Know who's where, and who's next
Drag jobs onto the board, plan each truck's route on a map, and let customers book a real arrival window online.
Dispatch
Wednesday, October 14
Dana Reyes
3 stops · 29.4 mi · 79 min driving
Shop · 1200 Industrial Pkwy
Leave 7:12 AM
- 18 min · 6.1 mi1
Morgan Lee
Completed7:30–9:00 AM · Water heater repair
- 14 min · 4.8 mi2
Hartley Dental
In progress9:30–11:30 AM · Rooftop unit service
- 22 min · 9.7 mi3
Sam Kowalski
Scheduled1:00–2:30 PM · Furnace tune-up
- 25 min · 8.8 mi
Back at shop ~3:00 PM
Unassigned · 2
No heat · 31 Elm St
Carlos Mendez · ASAP
Estimate · 9 Birch Ln
New system · any day this week
Drag onto a tech or a spot on the map
Hartley Dental
220 Commerce Dr · Rooftop unit
Route optimized
−34 minBefore
41.2 mi
After
29.4 mi
A board you drag and drop
Move a visit to another tech or time. Overlaps and off-hours work get flagged right away.
Less time behind the wheel
Put a tech's stops in a shorter order, see the distance before and after, and update start times.
Real arrival windows
Customers book a window like 8–10 AM, worked out from your techs' actual free time.
The dispatch board
One screen for the whole day. Every tech has a row, every visit is a block, and the work that still needs a time sits on the left.
- One day or three at a glance, a row per tech plus Unassigned
- A Needs scheduling list for unbooked visits and new requests
- Warnings when visits overlap or fall outside working hours
- Live status from the field: on the way, arrived, in progress
- Multi-day jobs with several visits and a crew with a lead tech
- Filter the board by business unit, like HVAC service or plumbing
Dispatch
Wednesday, October 14
Dana Reyes
3 stops · 29.4 mi · 79 min driving
Shop · 1200 Industrial Pkwy
Leave 7:12 AM
- 18 min · 6.1 mi1
Morgan Lee
Completed7:30–9:00 AM · Water heater repair
- 14 min · 4.8 mi2
Hartley Dental
In progress9:30–11:30 AM · Rooftop unit service
- 22 min · 9.7 mi3
Sam Kowalski
Scheduled1:00–2:30 PM · Furnace tune-up
- 25 min · 8.8 mi
Back at shop ~3:00 PM
Unassigned · 2
No heat · 31 Elm St
Carlos Mendez · ASAP
Estimate · 9 Birch Ln
New system · any day this week
Drag onto a tech or a spot on the map
Hartley Dental
220 Commerce Dr · Rooftop unit
Route optimized
−34 minBefore
41.2 mi
After
29.4 mi
Schedules and routes
Open the map next to the board and see the day the way your techs will drive it.
- Every visit as a numbered stop on the map, in each tech's color
- Optimize route puts stops nearest-first from home or the shop
- Re-time the day from your average travel speed in one step
- Working hours, working days, home base and time off for each tech
- Recurring jobs book the next one when this one is done
Schedule
Wednesday, October 14
Dana Reyes
3 jobs
Morgan Lee
Water heater repair
Hartley Dental
Rooftop unit service
Sam Kowalski
Furnace tune-up
Luis Ortega
3 jobs
Oak Ridge HOA
Heat pump install
Jen Alvarez
Thermostat swap
Carlos Mendez
No-heat call
Priya Shah
3 jobs
Pat Ruiz
Maintenance visit
Linda Osei
Duct cleaning
The Brennans
Estimate: new system
Marcus Cole
3 jobs
Riverside Cafe
Walk-in cooler
Dev Patel
AC not cooling
Grace Kim
Membership visit
Online booking
Customers book from your booking page, your ServFlo website or a widget on the site you already have.
- Offer real arrival windows, or take requests with a preferred day
- Travel time is kept free before and after every visit
- Choose how soon, how far ahead and how many bookings a day
- Only take bookings from the ZIP codes you serve
- Confirm each booking yourself, or turn it into a job right away
- Stop online booking for a window once it's filling up, per business unit
Bright Air Heating & Cooling
Book a visit · takes about a minute
What do you need?
Pick a day
OctoberArrival window
Service address ZIP
We'll text you a reminder the day before and when your tech is on the way.
Questions, answered
Something else on your mind? Ask us and a person will answer.
Can customers book online?
Yes. Your booking page can take requests with a preferred day, or offer real arrival windows worked out from your techs' working hours, time off and booked visits. You decide whether a booking waits for you to confirm it or becomes a job right away. Online booking isn't in every plan; the pricing page shows which ones include it.
Do customers see which tech is free?
No. They only see the times that are open. ServFlo holds the time for the least-booked free tech, and you can hand the job to someone else when you confirm it.
How does route optimization work?
Click the route button on a tech's row. ServFlo orders the day's stops nearest-first from their home base or your shop and shows the distance before and after. Apply it as is, or also have start times recalculated from your travel speed.
Can I send a crew to one job?
Yes. Each visit can have any number of techs with one lead, and a job can have several visits across different days. The job is done when its last visit is done.
Can I see how full next week is?
Yes. The capacity board compares your techs' available hours (working days, hours and time off) with booked visits and new requests for each day and arrival window, in green, amber and red, for the whole business or each business unit. A forecast for the next few weeks adds the service visits your customers are predicted to need, shown apart from booked work because they're not booked yet. You can stop online booking for a window once it passes a level you set. Business units and capacity planning aren't in every plan; the pricing page shows which ones include them.
Does the board work on a phone?
On a phone the board turns into a simple agenda for each tech, so you can check and reschedule from the truck without scrolling sideways.
Good at your trade. Ready for the business part?
Add your services, invite your crew and send your first quote this afternoon. No card needed to explore, no contract.
- 14 days free
- No card needed to explore
- Unlimited technicians