Case study: Field services and dispatch
Daily dispatch check-ins for 24 construction crews, logged to monday.com before 7:30am.
Sunrise Construction replaced a manual 7am ring-around and a WhatsApp group with automated AI check-in calls that write straight to their monday.com boards.
Illustrative case study. Sunrise Construction is a fictional client used to show a typical deployment; names, quotes, and numbers are placeholders until real client results replace them.
Client
Sunrise Construction
Industry
Product
Timeline
Marketplace install to first live calls: one afternoon. Two weeks of script tuning. Done-for-you setup and a Monitor retainer.
The problem
Sunrise runs 24 crews across three counties. Every morning a dispatcher spent the first hour of the day phoning crew leads to confirm they were on site, then typing what she heard into monday.com. Status updates through the day arrived in a WhatsApp group that nobody in the office had time to read, so the board was usually half a day behind reality. When a crew was late, the customer often knew before the office did.
The solution
We installed Autoza AI from the monday.com marketplace on their Jobs board and configured two schedules. At 6:45am Autoza calls every crew lead: are you on site, how many on the crew, any blockers, anything the office needs. Answers are written to the item’s status and notes columns with an AI summary. No-answers are retried at 7:00 and 7:10, then flagged and emailed to the dispatcher. A second call at 2pm collects progress and materials needs. Spanish-speaking leads are called in Spanish; the office reads the summaries in English.
Integrations
What we connected
- monday.com Jobs board (native Autoza app)
- Retell AI voice, Sunrise’s own account and number
- Gmail: 7:30am dispatcher digest
- Google Sheets: weekly attendance export
Results
Three numbers that mattered
Placeholder results for an illustrative deployment.
48
AI check-in calls every working day
~1 hr
of dispatcher time returned each morning
< 2 min
from no-answer to dispatcher alert
The daily check-in calls replaced a group chat nobody read. I get one summary every morning and know exactly who is on site.
Want this for your team?
Book a 30-minute call. We will map your workflow against this deployment and tell you what would be different.