A scheduling and dispatch platform for a field service company
We built a custom scheduling, dispatch, and job-tracking platform that replaced a whiteboard and phone calls, keeping technicians, office staff, and customers in sync.
Summit Mechanical Services
Field Services
- More jobs per day
- +22%
- Scheduling time saved
- 70%
- Technicians coordinated
- 40+
More jobs per day
Scheduling time saved
Technicians coordinated
Services
- Custom Software
- Web Development
- AI Workflow Automation
Engagement
18-week engagement
Where they started
Jobs were scheduled on a whiteboard and coordinated by phone, making it hard to balance technician workloads or react when plans changed.
Office staff spent hours each day relaying job details and chasing status updates, while customers were left guessing about arrival times.
How we worked through it
A practical process designed to create value quickly and keep the client in control at every step.
Shadow the dispatchers
We watched how jobs were booked, assigned, and tracked to design around the real rhythm of the work.
Build for the field
We designed a fast scheduling board for the office and a simple mobile view for technicians on site.
Roll out with support
We launched gradually with hands-on training so the team adopted it without losing a beat.
What we built
- A drag-and-drop scheduling board that balances technician workloads and updates everyone the moment plans change.
- A mobile view that gives technicians their schedule, job details, and a way to update status from the field.
- Automated customer notifications with arrival windows, cutting down on calls to the office.
The results
- The team now completes 22% more jobs per day with the same staff thanks to smarter scheduling.
- Scheduling and coordination time dropped by roughly 70%, freeing office staff for higher-value work.
- More than 40 technicians stay coordinated in real time, with customers kept informed automatically.
We went from a whiteboard and constant phone calls to one platform that runs our whole day. Our technicians and customers both feel the difference.
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