Rebuilding dispatch for 4,000 field teams

Crewdock schedules plumbers, electricians and heating engineers for 4,000 service companies. Dispatchers planned every day by phone and spreadsheet. We rebuilt the board around a single question: who can take this job next?

Role: Lead product designer

Scheduling

90 s

to schedule a job, down from 6 minutes

Errors

−38%

dispatcher errors in the first quarter

Throughput

+24%

jobs per technician per day

App rating

3.1 → 4.6 stars for the technician app

Measured six months after launch

(01) The problem

Dispatchers spent 40% of their day on the phone, asking who was free. The old board showed jobs, not people. Leadership wanted automation, dispatchers wanted to stay in control, and both were right.

40%

of a dispatcher’s day on the phone

3

calls to place one urgent job

1

shared spreadsheet for parts and people

(02) Approach

Four steps, each with a number we agreed on before we started.

01 · Shadow the dispatchers

Two weeks in three dispatch rooms. We logged every call, spreadsheet and sticky note to see where a day actually went.

02 · Find the one decision

Most work was a single question: who can take this job next? Every screen was redesigned around answering it.

03 · Prototype on real data

We tested the board with last month’s jobs, not dummy data, so dispatchers judged it on their own work.

04 · Ship in slices

Suggestions shipped first, then drag-to-assign, then the technician app. Each slice had a success metric before it shipped.

(03) What I learned

Three things I took to the next project.

Design for the busiest hour.

We tested at 08:00 on Mondays, when the phones ring most. What worked then worked all week.

Lesson

01

Design for the busiest hour.

We tested at 08:00 on Mondays, when the phones ring most. What worked then worked all week.

Lesson

01

Suggestions beat automation.

Dispatchers rejected auto-assign but accepted ranked suggestions. Trust came from keeping them in control.

Lesson

02

Suggestions beat automation.

Dispatchers rejected auto-assign but accepted ranked suggestions. Trust came from keeping them in control.

Lesson

02

Measure one number per slice.

Each release had a single metric. It kept reviews short and arguments about taste even shorter.

Lesson

03

Measure one number per slice.

Each release had a single metric. It kept reviews short and arguments about taste even shorter.

Lesson

03

(05) Kind words

Joana Pires

Joana Pires

VP Operations, Crewdock

Tom Keller

Tom Keller

Engineering Manager, Ledgerline

Aisha Naidoo

Aisha Naidoo

Head of Product, Tendwell

“Mara walked into the messiest part of our product and left it calmer. Dispatchers stopped calling us to ask how to use it.”

Joana Pires · VP Operations, Crewdock