Workflow
What it organizes
A call, missed-call text, or web request creates a job with customer, address, equipment, and priority.
← Back to all use casesSample data
Interactive Solution Concept
A dispatch portal for a home service company
Explore how the core workspace could feel in practice. Everything below uses sample data, but the interactions represent the workflow I would tailor to your team, rules, and existing tools.
Technician workspace
Good morning, LuisMy jobs today4
Next window10:00 AM
Needs attention1
Maya Rodriguez1420 Ivanhoe Blvd, Orlando | 8:00–10:00 AM | No cooling — diagnosticService call $89 | En route | Arrive and diagnose |
Jordan Lee88 Lake Eola Dr, Orlando | 10:00 AM–12:00 PM | Water heater replacementQuoted $1,840 | Scheduled | Confirm parts on truck |
Priya Anand3300 Curry Ford Rd, Orlando | 1:00–3:00 PM | Condenser fan motorPart on order | Needs parts | Reschedule once part lands |
Samuel Kim910 Mills Ave, Orlando | 3:00–5:00 PM | Annual maintenanceService plan | Scheduled | Run 21-point checklist |
Switch to the dispatcher, assign a job from the queue, or advance a status to see the board update.
First build
Where I would start
Start with two roles, one service area, the unassigned-job queue, and each technician's day view.
Proof
How it earns its keep
Jobs completed per technician per day · Callback rate on jobs marked complete · Time from job completion to invoice sent
Your Version