Responsibilities
- Own and manage the dispatch board daily to ensure all scheduled work is accurate, organized, and up to date.
- Schedule service calls, maintenance, inspections, and project work based on urgency, priority, customer commitments, and technician availability.
- Schedule efficiently by considering geography, drive time, technician skill set, job scope, and estimated labor hours.
- Maximize technician productivity by keeping schedules full, minimizing downtime, and reducing unnecessary travel gaps.
- Front-load the month to maintain strong revenue production and avoid last-minute scheduling shortages.
- Confirm all scheduled jobs a minimum of two (2) weeks in advance whenever possible.
- Ensure all work orders contain complete and accurate information, including:
- Detailed job summary and scope of work
- Site-specific notes and special instructions
- Customer contact information
- Primary point of contact (POC)
- Required materials, equipment, permits, and access requirements
- Maintain clear communication with technicians regarding schedule changes, priorities, delays, and customer expectations.
- Communicate proactively with customers regarding appointment confirmations, arrival windows, schedule changes, and job status updates.
- Monitor technician progress throughout the day and adjust schedules as needed to address emergencies, delays, cancellations, or additional work requests.
- Prioritize emergency and high-impact service calls while minimizing disruption to the existing schedule.
- Coordinate with the Service Ops Manager, Sales, and Operations team to align scheduling priorities and manpower needs.
- Review upcoming workload regularly to identify labor shortages, scheduling conflicts, and opportunities to improve scheduling efficiency.
- Ensure technicians are dispatched with the proper information, tools, equipment, and documentation needed to complete work successfully and efficiently.
- Track open calls, incomplete work, callbacks, and rescheduled jobs to ensure timely follow-up and completion.
- Maintain accurate scheduling records, notes, job statuses, and customer updates within ServiceTitan.
- Support company revenue and operational goals by maximizing billable hours and minimizing unproductive time.
- Be available for after-hours emergency calls and weekend work to coordinate with customers, dispatch technicians, and create or update work orders for after-hours service requests.
- Ensure all after-hours calls are documented accurately with complete customer, site, and service details for the responding technician.
- Maintain professionalism, urgency, and composure while managing changing priorities and high-volume scheduling demands.
- Escalate customer issues, scheduling conflicts, manpower shortages, or operational concerns to management when necessary.
Responsibilities
- Own and manage the dispatch board daily to ensure all scheduled work is accurate, organized, and up to date.
- Schedule service calls, maintenance, inspections, and project work based on urgency, priority, customer commitments, and technician availability.
- Schedule efficiently by considering geography, drive time, technician skill set, job scope, and estimated labor hours.
- Maximize technician productivity by keeping schedules full, minimizing downtime, and reducing unnecessary travel gaps.
- Front-load the month to maintain strong revenue production and avoid last-minute scheduling shortages.
- Confirm all scheduled jobs a minimum of two (2) weeks in advance whenever possible.
- Ensure all work orders contain complete and accurate information, including:
- Detailed job summary and scope of work
- Site-specific notes and special instructions
- Customer contact information
- Primary point of contact (POC)
- Required materials, equipment, permits, and access requirements
- Maintain clear communication with technicians regarding schedule changes, priorities, delays, and customer expectations.
- Communicate proactively with customers regarding appointment confirmations, arrival windows, schedule changes, and job status updates.
- Monitor technician progress throughout the day and adjust schedules as needed to address emergencies, delays, cancellations, or additional work requests.
- Prioritize emergency and high-impact service calls while minimizing disruption to the existing schedule.
- Coordinate with the Service Ops Manager, Sales, and Operations team to align scheduling priorities and manpower needs.
- Review upcoming workload regularly to identify labor shortages, scheduling conflicts, and opportunities to improve scheduling efficiency.
- Ensure technicians are dispatched with the proper information, tools, equipment, and documentation needed to complete work successfully and efficiently.
- Track open calls, incomplete work, callbacks, and rescheduled jobs to ensure timely follow-up and completion.
- Maintain accurate scheduling records, notes, job statuses, and customer updates within ServiceTitan.
- Support company revenue and operational goals by maximizing billable hours and minimizing unproductive time.
- Be available for after-hours emergency calls and weekend work to coordinate with customers, dispatch technicians, and create or update work orders for after-hours service requests.
- Ensure all after-hours calls are documented accurately with complete customer, site, and service details for the responding technician.
- Maintain professionalism, urgency, and composure while managing changing priorities and high-volume scheduling demands.
- Escalate customer issues, scheduling conflicts, manpower shortages, or operational concerns to management when necessary.
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