This workflow automatically schedules electrical projects and assigns optimal crew members based on skills, availability, and location proximity. It streamlines resource allocation and reduces manual scheduling conflicts while ensuring proper permit tracking.
New electrical project is created or existing project deadline changes in ServiceTitan
Each node represents an automated step. Connections show how data and decisions move through the workflow.
Detailed explanation of each automated stage in the workflow.
A new electrical installation, repair, or maintenance project is added to ServiceTitan or an existing project timeline is updated. The system captures project details including location, scope, required skills, and deadline.
Extract project specifications including required electrical certifications, estimated duration, material needs, and customer preferences. Cross-reference with permit requirements and safety protocols.
Query WorkWave to identify available electricians and crews within the project timeframe. Filter by required certifications, proximity to job site, and current workload capacity.
Determine if qualified crews are available during optimal time slots or if project rescheduling is needed. Branch based on availability and priority level of the electrical work.
Automatically assign the best-matched crew based on skills, location proximity, and schedule efficiency. Update crew calendars and send dispatch notifications through FieldEdge.
Send automated scheduling confirmations to assigned electricians and customer appointment notifications. Include project details, material lists, and permit status updates.
Produce finalized project schedule with crew assignments, customer communications sent, and all stakeholders notified. Update master scheduling dashboard with new allocations.
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