AI dispatch software for field service: what works in 2026
Most “AI dispatch” is just better prioritisation. Here’s what to automate, what to keep human, and how to wire suggestions into Toolfy without chaos.
AI dispatch software for field service: what works in 2026
When vendors say “AI dispatch”, most trade businesses hear: “it will magically fix scheduling”.
In reality, the wins come from four boring things:
- Clean job intake (right job type, right address, right urgency).
- Clear skill tags (who can do what).
- A prioritisation rule everyone agrees on.
- A dispatcher who approves the edge cases.
What “AI dispatch” can safely do
1) Triage: decide what matters today
AI is good at scoring jobs if you give it strict inputs.
Example scoring signals:
- urgency (emergency vs routine)
- customer impact (no heat, lockout, leak)
- revenue impact (deposit collected, high value)
- breach risk (SLA, promised window)
2) Recommend technician + slot
AI can rank options, but should not override reality:
- travel time
- skill match
- parts availability
- access windows
3) Route order suggestion
This is where AI shines: reorder the day to reduce drive time. But the dispatcher should sanity-check:
- fixed appointment times
- multi-day jobs
- jobs requiring two people
4) Draft customer comms
The fastest value: consistent updates.
- booking confirmation
- “on the way” with ETA
- delay message with options
What AI should not do (without strict guardrails)
- Promise ETAs without checking a live schedule.
- Book emergency jobs into impossible slots.
- Decide pricing or discounts.
- Override safety policy (“just turn it off and see”).
A simple dispatch policy (copy/paste)
Dispatch policy
Prioritise safety and customer harm first (gas smell, active leak, lockout, vulnerable customers). Then protect promised windows. Then optimise travel time. Revenue comes last.
How to implement this in Toolfy (without a rebuild)
Store the minimum dispatch data
If you want AI suggestions to be accurate, you need consistent fields:
- Job type (e.g., “boiler breakdown”, “EICR”, “storm repair”)
- Urgency (routine / urgent / emergency)
- Skills tags (e.g., “gas-safe”, “ladder-work”, “EICR”)
- Location (postcode + address)
Toolfy already gives you the schedule, job statuses, and customer records. The missing piece is often just tagging discipline.
Use AI as a “dispatch co-pilot”
Recommended first rollout:
- AI reads today’s job list (export or API read).
- AI produces recommendations:
- top 3 priorities
- suggested assignment per job
- route order per tech
- Dispatcher approves changes in Toolfy.
When you’re ready, you can connect AI tools to Toolfy actions (create/update jobs) using ChatGPT Apps/MCP—but keep idempotency and scopes tight.
Dispatch prompts (for co-pilot mode)
Prompt: daily triage summary
You are the dispatcher for a UK trade business.
Given today's jobs and technicians, output:
1) the top 5 priorities with reasons,
2) recommended assignments with confidence (high/medium/low),
3) any schedule conflicts or missing info you need to ask about.
Do not invent details. If required info is missing, list questions instead.
Prompt: ETA message (no promises)
Write a customer update:
- confirm the appointment window
- give an ETA range (not a precise time)
- include one sentence if we are running late and what the customer can do
Tone: calm, professional, UK spelling.
When AI dispatch is worth it
- 2+ techs (coordination becomes real)
- high emergency volume
- jobs spread across a wide area
- you frequently “forget” to send customer updates
If you’re solo and local, AI dispatch won’t beat a simple checklist.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
What is AI dispatch software?
Should I let AI auto-assign jobs?
What data does AI dispatch need to work?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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