Match the right templater to the right job — based on skill, social fit, location, complexity, customer type, and cost. Fewer remakes, shorter routes, happier customers.
ShopDay
Coastal Stone & Tile · Tuesday, May 19
7 jobs across 4 templaters — one assignment needs a swap.
Today's schedule routes around Naples, Fort Myers, and Cape Coral. The AI flagged one mis-match where a Level 4 job (full-height splash, retail homeowner) is sitting with a C-level templater — recommended swap saves an estimated $118 in remake risk at no added drive time.
Recommended next move
Reassign the Whitaker full-height splash from Steve to John. John's full-height splash rating (9/10 vs Steve's 4/10) is the difference between a clean template and a re-template — and he's no farther from the job's afternoon slot.
Total drive
4h 12m
across 3 routes
Est. labor
$1,184
drive + on-site
Jobs scheduled
7
of 9 in queue
Templaters out
4
all on the road
Avg complexity
2.9
of 5 · mostly std
On-time risk
Low
no schedule conflicts
Drive efficiency
78%
vs. naive routing
Not ready yet
2
jobs missing info
Why this mattersMost shops lose 35–55 minutes per route to backtracking, and pay an A-level templater to do C-level work 1–2 days a week. The cost of one remake from sending the wrong person typically erases a month of "saved" labor cost.
AI scheduling summary
Today's plan is 87/100 — strong on skill fit and route efficiency, weak on one social-fit assignment that should be swapped before 8am.
John, Mike, and Wayne are loaded close to capacity. Steve is currently holding the Whitaker job — above his level — so the move is to hand it to John and free Steve for a simpler job or a same-day add. Two jobs are not ready and need a readiness call before they go on the board.
Hold the schedule · clear these before optimizing routes
Hernandez Residence
Bonita Springs, FL · full kitchen + island · requested Thu May 21
Missing: sink model, cooktop specs, customer hasn't confirmed cabinets are installed. Recommend a readiness call before placing on the board.
Bayfront Condo — Unit 814
Naples, FL · vanity + small bar top · requested Wed May 20
Missing: HOA access window, elevator reservation, no on-site contact listed. Last condo job at this address held the templater 45 minutes at the gate.
Today's jobs · tap a job to see the matching detail
Swap the Davis job from John to Mike. Mike is already next door on the Verandah builder lots and has plenty of skill for a Level 1 vanity. Estimated savings: 42 min drive + $37 labor.
Templater roster · ratings, rates, and what each person is best at
Daily route · who is where, when
AI recommendation · Whitaker Residence — full-height splash, retail homeowner
Featured assignmentWhitaker Residence · Naples, FL
Recommended templater: John M. — the added labor cost is bought back twice over by lower remake risk and stronger customer fit.
This is a Level 4 job: full-height marble splash, farm sink, mitered island edge, and a retail homeowner who has already called twice with questions about seam placement. The job rewards technical precision and customer communication equally. John scores 9/10 on full-height splash work and 9/10 on retail communication; his pay rate is $35/hr vs. Steve's $25/hr, but his remake rate on this kind of work is 3× lower. Net of risk, John is the cheaper choice.
Why John scores highest on the Whitaker job · the five factors behind the featured recommendation
Skill fit · 30%
95
Full-height splash, mitered edge, farm sink — all in his core strengths.
Social fit · 20%
92
Retail homeowner already shows signs of being high-touch. John handles these well.
Route fit · 20%
81
Fits naturally between his 8am Smith job and 1:30pm builder lot 42.
Cost fit · 15%
71
$33 more than Steve on paper. Remake-adjusted, he comes out $85 ahead.
Risk history · 15%
94
Zero callbacks on full-height splash in the last 18 months.
Ask TemplateRoute · questions a scheduler usually has to keep in their head
Ask anything about today's schedule, your roster, or a specific job.
Try a question above — the assistant pulls from your roster, today's jobs, complexity, and readiness state.
TemplateRoute AI · coming to the suite
Stop scheduling from memory. Start scheduling from a model that knows your roster, your routes, and your customers.
Built for shops with 2–10 templaters. Connects to Moraware, ActionFlow, and Stone Profits in v1.1. Or run it standalone with a CSV upload and a roster you can edit in 10 minutes.