- Classifies urgency
- Collects address, job type and access details
- Checks approved availability
- Prepares technician notes
- Sends customer updates
Work we can take on
Turn urgent service requests into qualified, scheduled jobs before the board gets messy.
CapacityBench helps field teams qualify incoming work, collect missing job details, prepare dispatch notes, and keep emergency or pricing calls with people.
Workflow pilots start from $750/month. Prove one recurring job, then move into a managed AI employee from $1,500/month.
What changes
The routine work gets handled. Your team gets the clean handoff.
This page is the simple version: what comes off the team's plate, what they get back, and where people still make the calls that matter.
- Booked job
- Dispatch note
- Customer update
- Unfilled-slot alert
- Emergency overrides
- Pricing exceptions
- Safety issues
- Out-of-area jobs
- Unavailable capacity
- Scheduling rules are not defined
- Technician availability is unreliable
- Most jobs require emergency judgment
- Pricing cannot be separated from intake
Why it is safe to start small
Start with the repeatable work. Keep judgment with people.
The first version is deliberately narrow. It clears routine follow-up, prepares clean summaries, and brings the judgment calls back to the right person.
Time to dispatch noteJobs bookedMissing details collectedEmergency escalations routed
First 30 days
A practical start, not a transformation project.
We start with the smallest useful version, prove whether it moves the work, and only expand when the first role is earning its keep.
Map dispatch rules
Define urgency levels, service areas, required intake details, technician handoff format and escalation owners.
Prepare reviewed dispatch notes
Classify requests and draft job notes while dispatchers approve bookings and customer messages.
Move routine scheduling
Let low-risk job qualification, missing-detail chase and ETA updates move under clear limits.
Measure board relief
Review booking speed, dispatch note quality, unfilled-slot alerts and dispatcher interruptions.
Example result
Service request qualified: no heat, second-floor furnace, access via side gate, customer available after 2 PM. Suggested technician: Mike, Tuesday 2:30. Safety flag: none. Pricing question routed to owner.
More inbound service requests converted to booked jobs within 10 minutes.
The pilot is judged against movement in this metric, not against whether the AI looks impressive.
People still approve the calls that matter.
- Emergency overrides
- Pricing exceptions
- Safety issues
- Out-of-area jobs
- Requests qualified within target window
- Booked jobs from inbound requests
- Cleaner dispatch notes
- Emergency cases routed faster
- Appointment confirmation
- Missed lead recovery
- Order status updates
- Review and reputation
Check this workflow
Send the rough version. We will tell you if this is the right first AI employee.
Use this when the work shows up every week, has a clear owner, and is costing the team time.