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ZapierGather service requests, arrange visits, and keep homeowners informed before the team arrives.
Collect the type of work, property details, and preferred timing for your scheduling team.
Confirm attendance and share the approved arrival window and preparation details.
Route urgent situations and specialist questions according to your team’s escalation rules.
Review dispatch, scheduling, estimates, and job management APIs before connecting actions.
Choose the information, actions, and handoff rules your agent can use.
Review common requests and difficult exceptions with your team.
Define service area, job type, required skills, and available appointment slots. A booking workflow needs access to those rules and should confirm only after your scheduling system accepts it.
Use only your approved price list and quoting rules. Jobs that need inspection or specialist judgement should be passed to your team with the details already collected.
Create an approved escalation script and destination for urgent situations. The agent should follow that script, avoid diagnosing the problem, and make clear when a technician has not yet been assigned.
Review booking accuracy, service-area fit, completed callbacks, missed appointments, and dispatcher effort. Test unavailable technicians and changes to an existing job.
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