Skills & Certification Job Matcher
Build an internal tool that checks every proposed job assignment against the technician's skills, licenses and certifications - and blocks anyone who's unqualified or whose certs have expired before they ever roll a truck.
A login-protected tool where a dispatcher proposes an assignment, the tool instantly returns pass / flag / block with the exact reason, a manager approves any override, and the confirmed assignment exports as a clean CSV.
Before you start
- A free Vercel account
- A free Supabase account
- A free Resend account
- A spreadsheet (or CSV) of your job types and their required skills/certs
- A spreadsheet (or CSV) of your technicians and their certs with expiry dates
The problem this kills
Right now, the only thing standing between a job and the wrong technician is somebody's memory. Does Marcus still have his refrigerant handling card? Did Dana's gas license lapse last month? Is this manufacturer warranty job allowed to go to anyone who isn't factory-authorized? On a busy dispatch board, those questions get answered fast and sometimes wrong - and a single unqualified or expired-cert assignment can mean a failed inspection, a voided warranty, a fine, or a safety incident.
The cert matrix usually lives in a spreadsheet nobody opens during the morning rush. This tool moves that check to the exact moment it matters: the second a dispatcher proposes an assignment.
What you'll build
A small, login-protected web app for your team. A dispatcher picks a job and a technician. The tool instantly compares what the job requires against what the technician actually holds - including expiry dates - and returns one of three answers:
- Pass - fully qualified, all certs current. Confirm and go.
- Flag - qualified, but a required cert expires within 30 days. A heads-up, not a stop.
- Block - missing a required skill, or a required cert is expired. This cannot proceed without a manager's signed-off override.
When someone needs to override a block, the dispatcher acknowledges the risk, a manager approves it, and only then does the assignment confirm - with the whole decision written to an audit trail. Confirmed assignments export as a CSV in the exact columns your scheduling system expects.
What's inside the Implementation Plan
The plan is a complete, paste-and-go runbook. It opens by interviewing you about your business - your job types, the real names of your certs and licenses, how you track expiry, your typical and peak dispatch volumes, and your messy exceptions (provisional techs, ride-alongs, reciprocity between states). It reads a short tailored spec back to you and waits for your thumbs-up before building anything, so the tool fits your operation instead of a generic template.
From there it walks you step by step through the data model, the matching logic, the pass/flag/block screen, the manager override gate, the audit trail, and the CSV import/export - each step ending in a ready-to-paste prompt.
The governance it includes (this is the point)
- Login so only your team can use the tool.
- Row-level security so each company only ever sees its own techs and jobs.
- A complete audit trail - who proposed, who acknowledged, who approved, and exactly why - for every assignment and override.
- A hard human-in-the-loop approval gate: an expired or missing cert is a hard block, and nothing overrides it without a dispatcher acknowledgment and a manager approval.
- Duplicate guards so the same technician can't be matched to the same job twice.
Who it's for
Dispatchers, service managers, and compliance leads at any field-service operation - HVAC, electrical, plumbing, appliance, refrigeration - who are tired of relying on memory to keep unqualified or expired-cert techs off the wrong jobs.
You've got this. Paste the first prompt and let the interview tailor it to your shop.