Compare booked work to crew capacity
Turn the next weeks of booked jobs into hours needed against hours available, before you promise more.
Operations · Home services · On a schedule · Updated
Works with
- Slack
- Google Calendar
- Microsoft 365
- Cal.com
- Calendly
- Airtable
How do you compare booked work to crew capacity?
To compare booked work to crew capacity, set a scheduled Loop. Maito reads the next weeks of jobs from your field service software and calendars, turns them into hours needed against hours available, and posts the gaps to Slack by week so you can decide before taking on more.
How it's done today
The owner judges how busy the crew is by revenue, not by hours.
What Maito does
- Pull booked jobs and standard hours
- Pull crew availability and time off
- Compare week by week
- Show where it's overbooked
Example
Loop run: Monday 8:00 AM · Weekly capacity check
Booked hours against crew hours (5 techs, 32 usable hours each): • Oct 19: 148 of 160 • Oct 26: 152 of 160 • Nov 2: 206 of 128. Two techs are out and 3 water heater installs take 6 hours each. • Nov 9: 119 of 160 Overbooked by 78 hours on Nov 2. Catch: 4 of the Nov 2 jobs were booked on Friday with promises of next week, and two are Initech and Globex maintenance, which have contract response times. Source: field service software, calendar time off and standard job hours.
@Maito which jobs could move without breaking a promise?
Three could move to Nov 9 without a stated date: the Elm St fixtures (6 hours), the Alder garage faucet (3) and the quote walkthrough prep (4). That frees 13 hours, not 78. I'd look at the rest with the customers, and I haven't moved anything.
Maito (8:00 AM):
Booked hours against crew hours (5 techs, 32 usable hours each):
• Oct 19: 148 of 160
• Oct 26: 152 of 160
• Nov 2: 206 of 128. Two techs are out and 3 water heater installs take 6 hours each.
• Nov 9: 119 of 160
Overbooked by 78 hours on Nov 2.
Catch: 4 of the Nov 2 jobs were booked on Friday with promises of next week, and two are Initech and Globex maintenance, which have contract response times. Source: field service software, calendar time off and standard job hours.
Tom (8:09 AM):
which jobs could move without breaking a promise?
Maito (8:11 AM):
Three could move to Nov 9 without a stated date: the Elm St fixtures (6 hours), the Alder garage faucet (3) and the quote walkthrough prep (4). That frees 13 hours, not 78. I'd look at the rest with the customers, and I haven't moved anything.
How to set it up
- Ask your agent
“Every Monday at 8, compare booked jobs for the next 4 weeks with crew availability from the calendar, using our standard hours per job type, and post overloads in #ops.”
- Connect calendar
- Google Calendar
- Microsoft 365
- Cal.com
- Calendly
- 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
Maito can't know about sick days or time off that aren't on a calendar. Hours needed are only as good as your estimates.
Questions
Jobber, your calendar (Google Calendar, Microsoft 365, Cal.com or Calendly) and a spreadsheet in Airtable or Microsoft 365.
From the estimates on your jobs. If one has none, Maito flags it instead of guessing.
No. It reports the gap. A person changes the schedule or declines work.