Job scheduling and dispatch is the process of receiving customer requests, checking crew availability, and assigning work to field teams. Manual scheduling creates delays, incomplete information, and frequent rescheduling calls that consume dispatcher time.
Automation extracts job details from incoming requests, matches crews based on skills and location, and sends dispatch instructions automatically. The result is faster assignments, fewer missed jobs, and crews that receive complete information on first contact.
The full workflow, from trigger to completion.
A new job request arrives via email, form submission, or phone. The automation platform captures the request and extracts key details.
The automation reads the request and pulls out customer name, phone, job type, location, and preferred date. It flags any missing information.
The automation checks for all crew schedules and identifies available crews on the requested date.
The automation compares crew skills, certifications, and current location against job requirements and selects the best fit based on proximity and availability.
A new event is automatically added to the assigned crew's with the full job details, customer contact, and any special notes.
Dispatch instructions including address, customer name, phone, and job scope are sent to the crew lead SMS.
The job is automatically recorded with customer details, assigned crew, scheduled date, and status.
Once the crew confirms receipt via SMS reply, a notification is sent to the dispatcher confirming the job is dispatched and accepted.
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