Workflow Story

3am Emergency Call

AI handles emergencies while you sleep

9 Connected Steps
1
Step 1 of 9

Phone Setup

It's 3am and a panicked homeowner is standing in two inches of water. They call your number — and instead of hitting voicemail, someone actually answers. Your business never sleeps, even when you do.

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2
Step 2 of 9
Bizzy Bot

AI Conversations

The AI picks up on the urgency immediately. It asks the right questions — what's happening, how bad is it, is there a shutoff valve nearby. It walks them through stopping the immediate damage while gathering everything you'll need to respond at first light.

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AI Conversations handling customer calls
Service technician using automation software
3
Step 3 of 9

Automations

The AI flags this as an emergency and triggers your after-hours protocol. This isn't a normal lead — it gets routed through your urgent workflow with higher priority, faster notifications, and different escalation rules than a routine service request.

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4
Step 4 of 9

Contacts (CRM)

The system recognizes the caller's phone number instantly. This is the Henderson family — you serviced their water heater eight months ago. Their full history, property details, and past notes are pulled up before the conversation even ends.

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CRM showing customer history and communications
5
Step 5 of 9

Custom Records

The system pulls up the Hendersons' property records — a 2,400 sq ft ranch built in 1987 with copper plumbing and an older water heater you flagged as aging during the last visit. Your tech will know exactly what they're walking into.

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6
Step 6 of 9

Notifications

Your phone buzzes on the nightstand. An emergency alert text cuts through Do Not Disturb with the customer's name, address, what happened, and their full history. One glance and you know exactly what's going on — no need to call back and ask questions.

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7
Step 7 of 9

SMS Inbox

Still half-asleep, you text back 'confirmed' — that's all it takes. The system understands, confirms the emergency job, and texts the customer that someone will be there first thing in the morning. They can finally stop panicking.

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8
Step 8 of 9

Jobs

A priority job is created for the first slot of the morning. It's assigned to your most experienced tech, bumped to the top of the dispatch queue, and tagged with all the property details and equipment notes so they can load the right parts.

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9
Step 9 of 9

Equipment Management

The system cross-references the job requirements with what's on the truck. The tech gets a checklist notification — copper fittings, replacement valve, wet vac — so they can grab anything they're missing from the shop before heading out. No wasted trips.

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