Proven process
Every Tepia build runs through six phases, Discovery, Design, Development and Testing, Training, Launch and Support, with a milestone at each stage.
Read: Mobile Work Order Management App DevelopmentTepia builds custom technician scheduling and dispatch software: skills matching, route ordering, live location and customer ETA texts.
Tepia builds custom technician scheduling and dispatch software for field service companies: a dispatch board for the office, real time technician location, route ordering, capacity planning and automated customer notifications.
Every Tepia build runs through six phases, Discovery, Design, Development and Testing, Training, Launch and Support, with a milestone at each stage.
Read: Mobile Work Order Management App DevelopmentTepia builds drag and drop scheduling, skills matching, route ordering, live technician location, reassignment and automated customer ETA texts.
Read: Dispatch and Work Order FeaturesMost dispatch builds take 5 to 9 months from discovery to launch, with a US based project manager and engineering lead assigned to the engagement.
Read: Custom Field Service Management SoftwareThe board syncs with QuickBooks, ServiceTitan, Salesforce and HubSpot, and sends notifications through Twilio SMS and SendGrid email at each job stage.
Read: ServiceTitan Alternatives: Platforms vs CustomIndustry figures Tepia plans around when scoping field service work.
About 75% of field service visits are fixed on the first trip, an industry average Aberdeen Group has published for years.
Salesforce's State of the Connected Customer report finds 88% of customers say experience matters as much as the product.
Field service management software is growing at roughly 12% a year, according to MarketsandMarkets industry estimates.
A dispatch system answers four questions every hour of the day: which technician, which job, in what order, and what happens when the plan breaks. Off the shelf tools answer the first two well and leave the last two to a dispatcher with a phone and a whiteboard. Tepia builds custom dispatch software when the third and fourth questions are where your money goes.
The typical Tepia client has 8 to 80 technicians, a mix of scheduled and emergency work, and at least one rule the platforms cannot express: a tech certified for commercial refrigeration must take those calls first, a maintenance agreement customer gets a two hour window instead of four, or a crew of two is needed for anything over a certain weight. Tepia encodes those rules so the board suggests the right answer and the dispatcher confirms it.
It pairs with the mobile work order management app page, which covers what happens after a job is assigned.
Tepia designs the dispatch board around constraints first and the drag and drop interface second, because a pretty board with the wrong rules produces wrong schedules faster.
| Capability | What Tepia builds | Typical rule examples |
|---|---|---|
| Skills and certifications | Technician profiles with skill tags and expiration dates | EPA certification required for refrigerant jobs; expired tags block assignment |
| Capacity planning | Daily and weekly hours per technician, with overtime thresholds | Warn at 9 hours, block at 11 without manager override |
| Time windows | Customer windows by service tier | Maintenance agreement customers get 2 hour windows, others 4 hour |
| Route ordering | Sequence the day’s stops to reduce drive time using a mapping API | Order by drive time with fixed appointments pinned |
| Territories and zones | Geographic zones with home bases | Keep the Tampa north crew north of the river unless emergency |
| Emergency insertion | Find the nearest qualified tech with slack and propose a reshuffle | Show the three best candidates with impact on each one’s remaining jobs |
| Crew and equipment | Multi person jobs and assets such as lifts or trailers | Two techs plus a trailer for rooftop units |
| Recurring work | Maintenance agreements generate future jobs automatically | Spring and fall tune ups spread across weeks by zone |
Tepia typically implements a suggestion engine rather than full automation. The system proposes assignments ranked by drive time, skills fit and capacity, and the dispatcher accepts or adjusts. Full automatic dispatch is possible, but most Tepia clients prefer the dispatcher to stay in control for the first year and tighten automation as trust builds.
Live location is the feature dispatchers ask for first and technicians worry about most. Tepia builds it to answer operational questions (who is closest, has the tech left, is the ETA still true) rather than to surveil. Location updates run only during work hours and only while the technician is on a shift, and that policy is visible inside the app.
The technician app reports location every 1 to 5 minutes while en route and less often on site, which keeps battery use modest. The dispatcher sees pins on a map, the job list, and an exception panel that flags the things that need a decision: a tech running more than 20 minutes late, a job with no assignment inside its window, or a cancelled job that opened a gap.
Reassignment is a single drag on the board. Tepia builds the downstream effects to happen automatically: the old technician’s app removes the job, the new technician’s app receives it with a push notification, and the customer gets a revised ETA by text if the window changed. Every reassignment is logged with who made it and why, so you can review patterns later.
Most inbound calls to a dispatch desk are a customer asking where the technician is. Tepia designs the notification layer to answer that question before it is asked.
Notifications run through Twilio for SMS and SendGrid for email. Tepia builds the templates into the admin portal so your office can edit wording without a developer, and a customer link page shows the technician’s approximate position on a map while en route. Clients typically see dispatcher call volume fall once the en route text is live, because the question it answers is the one that drives most calls.
Every message is tied to the work order, so a dispatcher can see exactly what the customer has been told. Tepia also supports two way replies, where a customer’s text reply to reschedule lands as a task on the dispatch board instead of in a shared inbox.
Dispatch software fails when it is designed from the office chair alone. Tepia’s six phase process puts discovery time with dispatchers and technicians before any design work starts.
Read the full process at tepia.co/process and see how other operations products turned out at our work.
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VP & Operations Manager