Higher dispatcher capacity
Take more jobs without adding more manual coordination
Field Service & Multi-Location Operations
Your dispatch team shouldn’t need five systems and three phone calls to schedule one technician.
Disconnected systems, manual dispatch, and poor branch visibility drain capacity as you scale. I help owners and operators identify where AI, automation, and custom software reduce cost without making the operation harder to run.
Where field-service automation usually fails
Dispatch and branch visibility work only when the underlying data, ownership, and handoffs are already clear.
Dispatch automation fails when capacity data is stale and the scheduler does not trust the recommendations
Branch visibility breaks when each location uses a different tool or process for the same job
Technician workflows stay manual when status updates still depend on texts, calls, or ad hoc follow-up
Invoice and inventory waste show up when field and back-office systems are not connected
Portals fail when they mirror internal complexity instead of simplifying the job for the user
Leadership does not get real control until the workflow owner is clear across all locations
What I look for first
- Dispatch and scheduling still run through phone calls, texts, and spreadsheets
- Each branch operates with different tools and no shared visibility
- Call volume overwhelms front-office staff during peak seasons
- Technician workflows require manual status updates and follow-ups
- Invoice and inventory waste from poor handoffs between field and back office
- Outdated software that does not connect to how work actually gets done
- Leadership can't see real-time performance across locations until month-end
Where AI can help
Start where dispatch, intake, and job status are repetitive enough to automate without creating more confusion.
- Automate dispatch routing and technician assignment when capacity and location data are reliable enough to use
- Reduce call volume with AI-assisted intake and appointment scheduling when the top request reasons repeat
- Build partner portals for onboarding, job tracking, and status visibility when many handoffs cross organizations
- Streamline repair workflows from intake through completion and billing when the same steps repeat every time
- Consolidate CRM and job data across branches into one operating view when leaders need one source of truth
- Automate invoice processing and reduce waste from manual data entry when invoices and job records are structured
- Replace spreadsheet-based scheduling with integrated workflow tools when the current process has outgrown manual coordination
Typical outcomes
Executives buy outcomes, not more tools.
Lower call volume
Deflect repetitive inbound work with better intake and routing
Better technician utilization
Match jobs to capacity and location more consistently
Better branch visibility
See what is happening across locations before month-end
What the assessment includes
The AI Opportunity Assessment for multi-location service businesses maps your highest-ROI opportunities across dispatch, technician workflows, customer intake, and back-office operations.
- Current workflow review across dispatch, field, and back office
- Dispatch load and capacity imbalance analysis
- AI opportunity map prioritized by ROI and implementation effort
- ROI estimates for labor savings, capacity gains, and error reduction
- Prioritized implementation roadmap with quick wins identified
- Build-vs-buy recommendations for dispatch, CRM, and portal tools
- Vendor and tooling recommendations
- Data and integration requirements across locations
- 90-day implementation plan
Why I can speak to field operations
I have built the operating systems behind real service workflows.
RepairWise Partner Operations Platform
Replaced email- and spreadsheet-based repair coordination with a partner portal supporting scheduling, status tracking, invoicing, and shop onboarding for 15 repair shops.
- Partner portal
- Shop onboarding
- Scheduling
- Status tracking
- $800K revenue enabled
Repair Workflow Automation
Designed and implemented repair workflows connecting intake, shop assignment, progress tracking, and billing so the handoff from field to back office stopped depending on manual follow-up.
- Repair workflows
- Inventory tracking
- Invoice automation
- Fewer manual handoffs
Multi-System Operations at Turo
Led migration of 1,900 users and 12 million customer cases across 5 critical integrations while redesigning operational workflows for scale and branch visibility.
- 12M cases migrated
- 1,900 users
- $3M+ savings
- Workflow redesign
Find where AI reduces dispatch friction and branch chaos.
Start with a practical roadmap before committing to a full implementation.