Course Code: SVC-07
Goal: Plan, allocate, and optimize service activities using CUBE’s scheduling tools, based on technician roles, service types, and preventive maintenance scopes.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for dispatchers, service coordinators, and ops leads)
Resources Provided:

• Dispatch Planning Template
  
• Technician Role Matrix
  
• PM Scope vs. Labor Planner
  
• Calendar & Color Key Legend
  
• Sample Service Schedule File
  

Learning Objectives

By the end of this session, participants will be able to:

• Build a full-year work order calendar based on PM schedules and service contracts
  
• Assign tasks to technicians based on their roles, certifications, and availability
  
• Differentiate between remote and on-site tasks and apply best-fit scheduling logic
  
• Use estimated hours and scope data to balance technician workloads
  
• Auto-allocate remote service work to maximize efficiency and minimize travel time
  
• Generate a multi-site service schedule for real-world operational planning
  

Session Agenda

7.1 Creating a Full-Year Service Work Order Calendar

• Navigating the calendar interface in the Service Module
  
• Reviewing PM contracts to generate recurring service events
  
• Blocking time by quarter, month, or week
  
• Importing PM scope and timeline templates
  
• Color-coding by service type, urgency, or technician
  

7.2 Assigning Tasks Based on Technician Roles and Availability

• Defining technician capabilities (HVAC, security, fire, IT, generalist)
  
• Viewing workload and time-off schedules
  
• Drag-and-drop task allocation
  
• Handling overlapping events, double-bookings, and reschedules
  
• Assigning backup or standby technicians
  

7.3 Differentiating Remote vs. On-Site Services

• Marking service types:
  
• Remote inspections
  
• Firmware updates
  
• On-site troubleshooting or PM visits
  
• Scheduling remote work in batch windows for minimal disruption
  
• Coordinating site access and contact details for in-person tasks
  
• Leveraging hybrid service strategies
  

7.4 Using Estimated Hours and PM Scopes to Fill Technician Schedules

• Viewing labor estimates per task, system, and technician type
  
• Allocating work based on effort, not just availability
  
• Identifying overloads and balancing workloads across the week/month
  
• Aligning labor allocation with PM scope complexity
  
  

7.5 Auto-Allocating Remote Work for Efficiency

• Activating CUBE’s smart allocation engine (if available)
  
• Allowing the system to auto-assign recurring remote tasks
  
• Setting rules for max hours per day, task grouping, and time-of-day preferences
  
• Reviewing, approving, and adjusting the automated schedule
  

7.6 Exercise – Generate a Schedule for 3 Sites with Multiple Service Types

Participants will:

• Select 3 sample service sites with mixed PM schedules
  
• Assign tasks to technicians by role and availability
  
• Identify and separate remote vs. on-site work
  
• Fill a monthly calendar using estimated hours and PM scope
  
• Review and adjust workload balance across the team
  

Post-Session Action Items

To reinforce session concepts, participants are encouraged to:

• Build a quarterly service schedule using their active contracts
  
• Standardize technician roles and skill tags within CUBE
  
• Identify top 10 remote service tasks and move them to auto-allocation
  
• Collaborate with field leads to validate assigned service durations
  
• Review the dispatch calendar weekly for adjustments and proactive reallocation

Note: When scheduling, make sure to include this session code: SVC-07.

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