Job Board, Dispatch Calendar & Asset Tracking

Everything You Need for Field Service Operations

From job intake to invoicing — Kanban boards, booking calendars, asset registries, technician management, and job timers in one module.

• Job Board & Kanban Visual Kanban board with drag-and-drop job management. Switch between board and list views, filter by priority, technician, or status, and track every job from intake to completion.
• Booking Calendar Schedule appointments with day, week, and month views and configurable time slots (15 min, 30 min, 1 hour). Selecting a calendar slot opens a booking form prefilled with the chosen date, time, and technician assignment; complete the form and save to create the booking. Use the form to link a CRM client and an asset when applicable.
• Asset Registry Track vehicles, properties, and equipment with VIN, license plate, serial numbers, and addresses. Users can review linked jobs and recorded service history. Search across identifiers and track each asset's status.
• Technician Profiles Manage technician availability, specialties, and hourly rates. Link profiles to team members and record on-job or available statuses. Technician statistics summarize the recorded statuses loaded by the page.
• Service Templates Create canned job templates with pre-loaded labor estimates and trade categories. Auto-fill job details, duplicate and modify templates, and toggle active/inactive status.
• Job Timer Start and stop timers with notes for accurate labor billing. Track multiple time entries per job, auto-calculate labor costs from technician hourly rates, and export for invoicing.
• Parts + Labour, One Workspace Catalog products can be selected as costed job line items without moving stock. Record labour with job time entries, then review parts and labour totals before generating a linked quote or invoice.
• Read-Only AI Timesheet Summary OLT AI can summarize Tradesmen employee timesheets by technician and period, including days worked, total logged hours, active shifts, and weeks in the selected period with more than 40 logged hours. The timesheet summary is read-only and cannot create or change dispatch, calendar, or job records. OLT AI uses local Ollama by default. Only the default local Ollama configuration has zero data egress to an external model provider and no metered provider cost. If an operator explicitly configures an external OLT AI or agent endpoint, that provider processes prompts and relevant ERP context externally, and its use may incur provider charges.

RELATED PEOPLE, SEPARATE TIME RECORDS

Technicians, Job Time & Employee Timesheets

Technician profiles can link to team members for assignment and rate context. Bookings schedule technicians, while job time entries record labour against jobs. Job timers and employee timesheets are separate records. Employee shifts are created and maintained in the Employees & Timesheets workflow.

• Linked Team Member A technician profile can link to a team member for job assignment and rate context
• Separate Time Records Job timers and employee timesheets are separate records.
• Labour Into Billing Job time entries update labour totals for review before a linked quote or invoice is generated
• AI Timesheet Summary OLT AI can summarize Tradesmen employee timesheets by technician and period, including days worked, total logged hours, active shifts, and weeks in the selected period with more than 40 logged hours. The timesheet summary is read-only and cannot create or change dispatch, calendar, or job records. OLT AI uses local Ollama by default. Only the default local Ollama configuration has zero data egress to an external model provider and no metered provider cost. If an operator explicitly configures an external OLT AI or agent endpoint, that provider processes prompts and relevant ERP context externally, and its use may incur provider charges.

Frequently Asked Questions

What trades and service types does this module support?

The Tradesmen module is trade-agnostic — it works for plumbing, electrical, HVAC, mechanical, general contracting, property maintenance, and any field service business. Service templates let you define custom trade categories.

Can I customize the Kanban board columns?

Yes. In Module Settings, you can add, remove, rename, and reorder columns. Each column has an active/inactive toggle. Column keys use snake_case identifiers for internal tracking.

How does the job timer work for billing?

Start and stop the timer on any job, with optional notes per entry. Multiple time entries are supported per job. Labor costs auto-calculate from the assigned technician's hourly rate, ready for invoicing.

How do catalog products on a job affect WMS stock?

Catalog products can be selected as costed job line items without moving stock. Adding or completing the job does not create a WMS stock movement.

How do I manage technician availability?

Each technician profile has an availability status — available, on job, off duty, or on leave. The dashboard shows available vs. total technicians at a glance, and the calendar filters by individual technician.

Can I sell parts and bill labour hours on the same job?

Yes. Catalog products can be selected as costed job line items without moving stock. Job time entries record labour, and users can review both totals before generating a linked quote or invoice.

How do technician profiles, job timers, and employee timesheets relate?

Technician profiles can link to team members for assignments and rate context. Job timers and employee timesheets are separate records. Employee shifts are created and maintained separately in the Employees & Timesheets workflow.

What can OLT AI do with Tradesmen timesheets, and where is it processed?

OLT AI can summarize Tradesmen employee timesheets by technician and period, including days worked, total logged hours, active shifts, and weeks in the selected period with more than 40 logged hours. The timesheet summary is read-only and cannot create or change dispatch, calendar, or job records. OLT AI uses local Ollama by default. Only the default local Ollama configuration has zero data egress to an external model provider and no metered provider cost. If an operator explicitly configures an external OLT AI or agent endpoint, that provider processes prompts and relevant ERP context externally, and its use may incur provider charges.

Can I create recurring service jobs from templates?

Service Templates let you define canned job configurations with pre-loaded labor estimates and trade categories. Select a template when creating a new job to auto-fill all details, then customize as needed.

Where to go next

Continue with the industry workflow closest to your operation, review the integrations OLT can connect, or contact us to discuss your project.