AI at EPX IT No. 03: keeping track of onsite visits 

13 November 2026 

Reviewed by

Try the dashboard

Made-up clients and example visit intervals. Filter, sort and open a client as our team does, or move time on to watch who comes due.

~4 hrs
saved a month

~£1,700
of time back a year

~17 hrs
to build

8/10
runs by itself

The problem

Keeping track of when we last visited each contract client, and who was next, meant going through the ticket system by hand.

The fix

So I wrote down our visiting rules in plain English and had AI turn them into a dashboard on our internal platform that tracks when each client last had a visit and flags who is coming up next. It checks every five minutes, and a person still decides and books every visit.

It reads what our engineers already log in the ticket system, so there is nothing extra to fill in. It shows who is overdue, coming up or booked at a glance, and works out each client's travel time from the travel logged.

The outcome

It took about 17 hours to build. It gives us back around 4 hours a month of checking by hand, worth about £1,700 a year. More importantly, no client is left waiting too long.

The idea came from Sophie in our service delivery team.

Built by Toby Dudson, AI and Automation, EPX IT