Spartan Plumbing
All BoardsOffice & AdminPhone & Dispatch
Phone & Dispatch~16 min

Multi-Day Job Scheduling Coordination

Purpose

Procedures for scheduling and coordinating jobs that span multiple days — installs, repipes, sewer replacements, and other large projects.

When to Use

Any job expected to take more than one day to complete, requiring the same crew/tech across consecutive or near-consecutive days.

Procedure

Pre-Scheduling

  • When the estimate is approved, the sales rep communicates the expected duration to dispatch (e.g., "This is a 3-day repipe").
  • Dispatch reserves consecutive days for the crew/tech on the dispatch board.
  • Block the time slots in ServiceTitan — don't leave multi-day jobs open for other bookings to fill.
  • Confirm with the install team lead which crew is assigned and their availability.
  • Customer Communication

  • Call the customer to confirm the start date and estimated number of days.
  • Set expectations: "We'll be at your home from [time] to [time] each day. The crew will have the same lead technician each day."
  • Discuss access: "Will someone be home each day, or do we need a way to access the property?"
  • Explain what to expect: "Day 1 we'll [describe]. Day 2 we'll [describe]." Customers appreciate knowing the plan.
  • If the job requires turning off water, give advance notice: "Water will be off for approximately [hours] on day [X]."
  • During the Job

  • Same tech/crew works the entire job — don't rotate crews mid-project unless absolutely necessary.
  • Install lead checks in with dispatch at the start and end of each day with a progress update.
  • If the job is running behind schedule, notify the customer immediately and adjust the timeline.
  • Photo documentation at the end of each day showing progress (uploaded to ServiceTitan).
  • At the end of each day, the crew secures the job site — no open pipes, no trip hazards, no exposed water damage.
  • Job Extensions

  • If the job needs more days than estimated, notify dispatch and the customer immediately.
  • Don't just add days without communicating — this erodes trust.
  • If additional work is discovered (unexpected issues), present the change order to the customer before proceeding.
  • Update the ServiceTitan job record with the new timeline and any additional costs.
  • Completion

  • On the final day, complete the full walkthrough and inspection with the customer.
  • Schedule any required permits/inspections before closing the job.
  • Ensure all materials and debris are removed from the property.
  • Update ServiceTitan with final job notes, photos, and close out the appointment series.
  • Important Notes

    • Continuity matters — the customer builds trust with the crew. Changing crews mid-job is frustrating for everyone.
    • Multi-day jobs tie up resources. Make sure the estimate and duration are accurate before scheduling.
    • If weather or supply chain issues cause delays, communicate proactively.
    • Coordination between dispatch, install team, and office is critical. Use Slack for real-time updates.

    Related SOPs

    • Dispatch Board Management — board management for complex schedules
    • Job Completion & Final Walkthrough — closing out the job
    • Pre-Job Checklist & Material Staging — pre-job preparation

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