Automation
200 field crews, no phone dispatch
Two hundred field crews were dispatched by phone, so one cancellation meant hours of replanning. We built a scheduler that assigns jobs by skill, travel time and window, and replans automatically when a job moves.
We encoded the dispatcher’s rules, then let the system apply them.
Skills, certifications, travel time and job windows were already the rules of the job. Making them explicit let the schedule update itself instead of waiting on phone calls.
The result
Two hundred crews,
planned by the system.
200
Crews scheduled
Automatic
Replanning when a job moves
Checked
Certifications per job
Instant
Crew notification
The problem
One early cancellation meant hours of replanning by phone.
Every crew was dispatched with a phone call. When a job moved, the dispatcher had to work out the knock-on effects by hand and call each affected crew, while nobody else could see what had changed.
Phone dispatch
Every assignment and change went out as a call, one crew at a time.
Invisible knock-ons
A moved job rippled through the day with nobody able to see where.
Certification risk
Crew qualifications were checked from memory against the job type.
Real travel time
Plans had to reflect actual driving time between sites, not straight-line distance.
What we build
Useful software for the work your team does every day.
Scheduling and patient access
Booking, intake, reminders, waitlists, rescheduling, and missed-call recovery.
Automated follow-up
Fast lead response, treatment-plan follow-up, recall, and patient reactivation.
Revenue-cycle workflows
Claims support, billing automation, collections, and payment follow-up.
EHR and CRM integrations
Secure connections through APIs, FHIR, HL7, webhooks, queues, and middleware.
AI agents and automation
Patient support, routing, qualification, reporting, and repetitive back-office work.
Portals and healthcare products
Patient portals, internal tools, dashboards, and modernized health platforms.
Who we help
Built around the way different healthcare teams actually work.
Providers
Healthcare groups
Patient access, portals, integrations, reporting, and multi-location operations.
Dental
Dental and orthodontic groups
Treatment follow-up, recall, missed-call recovery, and rebooking workflows.
Aesthetics
MedSpas and wellness clinics
Lead response, consultation recovery, no-show prevention, and reactivation.
How we work
Improve what you have
without starting again.
01 / Stabilize
Fix critical gaps
Resolve the issues causing immediate operational pain.
02 / Integrate
Connect systems
Link the tools teams already rely on every day.
03 / Automate
Remove repeat work
Automate communication, coordination, and reporting.
04 / Scale
Create visibility
Add analytics, governance, and infrastructure for growth.
What clients feel
“A cancellation used to cost us the afternoon. Now the board just redraws.”
Operations director · Field services “My day arrives on the phone before I leave the yard. No morning phone queue.”
Crew lead · Northern region “Certifications are checked by the system now, not remembered by me.”
Scheduling manager · Field services
What we built
A schedule that redraws
itself when a job moves.
Field operations
Assignment by skill, travel time and job window, recalculated live.
The scheduler matches each job to a crew with the right certifications, a realistic drive and an open window. When a job moves, it reshuffles the affected part of the day and texts every crew whose plan changed.
Assign
By skill, travel and window
Reshuffle
When a job moves
Text
Every affected crew
How it works
Engineering decisions
Not every crew member would install an app. The day also arrives by text with a link, so nobody is left off the plan.
Yes. Any assignment can be pinned, and the scheduler plans around pinned work. Automation handles the routine changes; managers keep the final say.
Live routing data from Mapbox, so the plan reflects real roads and traffic rather than straight-line distance.