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All examples

Concept, built to show the software behind a manual role. Not delivered client work.

The schedule breaks the week the dispatcher takes vacation.

Which technician is certified on which chiller, which visit can move, which customer will accept whom. None of it is written down.

The role
Service dispatcher
Sector
Mechanical service company
Company in the software
Torrey Mechanical Services
Their internal tool
The Board

The role you would hire for

The role is scheduling and dispatching six technicians, handling emergency calls under contract response windows, coordinating parts, and keeping preventive maintenance visits on their agreement dates. It usually calls for three years in the trade, which is a way of asking for the knowledge nobody wrote down.

The manual process that implies

A whiteboard, a phone, and one person who knows that the customer in Corona will not accept the second year technician, that the Ridgeline chiller needs one of the two certified people, and that the Halcyon visit has already been moved twice. When that person is out, the board still exists and the knowledge does not, so the calls get assigned by whoever is free instead of by who should go.

What the screens argue

44.3 / 48

hours already committed before four unassigned calls go anywhere, and the dispatcher is out until the 8th

A dispatcher holds the whole schedule in their head, and the schedule breaks the day they take vacation. The board is correct. The knowledge that produced it is not recorded anywhere.

Three screens

Built to be read in a screenshot, then clicked through by whoever it lands with.

Open the working software
The Board software for Torrey Mechanical Services, screen 1 of three, today's board. Six technicians against a day, with a live marker for the current time, four calls with nobody on them, and the committed hours already at forty four of forty eight.
01 of 03 Today's board
Six technicians against a day, with a live marker for the current time, four calls with nobody on them, and the committed hours already at forty four of forty eight. Emergency work on a contract account is marked, and so is the job that is running past its estimate and pushing everything behind it.
The Board software for Torrey Mechanical Services, screen 2 of three, unassigned and at risk. Each unassigned call gets a suggested technician and the reasons behind it: the certification, the eleven minute drive from the previous stop, the contract clock that started at nine forty, and what moving the alternative would cost.
02 of 03 Unassigned and at risk
Each unassigned call gets a suggested technician and the reasons behind it: the certification, the eleven minute drive from the previous stop, the contract clock that started at nine forty, and what moving the alternative would cost. The dispatcher accepts it or picks somebody else, and either way the reasoning is now on the record.
The Board software for Torrey Mechanical Services, screen 3 of three, tomorrow's load. Committed hours against available hours per technician, and the contract maintenance visits that will slip if nothing changes, with the agreement date next to each one.
03 of 03 Tomorrow's load
Committed hours against available hours per technician, and the contract maintenance visits that will slip if nothing changes, with the agreement date next to each one. Three technicians are over eight hours and two are under, which is a knowledge problem rather than a scheduling problem.

Detail

The three places where this stops being a report and starts being a tool.

Detail from the The Board software. The board. Time across, technicians down, a marker for now.
The board. Time across, technicians down, a marker for now.
Detail from the The Board software. A suggestion with its reasons and its cost, accepted or overridden inline.
A suggestion with its reasons and its cost, accepted or overridden inline.
Detail from the The Board software. Tomorrow, in committed hours against available hours, per truck.
Tomorrow, in committed hours against available hours, per truck.

What it would take to build for real

The concept is a proposal about the shape of the work. This is the honest version of the rest.

What it reads

The service system for calls, technicians and history, the maintenance agreements for response windows and visit dates, and the certifications that usually live in a binder or in one person's memory.

What it writes

An assignment with the reasoning attached, a maintenance visit that is either scheduled or explicitly at risk, and a record of which technician has been to which building.

What is genuinely hard

Getting the knowledge out of the dispatcher's head without asking them to fill in a form. Most of it can be inferred from the history of who went where and what came back, and the rest is worth an interview.

Shape of the work

Five to seven weeks. Roughly $13,000 to $19,000. The board alone is worth building first, because a schedule someone else can read is most of the value.

Every engagement is staffed with a dedicated team and a named project lead who works directly with the person who owns the process. The software above was built before anyone paid for anything, which is the point.

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