Crew Ops Pro Help Center | Operations: Scheduling & Routing

Operations: Scheduling & Routing

Jeremy Mckinney

Last Update 4 bulan yang lalu

The Scheduling system in Crew Ops Pro is more than just a calendar—it is a "Traffic Intelligence" command center. It combines a standard dispatch board with AI-powered route optimization to help you minimize drive time, handle emergencies, and track technicians in real-time.

1. The Dispatch Board

Navigate to the Schedule tab to view your team's timeline. This board is the central hub for assigning and managing work.

• Views: Toggle between Month, Week, Day, and Agenda views depending on the density of your schedule.

• Drag-and-Drop: You can reschedule jobs simply by dragging a job card to a different time slot or a different technician.

• Color Coding: Jobs are color-coded by status (e.g., Scheduled, In Progress, Completed) so you can identify bottlenecks instantly.

2. AI Route Optimization ("Plan My Day")

You do not need to manually calculate the best route for your drivers. The "Plan My Day" feature uses AI to order jobs for maximum efficiency.

How to use it:

1. Go to the Schedule page.

2. Select a technician.

3. Click the "Plan My Day" button.

What the AI calculates:

• Traffic Conditions: It checks real-time traffic data to avoid congested routes.

• Skill Matching: It ensures the technician has the required skills (e.g., "Plumbing", "HVAC") for the assigned jobs.

• Workload Balance: It reorders jobs to minimize gaps and drive time.

3. Real-Time Traffic Intelligence

The system continuously monitors road conditions while your team is in the field. If an accident or construction causes a delay, the dashboard will alert you.

Alert Levels:

• 🟡 Yellow Alert: Minor delays (5–10 minutes). Monitor the situation.

• 🟠 Orange Alert: Moderate delays (10–20 minutes). Consider re-routing.

• 🔴 Red Alert: Major delays (20+ minutes). Immediate action recommended.

Dynamic Re-Routing

If a Red Alert appears, you can click "Optimize Team Routes". The system will:

1. Recalculate the most efficient path.

2. Suggest alternative routes.

3. Automatically notify affected customers if their ETA changes significantly.

4. The Jobs Map & Live Tracking

The Jobs Map (powered by Mapbox) gives you a geographical view of your operations.

• Live Technician Tracking: When a technician is "On the Clock," their GPS location updates every 15 seconds.

• Job Clustering: Intelligent clustering groups nearby jobs together, helping you visualize density in specific neighborhoods.

• Quick Actions: Click any pin on the map to view job details, navigate to the location, or contact the customer directly.

Note: For the map to function correctly, ensure your Mapbox Token is configured in Settings → Integrations.

5. Handling Emergency Jobs

When an urgent request (e.g., a burst pipe) comes in, the system helps you slot it in without disrupting the entire day.

1. Create the Job: Set the Priority to High (8-10) or flag it as an "Emergency".

2. Auto-Insertion: The AI analyzes all active technicians based on their current GPS location and skill set. It inserts the emergency job into the optimal slot in the best technician's route.

3. Customer Notifications: If inserting this emergency job delays subsequent appointments, the system automatically sends SMS or Email updates to the affected customers with a new ETA, preventing frustration.

6. Technician Mobile Experience

Changes made on the dispatch board sync instantly to the mobile app.

• Navigation: Technicians can tap the address on the job card to launch Google Maps, Apple Maps, or Waze for turn-by-turn directions.

• Route Updates: If you re-route a technician due to traffic, they receive a push notification with the updated schedule.

• Offline Mode: Even if the technician enters a dead zone, they can still view their schedule and job details. Data syncs automatically when they regain connection.

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us