The intake agent is the foundation — always on, never misses a call. What this page shows is one way a full workflow can look. Yours is built on the discovery call.
This scenario shows the ceiling. Your system is configured on the discovery call — some steps may look different, some may not apply at all.
This is what every client gets. A live voice agent picks up under one ring, 24/7 — no hold music, no voicemail, no missed calls at 2am. It captures the job details through natural conversation, so whatever comes next has everything it needs.
As John speaks, the AI pulls out every piece of information needed to dispatch a crew — from natural conversation, no forms required. Every field is validated before dispatch begins.
The system scores every available crew against the job in milliseconds — weighing availability, specialty, service area, and workload. The top match gets dispatched automatically.
The crew receives a structured text with everything they need before leaving — job details, customer info, and an auto-generated equipment list based on the exact damage type and water category.
The moment the crew texts CONFIRMED, the dispatch log updates and the customer gets a professional notification with the crew's name, ETA, and direct phone number. No one had to make a call.
If conditions worsen, the customer replies EMERGENCY. In seconds, the crew gets an urgent alert, the job is flagged in the dispatch log, and the customer gets a response with the crew's direct line.
Every dispatched job generates a professional insurance-ready incident report — formatted and emailed to your team the moment the crew is assigned. Ready to hand to an adjuster before the crew arrives.
Generated for insurance documentation
Before the crew leaves the bay, every system is updated. A dispatch record is created, the calendar is blocked, the crew is marked busy, and the insurance report is sent. Nothing falls through the cracks.
Three touchpoints. Zero manual effort. Your customer never feels unattended.
2:14am. A homeowner's basement is flooding. Here's what happens next.
Every dispatched job generates a professional insurance-ready report, emailed automatically before the crew arrives.
Automatically generated for insurance documentation
These are capabilities we bring to your system. What gets built, and how it connects, is decided on the discovery call — specific to how your business already works.
...and more. Every system is different — bring your workflow to the discovery call and we'll build around it.