What good looks like
A confirmed appointment assigned to an available, qualified crew with route, readiness, and communication checked.
Have these details ready
- An operations-ready job
- Crew availability, skills, territory, and hours
- Customer access window and realistic duration
Run the workflow
-
Review the queue
Filter unscheduled and priority work. Read scope, site, skills, materials, and customer commitments.
-
Choose crew and time
Match skill, certification, territory, vehicle, duration, and travel. Avoid overlaps and approved time off.
-
Create the appointment
Place work on the Board or Scheduler, then verify date, start/end, crew, and instructions.
-
Clear exceptions
Resolve missing materials, deposits, permits, approvals, access, or subcontractor acknowledgements.
-
Confirm with customer and crew
Send the proper notice and verify the field team can see route, contact, scope, and notes.
-
Monitor the day
Track acknowledgement, travel, arrival, delay, and completion. Update the customer when the window changes.
Check your work
Do not call the workflow complete until these statements are true.
- The appointment appears on the correct calendar
- No blocker is being ignored
- Customer and crew share the arrival expectation
If something does not look right
The technician cannot see the job
Verify assignment, date, access, and field sync before reassigning.
The day is overbooked
Move lower-priority work with customer agreement or use qualified alternate capacity; record the reason.