Workflow Automation · Pipeline
Dispatch & Scheduling Pipeline
- Saves time
- Cuts errors
- Wins more work
- Replaces manual labor
BookedJob scheduled with details and location
AssignedCrew or driver notified of the job
En RouteField team traveling, customer reminded
On SiteWork in progress, status updated live
CompletedJob closed and sent to invoicing
What it does
Dispatch & Scheduling Pipeline
A pipeline that moves each job from booked to assigned to completed, with the crew, time, and location tracked in one place. It replaces the whiteboard, group texts, and last-minute scramble.
- See the whole day's schedule and open slots on one board
- Assign or reassign crews in a couple of clicks
- Let field workers see their jobs and update status from their phones
- Keep customers informed without making calls
Where it fits
The pipeline, stage by stage
BookedJob scheduled with details and location
AssignedCrew or driver notified of the job
En RouteField team traveling, customer reminded
On SiteWork in progress, status updated live
CompletedJob closed and sent to invoicing
- A booked job enters the schedule with its details and location
- You assign a crew or driver, and they are notified automatically
- The customer gets a confirmation and reminder for their appointment
- The field team updates status as they travel, arrive, and complete the work
- Finished jobs move on to invoicing or follow-up
What a build includes
In scope
a job board showing every scheduled visita crew and vehicle assignment toolautomatic job alerts by text and emaila mobile view for field workerscustomer appointment remindersa live status tracker for each job
What has to be decided
Before the quote
Job types, crew skills, service areas, and reminder timing are set to fit your operation. Routes and capacity rules can be added for delivery and multi-stop work.
More in Workflow Automation
Want Dispatch & Scheduling Pipeline for your business?
We map it to how you work, quote it in writing, and set the ownership and ongoing costs before the build starts.