Intake to assignment
Explore how a service request reaches the right branch or team, with the information they need to act.
For regional, multi-location service businesses
Connect the work between your existing systems. Matthews Automation helps operations, service and contact-center leaders examine one recurring handoff, then scope a practical automation around it.
Discovery first. A paid, written scope before implementation.
Where to begin
For HVAC, plumbing and commercial-service operators, the useful starting point is a specific process. These are questions to investigate together, not assumptions about your business.
Explore how a service request reaches the right branch or team, with the information they need to act.
Look at the handoff from an intake record to a person responsible for the next customer conversation.
Identify work that needs human attention, including missing information and records that do not match.
How we work
01 / Discover
Map the handoff, systems and people involved. Establish the volume, effort and consequences with your numbers, and check what your existing tools already cover.
02 / Pilot
Define one branch or team, deliverables, price, acceptance tests and human fallback in writing. Confirm access and responsibilities before implementation.
03 / Decide
Compare the pilot with the agreed baseline. Review failures and operating notes together, then decide whether to expand, revise or stop.
Meet the builder
I build applications, API integrations and automation workflows. The public portfolio includes my own intake, follow-up and monitoring systems, with code, demonstrations and test notes you can inspect.
About Mike →Start a conversation
Tell Mike which team owns it, which systems are involved and what makes it worth fixing. A useful first conversation establishes fit, who needs to be involved and whether a paid pilot is justified.
Discuss one workflow →Looking for the existing Review Booster offer? View its details and request form.