Trades
Your crews should be in the field, not buried in paperwork.
The Scenario
A mid-size HVAC company is losing jobs — not because of bad work, but because scheduling is a mess. Double-bookings, missed follow-ups, and technicians driving across town when there's a closer job. The dispatcher is the single point of failure, and when they take a day off, everything falls apart.
The Pain Points
- Scheduling conflicts and inefficient routing
- Invoices sent days or weeks after job completion
- No visibility into technician availability or job status
- Customer follow-ups falling through the cracks
The Outcomes
- Smart dispatch system that auto-assigns based on location and skill
- Mobile job completion triggers instant invoicing
- Real-time field visibility for the office team
- Automated post-job follow-up and review requests
Example Automations
Job marked complete on mobile → invoice generated + sent
New service request → auto-route to nearest available tech
Job finished → automated review request SMS after 24 hours
Sound Familiar?
Let's talk about what's not working in your trades operations — and what we can do about it.
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