intake · home and field

Job request onto the board

Web and phone requests become a dispatch row, not a sticky note.

When it starts: A customer asks for a visit.
After we build it: A job on the board with what we actually know. Missing fields stay missing.
Lives in: Dispatch or field CRM
A person still does: Emergency triage and anything unsafe to auto-assign
Why it matters: The board matches reality from the first ask.

Without AI

Jobs live as notes until someone retypes them.

With AI implementation

Request becomes a dispatch row with known fields only.

We only take this on if you can name the hours and the tool it lives in. If either is missing, we don't build it.