A new technician gets a day-by-day plan for their first two weeks: paperwork, tools issued, truck assigned, systems access, ride-alongs with the right people, the service types they can handle solo, and the sign-offs that prove they are ready. They stop guessing and you stop losing a good hire to a bad first month.
The live Taskade Genesis app on this page is a working onboarding board. Open a hire, follow the sequence, then use it and you own a running copy in about ten seconds. The finished plan is there to handle before you commit.
That app is the Project Flow Tracker, a live Taskade Genesis app you can click through and clone in about ten seconds. It is not a technician onboarding plan out of the box, so treat it as the starting point: clone it, then carry its stages across and describe the rest of this build to Taskade Genesis.
The build is a real ramp record. Each hire carries their start date, their trade level, the equipment and uniforms issued with serial numbers, the truck assigned, the accounts created, the certifications on file with expiry dates, and a task plan sequenced across day one, week one, and week two. Ride-alongs are scheduled against named senior technicians, and each service type they are cleared for is signed off explicitly rather than assumed. The result is a documented competency record instead of a vague sense that someone is probably fine on their own now.
Read the plan in whichever layout suits:
- Board view to move each hire through preboarding, week one, week two, and cleared
- List view for the hire own checklist, in order, on their phone
- Calendar view for ride-along scheduling and training days
- Table view for the competency matrix: who is cleared for which service type
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations run the sequence. With Taskade automations, an accepted offer creates the full plan and assigns each task to the right owner, equipment issue tasks go to the warehouse, access tasks go to the office, and a certification approaching expiry reopens a renewal task months later. Across 100+ bidirectional integrations, forms and email pull documents in while Slack and email push assignments out. See assign task actions and project templates.
The AI agents inside carry 34 built-in tools including persistent memory, web search, file analysis, custom slash commands, and multi-agent collaboration. The Onboarding agent builds the plan from the trade and the level, so an apprentice and a fifteen-year journeyman do not get the same two weeks, and it surfaces the steps that are running late before the hire notices.
Use the app, invite your leads and your office, and the plans, the sign-offs, and the competency records are yours.
Browse live onboarding apps in the Community Gallery, start a build at Taskade Genesis, or read how to build an internal tool. The competency matrix feeds technician dispatch, and day one safety starts with the toolbox talk.
Most technician turnover happens in the first ninety days, and the cause is rarely money. It is arriving on day one to no truck, no tools, and no plan, then being sent out alone in week two with a service type nobody confirmed they had done before. A written ramp plan fixes both ends of that. The hire can see where they are going, and the leads know exactly what they are responsible for signing off. For a small company this is also the difference between hiring being a gamble and hiring being a repeatable process you can run twice a year without dread.
Frequently Asked Questions
Does the plan differ by experience level?
Yes. You describe your levels once and each plan is generated from the trade and the level, so an experienced hire spends their time on your systems and your customers rather than on fundamentals they already have.
How are ride-alongs scheduled?
They are tasks against named senior technicians on specific days, visible on the calendar, so they actually happen. Ride-alongs that exist only as an intention are the most commonly skipped part of any ramp plan.
What does clearing someone for solo work involve?
An explicit sign-off per service type by a lead, recorded with a date. That record is what lets dispatch assign work confidently, and it is also what protects you if the question ever comes up formally.
Can we track tools and uniforms issued?
Yes, with serial numbers where they matter, which makes the offboarding conversation straightforward and unemotional months or years later.
Does it handle certification expiry?
Yes. Certifications carry expiry dates and reopen a renewal task ahead of time, so a lapsed license never surfaces as a surprise on the morning of a commercial job.
Can the new hire see their own plan?
Yes, as a simple checklist on their phone. Seeing what the next two weeks look like is one of the strongest early retention signals a small company can give someone.
How long does it take to set up the first time?
Describe your trade, your levels, your equipment, and your systems, and the first plan is generated immediately. Most operators refine it after the first two hires and then leave it alone.
Does it work for seasonal or temporary help?
Yes, with a shorter plan. Seasonal hires still need tools issued, access created, safety covered, and specific sign-offs, and having that as a repeatable checklist is what makes seasonal hiring survivable rather than chaotic.
