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Field Service & Dispatch / Technician Routing & Mobile Checklists

Route Sequencer & Daily Run Sheet

Turn each technician's pile of assigned jobs into a smart stop order that respects appointment windows and priorities, then let a dispatcher approve a clean run sheet before it reaches the tech.

IntermediateA weekendBuilds onNext.js (App Router) on VercelSupabase (Postgres, Auth, RLS, Storage)Resend (email)
What you'll build

A login-protected tool where assigned jobs go in, a sensible stop order comes out honoring appointment windows and job durations, the dispatcher reviews and adjusts it, approves, and the tech gets a printable/mobile run sheet plus a CSV export.

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Before you start

  • A list of each tech's assigned jobs with addresses, time windows, and durations (a spreadsheet is fine)
  • Free accounts for Vercel, Supabase, and Resend
  • About a weekend, no coding experience required

The problem this kills

Every morning a dispatcher stares at a list of jobs assigned to each tech and tries to figure out the smartest order to drive them. Do the 9-to-11 window job first. Don't send the tech across town and back. Leave enough time for the long install. It is a daily puzzle solved with sticky notes, a paper map, and gut feel - and when it goes wrong a customer waits, a tech burns an hour in traffic, or an appointment window gets blown.

Generic routing apps optimize for distance and ignore the realities of field service: hard appointment windows, jobs that take different amounts of time, priority customers, and a dispatcher who knows things the software doesn't. So they either get ignored or they create routes nobody trusts.

This tool builds the version you actually want: a route proposal that respects the windows and durations first, a human dispatcher who can drag stops around and override anything, and an approval step before any tech ever sees the plan.

What you'll build

A small, private web app for your dispatch team that:

  • Takes each technician's assigned jobs for a day - with addresses, appointment windows, and estimated durations - from a spreadsheet or your system.
  • Proposes a stop sequence that honors fixed appointment windows and priorities first, then minimizes back-and-forth driving.
  • Flags impossible sequences out loud (for example, two jobs whose windows can't both be met).
  • Lets the dispatcher reorder stops, lock certain jobs, and adjust before approving.
  • Sends the approved run sheet to the technician (web link and email), printable and mobile-friendly, with optional map links.
  • Exports the sequenced run sheet as a clean CSV in the exact columns your existing system expects.

What's inside the Implementation Plan

The plan is a runbook you paste into an AI coding agent (Claude Code), which then builds the tool with you step by step. It opens by interviewing you about your business - how you dispatch today, what your job and address data actually looks like, your appointment-window rules, your priorities, and your messy exceptions - so the tool is tailored to how you really work instead of being a generic template. Then it walks through database, login, the sequencing logic, the dispatcher review screen, the approval gate, the tech run sheet, email, and the CSV export - each step ending with a ready-to-paste prompt.

The governance it includes (this is the point)

  • Login so only your dispatch team can open the tool.
  • Row-level security so each office or organization sees only its own jobs and techs.
  • A full audit trail - who sequenced, who edited, who approved, and when.
  • A hard human-in-the-loop approval gate - the tool proposes a route, but nothing is sent to a tech until a dispatcher reviews and approves it.
  • Duplicate guards so the same tech-and-day run sheet can't be created or sent twice.

Who it's for

Dispatchers, route coordinators, and field supervisors who plan technician days and want a faster, smarter, more trustworthy way to build and approve daily run sheets - without buying a heavyweight routing platform and without writing code.

You've got this - paste the first prompt and let the agent interview you.

Gated download

Enter your email — the plan downloads instantly and a copy lands in your inbox.

By submitting your email you'll also receive the weekly runbookify newsletter. You can unsubscribe at any time.