A job summary your office can use

The decision to make first

Agree a fixed order for every summary: trade, job, urgency, service area, access notes, preferred windows, callback number and anything the caller asked that Ava could not answer.

Keep it short

One line for the job, short fields for the rest. Long transcripts belong in the call record, not the summary.

Suggested wording to approve

Example summary: “Heating and cooling · AC not cooling, upstairs unit · same-day request · Example Hills · dog in the garden · after 2 pm · callback requested.”

Test the difficult case

Use a caller who rambles and changes their mind. The summary should reflect the final request and note the change.

Worked example

Fictional example: the dispatcher reads a summary, sees the job, area and window, and assigns it without a second call. The only follow-up is the confirmation call to the customer.

Review it in operation

Ask dispatchers which field they check first and which they never read, and reorder the summary to match.

Check before you launch

• Fix the field order.
• Keep the job line short.
• Test a caller who changes their mind.
• Ask dispatchers what they use.

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