & dispatch
The day, on one screen, before the trucks leave.
A lane for each person, every job where you put it, and enough information on each tile to know whether the day works — without opening anything.
The board
Day, week, month, map or list — and a lane that fits a phone.
Drag a job to move it. The board shows how full each person's day is before you drop anything on it, so you are not discovering at 4pm that Tuesday was never going to work.
The same day view sits on the job itself. Open any job and its day is there — a column per technician, the job as a yellow block, free time in green, and under every technician's name how far this house is from their nearest stop that day. Drag the block to move it, pull its edge to change how long, drop it in another column to hand it over. Two taps and Save.
- Five views — day, week, month, the day drawn on a map, and the day as a list: one job to a row, by person or by time
- One week of dates at a time; swipe for the next
- A phone shows the team side by side, or one person's lane at full width
- Assessment, Task, Block time and New job on the board's own bar
- Color by technician, service or status
- A lock, so a day you have settled does not get nudged
Capacity
The board knows who can do the work.
A helper is not a lead. Somebody who works the phones is not on a route at all. Days off, blocked time and a job that runs into tomorrow are all things the board understands rather than things you hold in your head.
- Roles, so capacity means something
- Blocked time — a dentist appointment, a truck in the shop
- Jobs that span two days, scheduled as one thing
- A length for each house — a member's visits are booked for the time that house takes, with your home sizes as the starting point
- How long is picked, never typed: the same list for a one-off job, a plan visit, an assessment or a task
- An office role for whoever answers the phone
Arrival windows
A promise, kept separate from a plan.
When you tell a customer "between eight and ten", that is a promise. It gets written onto the visit and it stays there while the rest of the day gets reshuffled around it. Move the visit's own start and the window moves with it — 8 becomes 8 to 10 — so what you tell the customer is always what the board says.
What is offered on your booking page is a different thing and moves with your real capacity. What was promised does not move on its own, because the customer is at home waiting.
And the time is the house's own. Work across a state line and a visit booked for eight is eight o'clock where the customer lives — on the board, in their reminder, and on the stamp when your technician taps On my way.
Drive time
An estimate on the board. Real minutes on the map.
Every open slot on the board shows roughly how far it is from the stop before it and the stop after. Enough to notice that you have sent someone across town and back. Tap an open slot and it says what it is — how long, what fits, who is before and after — and lists the waiting visits with how far each sits from that person's day.
The Map view asks Google instead: one person's day as one request, Google's minutes on every leg, the route drawn on the road, and Open in Maps to hand the whole day to the phone in their pocket.
Pick up a waiting job and the whole week answers: every job already booked says how many minutes it is from the one you are holding, and each day with room names its nearest stop. The day the rest of that town is on stands out before you have opened it.
Okafor lives in the next town over. Monday's jobs are fifty minutes from the house; Tuesday's are three, four and six — and Tuesday has room. You did not have to open either day to know.
Google Calendar
The day you built, on the calendar you already look at.
Connect your Google account once, choose which calendar to write to, and every scheduled visit turns up on it — the customer, the service, the address, the arrival window you promised and who is going. Move a job on the board and its event moves with it. Cancel the job and the event goes. Whatever already reads that calendar — your phone's lock screen, whoever answers your phone, the person at home who wants to know when you are back — now reads your work.
It runs itself every morning, and there is a Sync now button for the evening you have just rebuilt a whole week and want to watch it land. Two weeks back and six months ahead, which is further than anyone scrolls.
- One calendar for the company, picked by you, changeable later
- Jobs, plan visits, assessments and blocked time — everything that holds a slot in somebody's day
- Turn the syncing off without disconnecting the account
- Under More → Apps & integrations, with the last sync on it
The waiting tray
Work that has not landed anywhere yet.
Requests from your booking page, reschedules a customer asked for, jobs generated from a maintenance plan — they queue in a tray beside the board rather than disappearing into a list you have to remember to check.
Each one carries the board's suggestion: the technician whose route already passes nearest that address, on the day with room for it. Take it with one tap — or tap the card itself and the board shows every slot that job fits, in green, with the drive from the jobs either side; the days with room light up on the date strip, so you can look across the weeks without leaving the board.
You decide what a close call means. When a sooner day and a tighter route disagree, the suggestions can lean to the soonest date, stay balanced, or favor the tightest routes — so a business that works three towns can keep each town to its own day.
Schedule memberships
The members who are due, a day at a time.
Plan visits come due in batches, and booking them one at a time is how an afternoon disappears. Fill a day groups the members who are due by who lives near whom and offers them as whole route days: the stops in driving order, the minutes between them, how full the day gets. Leave anyone out, add a neighbor who is due soon, and book the day with one button. One Undo takes the whole day back.
A customer with a day of their own — every third Friday, say — is kept for it. They are not pulled onto another day to fill a route; their day is offered with the neighbors who can share it, and putting them somewhere else is still yours to decide.
Or decide the day yourself. Fill this day sits beside the waiting list and fills the day you are looking at — with whoever is best placed to run it, or the person you name. Working one town on Wednesdays? Choose the town and the day is built from that town and no other.
One by one is the same list, a member at a time: the three best times for each, why each is good, and one button to book.
- Fill the day on the screen, or any day you choose
- One town at a time, when your members live in several
- A customer's own visit day is kept, not traded for a shorter drive
- You set how near is near: 10, 15, 20 or 30 minutes' drive — a limit, so the closest members are always taken first