Entity

Assignment

An assignment is the act of matching an employee to a piece of work such as a job, project, or route, recording the decision of who was sent where and when.

Products that process this

Here are products that process assignments.

All of our products are designed to provide value to one person in your company each time it runs. Here are products that run off of an assignment.

PR-3690

Route Slot

for the dispatcher

When a new recurring customer is added, Route Slot checks every route the dispatcher already runs and finds the one the new stop fits best. It weighs how close the stop is to existing visits, how much room each route has left, how much drive time it adds, and which technician is the right match. The dispatcher sees the route laid out side by side, before the new stop and after it, then approves the placement in one click at the right service frequency. The new account drops onto the correct route on the right schedule, and the placement is written straight into the recurring schedule.

35 rivets / assignmentOpen →

PR-3604

Skill Check

for the dispatcher

When the dispatcher picks a technician for a job, Skill Check fetches that technician's skills and certifications and checks them against what the job type requires. If everything lines up, the dispatcher sees a green pass and approves the job as always. If something is missing, like an EPA 608 certification that is not on file, the dispatcher sees exactly what is missing. Alongside it sits a short list of other available technicians who are qualified, ranked by how close they are. The dispatcher reassigns in one click or sends the original technician anyway with a quick reason. The skill list and the job requirements are set up once in a simple wizard. They can also refresh on their own each night from the field service management system.

9 rivets / assignmentOpen →