Crew assignment and task management

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Job Scheduled or Crew Update

   A new landscaping job is created in the scheduling system or crew member availability status changes. This triggers the automated crew assignment process.

   ServiceTitanJobber
2. 2

   Action

   Retrieve Job Requirements

   Extract job details including service type, required equipment, property size, estimated duration, and client location. Parse special requirements like pesticide application or tree removal certifications.

   ServiceTitanLawnPro
3. 3

   Action

   Check Crew Availability

   Query current crew schedules, availability windows, and skill certifications. Factor in travel time between jobs and equipment assignments.

   JobberYardbook
4. 4

   Decision

   Evaluate Crew Match Criteria

   Determine if available crews meet job requirements including certifications, equipment access, and location proximity. Branch to manual assignment if no suitable automatic match exists.

   Real Green Systems
5. 5

   Action

   Optimize Route and Assignment

   Calculate optimal crew assignment based on travel efficiency, skill match score, and workload balancing. Generate route sequence for multi-job days.

   ServiceTitanLandscape Management Network
6. 6

   Action

   Send Crew Notifications

   Automatically dispatch job assignments to crew mobile devices with property details, task lists, and route information. Update crew calendars and send client notifications.

   JobberLawnPro
7. 7

   Output

   Generate Assignment Summary

   Create crew assignment report showing job allocations, estimated completion times, and any unassigned jobs requiring manual intervention. Update dashboard metrics.

   Real Green SystemsYardbook

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