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My Zone Projekt · pilot workspace

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Opening desk workflow

Go live in one tight pre-shift pass
Open dispatch queue
2 min
Confirm who answers the pilot phone

Name the dispatcher on duty so every matched lead lands with a live callback owner.

3 min
Lock today's service window

Set the last same-day acceptance slot before the queue opens to new requests.

5 min
Open admin and clear the first sweep

Review fresh matches, reject poor-fit jobs fast, and call the first high-fit lead immediately.

Pilot company workspace

Run your pilot setup and stay ready for the next matched lead.

Use this workspace to confirm your service profile, lock in coverage zones, and keep a fast-response inbox ready for pilot traffic across your trade and travel radius.

Opening workflow

Get the pilot desk live before the first callback lands.

Run this once at the start of the shift so the next accepted lead has a staffed phone, a hard cut-off, and one dispatch owner.

1 min
Assign the callback owner

Name the dispatcher covering the pilot phone before you open the queue.

2 min
Publish the same-day cut-off

Set the last arrival window you can still honor today so quotes stay operational.

3 min
Clear to one live lead

Reject bad-fit jobs fast and keep the best in-zone request ready for the first call.

Ready when

One dispatcher is on point, today's last arrival slot is fixed, and the inbox is down to the next best-fit lead.

First callback

Work the next in-zone lead in one 8-minute pass.

Use one call to confirm fit, lock approval, and send a written ETA before the job moves to accepted.

00:02
Check fit before you dial

Confirm the request is still inside today's zone, trade scope, and staffed service window.

Desk
00:03
Call once and capture access

Verify entry details, urgency, and who can approve the callout fee while you have the customer live.

Dispatch
00:03
Text ETA before you mark accepted

Send the named technician, arrival window, and callback number in writing immediately after assignment.

Ops

First 15 minutes

Run this opening pass before pilot leads start landing.
00:03
Publish today’s answer path

Confirm the staffed callback number and the dispatcher covering the pilot phone.

00:05
Clear the queue to one live priority lead

Reject poor-fit jobs fast, then keep the best in-zone request ready for the first callback.

00:07
Pre-write the acceptance text

Open one request and prepare the ETA, named technician, and fee message before the next call.

Accepted lead handoff

Close the callback and hand the job to dispatch in 4 minutes
1 min
Repeat address and access details

Confirm who is on site, how the crew gets in, and the best callback number for arrival.

2 min
Send ETA with the named technician

Text the arrival window and technician name so the customer has a written confirmation immediately.

1 min
Log fee approval before dispatch

Record the approved callout fee before the technician starts driving so ops does not chase it later.

First live lead

Run this 10-minute dispatch pass before accepting a pilot job.
00:02
Clear bad-fit requests first

Reject anything outside today's trade scope, travel lane, or staffed hours.

Desk
00:04
Call and lock site access

Confirm the contact on site, urgency, and who can approve the callout fee.

Dispatch
00:04
Send ETA before wheels move

Text the assigned technician, arrival window, and approved fee in writing.

Ops

Next accepted lead

Run one compact dispatch pass before you mark a pilot lead as accepted.
Reject bad-fit jobs in the first sweepDesk

Decline anything outside your zone, trade scope, or live shift so the queue stays clean.

Call once and lock access detailsDispatcher

Confirm site contact, arrival window, and approval path before assigning the crew.

Send ETA and fee in writingOps

Text the named technician, ETA, and callout fee so the visit is approved before wheels move.

Pilot intake

Work each new lead through one short operator flow.

Under 8 min
90 sec

Check fit before calling back

Confirm the request sits inside your live zone, trade specialty, and pilot hours.

4 min

Call and lock the visit window

Verify access, urgency, and the earliest dispatch slot before moving the lead to accepted.

2 min

Send the first message

Text ETA, named contact, and callout fee so the customer has written confirmation immediately.

Same-day acceptance

Run this compact callback workflow before you promise a same-day visit.

Confirm the slot
Desk

Check today's last arrival window before you offer a time so the desk and technician stay aligned.

Lock access and approval
Dispatcher

Get the gate code, parking note, and fee approval in the same call to avoid a second callback.

Send the written confirmation
Ops

Text the ETA, technician name, and callback number immediately after acceptance.

Dispatch note

Use this only for in-zone pilot work that can still be reached inside today's staffed window.

Lead inbox

A clean queue for incoming jobs.

Pilot callback play

Convert the next in-zone lead before it cools off

Use one callback to lock site access, fee approval, and a written ETA before the job leaves the inbox.

Call the lead within 5 minutes and confirm access details.

Read back the callout fee and approval contact on the same call.

Assign the technician and text the ETA before marking accepted.

Done when

The customer has a named site contact, approved callout fee, and SMS ETA.

Water leak in apartment block

Frankfurt · 3.2 km

New

Urgent, photo attached, wants immediate non-binding offer.

Balcony railing specialist

Mainz · 18 km

Quoted

Needs a team with longer travel range and compliance notes.

Car mirror repair

Offenbach · 6 km

Inbox

Short job, quick response window, ready for a callback.

Selected lead

Water leak in apartment block

Urgent lead · 3.2 km away · photo attached

Immediate non-binding offer requested.
Customer wants earliest possible dispatch.
Good fit for the fast-response zone.

Dispatch handoff

Accept this water leak in 6 minutes

Use one callback to lock access, approval, and ETA before you move the lead to accepted.

Call the tenant and confirm accessDispatch lead

Verify leak severity, entry instructions, and the best callback number before you promise arrival.

Get fee approval on the same callDesk

Read back the callout fee and approval contact so the crew does not leave on a soft yes.

Text the ETA with the named plumberOps

Send the arrival window and technician name immediately after assignment so the customer has it in writing.

Done when the customer has a written ETA, the callout fee is approved, and dispatch has one named site contact.