Here's something I figured out after managing dispatch for a team of 34 technicians across three service territories: your dispatch board is only useful if you can read it at a glance. When you've got…
Assigning Multiple Technicians to a Single Work Order
Hi there. In my experience, most teams start with one-technician-per-job workflows, but as you scale, you will inevitably encounter situations where…
Configuring Service Area Geofencing
In my experience, one of the first questions that comes up during a FieldPulse implementation is how to keep technicians from being assigned jobs that are two hours…
Drag-and-Drop Scheduling
The Dispatch Board in FieldPulse supports drag-and-drop scheduling, allowing dispatchers to quickly adjust assignments and time slots without navigating through multiple screens…
Handling Emergency and Unscheduled Jobs
Great question! Emergency jobs are a fact of life in field service, and FieldPulse gives you several tools to handle them without throwing your whole day into…
Happy to help you get up and running as a dispatcher! This guide covers the essentials you'll need to start scheduling jobs and keeping your technicians moving efficiently.
Before You Begin
Make…
What Is Route Optimization?
Route optimization in FieldPulse is designed to help dispatchers and operations managers reduce total travel time across their technician fleet. In my experience working…
Scheduling a Job: Step by Step
In my experience, the scheduling workflow is where most teams either find their rhythm or start accumulating delays. What I typically recommend is taking a deliberate…
Building Annual Scheduling Frameworks That Actually Work
After running dispatch for a 40-tech HVAC operation through three full seasonal cycles, I've got strong opinions on this one. Most teams treat…
Setting Technician Availability and Work Hours
Before your dispatchers can effectively assign jobs, FieldPulse needs to understand when each technician is actually available to work. What I typically…
