# Emergency Job Triage Workflow

Industry: Tradies
Difficulty: Advanced
Estimated setup time: 4-8 hours with careful escalation testing
Conservative time saved estimate: May reduce manual sorting time, but should be measured against safety and response quality

Use this as a starting brief for an AI agent workflow. Review outputs before sending to customers or updating business records.

## Problem it solves
Emergency calls need fast routing, but automated systems should not make safety-critical decisions without review.

## Desired outcome
Urgent keywords and missing safety details are flagged for immediate human attention.

## Best for
Trades teams handling urgent plumbing, electrical, HVAC, locksmith, or restoration requests.

## What it automates
Initial triage labels, safety questions, emergency alerts, and job notes.

## Tools needed
- Phone or form intake
- Alert channel
- Job app
- AI assistant

## Recommended real-world tools
- ServiceM8: https://www.servicem8.com/au/
  - Best use case: Quote requests, job booking, job notes, and field service admin.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21
- Jobber: https://getjobber.com/
  - Best use case: Job booking, quote follow-up, invoice reminders, and customer updates.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21
- Podium: https://www.podium.com/
  - Best use case: Missed call follow-up, customer review requests, and local customer messaging.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21
- Zapier: https://zapier.com/
  - Best use case: Moving approved data between tools and triggering draft-mode workflows.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21

## Setup steps
1. Write emergency keywords and immediate escalation rules.
2. Ask only essential safety and access questions.
3. Alert a person for any urgent or unclear case.
4. Test with historical examples before using live.

## Example prompt
Classify this job request for urgency. Extract safety details, location, access notes, and missing information. If urgent or unclear, recommend immediate human review.

## Human approval rules
- Review customer-facing messages before sending during the pilot.
- Escalate complaints, legal issues, financial commitments, safety issues, and uncertain answers.
- Do not allow the agent to invent facts, pricing, availability, or policy wording.
- Keep a log of reviewed outputs and corrections.

## Test plan
- Sample size: Start with 10-25 real examples before expanding.
- Success metric: Time saved after review, response quality, correction rate, and customer impact.
- Review questions: Was the source data accurate? Did the agent stay within policy? Did a person approve the right cases?
- Rollback plan: Pause automation, disconnect tool access, and return to manual processing if outputs are unreliable.

## Related pages
- https://nexusdirective.com/ai-agents-for-tradies/
- https://nexusdirective.com/blog/ai-agent-readiness-checklist/

## Disclosure
Tool links are official website links and are not affiliate or sponsored links unless marked otherwise. Check official pricing and vendor terms before purchase.