Solutions / Field & service

The visit, the reminder,and what happened after.

A field job is three handoffs: office to engineer, engineer to customer, and back again. Synapsi keeps each one written down, so nobody arrives at a locked door.

See it happen Open workspace

Tracked field-team handoffsillustrative

Visit bookedThursday 9–11, in the engineer's calendar

Reminder sentThe day before, with what to prepare

"I can't make it"Task opened, team channel told

New slot confirmedApproved by the coordinator

Nobody arrives at a locked door.

Where the value comes from

Nothing left on the table.

Hours back

Fewer no-shows

A reminder the day before, with what to prepare, means the visit happens the first time.

Customers kept

"I can't make it" is heard

A reply to a reminder opens a task and tells the team, so the customer gets a new slot instead of silence.

Money in

Slots that do not go to waste

A cancelled visit is known the day before, in time to give the slot to somebody else.

Workflows that apply

Start from templates built for this work.

wf-033

Engineer visit booking

Creates the visit in the engineers' calendar, then confirms it to the customer with what to prepare.

wf-024

Appointment reminder

Reminds somebody by SMS before an appointment and lets them reply if it no longer works.

wf-054

Gas inspection due

Tells the customer about the inspection from you first, before a door-to-door scam does.

Spain · every 5 years

wf-026

Escalation to task

When an agent hands a conversation to a person, a task is opened and the team channel is told.

wf-041

Voice call WhatsApp recap

A WhatsApp recap for callers who asked for one, and a reminder an hour before a booked callback.

wf-027

Outage broadcast

One affected customer, one SMS, fired from your own system so the list of who is affected stays yours.

Using a template creates a draft. Publishing it is a separate, deliberate step.

The conversation

A customer cannot make tomorrow's visit.

Reminder: your engineer visit is tomorrow between 9 and 11. Please make sure the meter cupboard can be reached.

wf-024 · appointment reminder

Sorry, I can't make it tomorrow.

No problem. I've told the team, and they will confirm a new time with you today.

task openedwith a person

Your visit is now booked for Friday between 2 and 4. See you then.

approved

What you are seeing

A cancelled visit, caught the day before.

The reminder goes out. An SMS the day before, at the time your system names.
The customer replies. "I can't make it" is read and understood, not left in a thread.
The team is told. A task opens for the coordinator and the team channel gets a heads-up.
A new slot is confirmed. The coordinator approves the new time, and the customer gets a fresh confirmation.