When planning a visit, Flowbyte can suggest which technician fits the job best. Suggestions appear under Best matching technicians in the planning dialog.
Suggestions never auto-assign — they help you choose. You can always pick manually.
Where you see suggestions
- Open Manager dashboard → plan a visit from the calendar / backlog,
or create / edit a work and plan technician sheets. - Select a customer (without a customer, suggestions are not calculated).
- Attach equipment and service type when relevant.
- Suggestions appear: Best option, Best alternative, and so on.
- Click Assign — or pick a technician manually.
How ranking works
The score combines several signals:
| Factor | What it looks at |
|---|---|
| Customer history | How often this technician served the same customer (and last visit) |
| Equipment skill | Whether skills match the customer’s device / manufacturer / group |
| Equipment history | Whether the technician worked on that equipment before |
| Skills | Fit to service type (e.g. repair, maintenance, brand) |
| Availability | Free that day, already busy, or absent (e.g. time off) |
Absent technicians rank last. Busy ones may still appear, with lower preference.
Each suggestion shows reasons, for example:
- “Served this customer 5× (last …)”
- “Can service: Miele …”
- “Free” / “Busy”
How to improve suggestions
Good data makes good suggestions.
1. Configure the skills catalogue and assign technicians
- Open Workers → pick a technician → Skills tab.
- Add catalogue skills (e.g. “Miele washing machines”, “Electrical work”).
- Choose a category: general, equipment, repair, brand.
- Optionally set manufacturer and / or equipment group to link the skill to devices.
- Tick skills for the technician and set level: basic / skilled / expert.
- Save.
Higher level weighs more in ranking.
2. Keep customer equipment tidy
Equipment name, manufacturer and group help skill matching. If equipment is missing or empty, history and availability dominate.
3. Plan with the right customer and date
- Without a customer, there are no suggestions.
- The date drives whether someone is free, busy, or absent.
Typical office flow
- Set skills on workers (once, then maintain).
- Open planning from the manager calendar or a work.
- Review Best matching technicians.
- Assign the best fit (or another choice if travel is shorter).
- Mark one lead technician when several people go.
- Save — work sheets are created.
Limits
- Suggestions are guidance, not a hard rule.
- New customers or new technicians may lack history — skills and availability matter more.
- If the list is empty, refresh or assign manually.