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Scheduling, dispatch and crews

Fewer double bookings and missed details: how to schedule jobs, keep crews in touch and track their time.

  • Read this ifYou sell furniture, appliances or other big items, and booking delivery days eats your phone time.

    Delivery scheduling software for showrooms, without phone tag

    Delivery scheduling software for showrooms: let customers pick a day from real truck room, checked against stock and the balance due, without phone tag.

    Delivery scheduling · 13 min read

  • Read this ifYou run crews in California and want their meal breaks recorded the way the state expects.

    Meal break tracking in California: the records crews need

    Meal break tracking in California for field crews: the 5- and 10-hour rules, what Wage Order 16 says to record, no rounding, and how to log meals by phone.

    Time tracking · 13 min read

  • Read this ifYou employ staff in California and want sick leave balances that are right on the pay stub, on file and on their phones.

    California paid sick leave tracking: records staff can see

    California paid sick leave tracking for employers: the current rules, the records to keep for three years, and balances staff can see on pay stubs and phones.

    Sick leave records · 13 min read

  • Read this ifYou run a small crew and are choosing between a field service app and a system built for you.

    Field service software for small business: choose or build?

    Field service management software for small business: what apps charge for, what crews work around, how to test one, and when a custom system fits better.

    Field service software · 11 min read

  • Read this ifYou want customers to book online instead of calling, and aren’t sure how to add it to your website.

    How to make a booking website or add booking to your site

    How to make a booking website or add booking to the site you have: four ways to do it, the rules to set first, and what to test before customers book.

    Online booking · 13 min read

  • Read this ifYou plan shifts for a small team and are comparing employee scheduling apps.

    Picking the best employee scheduling software for a small team

    How to pick the best employee scheduling software for a small team: what to check, which apps suit which teams, what they cost and how to test them.

    Staff scheduling · 12 min read

  • Read this ifYou book jobs or appointments for a small team and are comparing scheduling apps.

    Scheduling software for a small business: how to choose

    How to choose scheduling software for a small business: the three kinds, what to ask before a free trial, and the signs an app won’t fit your jobs.

    Scheduling software · 11 min read

  • Read this ifYou track jobs on a whiteboard, a spreadsheet or an app that doesn’t quite fit, and can’t always tell where a job stands.

    Job management software: track every job from request to paid

    Job management software explained by stage: request to paid, a job board that shows where every job stands, and when a job tracker built for you fits better.

    Job management · 13 min read

  • Read this ifYou run crews, and job photos live on everyone’s personal phones.

    Job site photo documentation that stays with the job

    Job site photo documentation for small crews: what to shoot at each stage, shot lists by trade, and how to get photos off phones and onto the job.

    Job photos · 12 min read

  • Read this ifYou run crews in the field, and job changes still go out by group text.

    How to choose an employee communication app for your crews

    How to choose an employee communication app for field crews: what to check, free and paid options, and which updates belong on the job, not in a chat.

    Crew communication · 12 min read

  • Read this ifYou run crews on paper work orders and want them on phones without a mess.

    From paper work orders to a work order app: what changes

    Moving from paper to a work order app: what your crew sees on the phone, what the office stops retyping, and how to roll it out one crew at a time.

    Work orders · 12 min read

  • Read this ifYou take jobs by phone, web form and text, and two bookings keep landing on the same crew and time.

    How to stop double-booking jobs across phone, web and crews

    Why double-booking jobs keeps happening when bookings come by phone, web form and crew calendars, what to do today, and how one shared schedule ends it.

    Scheduling and dispatch · 12 min read

  • Read this ifYou pay staff or crews by the hour and can’t decide if hours belong in a time clock app or in the software that runs your jobs.

    Employee time clock app or time tracking in your job software?

    An employee time clock app or clock-in built into your job software? Choose by what you need the hours for, with the time records to keep either way.

    Time tracking · 12 min read

  • Read this ifYou manage rentals and send repairs to outside plumbers, electricians and handymen.

    Vendor work order tracking: from repair call to paid invoice

    Vendor work order tracking for property managers: send each repair with a dollar limit, follow it to done, and check the invoice before you pay or bill owners.

    Vendor work orders · 14 min read