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If your board looks full every day but your techs are still running late, burning overtime, and you're turning away the jobs that actually pay—you don't have a scheduling problem. You have a dispatch board with no rules.
Most shops book first-come, first-served: phone rings, CSR finds the next open slot, books it. This works fine in March when you're running twelve calls a day across four trucks. But nobody changes the rules when volume doubles in June.
The hidden cost: If each truck loses one job a day to a blown window or late cancellation—and that job averages $300—that's $1,200 a day across four trucks. Over a five-day week, that's $6,000 in work you booked and didn't complete.
Stop booking exact times. Book into arrival buckets.
Zone integration: Split your service area into 2-5 zones. Book into the bucket that keeps each tech in the same zone or adjacent zone for that block.
Customer acceptance: HVAC contractors commonly use 2-4 hour windows for demand service. One-hour windows are sold as a premium upgrade, not the default.
Explicit travel buffers:
Job tiers control window sizes:
Hold one block (60-90 minutes) in mid-afternoon on every crew, every day. Don't book it with regular work.
Reserved for:
If nothing urgent comes in: Release to waitlist at 2 PM and fill it.
When: Every morning, 7:45 AM, standing up at the board
Agenda (5 lines):
Timebox: If it goes past 10 minutes, you're doing it wrong.
"Aren't we losing a job a day per crew?"
On paper, yes—you're booking fewer jobs per block. But you're gaining:
For tight-window customers: Offer a paid express option (one-hour window, higher trip fee). But that's the exception, not the rule.
Pull up last week's board. Where did the gaps show up—the blown windows, the late arrivals, the overtime? Which one of these rules (buffer, bucket, tier, or rescue slot) would have prevented it?
That's your starting point.
Resources:
By Mike, ChrisIf your board looks full every day but your techs are still running late, burning overtime, and you're turning away the jobs that actually pay—you don't have a scheduling problem. You have a dispatch board with no rules.
Most shops book first-come, first-served: phone rings, CSR finds the next open slot, books it. This works fine in March when you're running twelve calls a day across four trucks. But nobody changes the rules when volume doubles in June.
The hidden cost: If each truck loses one job a day to a blown window or late cancellation—and that job averages $300—that's $1,200 a day across four trucks. Over a five-day week, that's $6,000 in work you booked and didn't complete.
Stop booking exact times. Book into arrival buckets.
Zone integration: Split your service area into 2-5 zones. Book into the bucket that keeps each tech in the same zone or adjacent zone for that block.
Customer acceptance: HVAC contractors commonly use 2-4 hour windows for demand service. One-hour windows are sold as a premium upgrade, not the default.
Explicit travel buffers:
Job tiers control window sizes:
Hold one block (60-90 minutes) in mid-afternoon on every crew, every day. Don't book it with regular work.
Reserved for:
If nothing urgent comes in: Release to waitlist at 2 PM and fill it.
When: Every morning, 7:45 AM, standing up at the board
Agenda (5 lines):
Timebox: If it goes past 10 minutes, you're doing it wrong.
"Aren't we losing a job a day per crew?"
On paper, yes—you're booking fewer jobs per block. But you're gaining:
For tight-window customers: Offer a paid express option (one-hour window, higher trip fee). But that's the exception, not the rule.
Pull up last week's board. Where did the gaps show up—the blown windows, the late arrivals, the overtime? Which one of these rules (buffer, bucket, tier, or rescue slot) would have prevented it?
That's your starting point.
Resources: