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Features

Zachary edited this page Apr 12, 2026 · 1 revision

Features

FieldOpt provides a complete toolkit for modern dispatch management.


Technician Management

Technician List

View all technicians in a real-time grid showing:

  • Status — Available, On Break, Assigned, Off Duty
  • Shift — Start and end times
  • Skills — Certifications and capabilities
  • Capacity — Max jobs they can handle
  • Workload — Current assignments
  • Contact — Phone number

Skills & Qualifications

Each technician is assigned skills that determine what jobs they can do:

  • install — New line installations
  • repair — Troubleshooting and fixes
  • maintenance — Preventive maintenance visits
  • disconnect — Service disconnections
  • service_change — Plan or tier changes
  • inspection — Site surveys and audits

Status Management

  • Available — Ready for assignment
  • On Break — Temporarily unavailable
  • Assigned — Has active jobs
  • Off Duty — Not working today

Bulk update technician statuses across the team in seconds.


Job Assignment

Job Registry

View all jobs in a comprehensive grid showing:

  • Type — Install, Repair, Maintenance, Disconnect, Service Change, Inspection
  • Customer — Company or contact name
  • Address — Job location
  • Skills Required — What the tech needs to know
  • Status — Pending, Assigned, In Progress, Completed, Failed
  • Time Slot — Scheduled window (e.g., 8:00 AM - 12:00 PM)
  • Assigned Tech — Who's doing the job (if assigned)

Drag & Drop Assignment

The fastest way to assign jobs:

  1. Click and hold a job
  2. Drag to a technician
  3. Drop to assign instantly

No modal dialogs, no multiple clicks. Just drag and drop.

Bulk Assignment

Select multiple jobs and assign all to one technician in a single action:

  1. Click-select 5 jobs (Cmd+Click for multi-select)
  2. Right-click → "Assign to Tech"
  3. Pick a technician
  4. Done — all 5 jobs assigned

Also works for bulk unassign, bulk reassign, and bulk status changes.


Skill-Based Routing

Can Do Validation

Before assigning a job, FieldOpt checks: Does this tech have the required skills?

Visual indicator on assignment:

  • Can Do — Tech has all required skills
  • Can't Do — Tech missing at least one skill

Prevents assigning repair jobs to install-only techs.

Auto-Route Recommendation

For any job, ask: What's the best available technician?

The system evaluates:

  • Required skills match
  • Available capacity
  • Historical success rate (coming v0.0.8 with ML)

Get a ranked recommendation of who should do the job.

Batch Skill Filtering

Search for techs by skill in seconds:

  • "Show me all techs with repair skills"
  • "Filter for install + service_change"
  • "Available techs in SOUTH region"

Real-Time Timeline

The timeline shows technician workload across the day:

X-axis: Time (6 AM → 6 PM)
Y-axis: Technicians
Bars: Jobs assigned to each tech
Colors: Job types (install = blue, repair = orange, etc.)

Updates Live

As jobs are assigned/completed, the timeline updates in real-time. See workload balance across the team instantly.

Spot Overload

Visual indicator: Is one tech overbooked while others are idle? The timeline makes it obvious. Drag jobs to rebalance.


Geographic Mapping

Interactive map showing:

  • Job pins — Click to see job details
  • Technician locations — Where everyone is (coming v0.0.8)
  • Route context — Optimize by geography

Floating Map Window

The map is a resizable, draggable window so you can position it how you want while still seeing grids.

Location-Based Assignment

Assign jobs considering geography:

  • Tech A is already near the next job
  • Reduce travel time and fuel costs
  • Better customer response times

Advanced Search & Filtering

Filter Technicians

  • By Status (available, on_break, assigned, off_duty)
  • By Skills (repair, install, maintenance, etc.)
  • By Capacity (has room for more jobs?)
  • By Location (coming v0.0.8)

Filter Jobs

  • By Status (pending, assigned, in_progress, completed, failed)
  • By Type (install, repair, maintenance, etc.)
  • By Date (today, tomorrow, next week)
  • By Time Slot (morning, afternoon, evening)
  • By Required Skills
  • By Location (zip code, region)

Free-Text Search

Search for anything:

  • Technician name: "Miles"
  • Job customer: "Acme"
  • Address: "123 Main"
  • Job ID: "J-0042"

Results appear instantly.


Batch Operations

Dispatch faster with batch actions:

Batch Assign

Select 10 jobs → assign all to 1 tech in one click

Batch Unassign

Remove multiple job assignments at once

Batch Reassign

Move 5 jobs from one tech to another

Batch Status Change

Mark 8 jobs as completed simultaneously

All operations are atomic (all-or-nothing) for data consistency.


Data-Driven Dispatch (Coming v0.0.8)

ML Autodrip

The system learns from your dispatch history:

Data collected:

  • Which tech handled what job type
  • How long each job took
  • Success vs. failure rate
  • Travel times between locations
  • Skill fit vs. actual performance

Model trained: Every week, re-train the model on your company's data.

Output: Better auto-route recommendations over time.

The more you use FieldOpt, the smarter it gets.


Audit & History

Every dispatch action is logged:

  • Who assigned what job
  • When the assignment happened
  • Job completion time
  • Success/failure outcome

Use this data for:

  • Performance analysis
  • Compliance reporting
  • Continuous improvement

Mobile Responsiveness (Coming v0.0.8)

Currently desktop-optimized. Mobile/touch support coming soon:

  • Responsive grid layout
  • Touch-friendly drag & drop
  • Mobile map interface
  • Field tech app (separate project)

What's Coming Next?

v0.0.8:

  • Real-time WebSocket updates
  • ML autodrip dispatch visible
  • Mobile responsiveness
  • Time-lapsed day animation

v0.0.9:

  • Role-based access control
  • Project jobs (sub-tasks)
  • Advanced reporting dashboard
  • Integrations (Salesforce, ServiceTitan, etc.)

v0.1 & Beyond:

  • Field technician app
  • Advanced analytics
  • Predictive dispatch
  • Multi-region support