AI in field services.
Evaluate scheduling and dispatch through completed jobs, repeat visits, and customer follow-up.
- 1
Source
Service request received
- 2
Agent activity
Dispatch & scheduling
- 3
Review
Completed job reviewed
- Available source
- CSV / API; Jobber sandbox
- Measurement
- Agent performance and implementation maturity
Where agents work.
- Scheduling assistant
- Books jobs, manages cancellations, and fills crew schedules within Jobber, ServiceTitan, or Housecall.
- Dispatcher
- Assigns the next job to the appropriate crew based on skill, location, and time on site.
- Lead-gen + intake
- Qualifies inbound leads, runs the first call, and sends estimates without CSR involvement.
- Customer-service bot
- Answers status questions, resolves callbacks, and escalates difficult cases to a human.
- Quote follow-up
- Follows up on unsigned estimates, books the install, and pauses when a CSR closes the deal.
What to measure.
- Throughput vs. benchmark
- Jobs completed per crew-day against the sector norm.
- Callback rate
- Jobs returning within 30 days for the same issue.
- Customer satisfaction
- CSAT on agent-touched jobs versus human-only baseline.
- Response time
- Time from inbound to first agent action.
- Override rate
- Frequency of CSR or dispatcher overrides of agent suggestions.
Measurement depends on your source records and mapping. These are signals to evaluate, not automatically collected metrics.
Source coverage and outcome attribution depend on the records you provide.
Review setup optionsEvaluate your workflow.
We’ll review your source data and agree what to measure.
Discuss your workflow