Scheduling & Dispatch

Decide who does the work and when — assignment by skill and capacity, appointments, and the daily dispatch pass.

After-Hours Coverage Handoff

Build the end-of-business handoff to on-call or after-hours coverage — open urgent work, expected client callbacks, and site notes the night crew needs.

Appointment No-Show Follow-Up

A client missed a scheduled appointment: log the no-show on the ticket, draft a courteous rebooking email, and apply the repeat-no-show policy on miss #3.

Calendar-Aware Scheduling

Put ticket work on a technician's schedule around their real calendar — check busy periods before proposing a slot, then book it onto the calendar.

Dispatch & Workload

Give a dispatcher the full queue picture: unassigned tickets by priority and age, open work per tech, lightest-load proposals, and a daily audit.

Dispatch Control Tower

The dispatcher's live picture in one view — unassigned queue, at-risk tickets, today's scheduled work, and which technicians are free to pick up right now.

Field Visit Scheduler

Schedule an onsite visit and make the trip count: sweep other open onsite-worthy tickets at the same site, group travel, book, confirm the client.

Morning Briefing

A start-of-day briefing across your tiered support boards — every open human ticket grouped and flagged (unassigned, aging, SLA risk), with the alert/automation noise filtered out, a quick-stats table per board, and the day's key follow-up actions, all in one scannable report.

Morning Dispatch Report

The dispatcher's start-of-day briefing: overnight arrivals, P1/P2 status, unassigned aging, today's scheduled work, and a top-10 priority work list.

Pod-Based Dispatch

Route a ticket to the least-loaded technician in the client's assigned service pod: read the pod from company record, load-balance, assign, and note it.

Reschedule Request Handling

A client asks to move an appointment: find the schedule entry or booking, propose new slots that actually work, update it, and confirm to the client.

Round-Robin Assignment

Distribute incoming tickets fairly across a named technician roster in rotation, honoring exclusion rules — runnable unattended inside a Flow.

Skill-Based Routing

Route a ticket to the technician with demonstrated expertise — who resolved similar issues for this client or this stack — not just whoever is free.

Smart Dispatch

Composite dispatcher skill: classify a new ticket, consult a routing matrix of tech specialties and client familiarity, then assign and schedule.

Technician Availability Check

Answer who is the next available technician by combining today's schedules, priority-weighted open load, and shift or PTO context into a ranked answer.

Tier Dispatcher

Dispatch a new ticket by support tier: classify T1/T2/senior, check that tier's technicians against today's schedule, then assign and book the work around the customer's deadline.

TimeZest Booking

Create a TimeZest scheduling request from a ticket — pick the right appointment type and resource, and drop the self-service booking link into the client reply.

Workload-Balancing Assignment

Assign a ticket to the tech with the best availability score — base capacity minus open tickets minus scheduled blocks — with math shown, runs in Flows.