Platform / 05 Scheduling & dispatch
Every won job, on the board.
Signed jobs arrive ready to schedule. See every crew’s week, put work where it fits and dispatch the day to every phone.
01 · Won to ready
Win the job. It’s already waiting to be scheduled.
Ready-to-schedule queue
Every service on a won estimate becomes a card waiting for a date, with quantity, estimated days and the suggested crew.
Past work, reusable
Scheduled and completed work stays in the sidebar. Drag it onto a day for a follow-up or touch-up.
Operations pipeline
Every visit moves itself from ready, to scheduled, dispatched, in progress, completed and invoiced.
Your columns, your automations
Rename columns, add your own, and have a column notify someone, create a task, set a field or attach a checklist.
Job stages
A job-level board for prepare, execute and close out. You pick which sales stage hands work to operations.
A home for every job
Visits, stage, materials, purchasing, money, site and checklists for the job on one operations page.
Readiness checklists
Permits, plant booked, customer told: prep lists roll up to a “3 of 5 ready” chip on every card.
Material orders
Track each material from ordered to received, with a dated reminder to confirm the plant before the work.
Vendor quotes side by side
Every vendor quote on the job by material, cheapest first, with the accepted one marked.
Divisions
Define divisions like paving, sealcoat and striping that filter and colour the schedule and pipeline.
02 · The schedule board
Drag, see the verdict, drop. Every crew, every day.
Six views
Day with hour lanes per crew, 3-day, week, month, crews across the week, and a map of the next 30, 60 or 90 days.
A verdict before you drop
Clear, weather risk or crew conflict, shown while you drag, before anything moves.
Multi-day jobs done right
Three-day jobs skip weekends, holidays and a crew’s days off. Move just the rained-out day.
Work week and days off
Set the company work week and named days off, company-wide or for one crew.
Start times, hourly grid
Give visits start and end times and drag blocks on a calendar-style hourly grid.
Drop a whole job
Drag a job’s heading onto a day to place every service at once on its suggested crew.
Run order for the day
Drag cards to set the day’s order. Crews see the same order on their phones.
Colour, filter, group
Colour by crew, service or division; filter by estimator, division or service; group cards your way.
Search the whole history
“When were we last at DC Ranch?” Search every dated visit, not just this week.
Undo anything
Undo a move or a whole batch in one tap, and see every visit’s schedule history.
Schedule notes
Pin “Safety meeting 6:30” or “Plant closed” to a day, for everyone or one crew.
A forward P&L
Scheduled revenue and profit by day and month, hidden from anyone who can’t see prices.
Printable week
A PDF of the week by day: crew, hours and address, plus money for those allowed.
View-only teammates
Make anyone view-only. They request a date or a move, and schedulers approve it with a note.
Hold a date
Pencil a job in before it’s won. It locks the crew’s day and turns into a real visit when signed.
Add a job in seconds
Type a name and address, pick dates, crew and people, and it’s on the board.
03 · Weather & conflicts
Rain, cold and double-booking. Caught before the crew rolls.
Double-booking caught
Warns when a crew, machine or person is already booked on any overlapping day of multi-day work.
Weather built for pavement
Flags 60%+ rain, asphalt under 45°F, sealcoat under 50°F and striping under 40°F, and finds the next good day.
Weather-safe days
One click lists the best crew-and-date slots that pass the job’s weather rules.
Capacity at a glance
Booked vs available crew-days, and the next open day for each crew on every card.
Reschedule reasons
Moving published work asks why (weather, customer), and cards count reschedules.
Rules for people
Rules like “Joe doesn’t run the paver” or “Ana works with Luis” that flag or block an assignment.
04 · Repeat work & routes
Weekly mowing, monthly sweeps. Planned in a few clicks.
Repeat this visit
Daily, weekly, every 2 or 4 weeks, monthly or “2nd Tuesday”, up to 52 visits, skipping days off.
Copy a visit or a day
Copy a visit to more dates, or a whole day to other days in its run order. One undo removes the batch.
Crew routes
Save a crew’s day of stops as a route, then plan it onto one day or many: “stop 2 of 6 · every week”.
05 · Publish & dispatch
Publish once. Everyone knows.
Draft, then publish
Work in draft. Publish shows what changed and alerts every affected crew member. Publish one job or all.
Published changes
Compare what was published before with the schedule now, side by side.
Crew confirmations
“6 of 8 confirmed, 1 flagged”, with each crew lead’s note.
Dispatch packet
Address, gate code, crew, price-free quantities, files, site map, forecast, checklists and the safety plan.
App, text and email
One tap sends the packet. Crews without the app open it from a text. No login, no prices.
Files follow the crew
The job’s drawings and maps go with every visit; replace a wrong file and every link updates.
Crew instruction map
Mark up the measured site with areas, phases and instructions; crews mark areas done in the field.
Tell the customer
Email or text customers when their job is scheduled or moved. Texts after 9 pm wait for morning.
One-click confirmation
Customers confirm their date from a link, with no login. Moving the date clears it.
Calendar feeds
Subscribe to the schedule in Apple, Google or Outlook, and sync it two ways with a connected account.
Message every crew
Job chat with the field, and one broadcast for a rain call to every crew with work.
06 · Run the day
Who’s on the clock, where. Without tracking anyone.
Live dispatch console
Which crews are on the clock, for how long, at which job, and whether they’re on site or “2.3 mi away”.
Ready for tomorrow?
Per crew: visits, people, equipment and checklist status, marked ready, partly ready or not ready.
People dispatch board
Drag people onto today’s visits; open roles show as “Roller · open”.
Equipment dispatch
Pull the machines the job was priced with and drag units between jobs, with double-booking warnings.
Plan today’s people
TruTec drafts who goes where from base crews, absences, skills and licences. You approve it.
Crews and people
Crews, role slots, licences and skills, with people invited to the app by text.
Alerts and the owner’s email
Nudges for missing closeout photos and jobs ready to invoice, and a summary once the day is done.
Everything in Scheduling
53 things Scheduling does. All on the same record as the rest of the job.
Won to ready
- Ready-to-schedule queue
- Past work, reusable
- Operations pipeline
- Your columns, your automations
- Job stages
- A home for every job
- Readiness checklists
- Material orders
- Vendor quotes side by side
- Divisions
The schedule board
- Six views
- A verdict before you drop
- Multi-day jobs done right
- Work week and days off
- Start times, hourly grid
- Drop a whole job
- Run order for the day
- Colour, filter, group
- Search the whole history
- Undo anything
- Schedule notes
- A forward P&L
- Printable week
- View-only teammates
- Hold a date
- Add a job in seconds
Weather & conflicts
- Double-booking caught
- Weather built for pavement
- Weather-safe days
- Capacity at a glance
- Reschedule reasons
- Rules for people
Repeat work & routes
- Repeat this visit
- Copy a visit or a day
- Crew routes
Publish & dispatch
- Draft, then publish
- Published changes
- Crew confirmations
- Dispatch packet
- App, text and email
- Files follow the crew
- Crew instruction map
- Tell the customer
- One-click confirmation
- Calendar feeds
- Message every crew
Run the day
- Live dispatch console
- Ready for tomorrow?
- People dispatch board
- Equipment dispatch
- Plan today’s people
- Crews and people
- Alerts and the owner’s email
One platform