Field services and dispatch
Know who is on site by 7:30am without a single phone call from the office.
Field-service companies run on two things the office cannot see: where the crews are and what they have done. Our agents make the check-in calls, write the answers to your board, set up new projects from signed proposals, and put every job on the right calendar. Dispatchers dispatch instead of dialling.
Works with
- monday.com (native app)
- FieldNation
- Google Calendar and Outlook
- ServiceTitan and Jobber (custom)
- Google Sheets, ClickUp, Asana
- Slack and Teams digests
The problem
The office runs blind until someone answers the phone
The 7am ring-around
A dispatcher spends the first hour confirming who is on site. Miss one crew and a customer waits all morning.
Stale boards
monday.com is only useful if it is current. Manual updates lag by hours; managers stop trusting the board.
Project setup by hand
A signed proposal means twenty minutes of copy-paste to create the project, assign a tech, and schedule updates.
Calendar chaos
FieldNation jobs, client meetings, and tech schedules live in three places. Double-bookings follow.
What the agent does
From proposal to daily check-in, automated
Start-of-day calls
Calls every tech on the board at the time you set, confirms on-site, asks your questions, writes the answers to the item.
Status update calls
Midday or end-of-day: progress, blockers, parts needed, ETA. Logged to the item with an AI summary.
Late and no-show flags
Retries on your schedule, then flags the tech and emails or texts the dispatcher before the customer notices.
Project creation
A signed proposal in monday.com creates the project, assigns by territory or skill, and schedules the check-in calls automatically.
Calendar sync
FieldNation work orders become Google Calendar events with AI-written descriptions and the client added as a guest.
Client updates
Optional: a plain-English progress summary emailed to the client after each status call.
Integrations
Native on monday.com, flexible everywhere else
Autoza AI is our monday.com marketplace app. For other trackers, the Daily Check-in Agent does the same calls and logs wherever you work.
| System | What the agent can do |
|---|---|
| monday.com | Autoza AI: scheduled calls per board, answers written to columns, Call Now buttons on every row, Call History dashboard. 100 free calls. |
| FieldNation | Work orders synced to Google Calendar with AI-generated descriptions, client guests added, reschedules propagated. |
| Google Calendar / Outlook | Tech schedules read for call timing and job booking; events created and updated automatically. |
| Google Sheets, ClickUp, Asana | Daily Check-in Agent logs one row or comment per call, moves status when a job is reported done. |
| ServiceTitan, Jobber | Custom integration: job lookup for calls, notes written back. Quoted as a system integration. |
Example
A 24-crew construction dispatcher, a month in
Illustrative scenario with placeholder numbers. Real client results will replace these.
Sunrise Construction (illustrative)
A regional construction company with 24 crews was running a manual 7am ring-around and a WhatsApp group nobody read. Autoza now calls every crew lead at 6:45am, logs on-site status and blockers to the monday.com board, retries no-answers, and emails the dispatcher a summary at 7:30. Status-update calls at 2pm keep the board current for the afternoon.
48
AI check-in calls every working day
~1 hr
of dispatcher time returned each morning
< 2 min
from no-answer to dispatcher alert
Recommended product
Start with the monday.com app
Autoza AI for monday.com
Installs from the monday.com marketplace with 100 free calls, no card. Start-of-day and status calls, smart retries, AI summaries, Call Now buttons. Pro from $99/mo. Not on monday.com? See the Daily Check-in Agent.
Frequently asked questions
Will crews actually answer an AI call?
Yes, once it is routine. Same number, same time, under 90 seconds. Pilots see answer rates above 90% by the second week.
We are not on monday.com.
The Daily Check-in Agent makes the same calls and logs to Sheets, ClickUp, Asana, Slack, or email.
Can it create projects from our CRM instead of a proposal?
Yes. Any trigger with a webhook or API works. That is a two-week Automation Sprint.
Spanish-speaking crews?
The agent switches language per person. Answers are logged in English for the office.
Get your mornings back
Install Autoza on monday.com for 100 free calls, or book 30 minutes and we will map your dispatch workflow.