Purpose
1.1. Automatically generate and assign work orders in real time from new appliance repair bookings, ensuring seamless scheduling, technician allocation, client communication, and operational consistency.
1.2. Integrates disparate booking, scheduling, and field management platforms, reducing manual entry, eliminating errors, speeding response times, and providing a unified operations workflow across web and mobile channels.
1.3. Supports higher service volumes, compliance tracking, and advanced analytics for continuous improvement and resource management.
Trigger Conditions
2.1. Customer completes booking via website, app, or partner portal.
2.2. Booking notification or event is recorded in booking system, CRM, or calendar.
2.3. Data payload includes appliance type, customer details, requested slot, and location.
2.4. Work order not yet created for this booking in dispatch system.
Platform Variants
1. Salesforce
• Feature/Setting: Process Builder or Flow with Booking Created trigger — Configure to initiate new Service Work Order via Work Order API.
2. ServiceNow
• Feature/Setting: Flow Designer, Listen to Booking Record creation — Auto-create Work Order via Create Record action.
3. Zendesk
• Feature/Setting: Triggers & Webhooks — On new ticket from booking channel, call Work Order API in field service module.
4. Microsoft Dynamics 365 Field Service
• Feature/Setting: Power Automate Flow — If new booking in Booking entity, create Work Order entity via Dynamics API.
5. Freshdesk
• Feature/Setting: Automations — On ticket creation from booking, trigger API call to Work Order Management Plugin.
6. Jobber
• Feature/Setting: Webhooks for New Booking — Push to Jobs API to generate work order with booking data.
7. Housecall Pro
• Feature/Setting: Zapier Integration — Trigger on booking, action: Create New Job (Work Order).
8. ServiceTitan
• Feature/Setting: REST API — Monitor booking creation to POST new Job via Work Order endpoint.
9. FieldEdge
• Feature/Setting: API Integration — On new booking, trigger Create Work Order function.
10. Zoho Creator
• Feature/Setting: Workflow Automation — On form submission (booking), auto-insert Work Order record.
11. Google Calendar
• Feature/Setting: Calendar API watch event — On event with booking keyword, create Work Order in preferred FSM tool.
12. HubSpot
• Feature/Setting: Workflow Automation — On deal or ticket creation with booking info, POST to Work Order system.
13. Monday.com
• Feature/Setting: Automations — Item created in Bookings board, trigger new Work Order item via Board API.
14. Asana
• Feature/Setting: Rules — Task from booking, auto-create Work Order task in Operations project.
15. Trello
• Feature/Setting: Butler Automation — Card from booking list, auto-create Work Order card in Dispatch list.
16. Airtable
• Feature/Setting: Airtable Automations — On new record in Bookings table, create Work Order in Dispatch table or via API.
17. Slack
• Feature/Setting: Workflow Builder — New booking message, trigger Workflow Step to send Work Order API call.
18. Twilio
• Feature/Setting: Studio Flow — On SMS booking, trigger webhook to Work Order system.
19. Intercom
• Feature/Setting: Operator Bots — Booking message triggers Webhook, calls Work Order system.
20. Square Appointments
• Feature/Setting: Webhook on Booking Created — Send payload to create Work Order in external FSM system.
Benefits
4.1. Eliminates manual data entry and reduces admin handling time.
4.2. Ensures consistency, accuracy, and real-time responsiveness.
4.3. Provides instant work order records for compliance and analytics.
4.4. Enables multi-system synchronization and flexible, scalable operations.
4.5. Improves service reliability, technician utilization, and customer satisfaction.
Service Dispatch & Operations