Referral requests arrive through multiple channels and must be manually extracted, validated, and routed to available inspectors. This fragmented process creates delays, routing errors, and significant coordinator overhead.
Automation captures incoming requests, validates eligibility, checks inspector availability, and assigns work instantly. Confirmation emails are sent automatically, eliminating manual coordination and reducing assignment delays from hours to seconds.
The full workflow, from trigger to completion.
A new referral arrives via email, Google Form, or partner portal. The automation is triggered immediately upon submission.
The automation reads the request, extracts property address, client name, inspection type, and special notes, and validates the format.
The automation applies stored eligibility criteria (property type, service area, client history, exclusions) and flags ineligible requests.
The automation queries the inspector availability data and identifies the best-fit inspector based on territory, workload, and date availability.
The automation creates a new assignment record with all referral details, inspector name, and timestamp.
A message is sent to the assigned inspector with the referral details, property address, and client contact information.
An automated email is sent to the client confirming the referral receipt and providing the estimated inspection window.
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