A job that sits unassigned for an afternoon is a truck driving past the address on its way somewhere else. This automation turns each new request into an assigned, accepted, and communicated visit while the dispatcher is still looking at the screen.
What's Included
- Job record: customer, address, fault description, skill required, priority, and window kept together in a structured database.
- Assignment logic: an AI agent reads the fault and proposes the technician whose skills and route fit best.
- Acceptance loop: triggers push the job to the technician and escalate to the dispatcher if nobody accepts inside your window.
- Site history: previous visits, parts fitted, and open notes attached before the technician arrives.
- Customer notice: the confirmed window goes out automatically once the job is accepted.
How To Use
- Clone the Maintenance Tracker Dashboard and add your technicians and skills.
- Set the acceptance and escalation windows in actions.
- Point your intake form or phone log at the job record.
- Name the dispatcher who owns unaccepted jobs.
- Send every crew out with a full, confirmed day.
Follow it with Confirm Field Appointment By SMS or browse live dispatch systems in the Community Gallery.