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 or month — and one lane on 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.
- Three views, and the month one is still there when you want it
- A phone shows a single lane, because that is what fits
- Colour by technician or by job type
- A lock, so a day you have settled does not get nudged
Capacity
The board knows who can actually 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
- 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, even when the rest of the day gets reshuffled around it.
What is offered on your booking page is a different thing and moves with your real capacity. What was promised does not move, because the customer is at home waiting.
Drive time
An estimate, honestly labelled.
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.
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.
Pick one and the board suggests where it fits: the technician whose route already passes nearest that address, on the day with room for it. Take the suggestion or put it wherever you like — it is a suggestion.