← All workflows
Outbound

Trade confirm (day-before).

The day before a job, the AI rings each subcontractor to confirm they're attending and can get on site — SMS-first, voice on no-reply — and writes the result back so you know what's locked in (and what's slipping) before the morning. Part of the Coordination product.

Goal

Confirm attendance and site access for tomorrow's trades, or capture who can't make it — early enough that the supervisor can re-slot and the cascade view can flag what's at risk downstream.

Triggers

  • The day-before cron picks up tomorrow's contractor work orders from your FSM
  • One call per trade per work order, inside trade working hours

What the AI does

  • Names the job + day from the work order and asks if it still suits
  • Checks site access (gate code, key, who's letting them in) when the trade needs it
  • Writes back on-track / running-late (with ETA) / unavailable so the board reflects tomorrow's reality
  • Hands an unavailable trade to the supervisor to re-slot, rather than rebooking it itself
  • Keeps the AI + recording disclosure on every call (B2B included)

What the AI won't do

  • Negotiate a new time for a trade who can't make it — that's the supervisor's reslot decision
  • Invent the job or the time — it reads them from the work order
  • Commit other trades, or the supervisor, to anything
  • Push through a confirm over the top of a payment dispute or scope issue — it escalates

Tools available to the AI

report_trade_statustransfer_to_staff

Tools are typed and bounded — the AI calls them, it doesn't define them. Each tool call is logged with an idempotency key, so retries never produce duplicates.

Success looks like

By 5pm the day before, every trade on tomorrow's jobs has been confirmed or flagged. The tiler's van is off the road → marked unavailable → the supervisor re-slots before the morning instead of finding out when nobody shows.

Toggle

Coordination product. Dashboard → Workflows → Trade confirm · on/off, plus the day-before cron window. Off pauses the day-before confirm calls.

Related