Dynamic Dashboards
How it Works
Webhooks:
Instant notifications, the field service software dispatches instant updates at various job stages directly to the automation.
Seamless Routing:
Each notification is meticulously processed through Make, ensuring a swift and accurate flow of information.
API Calls:
Data Retrieval: Comprehensive API calls fetch detailed job-related data from the field service software to feed into the system.
Lead Generation:
The system intelligently captures job details to generate leads for ancillary services, utilising APIs to log potential opportunities and notify customer service via email and SMS for prompt follow-up.
Data Logging:
Key job metrics such as trip duration, time spent on-site, billing details, technician assignments, and payment statuses are recorded in Google Sheets.
Performance Scoreboard:
At-a-Glance Insights. A tailored scoring system interprets these metrics, offering instant job insights and enabling quick managerial decision making.
Benefits
Increased Efficiency:
Enhances operational efficiency by automating routine data collection and distribution.
Actionable Insights :
Provides actionable insights for improving service delivery and customer satisfaction.
Proactive Lead Generation:
Facilitates proactive lead generation, opening new avenues for revenue.
Monitoring & Evaluation:
Simplifies the monitoring and evaluation of field staff performance.
Are you ready to transform your business? Let's talk.
Unlock the potential of your business with custom automation solutions that streamline workflows, minimise manual errors, and free up valuable time.
