On the daily board, set a planned time and crew for the work order, then check its customer, site, generator and ATS records with the assigned technician before an authorized person confirms scheduling and dispatch through their separate work-order actions. Dragging alone does not dispatch a job.
The board shows technician columns, time slots of 30 minutes, and an unassigned queue. Before committing the visit, check the generator and ATS records, site instructions, and any load bank or transfer switch work in the approved scope with the assigned crew.
Drag a work order to add a technician and planned time. Existing crew members remain assigned; clear the crew first when replacing the whole assignment.
Set planned start and end times, then confirm the schedule through the work order. For an ATS test, coordinate the agreed access and switching window with the customer and technician.
Navigate one day at a time to review the jobs shown on technician columns and in the unassigned queue. Use the work-order list when reviewing a larger workload.
Review the customer, equipment, scope, and planned time on the work order before the field visit. Supported job records remain available for completion and billing review.
An authorized person generates eligible draft PM work orders from the Scheduling page. Staff review equipment, scope, and required forms before assigning the crew and confirming the schedule.
The assigned technician sees authorized work grouped by urgency with site and equipment context. Inspection and service-report drafts save locally while the app can verify your session online and can be resumed or submitted after reconnecting; only eligible note and labor operations sync automatically.
Customer, site, equipment, line-item, and file data remain linked through the job. Before dispatch, confirm the generator and ATS identities and review the required scope and billing information.
Audited scheduling, dispatch, and completion actions record the approving person, server time, attestation, and an approval snapshot. This records the authorized sign-off, not independent proof of travel or work.
| Requirement | What to verify | PowerOps scope |
|---|---|---|
| Crew assignment | Does a drop add or replace crew members? | Drag-and-drop adds a technician; clear the crew to replace the assignment |
| Scheduling confirmation | Which action commits the schedule? | Separate authorized work-order action; dragging edits assignment data |
| PM drafts | Who initiates generation? | An authorized person generates eligible overdue or upcoming drafts |
| Field access | Can the assigned technician open the needed context? | Authorized job views with customer, site, and equipment context |
| Approval record | What did the authorized person sign off on? | Snapshot of supported audited scheduling, dispatch, or completion action |
Use a representative job to check the crew assignment, planned times, field access, and approval record. Confirm the customer and technician communication process.
PowerOps provides a daily board for crew assignments and planned job times, alongside customer, site, and equipment links on the work order. Dragging a job adds a technician and updates planned time; scheduling and dispatch status require their own authorized actions. Assigned technicians can open authorized job details in the field app.
Compare how each tool handles a generator or ATS service visit: equipment identity, site details, planned times, crew assignments, and approval history. PowerOps connects the board to work orders and preserves snapshots of audited scheduling, dispatch, and completion actions. Validate the required handoffs with your own jobs.
An authorized person uses Auto-Generate WOs to create drafts for enabled PM schedules that are overdue or due within 30 days. The draft carries equipment, customer, and site links. Staff review the required scope, assign the crew, and confirm scheduling. The generation action does not commit the job to the customer.
The assigned technician sees authorized jobs on a phone — grouped so in-progress, overdue, today, and upcoming work is obvious — with site, access, equipment, and checklist context. Inspection, checklist, and service-report drafts save locally while the app can verify your session online and can be resumed or submitted after reconnecting; they are never background-submitted. Only explicitly eligible note and labor operations sync automatically. Time and job-status actions and final completion remain online and server-timestamped.
Supported customer, site, equipment, line-item, and file data stay connected through the work-order workflow. Audited scheduling, dispatch, and completion actions preserve the approving person, server time, attestation, and a data snapshot. Confirm the data and documents required for your billing and customer handoff.
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