SCHEDULING & DISPATCH

Keep the schedule moving. Keep your team on track.

Plan appointments, assign staff, organize field visits, and keep service and sales work connected in H2O Pro Suite. See what is happening today—and help your team get to the right customer, ready for the job.
Explore Scheduling & Dispatch
Built for water-treatment dealerships with office teams, technicians, and field staff.

The schedule, in one view

Review appointments, shifts, availability, and changes without losing track of the people assigned to the work.

Field visits with a plan

Create routes, assign crew members, and organize scheduled stops for the day’s service calls and customer visits.
THE SCHEDULING WORKSPACE

A calendar that connects people, time, and work.

Review the day, week, or month; schedule the next visit; and make changes while keeping related customer and service records in context.

Appointments and service visits

Schedule customer appointments and service calls, and keep the linked business workflow close at hand.

Staff shifts and availability

See availability, shifts, and staff assignments when planning the next job.

Changes without the confusion

Reschedule or cancel eligible appointments and review time-off or shift-swap requests.
EXAMPLE DAY — FOR ILLUSTRATION ONLY

A clearer picture of the day.

The sample entries below show how a planned day can be understood at a glance. They are examples, not live customer appointments.

8:30 AM · Water assessment

Sample appointment — property visit and field water testing.

11:00 AM · Equipment service

Sample service call — technician assignment and customer equipment context.

2:00 PM · Customer follow-up

Sample sales consultation — scheduled follow-up and next steps.
FIELD DISPATCH & ROUTES

Turn appointments into organized field routes.

Build a route for the day, assign the team, add customer stops, and organize visit order. Staff can follow their assigned work from the Staff Portal while the office tracks route and stop progress.

Assign the right team

Select primary staff and additional crew, with service capability information available where configured.

Plan and reorder stops

Add scheduled appointments or other eligible stops, then arrange the visit order.

Routing and navigation

Use configured mapping and routing providers for route calculation, navigation guidance, and traffic information when supported.

Update each visit

Track route activity and stop progress with actions such as arriving, arrived, and completed.
THE STAFF PORTAL CONNECTION

Office planning. Field execution. One connected workflow.

Your team can see its schedule and assigned routes in the Staff Portal, open the relevant customer, water-test, sales, or service workflow, and keep the office informed as work progresses.

See today’s assignments

Staff review the work assigned to them and open the linked appointment or customer visit.

Navigate to the next stop

When mapping is configured, field staff can use route or appointment navigation guidance.

Record progress

Update job and stop status and continue into the connected service or sales record.

Location sharing is configurable

Location tracking and customer-facing tracking links follow dealership settings, permissions, provider availability, and the active workflow.
BUILT AROUND THE WAY YOU WORK

Handle everyday changes without losing visibility.

Schedules change. Staff availability changes. Customer priorities change. H2O Pro Suite brings scheduling, dispatch, and the related operational records together so your team has a clearer next step.

Availability and time off

Plan around work availability, time-off requests, and applicable shift-swap workflows.

Route adjustments

Change route assignments, stop order, and route status as the day evolves.

Connected work records

Move from the schedule to the correct customer visit, service call, or water-test record.
A MORE ORGANIZED WORKDAY

Spend less time coordinating. Spend more time serving customers.

Keep office scheduling and field dispatch working together—from the first appointment to the last stop of the day. Give the team a clear schedule and the information they need to follow through.
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