Field Operations
Protect Field Capacity Before It Is Lost
Rules-based demo risk scoring identifies appointments likely to be lost, then applies an approved reminder and recovery sequence.
Tomorrow's Appointments
428
Illustrative demo value
Confirmed
391
Unconfirmed
23
Require Intervention
14
Recovered Today
26
Appointment queue
Tomorrow's field schedule — demonstration data
Rules-Based Demo Risk
| Customer | Window | Contractor | Confirmation | Risk | Last Outreach | Recommended Action |
|---|---|---|---|---|---|---|
| Sarah Johnson — DEMO | Thu 2:00 PM – 4:00 PM | Apex Energy Services | Unconfirmed | high | SMS · 2 days ago | Voice follow-up |
| Andre Whitmore — DEMO | Fri 1:00 PM – 3:00 PM | Apex Energy Services | No Response | high | SMS · 3 days ago | Voice follow-up |
| Marcus Bell — DEMO | Tue 10:00 AM – 12:00 PM | GreenPro Mechanical | Confirmed | low | SMS · yesterday | Monitor |
| Grace Lindqvist — DEMO | Wed 9:00 AM – 11:00 AM | Northstar Commercial | Confirmed | low | Email · 2 days ago | Monitor |
| Tobias Reyes — DEMO | Thu 8:00 AM – 10:00 AM | Lakeshore Insulation | Unconfirmed | medium | SMS · 4 days ago | SMS reminder |
| Harriet Kwan — DEMO | Thu 11:00 AM – 1:00 PM | GreenPro Mechanical | No Response | high | Voice · 5 days ago | Escalate to coordinator |
| Victor Alarcón — DEMO | Fri 3:00 PM – 5:00 PM | Apex Energy Services | Unconfirmed | medium | SMS · 2 days ago | SMS reminder |
| Lorraine Petit — DEMO | Wed 1:00 PM – 3:00 PM | Northstar Commercial | Confirmed | low | SMS · yesterday | Monitor |