Technician shift swap without dispatcher intervention?

Question

Quick question — can technicians swap shifts with each other without me having to manually move things around in the dispatch board? We've got a team of 12 and I'm fielding 3-4 "can you switch my Thursday to Friday" requests every day. Would be nice if they could handle it themselves.

Or is this one of those "technically possible but you'll regret it" situations...

Priya Nair (Staff) · Accepted Answer

Hi Ray — happy to clarify!

As Josh and Sylvia noted, FieldPulse doesn't currently support technician-initiated shift swaps without dispatcher or manager involvement. Here's what is possible:

Technician self-scheduling — if enabled, techs can claim unassigned jobs from the mobile app, but cannot reassign jobs already assigned to someone else.
Manager role delegation — you can designate team leads with limited reassignment permissions, as Josh described.

From a workflow perspective, most teams handle this through:

A structured request channel (Slack, Teams, etc.)
Batch updates at set times (morning, lunch, end of day)

I can confirm this is on our product roadmap for 2026, though I don't have a specific release date yet. I'd recommend subscribing to the H2 Roadmap announcement for updates.

Would either of the delegation approaches work for your team structure?

Josh Mercer · Answer

Ray — short answer is no, not out of the box. Technicians can't directly swap assigned jobs with each other. What we ended up doing: gave two of our senior techs "Manager" permissions on a limited basis. They can reassign within their own team, but not see everything. Still requires someone with elevated access to actually move things. Pro tip: If you go this route, set up a simple Slack or Teams channel where they post swap requests. First one to claim it gets it, then one of your managers does the actual reassignment. Cuts down on the back-and-forth at least. There's a feature request floating around for true peer-to-peer swaps. Worth upvoting if you find it.