Miller HVAC

Action Center

Review, approve, edit, or dismiss Miller HVAC service work prepared by Syntra.

Human approval required

Route recommendation ready

High priorityNeeds Approval
SchedulingAssigned: Service Scheduling AssistantDue: Before 10:30 AM

Miller HVAC can move Davis Maintenance ahead of Brown No Cool Air to protect the afternoon appointment window.

Recommended action

Review the proposed Route Recommendation before Sarah updates the Miller HVAC schedule.

Schedule conflict found

High priorityNeeds Approval
Needs ApprovalAssigned: Service Scheduling AssistantDue: Today at 11:00 AM

Brown No Cool Air is too close to Wilson's afternoon visit if Alex stays on the current route after the Johnson AC Repair.

Recommended action

Review the recommended schedule adjustment before customer notifications are prepared.

View in Scheduling

Appointment confirmation draft

Medium priorityNeeds Approval
Appointment ConfirmationAssigned: Customer Follow-Up AssistantDue: Today at 1:00 PM

An Appointment Confirmation draft is ready for Wilson's 2:30 PM No Cool Air visit, including the arrival window and On My Way reminder.

Recommended action

Review and approve the Appointment Confirmation, or edit the wording before sending.

Customer follow-up draft

Medium priorityNeeds Approval
Customer Follow-UpAssigned: Customer Follow-Up AssistantDue: End of day

Johnson's AC Repair Customer Follow-Up is drafted with a short check-in after the service visit.

Recommended action

Approve the follow-up if the job closes cleanly, or edit it with Alex's final service notes.

Parts Delay Notification

Low priorityNeeds Approval
Parts Delay NotificationAssigned: Executive AssistantDue: Tomorrow morning

A Parts Delay Notification is prepared for Davis Maintenance Visit if Parts Follow-Up is still needed this afternoon.

Recommended action

Dismiss if the Parts Follow-Up clears today, or review and approve the Parts Delay Notification if needed.