# Technician dispatch > Work orders are grouped by area on a map, the crews' week is planned in a few clicks, routes are optimised and the schedule goes back to your ERP. Page: https://www.visiona.ca/en/solutions/technician-dispatch Français: https://www.visiona.ca/solutions/repartition-techniciens.md **Who it is for**: Service and dispatch teams with crews on the road See the demo: https://www.visiona.ca/solutions/repartition-techniciens/demo (Demo on fictional data.) ## The problem Dispatch happens in a spreadsheet or from memory, call by call. - Technicians crossing town twice a day - Missed or double-booked appointments - An ERP that does not reflect what really happens ## What changes A week board where every work order is placed by area, skill and availability. - Fewer kilometres, more calls a day - The whole week at a glance - The ERP up to date without keying twice ## How it works - Open work orders are read from your ERP - They are grouped by proximity on a map - The dispatcher places the groups in the crews' week - Each day's route is optimised, then the schedule is released to the ERP ## Anonymised use case: An industrial services company, some twenty technicians Work orders live in the ERP, but the week is built on a whiteboard, urgent calls are placed by phone and actual hours arrive in a spreadsheet on Friday. | Per transaction | Before | With the brain | |---|---|---| | Plan the crews' day | 1 h | 10 min | | Place an urgent call | 15 min | 2 min | | Close a job (hours, notes) | 20 min | 2 min | | A week of planning | 5 h | 50 min | ### Mistakes the rules avoid - Skill required by the work order and the technician's certifications - Time off, availability and the day's capacity in hours - The customer's time window and the area - Double booking and overlaps flagged before anything is sent - Visiting order optimised: no swap shortens the trip any further ### Exchanges avoided - The "where is the technician?" and "when will he arrive?" calls - Appointment confirmations made one by one - Re-keying hours and notes into the ERP at the end of the week About 4 hours a week given back to the dispatcher, fewer kilometres, and productivity known the same day. *Estimates from our projects, for one complete operation; your volumes change the total.* ## Custom built, from a proven base This is not off-the-shelf software. The solution has already been built and run in production; your project starts from that code, then everything is fitted to your team: - **Your integrations** built for your systems, through their API, not a generic connector. - **Your data sources** your email, your ERP, your Excel files, as they are today. - **Your rules** written in code with your team, then checked on last month's data. - **Your interface** the screens, approvals and alerts your team needs, nothing more. Starting from a proven base means a first result on your own data in the first week. ## What the solution includes - Open work orders are read from your ERP, with the address, duration and skill required - They are grouped by area on a real map - Each crew's week is planned in a few clicks, with time off and availability - Each day's route is optimised: fewer kilometres, more calls - Conflicts (double booking, missing skill) are flagged before anything is sent - The schedule is released to the ERP in one click, without keying it again - Every change is logged: who, when, why ## Systems already integrated, for example - ERP or field-service software: Epicor, or the one you already use - Calendars: Microsoft 365, Google Workspace - Maps: OpenStreetMap, no per-user licence - Your current Excel files, to start Each integration is built for your systems. Yours isn't listed? We integrate it through its API. ## Your first three sprints 1. **Connect** Your sources are connected and a first version runs on your real data. 2. **Rules** Your rules run on last month's data and are compared with what the team did by hand; every gap is explained. 3. **Release** One team uses it first, with every decision tracked, then we widen. ## Price **$1,500 CAD** per sprint, one week. One sprint = one usable feature. - **Fixed price, known upfront** No hourly rate, no overruns. - **Sprints on demand** Stop before the next invoicing cycle, no penalty. - **You keep everything** Every feature delivered is yours, even if you stop. ## Our commitments - **Working code every week** Every sprint ships something your team uses. - **You own everything** The code, the database, the servers. No licence. - **Rules you can check** Your rules written in code, every decision logged. - **Fixed price, stop anytime** One feature a week, no long-term contract. ## Frequently asked questions ### Do we have to replace our field-service software? No. Work orders stay in your ERP or software; dispatch happens beside it and goes back to it. Your system stays the source of truth. ### Do technicians have to install an app? No. They receive their work orders as they do today. A view of their day on the phone can be added in a later sprint. ### How is the route optimised? By a deterministic calculation: work orders are grouped by proximity, then each day's visiting order is improved until no swap shortens the trip. The dispatcher keeps the last word. ### Can we start with a single crew? Yes, and we recommend it: one crew or one region first, a full week watched, then we widen. ### Who owns the code? You do. The code, the database and the servers are in your name from the first sprint. No licence, no per-user fee. ### Do we have to change our ERP or accounting software? No. We work around your systems. If there is no accounting software yet, QuickBooks or Zoho Books is enough as the ledger. ### What happens if we stop? Nothing breaks. You keep the code, the data and the documentation; another team can take over. ## Discovery questionnaire Two questions to prepare our first conversation. One minute. https://www.visiona.ca/en/solutions/technician-dispatch#questionnaire ## Other solutions - [Vacation and leave approvals](https://www.visiona.ca/en/solutions/vacation-approvals.md) - [Automated supplier invoices](https://www.visiona.ca/en/solutions/supplier-invoices.md) - [E-signature and contract management](https://www.visiona.ca/en/solutions/e-signature-contracts.md) - [Quotes in minutes](https://www.visiona.ca/en/solutions/quotes.md) - [Automated bookkeeping and bank reconciliation](https://www.visiona.ca/en/solutions/bookkeeping-bank-reconciliation.md)