# CoolRoute Command deal desk package

Order form for a dispatch command pilot with route, technician, and customer communication control.

Frames the HVAC dispatch demo as a paid service operations pilot: job import, dispatch board setup, technician capacity rules, route sequencing, customer ETA messaging, parts hold workflow, and field-service-system boundaries.

Buyer default: Evergreen Mechanical
Recommended tier: Dispatch board pilot
Setup fee range: $24k-$42k
Recurring fee range: $1.2k-$4k/month
JSON manifest: /demo-library/hvac-dispatch/deal-desk.json

## Investment Snapshot

- Close assumption: Buyer can provide one dispatch territory, technician schedule data, job status export, and approved customer message templates.
- Gross margin model: Target 58-68 percent implementation margin after job import, dispatcher training, route workflow tuning, and customer message review.
- First proof screen: route

## Included Line Items

- [template] Dispatch command workspace (setup, $7k-$12k): Brand tokens, dispatch roles, territory filters, technician cards, schedule states, and command board shell.
- [needs-client] Job and technician import (setup, $7k-$13k): Map jobs, technicians, skills, windows, equipment flags, and status fields for one territory.
- [template] Route and communication workflow (setup, $8k-$15k): Configure route sequencing, ETA messages, dispatch exceptions, parts holds, and manual system export.
- [ready] Pilot hosting and dispatch support (recurring, $1.2k-$4k/month): Hosting, weekly dispatch review, customer copy tuning, route rule adjustments, and blocker triage.

## Optional Add-Ons

- Field service system writeback ($18k-$45k): Buyer wants job status, technician notes, or ETA updates posted to ServiceTitan, Housecall Pro, or another FSM. Requires API review, field ownership, auth model, and a posting rollback plan.
- SMS delivery integration ($8k-$18k plus carrier fees): Buyer wants live SMS ETA and delay messages rather than demo-mode message queues. Requires consent language, sender setup, opt-out handling, and message audit logs.
- Parts inventory sync ($14k-$32k): Buyer wants dispatch to reserve parts or check truck stock automatically. Requires inventory source, reservation rules, and technician exception handling.

## Payment Milestones

- 45 percent due at signature for territory setup, job import mapping, and dispatcher workflow design.
- 35 percent due after dispatch board, route sequence, and customer ETA queue pass live review.
- 20 percent due after parts-hold report, dispatcher acceptance notes, and expansion plan are delivered.

## Scope Boundaries

- No live customer SMS without approved consent language and sender setup.
- No field-service-system writeback unless the integration add-on is signed.
- Route optimization remains dispatcher-assisted in the base pilot, not autonomous dispatching.

## Approval Checklist

- Territory and schedule accepted: Dispatch manager. Evidence: Pilot territory, technician roster, skill tags, and schedule windows validated.
- Customer message copy approved: Client sponsor. Evidence: ETA, delay, and parts-hold templates approved with opt-out/compliance notes.
- Dispatcher workflow accepted: Implementation lead. Evidence: Dispatcher completes reschedule, route review, and parts-hold scenarios in the pilot workspace.

## Redlines

- Do not promise autonomous route optimization as part of the base pilot.
- Do not send live SMS from the app until consent and sender setup are approved.
- Do not commit to FSM writeback before API and field-ownership review.

## Implementation Handoff Links

- Client proposal: /demo-library/hvac-dispatch/client-proposal
- Client launch plan: /demo-library/hvac-dispatch/client-launch-plan
- Client launch plan JSON: /demo-library/hvac-dispatch/client-launch-plan.json
- Procurement pack: /demo-library/hvac-dispatch/procurement-pack
- Statement of work package: /demo-library/hvac-dispatch/statement-of-work
- Statement of work package JSON: /demo-library/hvac-dispatch/statement-of-work.json
- Tenant seed package JSON: /demo-library/hvac-dispatch/tenant-seed-package.json
- Deployment launch plan JSON: /demo-library/hvac-dispatch/deployment-launch.json
- Buyer launch room: /demo-library/hvac-dispatch/launch-room