Sample desk · Home services / trades · lane: schedule

Schedule & visits: what the agents did today

Your desk · Schedule & visits · Home services / trades7 done · 2 queued
Done today
  1. Tomorrow's visits confirmed with 8 customers
  2. Routes set for 3 trucks
  3. flaggedA 2 pm visit has no tech assigned: flagged to the officeDrill deeper ▸
  4. + 4 more done today
Queued
  1. Reschedule request for Thursday
  2. Maintenance plan visits for next week
Needs your yes
  1. Nothing waits for you in this lane today.

What agents do hereAn agent builds the day's schedule, sends the confirmations you approved and flags a gap before the customer notices.

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Schedule & visits, in a home services business. Where next?

  1. Drill deeper
  2. Next lane: Billing & payroll
  3. Back to the home services desk
  4. What agents never do alone

This is my kind of work. Talk to us.

Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.