Problem: Dispatch was manual and slow; the owner was the bottleneck for calls, emails, and job routing.

HVAC systems teams pursuing contractor automation or a streamlined dispatch workflow can reference this build as a playbook.

Outcome: Reduced response time from hours to minutes through automated intake and dispatch routing.

Action

• Rebuilt the website intake to capture and route service requests.
• Deployed a dispatch workflow (app + SOPs) so techs get jobs without owner intervention.
• Documented SOPs to lock in the process, training, and QA.

Outcome

• Response times dropped from hours to minutes with team-wide visibility.
• Consistent inbound from the site to the dispatch queue.
• Owner time freed for growth work instead of call handling.

Related service: Website & Digital Infrastructure