Job allocation is about putting the right person on the right job at the right time. For a sole trader, this is simple -- you do everything. For a team, it requires coordination.
Elec-Mate's job allocation calendar shows all your operatives in a visual timeline. Each person's scheduled jobs are displayed as colour-coded blocks, making it easy to spot gaps, clashes, and opportunities. When a new job comes in, you can see at a glance who has availability in the required time window.
Qualification filtering is a key feature. If a job requires inspection and testing, you can filter to show only operatives who hold the C&G 2391 or 2394/95. If a job is on a commercial site that requires PASMA or IPAF certification, you can filter for that. This prevents the expensive mistake of sending someone who does not have the right credentials.
When you assign a job, the operative receives a notification on their phone with the full details: client name and contact number, site address (with a map link), scope of works, any special requirements (parking, access arrangements, site induction), and the estimated duration. They can confirm acceptance, request a change, or flag a conflict. The job appears in their personal schedule alongside all their other allocated work.
For recurring jobs -- quarterly emergency lighting tests, annual EICR inspections for a portfolio of rental properties, monthly PAT testing for a commercial client -- you set up the schedule once and the jobs appear automatically at the correct intervals, allocated to the designated operative.