Scheduling & dispatch
Scheduling and dispatch that will not let you double-book a tech
One board for the day and the week. The jobs nobody has picked up sit at the top where they cannot hide.
The problem this solves
A whiteboard works until the day a call gets erased. Then you have an angry customer, a tech sitting in a parking lot, and no record of who said what.
How it works
- 1
Take the call once
Customer, address and the reason for the call go in one short form, whether the customer is brand new or existing, and it is a real job immediately. Nothing is retyped later.
- 2
Let the system suggest, you decide
Assignment looks at who is rostered that day, who holds the required skill, and who is already booked at that hour. It proposes; a person confirms.
- 3
Override on purpose
Sometimes you have to send someone on their day off. You can, but it takes a confirmation step and it is recorded. Roster, skill and double-booking checks still apply.
- 4
See the week, not just today
A month view with counts per day and a week view with one wide row per day, readable on a phone in a truck cab.
Working in the demo build
Exercised end to end against made-up data.
- Book a job for a new or existing customer, with a separate service address
- Auto-assign by skill and location, with a dispatcher override and confirmation
- Reschedule and reassign with roster, skill and double-booking checks enforced in the database
- Unassigned work surfaced at the top of the board
- A dispatcher role that can run the board without seeing invoices, payroll or the ledger
Not built yet, in development
Said plainly here so it is not a surprise later.
- GPS technician tracking is not built yet, in development
- Automated customer 'on the way' texts are queued but delivery to a real phone is unverified
- Recurring maintenance visits are not built yet, in development
SkillBison is a development build running on synthetic data in test mode. It has not been penetration tested, PCI reviewed or CPA reviewed, and it is not represented as production ready.
Questions
Can I stop a tech being sent to a job they are not qualified for?
Yes. A job can require a skill, and assignment checks it. Overrides exist and require a confirmation.
Can a dispatcher use SkillBison without seeing the money?
Yes. The dispatcher role sees scheduling, dispatch, customers, crew and messages. Invoices, payables, payroll, reporting and the owner dashboard are hidden, and the database refuses the data even if the address is typed directly.
See this part working
Half an hour on a screen share. We run one job from the phone call to the ledger entry.