PR-3604 · Live
Skill Check
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.
The promise
The dispatcher approves each assignment knowing the technician is qualified. The check is already done at the desk. A wrong-skill match shows up as a clear flag, and qualified replacements are ready to pick. The dispatcher never has to open a technician profile or hold every certification in their head. The time that used to go to hand lookups and to untangling a bad dispatch after the technician arrives goes back into working the board.
How it works
The path from input to value.
- 01
Set the requirements once
In a setup wizard, the company lists which skills and certifications each job type needs and which technicians hold which credentials. This can also pull from the field service management system and refresh each night.
- 02
Check at the moment of assignment
When the dispatcher picks a technician for a job, Skill Check compares that technician's skills and certifications against what the job type requires, before the assignment is confirmed.
- 03
Pass or flag
A full match shows a green pass and the dispatcher confirms normally. A gap shows the specific missing credential and up to five available, qualified technicians ranked by how close they are to the job.
- 04
Reassign or override
The dispatcher reassigns to a qualified technician in one click, or confirms the original technician with a short logged reason. Every override is saved with its reason and time.
The day before. The day after.
Same moments. Lived differently.
The dispatcher builds the day's board, picking technicians on location and availability. A commercial AC job needs EPA 608, so they open the technician's profile and check the certification by hand before assigning.
7:45 AMThe dispatcher picks a technician for the commercial AC job. Skill Check confirms the EPA 608 is on file and shows a green pass, so they approve it with no extra step and no profile to open.
7:45 AMBefore
The dispatcher builds the day's board, picking technicians on location and availability. A commercial AC job needs EPA 608, so they open the technician's profile and check the certification by hand before assigning.
After
The dispatcher picks a technician for the commercial AC job. Skill Check confirms the EPA 608 is on file and shows a green pass, so they approve it with no extra step and no profile to open.
The board is busy and calls are stacking up. They assign the next few jobs on availability alone and skip opening profiles to keep the queue moving.
10:30 AMBusy block, same pace. On one assignment a flag pops before they confirm: the technician is missing the required certification. The missing credential is named and three qualified, available technicians are listed by proximity. They reassign in one click and keep moving.
10:30 AMBefore
The board is busy and calls are stacking up. They assign the next few jobs on availability alone and skip opening profiles to keep the queue moving.
After
Busy block, same pace. On one assignment a flag pops before they confirm: the technician is missing the required certification. The missing credential is named and three qualified, available technicians are listed by proximity. They reassign in one click and keep moving.
A technician arrives at a refrigerant job they are not certified for and calls it in. The dispatcher pulls them, finds a qualified technician, reroutes two other jobs, and resets the customer's window. Half an hour is gone.
1:15 PMNo wrong-skill dispatch to untangle. The afternoon stays on the board instead of on the phone chasing a replacement and rerouting around it.
1:15 PMBefore
A technician arrives at a refrigerant job they are not certified for and calls it in. The dispatcher pulls them, finds a qualified technician, reroutes two other jobs, and resets the customer's window. Half an hour is gone.
After
No wrong-skill dispatch to untangle. The afternoon stays on the board instead of on the phone chasing a replacement and rerouting around it.
Closing out the board, they make a mental note to double-check certifications tomorrow, knowing it will slip again the next time the phones light up.
4:30 PMThe board worked clean all day. The one override they did approve, sending a technician anyway with a logged reason, is on record for the Service Manager to see.
4:30 PMBefore
Closing out the board, they make a mental note to double-check certifications tomorrow, knowing it will slip again the next time the phones light up.
After
The board worked clean all day. The one override they did approve, sending a technician anyway with a logged reason, is on record for the Service Manager to see.
What it doesn’t do
The edges we drew on purpose.
A product that tries to do everything ends up doing nothing well. Here’s what we left out, and why we don’t feel bad about it.
- ×Does not optimize routes or sequence the schedule.
- ×Does not reassign technicians automatically; the dispatcher makes the final call.
- ×Does not remind anyone when a certification is approaching its expiration date.
- ×Does not send messages to the customer when a job is reassigned.