Front office is the bottleneck
Staff overload, sticky notes, and undocumented scheduling rules create no-shows and double bookings. Automation should follow the company's rules and approved communication style.
What to automate first
Intake capture, appointment booking windows, and confirmation texts. Leave pricing exceptions and complex diagnostics to humans until your playbooks are solid.
Keep systems of record honest
The intake workflow should write into systems you own or already trust. Avoid shadow spreadsheets that never sync to dispatch.
Map the path from call to dispatch
We will identify the booking rules, system writes, and exceptions that need a person.
Review Dispatch Operations