Job scheduling in plumbing businesses requires staff to manually check crew calendars, verify skills, call technicians for confirmation, and notify customers. This process is slow, error-prone, and ties up office staff for hours each day.
Automation reads incoming job requests, matches the best available crew based on skills and availability, sends dispatch orders via SMS, and confirms receipt automatically. Customers receive arrival times within minutes instead of hours.
The full workflow, from trigger to completion.
A new job request arrives via email, online form, or phone and is logged into the system. The automation is triggered immediately.
The automation reads the job request and extracts customer name, address, phone, job type, and preferred date/time. It validates the information and flags any missing fields.
The automation checks for all technicians and identifies those free during the requested time window.
The automation compares the job type against each available crew member's skills stored and ranks matches by experience and proximity.
The automation sends a formatted dispatch message SMS to the top-matched crew with all job details, customer contact, and address.
The automation updates to record the job as assigned, including crew name, dispatch time, and estimated arrival window.
The automation sends the customer an email or SMS and with the crew name, estimated arrival time, and a link to track the job.
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Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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