Stop 1 of 8 · Daily
The board
The Jobber export becomes today in one table, with the gaps, the drive risks and the two jobs that need a senior tech already flagged.
The day is decided before a truck moves
Jobber holds today's jobs, but it shows them as a column of cards, one truck at a time, and the thing that costs money is never printed on a card. The ninety idle minutes on Marco's truck in Chatsworth. The repipe somebody booked into a two hour slot. The second water heater of the day sitting behind a drain call on the 405. Sam finds all of it by nine, usually from a tech calling to say he is stuck. The point of this stop is to find it at six, in the kitchen, before the phone starts.
Export today's schedule from Jobber as CSV. Before it leaves Jobber, cut the address column back to the city and drop the notes column, because notes is where gate codes and alarm codes get typed. Start time, tech, job type, city, booked duration and quoted amount are enough to plan a day.
Three flags carry the morning
| Flag | What it means |
|---|---|
| Gap | More than an hour with nothing on one truck |
| Drive risk | Two jobs back to back with a city change between them |
| Senior tech | The job where the wrong person means a second visit |
[upload today's schedule export from Jobber, addresses trimmed to the city] Lay today out as one table: start time, tech, city, job type, booked duration, quoted amount. Sort by tech, then by time. Under the table answer three things. One: every gap over 60 minutes, with the tech and the window. Two: every pair of back to back jobs in different cities, with your estimate of the drive at that hour. Three: the two jobs most likely to need a senior tech, and one line each on why. Keep it short enough to read on a phone.
Marco has a gap from 10:30 to 13:00 in Reseda. Here is my open estimate list and my callback list. Which two jobs could fill that window without wrecking his afternoon, and which one would you call first? One line of reasoning each. [paste the open estimates and the callback list]
Write the text I send each tech at 6:15 with his own stops only. Three lines per stop: time and city, what the job is, and the one thing to bring or check before he knocks. No customer names, no addresses, no prices. Finish with the one job on his day that could run long.