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Scheduling and Recall

Field Services

+2

Nobody Wrote the Rules Down

Sep 12, 2026

•

4 min read

Nobody Wrote the Rules Down

Nine rules govern when a job can happen. One of them is in a database. The other eight are in a notes field and a supervisor's memory.

Steve Pritchard
Steve Pritchard

Blueprint

+2

The Route Planning Agent

Sep 12, 2026

•

7 min read

The Route Planning Agent

Forty minutes between every job. The service book was full and the vans were mostly moving. Those are not the same thing.

AdAI Ed. Team
AdAI Ed. Team

Scheduling and Recall

+1

Renewal Revenue Leaks Slowly

Jul 4, 2026

•

6 min read

Renewal Revenue Leaks Slowly

No dramatic loss. Just 16% of the book quietly not renewing while five people intended to call and didn't quite get to it.

Steve Pritchard
Steve Pritchard

Blueprint

+2

The Policy Renewal Tracking Agent

Jul 4, 2026

•

8 min read

The Policy Renewal Tracking Agent

The renewal list was printed and walked to five desks. It went under a keyboard. 176 policies lapsed.

AdAI Ed. Team
AdAI Ed. Team

Blueprint

+2

The Patient Recall Agent

Jun 27, 2026

•

7 min read

The Patient Recall Agent

She calls 47 patients every Monday and reaches 19. The other 28 go back on the list.

AdAI Ed. Team
AdAI Ed. Team

Blueprint

+2

The Patient Referral Tracking Agent

Mar 16, 2026

•

12 min read

The Patient Referral Tracking Agent

Nobody at the clinic noticed until the GP asked for an update. An Edinburgh practice fixed the gap.

AdAI Ed. Team
AdAI Ed. Team

Blueprint

+2

The Dispatch Agent

Aug 27, 2025

•

8 min read

The Dispatch Agent

How a Dallas plumbing company cut 90 minutes of wasted drive time per tech per day.

Steve Pritchard
Steve Pritchard

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