Track service requests from first contact to completed work.

Requests arrive through different channels. Dispatchers need to know who is available, technicians need the right information and managers need to see deadlines. We help connect the steps and reduce manual coordination.

Illustrative facility management scenario — not a report of an implemented project.

Facility Management · Illustrative example Illustrative example
Your systems CAFM / tickets Microsoft 365 E-mail Accounting Contracts Warehouse Phone Web Workflow coordination
People decide The system carries out permitted actions Data comes from defined sources

Illustrative example — no client data. This shows a possible process, not a product available off the shelf. How AI agents work is explained on the AI Agents & Automation page.

Where work gets delayed

  • Requests are received by phone, email or messaging apps.
  • Dispatchers contact several technicians to check availability.
  • Work reports are completed long after a visit.
  • Contractual response times are difficult to monitor across cases.
Facility technician in a building plant room

An improved process could look like this

coordination by phone and email

Illustrative example — no client data.

Service requestInformation scattered across channelsOne case record from approved sources
DispatchRepeated phone callsTechnician assignment proposal for dispatch review
Job reportWritten laterField record prepared for review
InvoicingRecords assembled manuallyLink completed work and approved billing details

What automation could handle

  • Classify incoming requests

    Use agreed categories and flag unclear cases.

  • Prepare assignments

    Suggest technicians based on available skills, location, schedule and service requirements. The dispatcher decides.

  • Monitor deadlines

    Flag contractual response or completion milestones.

  • Prepare work records

    Connect job information, materials and approved work reports to invoicing.

What we check first: Intake channels, technician qualifications, service coverage, contractual deadlines, mobile usability and exception handling.

What we measure: Time to assign a request, deadlines met, completeness of work records and administrative time per job.

How to start

Bring an example of a service request that involved too many calls or missing information. We can review the process and identify a manageable first improvement.

  1. Bring one example

    A service request that involved too many calls or missing information.

  2. Identify a first improvement

    We review the process and identify a manageable first improvement.

Questions we often hear

Will automation assign technicians without approval?
That depends on the approved rules. Complex or exceptional assignments can remain with dispatch.
Can this connect to our service software?
We assess available interfaces and permissions first.
Can we monitor service levels?
Where contract rules and timely data are available, we can design relevant checks and alerts.
How do we decide the cost?
We scope one process and its integrations before quoting.

Where is manual work slowing your business down?

Tell us about one process, where it gets delayed and which systems are involved. In a 30-minute call, we will discuss whether a workshop, process review or another first step makes sense.

The initial call is an introduction, not a technical audit. Any further work is scoped and agreed separately.