Quick answer
Quick answer
Workflow overview
If the system only optimizes miles, you win maps and lose callbacks.
Document skill domains explicitly; implicit knowledge does not scale.
Visual workflow steps
Ordered phases your team can operationalize as SOPs, dispatch rules, and automation triggers.
Step 1
Classify required skills
Certs, equipment families, hazard training.
Hard-block mismatches for regulated work when policy demands.
Step 2
Parts readiness check
Pickable stock or scheduled vendor date.
Customer communication on backorder paths.
Step 3
Load balancing
Hours and complexity—not only job count.
Watch overtime sustainability.
Step 4
Assign and notify
Push context packet to mobile.
Include access and escalation contacts.
Step 5
Post-job review
Callback attribution: skill vs parts vs data.
Update skill matrix quarterly.
Operational objectives
- Higher first-time fix
- Fairer workload distribution
Recommended KPIs
Callback rate by cohort
Compare within similar routes and mixes.
Role responsibilities
Dispatch
Owns assignment decisions and exception notes.
Automation opportunities
- Suggest cohort based on recent success on asset class.
- Warn when tech is near overtime thresholds.
Common failure points
Geography-only routing
Short drives with wrong skills waste time.
Related Equipify features
Related SOPs (Help Center)
Implementation checklist
- Skill matrix publishedWhat each tech is authorized to run this quarter.
FAQ
- Need perfect skill data day one?
- No—start with high-risk categories; expand as you learn.