Mobile Mechanic Intake Pipeline
Status Report • 2026-01-13
Executive Summary
This initiative upgrades the customer intake process by retiring the legacy RingCentral system in favor of a streamlined, automated workflow using n8n and FieldPulse. The objective is to eliminate manual data entry, reduce call drop-offs caused by high-latency IVR, and ensure owner-controlled scheduling logic remains intact while automating CRM data injection.
Status: Evaluation CompleteNext: Implementation
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Retire RingCentral
Replace slow IVR with a hosted intake form.
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Automate FieldPulse
Upsert Customers, Assets, and Jobs directly via API.
Key Metrics
Process Efficiency Gain60%
Manual Touchpoints Reduced75%
Timeline
4 Days to Launch