Can software stop you double-booking technicians?
Yes. Fieldproxy warns the moment a job is dropped on a technician whose visit overlaps, names the clash so you can fix it with one drag, flags visits on days off and over-booked days, and runs a double-booking alert in the background.
This walkthrough shows schedule conflict checks at Summit Home Services, a demo HVAC, plumbing and electrical company: an overlap caught on the schedule board and fixed with one drag, clashes in the week and capacity views, and the background double-booking alert.
Chapters
Summit Home Services is a demo company with fictional customers. Every screen is the real Fieldproxy product; some sequences are sped up.
Step by step
Drag a job onto a technician
The schedule board checks the technician's other visits as you drop the job.
Read the warning
An overlap shows a warning naming the other visit and its times, and both blocks are striped.
Fix it with one drag
Drag the job back or onto a free technician; the board confirms the move.
Check the week
The week view shows visits on days off, such as a vacation day, with a warning.
Watch capacity
Capacity compares booked hours with available hours and marks over-booked days in red.
Let the alert watch
A double-booking alert checks the next 7 days and puts clashes in front of dispatch with links to the schedule.
Questions people ask
- How does software prevent double-booking?
- By checking each technician's other visits whenever a job is scheduled or moved, warning about overlaps right away, and running a background check over the coming days.
- What happens if I schedule an overlapping visit?
- The board shows a warning naming the visit it overlaps and its times, and you can fix it with one drag.
- Does it catch visits on a technician's day off?
- Yes. The week view shows time off, and a visit sitting on a vacation day carries a warning.
- Is there a background check?
- Yes. An alert checks for double-booked technicians in the next 7 days, every two minutes while someone has the system open, and lists clashes for dispatch.
- How long does it take to set up?
- Fieldproxy builds your own field service management system around your workflows, and it can be live within a day.
- Is Summit Home Services a real company?
- No. Summit is a demo company with fictional customers. The screens are the real Fieldproxy product, recorded live and sped up.
Transcript
Show
- 0:00Can software stop you double-booking technicians? Yes. It should warn you the moment two visits overlap, show clashes across the week, and keep checking in the background.
- 0:11Here's what that looks like at a demo heating, plumbing and electrical company.
- 0:17Double-bookings happen on busy days. A dispatcher grabs Gary Stevens' ten o'clock tune-up and drops it on Danny Ortiz, who already has a visit at quarter to ten.
- 0:28The board catches it instantly. An orange warning names the clash: overlaps Jean Ross, nine forty-five to eleven fifteen. Both blocks turn striped, and Danny's day fills to eight of eight hours.
- 0:40Fixing it takes one drag. Back to Tom Becker at ten, and the board confirms the move.
- 0:46The week view shows the other kind of clash. Priya is on vacation on Wednesday, but a noon visit with Michelle Medina is still on her row, flagged with a warning.
- 0:57And capacity shows over-booking by the hour: each technician's booked hours against the hours they have, with three over-booked days in red.
- 1:06In the background, Autopilot flags double-bookings for dispatch.
- 1:10Tom Becker had a furnace tune-up from eight to nine-thirty on Monday, overlapping an on-site assessment at nine. Both visits were already in the past, so the card says it's sorted, with one click to close it.
- 1:24That check is an alert you can see and switch: a technician is double-booked in the next seven days, checked every two minutes while anyone has Summit open.
- 1:34Clashes caught when you make them, flagged across the week, and watched in the background. Get your own custom field service management within a day, tailored to your workflows. Start at fieldproxy dot ai.
