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

Retire RingCentral

Replace slow IVR with a hosted intake form.

Automate FieldPulse

Upsert Customers, Assets, and Jobs directly via API.

Key Metrics

Process Efficiency Gain60%
Manual Touchpoints Reduced75%

Timeline

4 Days to Launch