02 / TEAM HANDOFF
Give the crew the details
before the job.
A customer confirms a service, but the address, instructions, and agreed scope are scattered across messages.
Illustrative scenario, not a completed client project. Scope and costs depend on your workflow and existing tools.
- Confirm the work
- Assign the job
- Complete the checklist
A practical first version
A mobile-friendly job sheet with the agreed scope, assigned staff, scheduled time, and completion checklist. A dispatcher approves assignments and schedule changes.
- What we need
- A standard job checklist, your assignment rules, and a reliable internet connection for the team. Start with one crew or service type.
- Boundaries and security
- Crew members see only their assigned jobs; managers control reassignment. Keep customer details to what the job needs. Offline use, route planning, and live tracking would be separate work.
- How we check it works
- Run a sample job from assignment to completion on a phone. Verify that another crew cannot see it and that managers can review changes.
Does this sound like your business?
Tell me how you handle it today. We’ll check your existing tools and agree on a useful first step.
Discuss this workflow ↗