Automated daily schedules sent to technicians

Purpose

 1.1. Automatically send detailed daily work schedules to air duct cleaning technicians based on updated bookings, location routing, and technician skills.
 1.2. Ensure on-time start, optimal routing, resource preparation, client-specific notes, and compliance with labor and safety regulations.
 1.3. Minimize dispatcher overhead, reduce miscommunications, and enhance operational transparency across the HVAC duct cleaning team.

Trigger Conditions

 2.1. New appointment is booked or updated in the scheduling system.
 2.2. End-of-day batch trigger at a fixed time (e.g., 9 PM for next day’s schedule).
 2.3. Manual override by supervisor for urgent changes or rescheduling.
 2.4. Location geofence entry/exit for dynamic rescheduling alerts.

Platform Variants

 3.1. Google Calendar
  - Feature/Setting: Calendar API—Insert Events, Retrieve Events; configure to fetch technician’s schedule and auto-share via email.
 3.2. Outlook365
  - Feature/Setting: Microsoft Graph API for Calendar—V2.0 events endpoint to email technicians their daily agenda.
 3.3. Twilio SMS
  - Feature/Setting: Programmable SMS API; Send custom work schedule as text upon schedule publication.
 3.4. SendGrid
  - Feature/Setting: Mail Send API; Generate and deliver PDF schedules of routes to each technician’s inbox.
 3.5. Slack
  - Feature/Setting: Incoming Webhooks API; Auto-post shifts in dedicated technician channels.
 3.6. Microsoft Teams
  - Feature/Setting: Bot Framework/Messaging Extensions; Push schedules to users or teams via chatbots.
 3.7. Zapier
  - Feature/Setting: Calendar Event (Google/Outlook) trigger + Zapier Webhooks for custom notifications.
 3.8. Salesforce Field Service
  - Feature/Setting: Service Resource Schedule APIs for loading daily jobs, then deliver via SF mobile notifications.
 3.9. HubSpot
  - Feature/Setting: Meetings API; Sync internal calendar, auto-email participants’ schedules.
 3.10. ServiceM8
  - Feature/Setting: Scheduled Jobs API; Assign jobs to staff and push mobile app notifications.
 3.11. Jobber
  - Feature/Setting: Jobs API; Automate assigned job notification email/sms pipeline per tech.
 3.12. FieldAware
  - Feature/Setting: Dispatch API; Fetch, format, and send field tech’s schedule updates.
 3.13. ClickSend
  - Feature/Setting: SMS API; Trigger shift update text notifications when schedule is set.
 3.14. Monday.com
  - Feature/Setting: Automations + Notifications API; Post daily work schedule on boards and ping users.
 3.15. Asana
  - Feature/Setting: REST API—Task, Section, and User assignment endpoints for distributing daily plans.
 3.16. Trello
  - Feature/Setting: Cards API; Create “Today’s Schedule” cards for each technician board.
 3.17. WhatsApp Business API
  - Feature/Setting: Messages Endpoint; Dispatch daily schedule in chat to each technician.
 3.18. BambooHR
  - Feature/Setting: Time Tracking & Scheduling API; Push shift schedules to employees.
 3.19. Freshservice
  - Feature/Setting: Service Requests API; Auto-generate schedule tickets & notify users via mobile.
 3.20. Smartsheet
  - Feature/Setting: Automations + Alerts API; Send personalized daily task lists via email or app.
 3.21. Microsoft Power Automate
  - Feature/Setting: Scheduled Flows; Pull schedule data and automatically deliver via chosen channel.
 3.22. Google Chat
  - Feature/Setting: Chatbot API; Bot posts daily assignment digest to technician group chat.

Benefits

 4.1. Technicians receive up-to-date, clear work schedules, minimizing confusion and missed jobs.
 4.2. Reduced manual scheduling effort and dispatcher workload.
 4.3. Speedy communication of urgent last-minute changes or routing updates.
 4.4. Enhanced compliance with labor hours and travel time transparency.
 4.5. Improved field team morale and client satisfaction via better preparation.