# CoolRoute Command production evidence pack

Production evidence pack for CoolRoute Command

A buyer-facing evidence model that ties HVAC Dispatch demo interactions to pilot KPIs, acceptance checks, import gates, audit artifacts, and SEO/AEO proof points.

## Operator Promise

The app should prove real hvac dispatch operations work through visible records, clear owners, traceable status changes, and exportable evidence before any deeper integration is promised.

Buyer proof point: Schedule risk visibility: All pilot jobs display assignment, urgency, ETA, and blocker state on one board.

## Evidence Snapshot

- Buyer outcome: Cleaner dispatch decisions, fewer surprise delays, and better customer communication during peak service windows.. The pilot proof model tracks same-day schedule load, technician assignment clarity, ETA message readiness, and jobs blocked by parts or customer risk.
- North star: Urgent jobs assigned with approved ETA or parts status before service window risk. Instrument dispatch landing CTA, app preview, job search, reassignment, ETA draft approval, parts hold review, route view, and spec download.
- Pilot KPI: Assignment completeness. 95% of active pilot jobs have technician, priority, and route status. Owner: Dispatch manager
- Audit source: Assignment change history. Each assignment change, ETA draft, parts hold, route risk, and urgent-job escalation records owner, source, timestamp, and field-service handoff state.

## Acceptance Evidence

- Reassign same-day job and preserve route context (Complete): Dispatcher; Launch readiness acceptance test. Dispatch board and route panel show technician load and sequence changes.
- Send ETA message draft from comms queue (Queued): Service manager; Launch readiness acceptance test. Message queue data is present; SMS provider not selected.
- Hold a job for unavailable parts (Complete): Parts coordinator; Launch readiness acceptance test. Parts hold workflow shows ETA, risk, and owner.
- Assignment history (In progress): Dispatch manager; Make assignment, ETA, route, and parts-blocker changes visible during same-day dispatch.. Job reassignment includes capacity state, prior owner, and route impact.
- Message approval (In progress): Dispatcher; Make assignment, ETA, route, and parts-blocker changes visible during same-day dispatch.. Customer ETA messages stay prepare-only until approved by dispatch.
- Job ID system-of-record rule (Blocked): Dispatch manager; Seed technicians, service jobs, parts holds, and customer message templates for one dispatch board.. Dispatch updates must map back to the source service job record.

## Proof Artifacts

- Dispatch capacity snapshot (Template): Dashboard view; owner Dispatch manager. Shows assigned, unassigned, delayed, and parts-held jobs for a service manager review.
- Technician roster import (Ready): CSV export; owner Parts coordinator. Defines technician, region, skills, availability, and load fields for pilot setup.
- Service platform export map (Needs client): Review packet; owner Customer service lead. Requires ServiceTitan, Housecall Pro, FieldEdge, CSV, or internal workflow decision.
- Assignment change history (Ready): Audit log; owner Dispatch manager. Assignment changed after technician capacity review.
- ETA message approval queue (Template): Export; owner Dispatcher. Message queued for dispatcher approval before customer send.
- Parts hold blocker report (Template): Export; owner Parts coordinator. Route remains blocked until customer approves quoted part.
- Work order import (Ready): hvac-dispatch-work-orders.csv; owner Dispatch manager. Creates dispatch board jobs, priority state, appointment windows, and customer communication context.
- Technician roster import (Ready): hvac-dispatch-technician-roster.csv; owner Service manager. Loads technician capacity, service role, territory, and next-stop visibility.

## Live Demo Scenarios

- Service intake: Triage and schedule an inbound request: Dispatcher responds to "Qualify a call or web request, escalate urgent work, and convert it into a scheduled job with a queued customer message." and proves Board, calendar, assignment, route, and detail screens share one client-side work order state.
- Job board and calendar: Switch board and calendar views: Service manager responds to "Toggle the dispatch surface between status columns and technician calendar lanes." and proves Inbound service requests can be triaged, escalated, and scheduled as board-ready work orders.
- Technician assignment: Select and assign a job: Technician responds to "Pick a work order, inspect technician capacity, and update the assigned tech locally." and proves Rescue dispatch recommendations rebalance technician capacity with route and customer-message handoff.
- Customer communications: Apply a rescue dispatch move: Dispatcher responds to "Approve a capacity recommendation that reassigns a job, updates the route ETA, and queues the customer notice." and proves Dispatchers can reassign technicians and move statuses without a backend.

## Buyer Handoff Questions

- What baseline can the buyer confirm for schedule risk visibility, and what evidence will prove the target?
- Who owns the Service jobs export export from ServiceTitan, Housecall Pro, FieldEdge, or CSV schedule export, and how often can it be refreshed during pilot?
- Who owns the Technician roster export from Field-service platform or HR roster export, and how often can it be refreshed during pilot?
- Should Unassigned urgent job alert run automatically at launch, or stay as a review queue until the buyer approves notifications?
- Which HVAC company owners signs off that the demo scenario is realistic enough for the first live pilot?

## SEO/AEO Proof Points

- HVAC dispatch software: HVAC dispatch software helps service companies schedule jobs, assign technicians, monitor work order status, sequence routes, and manage recurring maintenance visits.
- What should HVAC dispatch scheduling software show? Proof source: Assignment change history and ETA message approval queue
- How can dispatchers manage parts delays without losing the route? Proof source: Parts hold blocker report
- Assignment completeness: 95% of active pilot jobs have technician, priority, and route status.
- Parts hold visibility: 100% of blocked pilot jobs have part, owner, and resolution note.
- Operational proof artifact: Assignment change history
- Operational proof artifact: ETA message approval queue

## Launch Routing

- Canonical demo page: /demo-library/hvac-dispatch
- App-only subdomain: https://hvac-dispatch.ideas-realized.com
- Implementation JSON: /demo-library/hvac-dispatch/implementation.json
- SEO/AEO primary intent: HVAC dispatch software