Core workflows

Dispatch and scheduling

ChillOps keeps dispatch, equipment history, and the job record in one workflow so office staff and technicians see the same source of truth.

The problem ChillOps solves

In most small shops, dispatch is split across calendars, text threads, whiteboards, and a separate equipment file. Jobs get booked, but context gets lost between the office and the truck. ChillOps collapses that into one workflow.

Booking a job

From the Jobs tab, create a new job with:

  • The customer and service address.
  • The specific piece of equipment being serviced.
  • The requested date and time window.
  • A short description of the problem or request.
  • The assigned technician.

Once saved, the job appears on the technician's schedule and on the office dispatch view.

What the technician sees

The technician opens the job on mobile or desktop and sees the full equipment passport — model, serial, install date, refrigerant type, and every prior visit. No phone call to the office to ask what's been done before.

Why this matters

First-visit accuracy goes up when the technician arrives with history instead of reconstructing it on site. It also cuts the follow-up calls that burn office hours.

Rescheduling and reassigning

Jobs can be rescheduled or reassigned from the dispatch view. Customer-facing details stay tied to the job; only the time or technician changes.

Closing the loop

When the technician closes the job, the completed record becomes the source for both the audit trail and the invoice. The office does not re-key work orders after the fact.

Dispatch and scheduling | ChillOps Docs