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Automations for home services

Job dispatch to the field for home services

If you run a small HVAC business with two techs and an office manager, you've probably seen it: techs get job details through a string of texts. This job dispatch takes that job off your plate. Sends job details to the right person in the field and keeps the customer updated.

Why home service companies ask for this

  • Techs get job details through a string of texts.
  • Customers aren't told when the tech is on the way.

What it looks like in practice

Picture a small HVAC business with two techs and an office manager. A new job comes in for the afternoon. The details go to the nearest person by WhatsApp with the address and notes. They tap "on my way", the customer gets a text, and photos from the finished work are filed in ServiceTitan.

How it works for home services

Once the job dispatch is running for a small HVAC business with two techs and an office manager, this is the sequence.

  1. A new job is created in ServiceTitan.
  2. It's assigned and details go to the right person by WhatsApp.
  3. They tap to confirm and mark when they're on the way.
  4. The customer gets an on-the-way message.
  5. Photos and notes come back and are filed.

Tools it connects to

For home service companies, I usually connect it to Jobber, Housecall Pro, ServiceTitan and Google Sheets. It runs on n8n, WhatsApp Business API and Twilio behind the scenes.

  • Jobber
  • Housecall Pro
  • ServiceTitan
  • Google Sheets

Questions from home service companies

Does the job dispatch work with Jobber?

Often, yes. Before building the job dispatch I check your Jobber account and plan, because some features depend on API access. If there's a gap for your home services setup, you'll know before you pay anything.

How long does it take to set up for home service companies?

Plan on 5 to 7 days from the day I get access to your accounts. Most of that is testing with your real jobs and messages, so nothing goes live until it behaves the way you want.

Will my homeowners notice anything?

Not directly. The job dispatch works in the background for your team. What homeowners notice is an on-the-way message and fewer surprises.

Want this for your home services business?

Tell me how your home services business handles this today. I'll reply with what I'd build, what it costs and how long it takes.

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