01
Organize daily technician routes
- Open Schedule in Day view to inspect overlapping appointments and geographic clusters.
- Drag and drop jobs to balance workload across available crew leads.
- Review travel times and buffer windows between job sites.
02
Dispatch and notify field workers
Publishing the schedule syncs assigned jobs directly to the crew field portal at /field, giving technicians one-tap driving directions and customer access instructions.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Technicians have balanced daily route assignments.
- Job site access notes, gate codes, and customer phone numbers are verified.
- Schedule is published and synced to the /field mobile app.
Troubleshooting
When the workflow doesn’t look right
A technician cannot see today’s dispatched job.
Verify the technician is assigned as an active crew member on the job and that their field app is synced.
Keep going