Customer call
AI answers and captures the property, issue and urgency.
All use cases
Field service operation
Roofing & Field Service
Turn every incoming request into an owned, scheduled and traceable job.
An AI-enabled intake and dispatch operation turns every call into a structured job, offers valid appointment slots and assigns the right crew with a human checkpoint for urgent or uncertain work.
Representative operations view
The work, exceptions and controls in one place.
This view is illustrative. Its purpose is to show the information an operations team could see and act on—not to present a named customer deployment.
Field serviceOperations view
Open128
In progress36
Completed24
Systems connectedRepresentative data
Open work orders12818 received today
In progress36Across 8 crews
Completed today24Proof attached
Needs review7Human checkpoint
The operational problem
The friction sits between the tools.
Calls, messages, crew calendars and completion evidence often live in different places. The delay is rarely one task—it is the hand-off between intake, triage, scheduling, dispatch and proof.
01
Unstructured calls and messages
02
Appointments offered without crew context
03
Urgent or uncertain work lacks a clear owner
Request to outcome
One connected operating flow.
Urgency, appointment validity and crew suitability are evaluated before a job is confirmed.
Triage
Leak severity, location and missing information are classified.
Schedule
Only valid appointment windows are offered to the customer.
Dispatch
Crew assignment uses availability, skills and service area.
Human control
Emergencies and uncertain cases are held for approval.
Integration map
How the systems work together.
The workflow determines what information moves, which system acts and what result becomes visible.
SourceData or decisionDestinationVisible result
Respond.ioCall or message, issue and urgencySalesforceWork order created
SalesforceAddress, job type and availabilityGoogle WorkspaceValid slots offered
Dispatch rulesSkills, location and crew capacityMicrosoft TeamsCrew assigned
Field visitPhotos, notes and completion proofAWSEvidence stored
Systems shown in this operation
SalesforceMicrosoft TeamsAWS
SQL & APIs
SalesforceMicrosoft TeamsAWSSQL & APIsVisible outputs
What the operation produces.
- Booked visit
- Named crew
- Customer confirmation
- Job record
- Exception trail
Human control
People remain accountable.
Access, approvals, escalation paths and safe-stop behaviour are defined for the workflow before consequential actions can run.
Named ownersExceptions go to a person with responsibility.
Controlled decisionsUncertain or high-impact actions wait for review.
Visible historyActions and outcomes remain traceable.
Have a different bottleneck?
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