Workforce
Manage the team behind the board. Roles for owner, dispatcher and technician, skills-based assignment so the right person gets the job, and timesheets that capture working and travel hours.
Workforce is the team side of the board. People get roles — owner, dispatcher, technician — so each sees what they should: the owner the whole operation, the dispatcher the assigning, the technician their own jobs. Skills are recorded against each technician, so a job that needs a specific competency routes to someone who actually has it.
Timesheets capture working and travel hours from the jobs themselves, so the record of who did what, and for how long, comes out of the day's real work rather than a separate form. Before assigning, the dispatcher can see who is available, which keeps the board honest and the load fair.
What you get- Roles for owner, dispatcher and technician
- Skills-based assignment routes jobs to the right tech
- Timesheets for working and travel hours
- See who’s available before you assign
Frequently asked questions
Can I control what each person sees?
Yes — roles for owner, dispatcher and technician set what each person can see and do, so technicians see their own jobs while the office sees everything.
How does skills-based assignment help?
Jobs that need a particular skill are routed to technicians who have it, so you are not sending someone who cannot finish the work — fewer repeat visits.
Do timesheets need separate data entry?
No — working and travel hours are captured from the jobs and check-ins, so timesheets reflect the actual day without a second form to fill in.