Home services · dispatch
Home services crew-dispatch workflow
This example uses a sample home-services business to show how a repeated urgent repair inquiry can move from a text conversation into a visible desktop workflow — a shop-rule reply, an available tech and time match, a dispatched visit on a crew board, and an arrival text and review-request draft the owner reviews before sending. It gives no quotes, contracts, or warranty decisions.
What the example shows
The workflow underneath the video.
- 01
A client asks by text whether a tech can come today for an urgent repair.
- 02
The workflow checks the service area, shop rules, and available techs and times — no quotes, contracts, or warranty decisions.
- 03
An approved reply offers a same-day tech and time slot for the client to confirm.
- 04
The client confirms, so the visit becomes a dispatched job on the crew board.
- 05
The phone conversation hands off to a desktop automation view with live status checks.
- 06
The visit lands on a per-tech crew dispatch board after a schedule conflict check.
- 07
An arrival text is scheduled and a review request is drafted for the owner to review before sending.
- 08
The example closes with inquiry, reply, dispatch, schedule, and arrival text in one visible workflow.
Sounds like you
Replies follow approved rules, not a generic AI tone.
The workflow can use the business's own service rules, calendar context, and preferred wording before anything goes out. Some replies can be prepared for review, while simple approved cases can be handled more directly if the owner wants that setup.
Where this applies
Home services · dispatch
- Contractors and home-services businesses
- Urgent repair inquiries with same-day dispatch
- Any business where inquiries, crews, and schedules live in separate places
Have a workflow that repeats like this?
Start with one repeated task. We can map the steps, decide where AI actually helps, and keep the owner in control where judgment matters.