Inbound call intake → structured job request
This page describes the inbound call intake → structured job request workflow. It is an illustrative prototype: a concept we can walk you through, not a product in daily use.
Calls come in while everyone is on a job. Messages get taken on sticky notes, details are missed, and callbacks slip past the point where the customer has moved on.
Dispatchers and office coordinators at companies where the phone rings more than it gets answered.
How this workflow would run
- 1
The agent answers calls that would otherwise go to voicemail and greets the caller in your company's words.
- 2
It collects the same fields your dispatcher would ask for: site, contact, access, urgency.
- 3
It writes a structured job request instead of a voicemail nobody transcribes.
- 4
Anything unclear, out of scope, or urgent gets handed straight to a person.
This is an illustrative prototype. Nothing on this page is running in daily use, and we will tell you exactly what it would take to build it.
Want this mapped against your actual workflow?
Start with a free 15-minute call with Johnny to discuss this workflow or your own app idea.
Other workflows
The flagship workflow, and the one we are building with a client right now: a ticket captured on a phone that walks itself through approval, invoicing, and payment with the trail intact.
See the workflowA crew member talks through what they did; the workflow turns it into the same structured ticket fields the office expects.
See the workflowCrews report in the language they work in; the office reads and bills in the language it works in, with both versions kept on the record.
See the workflowVendor invoices are read once, matched to the job they belong to, and carried through to customer billing without a second round of keying.
See the workflow