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Workflow & Operations

Dispatch & Routing

The right person, crew, counselor or advisor assigned automatically — with the context they need.

The problem

Assignment is a bottleneck disguised as a habit. One coordinator holds the map in their head, and when they are on leave the work sits waiting to be handed to someone.

How it works

We turn your assignment logic into rules — skill, territory, caseload, program, language, availability — and deliver each assignment with a summary the recipient can act on immediately.

  • Round-robin, weighted or rules-based assignment
  • Territory, campus and language matching
  • Caseload and capacity ceilings
  • Reassignment when nobody responds in time
Dispatch & Routing — how it works

What's included

In the build

  • Assignment rules per team and service line
  • Mobile-friendly dispatch notifications
  • Context packet: history, notes, documents, location
  • Coverage rules for leave, holidays and term breaks
  • Response-time SLA tracking per assignee

Human in the loop

Every automation has an explicit handoff point. When confidence is low, the language is sensitive, or a decision needs judgment, the system stops and brings in a person — with the full history attached.

In practice

A roofing company dispatches by postcode and crew skill within a minute of the booking, and the crew arrives with photos, the quote and the access notes on their phone.

  • No coordinator in the critical path
  • Fewer wasted trips
Dispatch & Routing — in practice

Typical integrations

ServiceTitanJobberHubSpotSalesforceTwilio SMS

Continue exploring

Let's map what your team could automate next.

Book a consultation about dispatch & routing. We’ll map the current process, identify the repetitive steps, and explain what a practical first phase could automate.

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Tell us what you want to improve. Our team replies within one business day.

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