Work order and job management involves receiving customer requests, extracting details, scheduling technicians, and tracking progress through completion. Manual coordination across email, phone, spreadsheets, and calendars creates delays, double-bookings, and constant context switching.
Automation captures incoming work orders, extracts customer and vehicle data, assigns technicians based on real-time availability, and monitors job progress with automatic customer notifications. The shop gains visibility, eliminates scheduling conflicts, and reduces administrative overhead.
The full workflow, from trigger to completion.
A new work order email arrives. The automation detects it and extracts customer and vehicle information.
The automation reads the email, extracts customer name, vehicle details, and work description, and formats them for the job system.
The automation queries to find the first available technician based on their scheduled hours and current workload.
A new job record is created with all extracted details, assigned technician, and scheduled start time.
A message is sent to the assigned technician with the job details, vehicle info, and expected start time.
The job is automatically added to the technician's to prevent double-bookings and keep schedules in sync.
An email is sent to the customer confirming receipt of their work order and providing an estimated completion time.
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