Attendance on its own is an HR record. In a field business it is also a scheduling input: who is available today. ServicePilot connects the two, so leave is a constraint on the dispatch board and not an afterthought.
Attendance
- Daily attendance with a status for each person.
- Branch-wise views for managers.
- History per person.
Leave and holidays
Staff request leave by type, and it is approved or declined. A holiday calendar covers public holidays and company days off. Weekly offs are part of each person's profile.
Scheduling that respects it
On the dispatch board, a move to a person with approved leave is refused, and a weekly off shows a warning. A technician already on a job still shows as "On a job" even on their day off.
A leave request
- The technician requests leave for dates and a type.
- The manager approves.
- The board reflects it straight away.
Illustrative example: Diwali week
A cleaning services business in Lucknow loads the holiday calendar and approves leave for six staff. Visits for that week are scheduled around it, and the coordinator moves four jobs earlier.
Who it is for
Branch managers and office staff who dispatch technicians.