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How do you balance route efficiency with technician skill matching?

Deja Washington

Hi everyone! We've been using FieldPulse for about 6 months now and our dispatch team is running into this constant tension — we want to optimize routes to save time and fuel, but we also need to make sure the right tech with the right skills ends up on each job.

Right now we're kind of winging it, honestly. We have a spreadsheet of who is certified for what, and we cross-reference that with the schedule, but it's getting unwieldy as we grow. We went from 8 techs to 17 in just a few months!

How are y'all handling this? Are you using FieldPulse's skills/tags features? Do you prioritize proximity or expertise? And what do you do when your most skilled tech is 45 minutes away and someone closer could probably handle it but might take longer?

Would love to hear what's working for your teams! Thanks so much!

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  • In my experience the "skills" field in FieldPulse gets out of date fast. Nobody updates it when someone gets trained on new equipment.

    We keep a paper binder in the dispatch office. Low tech, I know, but it's accurate and the dispatcher can flip through it in 30 seconds. Digital solution would be better but only if someone owns keeping it current.

    Anyway — proximity wins unless the job explicitly requires certification for warranty or insurance. Then we eat the drive time.

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  • In my experience the "skills" field in FieldPulse gets out of date fast. Nobody updates it when someone gets trained on new equipment.

    We keep a paper binder in the dispatch office. Low tech, I know, but it's accurate and the dispatcher can flip through it in 30 seconds. Digital solution would be better but only if someone owns keeping it current.

    Anyway — proximity wins unless the job explicitly requires certification for warranty or insurance. Then we eat the drive time.

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