Job intake and dispatch
Jobs captured, matched to available people by rules, and tracked in real time.
How it works · Job intake and dispatch
STEP BY STEP
In
- Phone call
- Email inbox
- Website form
- 1
Capture01
Job, location, and window
JOB-902
- 2
Match02
Nearest available technician
Tech #4
- 3
Dispatch03
Details sent to the technician
Accepted
Human checkpoint
- 4
Update04
Customer kept informed
On the way
Out
- Status update
- Dashboard
- Courier booking
How it works
01
The problem
Jobs arrive by phone and email, and dispatching depends on one person's memory.
Step by step
- 01Capture. Job, location, and window.
- 02Match. Nearest available technician.
- 03Dispatch. Details sent to the technician.Human checkpoint
- 04Update. Customer kept informed.
Tools and control
02
Connects
Google Sheets
Twilio
Google Maps
Slack
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Dispatch" step. Everything else runs on rules you agree, with every run logged.
More in Operations
03
Operations
Approvals and request routing
Every request has an owner, a status, and an audit trail.
See the workflowOperations
Document generation
Documents generated from templates and data, ready for review and signature.
See the workflowOperations
Task and project sync
Tasks, statuses, and comments stay in sync across your project tools.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.