ServiceRoot Dispatch
Turn opportunities into jobs.
Capture gets the lead. Dispatch works it: an AI CSR that answers and books, coaching that shows your team where jobs slip away, and follow-up that never lets a lead go cold.
AI CSRInbound callExample dataCUSTOMEROur AC stopped blowing cold this afternoon. It’s 91 inside.
AI CSRI can help. Is the outdoor unit running, and roughly how old is the system?
CUSTOMERFan’s running. It’s maybe 14 years old.
AI CSRI have a technician available tomorrow between 8 and 10 AM. Should I book that?
The problem
The leads come in. The jobs don’t.
Most home service businesses are not short of opportunities. They lose them between the first contact and the booked appointment.
The first response is too slow.
The customer called three companies. The one that answered and scheduled first got the job.
Nobody follows up.
A quote request or a missed call waits until someone remembers it. By then, the customer has booked someone else.
You can’t see why calls don’t book.
Your CSRs take hundreds of calls a month. Nobody has time to listen back and find the ones that should have become jobs.
The lead journey
Every lead, worked all the way to a booked job.
Dispatch picks up where Capture leaves off. Each opportunity is answered, qualified, followed up and scheduled — by AI where it can, by your team where it should.
Lead journeyMike Davis · PlumbingExample data- 01Lead capturedForm: “Water heater leaking”Capture8:41 PM
- 02Instant responseText and callback offeredAI CSR8:41 PM
- 03Qualified50-gal gas, 12 years oldAI CSR8:44 PM
- 04Follow-upQuote reminder sentAI CSRNext day
- 05AppointmentConfirmed by the officeTeam10:15 AM
- 06Job bookedReplacement · Friday10:16 AM
AI CSR
An AI customer service rep that actually does the job.
Not a chatbot that takes a message. It answers inbound calls, handles the common questions, qualifies the customer, gathers what the tech will need and gets the appointment on the schedule — then hands off to a person when a person is the right call.
- Answers inbound calls, including after hours
- Qualifies the job and gathers the details
- Schedules the appointment
- Routes to your team when it should
AI CSRTodayExample data- Dana WhitfieldNo cooling · qualifiedBooked7:10 PM
- Luis RomeroAsked about financingTransferred6:58 PM
- Priya ShahMaintenance plan questionAnswered6:31 PM
- Tom AlvarezWater heater leakingBooked6:12 PM
Dispatcher coaching
See exactly where your team is losing jobs.
ServiceRoot analyses the calls between your dispatchers and customers, finds the moments an opportunity was lost and shows each person what to do differently next time.
- Scores every call against what books jobs
- Surfaces the missed opportunities
- Finds the patterns across the team
- Coaching tailored to each dispatcher
Call reviewDispatcher coachingExample dataMissed opportunity
The customer asked what a diagnostic costs. The call ended on the price, with no appointment offered.
Lead recovery
Follow up on every lead that didn’t book.
Missed calls, unbooked forms, website chats that went quiet and customers who asked for a quote months ago — each one gets a follow-up sequence, automatically.
- Missed call recovery
- Unbooked form and chat follow-up
- Dormant lead reactivation
- Automated sequences that stop when they book
Lead recoveryMissed callExample dataRachel Kim · (214) 555-0182 · Google Ads
Sorry we missed you, Rachel. Reply here or pick a time and we’ll get you taken care of.
No reply yet — the AI CSR calls back.
Leak repair scheduled Thursday · Sequence stopped
How it works
From lead captured to job booked.
- 01
Lead captured
A call, form, chat or booking arrives through Capture.
- 02
Instant response
The AI CSR or your team responds while the customer is still deciding.
- 03
Qualified
The job, the address, the urgency and the details are gathered.
- 04
Followed up
Anything that does not book goes into recovery, automatically.
- 05
Job booked
The appointment is on the schedule.
What changes
You aren’t just collecting leads anymore. You’re working them.
Faster first response.
Customers get an answer while they are still ready to book, not after they have called someone else.
Fewer leads left behind.
Every missed call and unbooked form has a follow-up, whether or not anyone remembers.
A team that gets better every week.
Your dispatchers see the calls that should have booked, and why they didn’t.
Running on ServiceRoot
One connected system
Capture gets the lead. Dispatch gets the job. Scale shows what made money.
FAQ
Questions, answered.
The questions operators ask most about Dispatch.
Will the AI CSR replace my dispatchers?
No. It takes the calls your team cannot get to, handles the routine ones and hands off to a person when a person is the right answer. Your dispatchers spend their time on the calls that need them.
What does dispatcher coaching actually show?
Where calls that should have booked did not: the moments in the conversation the opportunity was lost, the patterns across your team, and what each person can do differently.
Which leads does lead recovery follow up on?
Missed calls, forms and chats that did not book, unbooked leads and dormant customers worth reactivating. Follow-up stops when the customer books.
Do I need Capture to use Dispatch?
Dispatch works the opportunities that Capture brings in, which is why the two are designed as one system. We will walk through the right setup for your business on the demo.
See every opportunity, every job and every dollar in one place.
Thirty minutes on your own calls, leads and marketing. You leave knowing exactly where your business is leaking.
- 01Pick a time that works
- 02We walk through your leads and calls
- 03You see what to fix first