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How do you balance route efficiency with technician skill matching?

Deja Washington

Hi everyone! We've been using FieldPulse for about 6 months now and our dispatch team is running into this constant tension — we want to optimize routes to save time and fuel, but we also need to make sure the right tech with the right skills ends up on each job.

Right now we're kind of winging it, honestly. We have a spreadsheet of who is certified for what, and we cross-reference that with the schedule, but it's getting unwieldy as we grow. We went from 8 techs to 17 in just a few months!

How are y'all handling this? Are you using FieldPulse's skills/tags features? Do you prioritize proximity or expertise? And what do you do when your most skilled tech is 45 minutes away and someone closer could probably handle it but might take longer?

Would love to hear what's working for your teams! Thanks so much!

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  • Love seeing this conversation unfold — so many creative approaches! We hear this tension come up constantly in customer conversations, and it's clear there's no one-size-fits-all answer.

    A few things that might help: we recently published a deeper dive on how three customers cut dispatch time in half — includes some specific workflows around skill-based assignment that could spark ideas.

    Also curious: for those of you using technician tags or custom fields, what's your process for keeping them current? Is it working, or is Art's paper binder sounding more realistic than we'd like to admit? Blush

    Would love to hear more — this is gold for helping other teams think through their own setup.

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  • Love seeing this conversation unfold — so many creative approaches! We hear this tension come up constantly in customer conversations, and it's clear there's no one-size-fits-all answer.

    A few things that might help: we recently published a deeper dive on how three customers cut dispatch time in half — includes some specific workflows around skill-based assignment that could spark ideas.

    Also curious: for those of you using technician tags or custom fields, what's your process for keeping them current? Is it working, or is Art's paper binder sounding more realistic than we'd like to admit? Blush

    Would love to hear more — this is gold for helping other teams think through their own setup.

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