Send each crew tomorrow's access notes
Each evening, every crew gets only the gate, parking and pet notes for the jobs they are assigned.
Operations · Home services · On a schedule · Updated
Works with
- Slack
SlackHow do you send each crew tomorrow's access notes?
To send each crew tomorrow's access notes, set up an evening Loop. Maito takes tomorrow's visits from Jobber, sends each crew only the notes for its own jobs, asks them to confirm, and posts a summary for supervisors including anything it left out.
How it's done today
A supervisor copies gate, parking and pet notes into messages by hand.
What Maito does
- Read tomorrow's assigned visits
- Pull the access notes for each job
- Leave out expired codes and other crews' sites
- Post the briefing and ask crews to confirm
Example
Loop run: Weekday 5:00 PM · Crew access briefing
Briefings sent for Wed Oct 21: 3 crews, 14 visits. Crew 1 (5 visits), confirmed 5:03. Crew 2 (6 visits), confirmed 5:09. Crew 3 (3 visits), not confirmed yet. Notes included, for example: • Acme Dental: back door, use the lockbox, park behind the building • Vandelay Imports: dog on site, Biscuit, friendly but loose Catch: the door code on file for Stark Logistics was marked temporary on Sep 14. I left it out and told Crew 3 to ask you. The other expired code was Soylent Labs. Source: job notes in the field service software. No customer's access details went to another crew.
@Maito Stark's new code is 4417, valid through Friday. Add it to Crew 3's note.
Added to Crew 3's briefing only, and I flagged it to expire Friday. I'll ask Crew 3 to confirm again.
Maito (5:00 PM):
Briefings sent for Wed Oct 21: 3 crews, 14 visits.
Crew 1 (5 visits), confirmed 5:03.
Crew 2 (6 visits), confirmed 5:09.
Crew 3 (3 visits), not confirmed yet.
Notes included, for example:
• Acme Dental: back door, use the lockbox, park behind the building
• Vandelay Imports: dog on site, Biscuit, friendly but loose
Catch: the door code on file for Stark Logistics was marked temporary on Sep 14. I left it out and told Crew 3 to ask you. The other expired code was Soylent Labs.
Source: job notes in the field service software. No customer's access details went to another crew.
Sam (5:12 PM):
Stark's new code is 4417, valid through Friday. Add it to Crew 3's note.
Maito (5:12 PM):
Added to Crew 3's briefing only, and I flagged it to expire Friday. I'll ask Crew 3 to confirm again.
How to set it up
- Ask your agent
“Every evening at 5, take tomorrow's visits from the field service software and send each crew only the access notes for their own jobs. Post a summary in #supervisors and ask each crew to confirm.”
- Connect field service software
- Jobber
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can only share what is written in job notes. Missing or outdated access details need a person.
Questions
No. Each crew gets only the notes for its own jobs.
It leaves out codes marked temporary or expired and tells the crew to ask you.
By replying to the message. Maito reports who has not.
