Trades and field service
Service calls turned into a booked technician, with your dispatcher deciding.
A customer emails about a walk-in cooler that will not hold temperature. Spirit reads it, finds the customer, the site and the equipment in your field-service software, checks who is free and nearby, and drafts the work order and the booking. Your dispatcher confirms it.
The work today
A dispatch desk spends the day doing the same lookup again and again. Who is this customer, which site, which unit, who serviced it last, who is free this afternoon, who is closest.
In commercial refrigeration and HVAC that lookup is urgent. A failed cooler is stock spoiling, and the call often arrives as a short email or a forwarded message with half the details missing.
How Spirit does it
It reads the request
From a shared service mailbox or a forwarded email: the customer, the site address, the equipment and what is wrong.
It finds the record
The customer by name or phone number, the job site, the units recorded there and the recent work orders, in your field-service software.
It checks the schedule
Who is booked, who is free and, with vehicle tracking connected, who is closest. A position that is hours old is treated as old.
It recommends and drafts
A technician with the reasons, and a draft work order with the booking slot, written the way your desk writes them.
Your dispatcher decides
The draft waits for a person. Confirm it, change the technician or the time, or refuse it. Nothing is booked until then.
What comes back
- A recommendation with its reasons: the customer, the site, the unit history and who is free
- A draft work order and booking, ready to confirm
- A question back to the desk when a request is missing something Spirit cannot look up
What stays with a person
- Nothing is booked in your software until a dispatcher approves it
- Spirit does not claim a technician holds a trade licence unless you have told it who does
- An out-of-date vehicle position is called out of date, never used as current
- It reaches your field-service software only through the access you grant
Works with
- ServiceBox
- Vehicle tracking, such as RAM Tracking
- Microsoft 365 and Google Workspace mailboxes
- Other field-service software with an API
Questions
- Which field-service software does it work with?
- ServiceBox is built in. Other field-service or dispatch software with an API can be connected. Tell us which one you use.
- Does it book technicians on its own?
- No. It drafts the booking and a dispatcher confirms it. The same rule holds for every write Spirit makes into your software.
- Can it put emergencies first?
- You write down once what counts as urgent, such as a cooler or freezer down, and Spirit says so at the top of its recommendation. The dispatcher still makes the call.
- Is it only for refrigeration?
- No. It suits any trade contractor whose desk dispatches technicians from incoming requests: HVAC, plumbing, electrical, fire protection.