New CSRs that dispatch like veterans.
CSR Matching auto-recommends the best technician for every job — scoring your crew on skills, appliance types, and the day's availability. Built for Neighborly and multi-location service franchises. In production today.
The right tech, every job.
Dispatching well takes years of knowing the crew. CSR Matching puts that knowledge in the system, so it's there on a new rep's first morning.
Scores the whole crew
Against the skills a job needs, the appliance or equipment type, and who's available that day.
Best-fit, automatically
Surfaces the right technician per job — no guesswork, no memorizing the whole roster.
Onboard in days
New CSRs dispatch like veterans on day one. The ramp that used to take months collapses.
Fewer mis-dispatches
The wrong tech means callbacks, drive time, and unhappy customers. Match it right the first time.
Built for Neighborly
Designed for the realities of multi-location home-service franchises, not a generic CRM bolt-on.
Part of one suite
Runs alongside the SEO Content Generator and Dashboards inside Meridian — one standard, one login.
Load the crew, match the job.
Map the crew
Skills, certifications, appliance and equipment types — the matrix of what each technician is best at.
Score the job
When a job comes in, Meridian scores every available tech against what the job actually needs.
Recommend & dispatch
The CSR sees the best-fit tech up top and dispatches with confidence — veteran judgment, day one.
Questions, answered.
What does CSR Matching do?
It recommends the best technician for each job — scoring your crew against the skills a job needs, the appliance or equipment type, and who's actually available that day, so the right tech gets dispatched without a CSR having to know the whole crew by heart.
Who is CSR Matching built for?
Neighborly and multi-location service franchises — appliance, HVAC, plumbing, and other home-service brands where dispatching the right technician quickly is the difference between a five-star job and a callback.
How does it speed up CSR onboarding?
New reps usually take months to learn the crew. With CSR Matching the system makes the recommendation, so a brand-new rep can dispatch like a veteran on day one — fewer mis-dispatches, faster ramp.
Is it part of the Meridian suite?
Yes. CSR Matching is one of the three tools in Meridian, alongside the SEO Content Generator and live BI Dashboards.
Want CSR Matching for your franchise?
Tell us how many locations you run and how dispatch works today — we'll show you what CSR Matching changes.