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Skill-Based Dispatch

Skill-based dispatch helps you assign jobs to technicians who are actually qualified for them — without hard-blocking anyone.

The Dispatch board, showing an unassigned visit with its required skill (EPA 608) and a one-click assign suggestion

Setting up skills​

  1. Under Maintenance → Skills, create the skills your business cares about (e.g. "EPA 608 Certified," "Gas Line Certified," "Mini-Split Install").
  2. On each service in your catalog, attach the skills that service requires. A job's overall required skills are the union of the skills of everything on it.
  3. On each team member's user record, attach the skills they hold.

How ranking works​

When you open the Assigned To field on a job, or the Dispatch board, technicians are ranked by:

  1. Skill coverage — how many of the job's required skills they hold, highest first
  2. Workload — among equally qualified technicians, whoever has fewer visits already scheduled that day
  3. Name — as a final, stable tie-break

A technician missing some required skills still shows up and can still be assigned — this is guidance, not a hard block. The system will flag what they're missing so you can make the call.

The Dispatch board​

Under Jobs → Dispatch, see the day's unassigned visits with their required skills and the best-matching technician suggested for each, with a one-click assign.

The Dispatch board's unassigned-visit list, with required-skill chips and a flag explaining the best available match is missing a certification

Demo data​

If you want to see this feature populated with sample data, Admin → Demo Data has an option to seed a service group's skills and attach them to that group's catalog services automatically.