No AI required
Scheduling & Operations
Send appointment confirmations and reminders
Confirmations when booked, reminders before the visit, and easy rescheduling.
- 01Appointment booked
- 02Send confirmation
- 03Reminder before visit
- 04Confirm / reschedule
Automation recipe · Scheduling & Operations
Notify technicians about assigned jobs
New and changed jobs reach the right technician instantly — with everything they need.
Automate this process No AI required
Workflow
- 01Job assigned
- 02Notify technician
- 03Acknowledge
- 04Update office
The problem
Dispatchers call or text technicians about new jobs and changes. Details get lost, and the office doesn’t know who has seen what.
What the automation does
When a job is assigned or changed, the technician is notified with the customer, address, time window and job notes; acknowledgements and status changes flow back to the office.
The benefit
Fewer calls, fewer mistakes, and a dispatcher who knows the status of every job.
How it works
- 01
Assignments and changes in your scheduling system trigger a notification.
- 02
Messages include a link to job details and directions.
- 03
Technicians acknowledge with one tap; status is recorded.
- 04
Unacknowledged urgent jobs are escalated to the dispatcher.
Often paired with
More automation recipes
All recipesAI-assisted
Email & Communication
Turn incoming emails into CRM leads
New inquiries in your inbox become complete CRM leads — and the right salesperson hears about it.
- 01Incoming email
- 02Extract details
- 03Create CRM lead
- 04Notify salesperson
AI-assisted
Email & Communication
Classify and route customer inquiries
Sort sales, support, billing and urgent messages automatically and send each to the right place.
- 01Incoming message
- 02Classify topic & urgency
- 03Route to team
- 04Escalate if urgent
Want this working in your business?
Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.