Daily workflow
Scheduling operations
Keep daily work visible from planning to dispatch.
Owner: DispatcherJobsScheduleResourcesNotifications
Walkthrough video
Scheduling operations walkthrough
A short product video or annotated screenshot showing this workflow from the operator's point of view.
What happens
Follow this routine when your team is doing this work for real.
- 1Open Jobs and create a new job with customer, optional location, service, scheduled start/end, assigned resources, and notes.
- 2Let the job conflict check compare assigned resources against overlapping jobs, resource windows, approved leave, and closed dates.
- 3Review service tasks, missing stock warnings, holiday warnings, maintenance warnings, and assigned resources on the job detail page.
- 4Move the job from draft to confirmed when it is ready; stock requirements can then be reserved.
- 5Dispatch the job so assigned team members receive notifications and can open the dispatch view.
- 6Monitor in-progress work from Jobs, Schedule, Notifications, and the job detail page.
What this uses
The records Flowdexa connects behind the scenes.
- Service
- Controls duration, buffer, required skills, required resources, required stock, tasks, and invoice context.
- Customer and location
- Defines where the work happens and what appears on dispatch, schedule, customer history, and invoice pages.
- Members
- Eligible human assignees are filtered by service-required skills and availability during the selected time window.
- Resources
- Rooms, vehicles, equipment, or kits are validated against service requirements, resource type, specific resource name, and quantity.
- Availability
- Work schedules, resource windows, approved leave, closed dates, and existing jobs decide whether a person or resource is free.
- Inventory
- Required stock on the service becomes low-stock or missing-stock context before work is confirmed.
Before you call it done
Run these checks to make sure the workflow is actually working end-to-end.
- The responsible role can complete the workflow without owner access.
- Required customer, service, schedule, resource, or payroll records are connected.
- Blocked work has a visible reason and a named next owner.
- Managers can see the status in daily operations or reports.
Next
Keep learning daily workflows
Use the workflow index when training another role or moving to the next part of daily operations.