Introduction
Getting started
Learn how to get Buck.ai up and running for your service business.
Onboarding
How to onboard to Buck.ai?
Integrations
Setting up your integrations.
Scenarios
Using scenarios to fine-tune your dispatch ops.
Job Types
Modify your job types to generate the optimum outcome for dispatch.
Buck.ai is a state-of-the-art automation platform crafted for the home service industry. You can use Buck to maximize your revenues, minimizing your mileage, and increase your overall profits.
Getting Started
Buck.ai is built for Home Services Companies, a.k.a. The Trades. You need to use a Field Service Management software such as ServiceTitan, ServiceFusion, FieldEdge, etc. to be able to use Buck Platform.
To get started, please email support@buck.ai so we can provision your account. To schedule a demo, please visit https://buck.ai/demo
Integrating Your Legacy Systems
Buck.ai integrates with systems like ServiceTitan. To get started, please check integrations. Buck.ai typically needs 24 hours after the first integration to import the data and train relevant models. After that point forward, your data is refreshed in intervals between 4 hours to 24 hours depending on the data type.
What if I'm running on Excel?
Buck.ai runs on historical data to optimize your business decisions. Hence, we need at least 3-6 months of job data to run our models running on a FSM software. So, if you're running on Microsoft Excel, we recommend you migrate to a FSM solution first.
Basic usage
After the onboarding, using Buck.ai is straightforward and simple, without needing any extra setup. Buck.ai has different products for dispatchers and CSRs, however, it is build to enable you accomplist complex tasks with a few simple clicks.
First Optimized Dispatch Board
Creating a dispatch board optimized for revenue and driving distance takes less than 30 seconds in Buck.ai.
From your app selector, select Dispatch > Boards > + New Board. Pick the date and the dispatch scenario you want to use. If you don't know which scenario to use in particular, you can move forward with the default scenario. Technicians in the scenario will automatically populate.
You may want to pick the jobs that will be included in the board, although it's not mandatory. Click Create Board and you're done.
First Dispatch-Optimized Call
In the same manner, you can dispatch a customer conversation to the best -and mileage optimized- technician within seconds using Buck.
For calls, you either need a Buck.ai browser extension for call center, or you have to start the call booking screen manually. From Omnichannel, click Calls > New Call.
In Step 1, Fill in Customer name, existing options will appear in the dropdown. You can also search a customer by Phone or Email. Pick the Location, and click Next.
In Step 2, fill in Business Unit, Job Type and Campaign. Pick an Availability Search, and click Find Appointment.
In Step 3, Buck.ai brings the most optimal alternatives either for assigning to an actual technician, or assigning to an arrival window depending on the Availability Search you picked in Step 2. Click Select next to the option you want to create the job. Alternatively, you can use the Force Assign button to create a job manually.
Getting help
To get help, we recommend you start out by searching this documentation. If this does not solve your problem, please send an email to support@buck.ai to open a ticket. Buck.ai teams will respond and resolve your issue within 48 hours.