Dispatch Service Engineer

Understanding Assignment Logic #

Engineer assignment matches the right technician to each job based on multiple factors:

Assignment Criteria #

Primary Factors

• Required skills match
• Current availability
• Workload balance

Additional Considerations

• Travel time

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Assignment Methods #

Method 1: Manual Assignment #

Direct engineer selection:

From Job Record

1. Open the job record
2. Click Dispatch 
3. Select appropriate technician time slot

Manual Selection Criteria

• View engineer skills
• Check current schedule  

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Method 2: Assignment from Dispatch Board #

Visual assignment interface:

Dispatch Board Assignment

1. Open Dispatch Board
2. View unassigned jobs
3. See available engineers
4. Drag job to engineer
5. Confirm assignment

Visual Benefits

• See full schedule
• Identify gaps
• Optimize routes
• Balance workload

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Method 3: Auto-Assignment #

System-recommended assignments:

Auto-Assignment Process

1. Open Dispatch Board
2. Select jobs from unassigned list
3. Click Auto-Assign
4. System analyzes:
   • Skill requirements
   • Engineer availability
   • Geographic efficiency
   • Current workload
5. Suggests best match
6. Review and confirm

Algorithm Considers

• Minimum travel time
• Skill proficiency levels  

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Common Assignment Scenarios #

Scenario 1: Emergency Repair #

Situation: AC failure, 95°F day Assignment Process:

1. Check emergency protocol
2. Find available certified tech
3. Reroute if necessary
4. Notify affected customers
5. Dispatch immediately

Scenario 2: Complex Installation #

Situation: Commercial system install Assignment Process:

1. Identify lead technician
2. Assign helper/apprentice
3. Block adequate time
4. Coordinate equipment
5. Schedule inspection

Scenario 3: Warranty Service #

Situation: Covered repair Assignment Process:

1. Verify warranty status
2. Assign certified tech
3. Note coverage limits
4. Follow manufacturer requirements
5. Document thoroughly

Scenario 4: Multi-Trade Job #

Situation: HVAC + Electrical work Assignment Process:

1. Assign primary HVAC tech
2. Schedule electrical support
3. Coordinate timing
4. Ensure all permits
5. Manage customer expectations