Field Services

Confirmation Call Automation (Phase 1 of Service Management Platform)

Zapier automation to eliminate daily confirmation-call workload as a precursor to a full platform.

1.5 hours

Timeline

3

hours Saved Daily

18

hours Saved Weekly

$120,000 over 4.5 years

estimated Savings

Challenge

What was slowing the business down?

3 hours per day spent on confirmation calls, 6 days a week.

Solution

What we built or automated

  • Automated confirmation call workflow using Zapier
  • Standardized messaging and timing logic
Outcomes

Business impact

  • 3 hours saved daily
  • 18 hours saved weekly
  • ~$120,000 saved over 4.5 years (staff time)
Tools

Tech stack

Zapier

A quick win that funded and informed the later, deeper Service Management Platform build by proving ROI within days.