Workflow automation
for Plumbing.
Give every request a clear owner.
Keep residential inquiries, commercial accounts, and urgent calls from sharing one undifferentiated queue. Map the information each handoff needs.
Start with work you recognize.
Request intake
Record the site, contact, and reason for the call before assigning follow-up.
Account routing
Distinguish commercial account contacts from residential booking requests.
Job completion
Confirm the job status before sending follow-up or a review request.
Routine service request handoff.
An example to work through with your team.
A routine request is recorded through your approved intake channel.
Match the request to the customer and service address.
Assign it to the coordinator responsible for that service type.
Record the proposed appointment and customer confirmation.
Is this a routine booking within the coordinator’s remit?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleEscalate urgent or unclear requests to the designated person. Do not let a booking sequence assess a hazard.
- Accountable owner
- Dispatch coordinator
- Useful outcome
- A confirmed next action attached to the correct customer and site.
Get the rules clear.
- How do commercial account rules change the handoff?
- Who receives an urgent concern?
- Where is customer confirmation recorded?
Start with the work you already know. Steve, your AI process designer, helps you choose a process worth automating, map its handoffs and decisions, and create a phased build plan. Connection options and permissions need checking during implementation. You can continue building with his guidance.
Explore the next step.
Is answering the phone the immediate need?
Katie is the managed AI receptionist service. Try a demo for your business and arrange a kickoff with Evan, Aperture’s founder.
Meet Katie and try the demo →