Job scheduling and crew assignment

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   New estimate approved

   A roofing estimate is marked as approved by the customer in JobNimbus. This triggers the automated scheduling workflow to begin crew assignment.

   JobNimbus
2. 2

   Action

   Extract job requirements

   Pull project details including roof size, material type, complexity level, and estimated duration from the approved estimate. Calculate required crew size and skill level needed.

   JobNimbusSumoQuote
3. 3

   Action

   Check crew availability

   Query current crew schedules and availability windows. Cross-reference with location proximity to minimize travel time between job sites.

   JobNimbus
4. 4

   Decision

   Evaluate crew capacity

   Determine if qualified crews are available within the customer's preferred timeframe. If not available, identify next best scheduling options.

   JobNimbus
5. 5

   Action

   Assign optimal crew

   Automatically assign the best-matched crew based on skills, availability, and location. Block out the scheduled time slots in crew calendars.

   JobNimbus
6. 6

   Action

   Send notifications

   Automatically notify assigned crew members of the new job details and send confirmation to customer with scheduled date and crew information.

   JobNimbus
7. 7

   Output

   Generate schedule confirmation

   Create finalized job schedule with crew assignments, timeline, and all relevant project details. Update master scheduling dashboard with new commitment.

   JobNimbus

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