Power Workflow: Multi-Technician Scheduling
Coordinate multi-day installs by tying crews, dependencies, and reminders together. Everyone sees what’s next, customers stay informed, and office staff can reshuffle without spreadsheets.
Before you build the board
- Crew templates for each trade (Electrical, Plumbing, HVAC)
- Job templates with duration + checklist
- Reminders enabled for job confirmations
Build the workflow
Design the crew template
- Team → Crew templates → New template
- Add required roles and headcount (e.g. 1 Lead, 2 Installers)
- Attach default tasks and safety documents
Sequence dependencies
- Jobs → Templates → Select the install template
- Add phases (Rough-in, Inspection, Finish)
- Set dependency offsets so each phase unlocks when the previous one completes
Automate communication
- Reminders → Job notifications
- Enable “Crew assigned” and “Day-before” templates
- Add customer SMS for phase changes
Keep the board healthy
Pin the Multi-tech board to your Schedule to see every phase in a single column
Use colour labels per trade so dispatch can spot who is waiting
Drag entire crews instead of individual techs to keep assignments balanced
Health checks
Crew utilisation
Reports → Dashboard insights → add Jobs per crew to catch overloads early.
Reminder status
Reminders → Activity → filter by template to confirm customers acknowledge each phase.
Handover notes
Require technicians to complete the checklist before marking the phase done—nothing moves until notes/photos are uploaded.