Job booking and consignment intake involves receiving customer inquiries, transcribing details, checking availability, and entering data into multiple systems. Manual entry across email, spreadsheets, and booking platforms creates delays, errors, and duplicate work.
Automation captures job details from incoming inquiries, validates information, checks availability against the dispatch calendar, and populates all systems simultaneously. Customers receive instant confirmations while drivers see jobs on their mobile app without manual re-entry.
The full workflow, from trigger to completion.
Customer submits a job request via web form, email, or phone. The automation is triggered by a new form submission, email, or API call from a phone system.
The automation reads the inquiry (form data, email body, or call transcript) and extracts customer name, pickup address, delivery address, package weight, contents, and special instructions.
The automation looks up the dispatch calendar and pricing rules, confirms the pickup slot is available, and calculates the quote based on distance and weight.
The automation checks if all required fields are present and the pickup time is available. If no, the job is flagged for manual review.
The automation creates a new job record with all extracted details, pricing, and pickup time.
Assigns a unique tracking number and stores it in the job record.
The automation sends a templated confirmation email to the customer with the tracking number, pickup time, quote, and delivery estimate.
The automation sends a formatted message to the dispatch channel with the job details, pickup address, and driver assignment.
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