Selected Role

Coordinators own movement: who should do the work, when it should happen, what is ready, what changed, what is blocked, and who needs the next update.

Field service coordination map

Schedules, routes, people, and exceptions stay moving.

Dispatch, day planning, technician matching, customer updates, readiness checks, and exceptions need to stay connected as the work changes.

If the business can observe it, track it, decide on it, approve it, improve it, or report on it, it can become part of the software.

Dispatch Board

Open
  • Unassigned jobs
  • Assigned jobs
  • Technician availability
  • Route status
  • Late jobs
  • Emergency jobs
  • Job priority
  • Appointment windows
  • Skill requirements
  • Current day workload

Route and Day Planning

Open
  • Route sequencing
  • Drive-time awareness
  • Territory balancing
  • Route density
  • Same-day changes
  • Customer time windows
  • Technician start/end locations
  • Lunch/break planning
  • Overtime risk
  • Weather or traffic impact

Technician Matching

Open
  • Skill match
  • Certification match
  • Equipment match
  • Truck stock fit
  • Experience level
  • Customer preference
  • Commercial account familiarity
  • Warranty job assignment
  • Training opportunity
  • Workload balance

Status Tracking

Open
  • Scheduled
  • En route
  • Arrived
  • In progress
  • Waiting on parts
  • Waiting on customer
  • Needs approval
  • Completed
  • Needs follow-up
  • Canceled/rescheduled

Exception Management

Open
  • No access
  • Customer not home
  • Wrong job type
  • Missing parts
  • Technician running late
  • Scope changed
  • Safety issue
  • Customer dispute
  • Weather delay
  • Escalation needed

Customer Updates

Open
  • Appointment reminders
  • Technician assigned
  • En route alerts
  • Delay messages
  • Reschedule options
  • Approval requests
  • Completion notices
  • Follow-up prompts
  • Internal call notes
  • Customer preference updates

Readiness Checks

Open
  • Required parts
  • Required tools
  • Required permits
  • Access instructions
  • Photos received
  • Scope approved
  • Deposit paid
  • Customer confirmed
  • Warranty details
  • Safety notes reviewed

Coordinator Reporting

Open
  • Schedule utilization
  • Route efficiency
  • Late arrival rate
  • Reschedule rate
  • Emergency interruption rate
  • Jobs per technician
  • Dispatch exceptions
  • Backlog age
  • Open follow-ups
  • Capacity pressure

Edge Areas

  • Emergency dispatch: triage, interrupt rules, escalation, and same-day route repair
  • Multi-day jobs: staged work, return visits, inspections, and partial completion
  • Commercial service windows: building access, site contacts, COI, and after-hours constraints
  • Subcontractor dispatch: vendor availability, assignment, proof, and billing handoff
  • Weather-sensitive work: reschedule rules, crew safety, and customer messaging
  • Multi-branch dispatch: territory ownership, overflow rules, and branch capacity
  • Parts-dependent scheduling: readiness holds, vendor ETA, and truck stock checks
  • High-value customers: priority rules, account manager alerts, and escalation paths