# Technician Dispatch: Check Skills Before the Job

Source: https://maito.app/workflows/check-skills-and-equipment-before-dispatch

When a job is assigned, Maito checks the technician's certifications and the equipment register, then tells dispatch what is missing.

When a job is assigned, confirm the technician has the right certification and the equipment is booked.

[Operations](https://maito.app/workflows/team/operations) · [Home services](https://maito.app/workflows/industry/home-services) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [Airtable](https://maito.app/workflows/tool/airtable)
-   Microsoft 365

## How do you check skills and equipment before dispatch?

To check skills and equipment before dispatch, set up a trigger on new assignments. Maito compares the technician's certifications and the equipment bookings with the job's requirements, lists what is missing or expired, and suggests qualified people in Slack so dispatch can fix it.

## How it's done today

A crew arrives without the qualification or equipment the job needs.

## What Maito does

1.  Read the job template's requirements
2.  Check the technician's listed skills and equipment
3.  Flag any gap before the assignment is final
4.  Suggest qualified alternatives

## Example

Loop run: New assignment · Furnace install, Initech

**Maito** (7:31 AM):

Assignment check for job 2291, furnace install at Initech, Thu Oct 22 at 8 AM, assigned to Dee.

Missing:  
• Gas fitter certification. The register shows Dee's lapsed on Sep 30  
• 80-ton lift is booked on another job from 7 to 11

OK:  
• Refrigerant card, valid through 2028  
• Van 3 stocked for installs

Qualified and free that morning: Marcus (gas fitter, expires 2027). The lift is free after 11, or the smaller lift from the register fits this unit.

Source: the skills register and equipment bookings. I haven't changed the assignment.

**Tom** (7:35 AM):

switch to Marcus and use the small lift.

**Maito** (7:35 AM):

Prepared the change to Marcus with the small lift. It's not applied until you approve it in the system. I'll also remind Dee's manager about the lapsed certification.

## How to set it up

When something happens Check skills and equipment before dispatch

Ask your agent

“Whenever a job is assigned in the field service software, check the technician's skills and the equipment register against the job's requirements. Tell me in #dispatch if anything is missing.”

Connect field service software

-   Jobber

Connect spreadsheet

-   Airtable
-   Microsoft 365

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It trusts the register. If a certification isn't recorded, it can't know it exists.

## Questions

### Does it change the assignment?

No. It reports and suggests, and dispatch decides.

### Where do skills come from?

From Jobber and a skills or equipment register in Airtable or Microsoft 365.

### Does it catch expired certifications?

Yes, when the register records expiry dates.

## More operations workflows

-   [Chase missing inputs Ask people for what's missing, by Slack or email, until it's in. Operations · On a schedule Works with Gmail, Microsoft 365, Airtable.](https://maito.app/workflows/chase-missing-inputs)
-   [Monday report from connected tools The weekly operating report built from the tools you already use. Operations · On a schedule Works with BigQuery, Supabase, Intercom, Pylon, Stripe, PayPal.](https://maito.app/workflows/monday-report-from-connected-tools)
-   [Turn a process into a written guide Describe how something is done and get a clean step-by-step guide. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/turn-a-process-into-a-written-guide)
-   [Keep a shared spreadsheet clean Fix formats, fill gaps and flag odd rows in a sheet everyone edits. Operations · On a schedule Works with Airtable, Microsoft 365.](https://maito.app/workflows/keep-a-shared-spreadsheet-clean)
-   [Book travel within policy Get flight and hotel options that fit the travel policy. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/book-travel-within-policy)
-   [Answer "who owns this?" Find the right person or team for any system, process or question. Operations · When you ask Works with Slack, Email.](https://maito.app/workflows/answer-who-owns-this)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fcheck-skills-and-equipment-before-dispatch)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)