HVAC DISPATCH GUIDE

A practical guide to HVAC dispatching.

Good dispatching protects customer promises while making the most of the crew you actually have. Here is a simple way to plan and adjust the day.

Something to build on · 01

Start with bookable hours

Illustrative example: two technicians each work 08:00–16:00. Each has a 30-minute break and 30 minutes of internal work. That leaves 14 technician-hours across the team before travel. Reserve two hours for changes and allow two hours of estimated travel, leaving ten hours for booked job work. These are planning assumptions, not measured benchmarks.

Something to build on · 02

Put the assumptions on the board

This example uses invented visits, not a ServiceCanopy product screen. Technician A is assigned diagnostic work and technician B routine maintenance. Travel is an estimate between visits; actual routing, skills, and customer windows must be checked.

Put the assumptions on the board
TimeTechnician ATechnician B
08:00–08:30PreparationPreparation
08:30–10:30Diagnostic visit · 2 hoursMaintenance visit · 2 hours
10:30–11:00Travel allowanceTravel allowance
11:00–12:30Repair visit · 1.5 hoursMaintenance visit · 1.5 hours
12:30–13:00BreakBreak
13:00–13:30Travel allowanceTravel allowance
13:30–15:00Diagnostic visit · 1.5 hoursMaintenance visit · 1.5 hours
15:00–16:00Unbooked reserveUnbooked reserve

Something to build on · 03

Work one disruption through

At 10:00, A reports that the first visit needs another hour. The dispatcher checks the second customer’s window before shifting it from 11:00 to 12:00. With the break and remaining travel preserved, the third visit would end at 16:00. That uses A’s reserve. If the customer cannot accept the new window, choose another suitably skilled technician or agree a new appointment; do not quietly move the booking.

Something to build on · 04

Use clear capacity rules

Assign only after checking skills, location, appointment windows, expected duration, access, breaks, and existing commitments. Keep uncertain work visible rather than treating every diagnostic call as a fixed repair. Name the person who updates customers. At day’s end, compare planned and actual durations to improve your own assumptions, without treating this example as a guaranteed schedule.

Good questions

What else would
you like to know?

What is dispatch capacity?

The practical amount of visit time a crew can take after working-hour, break, travel and other commitments are considered.

Can a dispatcher run this in a spreadsheet?

Yes. A simple schedule and capacity table can work for a small team if updates are kept accurate.

Does distance alone determine assignment?

No. Skill, urgency, actual available time, equipment, and customer commitments must also be considered.

Your next chapter

Start with one job.
See the whole picture.

Follow an illustrated service call, from the first request to closeout.

See how it works