Case study / Product concepts
Job Site Dispatch Agent
A service-business dispatch workspace for turning new leads into scheduled jobs
Period
Product concept
Role
Product direction and workflow design
Type
Independent product concept
Product preview
Illustrative concept screens · Select any image to zoom
Product overview: illustrative concept screen
01 / Overview
A product concept for home-service teams that brings lead intake, crew availability, travel planning, quote preparation, and customer follow-up into one reviewable workflow. The concept is designed for service businesses globally and is not presented as a shipped product.
02 / Challenge
Small field-service teams often coordinate incoming requests, crew calendars, job locations, quotes, and customer updates across separate tools. Dispatchers need a clear way to review the next best action while keeping final scheduling and pricing decisions in human hands.
- /New leads can be missed while teams are out on jobs.
- /Availability and travel time are difficult to assess together.
- /Quotes and follow-ups can become inconsistent across staff.
03 / Proposed capabilities
- 01Capture and qualify incoming service requests in a shared lead queue
- 02Match job requirements against crew skills and availability
- 03Estimate travel between jobs and surface scheduling conflicts
- 04Prepare quote drafts and customer follow-ups for dispatcher approval
- 05Track each request from new lead to scheduled, completed, or declined